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Saturday Macro Note: The 'Strait' Truth, Weekend Warfare Circus, & 'On the Ground' Series Starting Soon
In this Saturday Macro Note - we discuss the latest geopolitical developments, and their potential impact on global energy markets and supply chains…
17 hrs ago
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MacroEdge
9
4
Redeye Macro Note: A Tale as Old As Time, & Time to Ignore the Headlines
In this Redeye Macro Note - we dive into the unprecedented global price action, highlight the latest margin debt data, explore why headline volatility…
Apr 18
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MacroEdge
10
2
Midweek Macro Note: Fed Liquidity Cannon is On, Energy Discussion & Strategy Update, Portfolio Strategy Update
In this Midweek Macro note - we cover the latest on the Fed liquidity cannon (which has begun firing once again), highlight the latest developments in…
Apr 17
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MacroEdge
14
4
War Note: What Should we Believe? Energy, PPI, War Update and More
In this War Note - we discuss the massive bombardments of false and fake headlines in the last 3-4 days (as well as why you should ignore these…
Apr 15
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MacroEdge
15
4
Weekly Macro Note: Geopolitical Update, Data Center Situation Part 2, Portfolio Strategy Updates, & More
In this Weekly Macro Note - we discuss the latest geopolitical developments, highlight the upcoming 'On the Ground' Data Center report series, discuss…
Apr 13
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MacroEdge
19
3
Saturday Macro Note: No Deal for Now
In this brief Saturday Macro Note - we cover the latest geopolitical developments from the evening - and lay the foundation for the Weekly Macro Note…
Apr 12
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MacroEdge
14
2
Redeye Macro Note: New All-Time Low in Consumer Sentiment, Strait of Hormuz Update, Breaking Down the CPI Report, and More
In this Redeye Macro Note - we break down the CPI report (including Core & PCE readings), provide an update on the Strait of Hormuz traffic, highlight…
Apr 11
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MacroEdge
13
3
Midweek Macro Note: 'On the Ground' Report Series, Back to the Bubble?, An Update on the Real Estate Situation, Portfolio Strategy Note
In this Midweek Macro Note - we discuss the latest developments in the last two trading days - including a 'back to the bubble' component - with tech …
Apr 10
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MacroEdge
13
2
War Note: Seeing Through the Noise
In this War Note... which may or may not be the final one - we 'see through the noise' - analyzing what's real, what happened today, the Strait of…
Apr 8
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MacroEdge
19
4
Weekly Macro Note: The 200SMA, Latest War Developments, Jet Fuel Price Shock and Impact, Portfolio Strategy Update
In this Weekly Macro Note - we discuss the '200sma magnet', highlight the latest war developments over the last 24 hours, talk about the jet fuel price…
Apr 6
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MacroEdge
22
3
Saturday Macro Note: March Employment Recap, War Updates, Oil and Food Price Relationship, Crypto Note
In this brief Saturday Macro Note - we discuss the latest mixed data from another BLS employment report, highlight the latest war update, talk about…
Apr 5
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MacroEdge
21
3
Redeye Macro Note: The War Drums Get Louder and the Implications are Bigger than Ever
In this Redeye Macro Note - we discuss the latest from the Israel-Iran conflict, including downed US aircraft. We highlight the latest evolving…
Apr 4
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MacroEdge
19
4
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