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Midweek Macro Note: Countdown to an Energy Crisis, FOMC Recap, Portfolio Strategy Update, Equity Research Notes
In this Midweek Macro Note - we discuss the latest developments out of the Middle East as they pertain to the energy situation, highlight the key…
Mar 19
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MacroEdge
13
4
Weekly Macro Note: The War Goes On, Food and Fertilizer Price Impacts, Technical Trainwreck
In this Weekly Macro Note - we discuss the latest Middle East war developments, highlight food & fertilizer price impacts from the Strait of Hormuz…
Mar 16
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MacroEdge
13
6
Saturday Macro Note: Strait of Hormuz & Oil Supply Update, Fracking Activity, War Impact on Aviation and Hospitality
In this Saturday Macro Note we discuss the latest on the Strait of Hormuz and oil supply updates from the Middle East region, look at the latest…
Mar 15
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MacroEdge
15
2
Midweek Macro Note: A Looming Energy Crisis, Strait of Hormuz Update, Looking at our Energy Portfolio Strategy, Rate Cuts Disappear…
In this Midweek Macro Note - we discuss a looming energy crisis, talk about the Strait of Hormuz, highlight our energy strategy, talk about the pricing…
Mar 13
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MacroEdge
14
3
War Note 3: Strait of Hormuz Traffic, Massive Oil Volatility, A Look at Oilfield Services, Technicals, Portfolio Strategy Commentary
In this War Note we discuss the latest developments with the Strait of Hormuz, highlight massive oil volatility from the overnight session to now…
Mar 10
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MacroEdge
17
4
Weekly Macro Note: An Explosive Upside Move in Oil, Energy Crisis Potential, Next Oil Stock I Like, Portfolio Strategy Update
In the Weekly Macro Note, we discuss the explosive upside move in oil, the potential downstream impacts of the energy price shock, a crisis potential…
Mar 9
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MacroEdge
16
1
4
Redeye Macro Note: War Update, Oil Surge Continues, Energy Equity Opportunities, Natural Gas Note, NFP 'Crashout' Review, What's Next?
In this Redeye Macro Note - we dive into the latest on the Iran conflict, talk about the continued surge in oil prices, highlight energy equity…
Mar 7
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MacroEdge
18
5
Midweek Macro Note: Oil Spooks Administration, the Objective Energy Outlook, Natural Gas Discussion, Nonfarm Preview, Portfolio Strategy…
In this Midweek Macro Note - we discuss the $82WTI spook that we saw today, Russian sanctions lifted, provide an objective energy outlook in a…
Mar 6
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MacroEdge
12
5
War Note 2: The Crude Reality of Middle East Wars, Oil & Gas Equities
In this 2nd edition of the 'War Note' - we talk about the crude reality of Middle East Wars, and oil and gas equities. We also discuss impacts to the…
Mar 5
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MacroEdge
9
3
War Update: Latest Oil & Gas Market Developments, Hormuz Closure, Positioning for Upside
In this War Update - we discuss the latest oil & gas market developments, highlight the steep drop in tanker traffic and oil output with cuts in Iraq…
Mar 4
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MacroEdge
19
5
Weekly Macro Note: Portfolio Strategy Update and Commentary, Geopolitical Update, Oil & Gas Quick Look, Credit Spread Movement, & More
In this Weekly Macro Note we provide the latest update on MacroEdge Portfolio Strategy, discuss the latest geopolitical developments from the Middle…
Mar 2
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MacroEdge
12
3
February 2026
Saturday Macro Note: Bombs Away, Energy Update, Data Center Layoffs & AI Update - for February
In this Saturday Macro Note - we talk about the explosion in geopolitical tensions in the Middle East, highlight the latest potential impacts for oil …
Feb 28
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MacroEdge
15
3
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