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War Note: War is Inflationary, Latest War Updates, Energy Markets Review, Asian Volatility is Accelerating
In the War Note we discuss the war being inflationary, highlight the latest war updates, discuss the latest energy market data, and look at Asian…
Jul 15
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MacroEdge
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3
Weekly Macro Note: War Resumes (Again), Hormuz Traffic Analysis, Why War Is Bullish, A Look at Asian Markets Part 3
In the Weekly Macro Note - we discuss (yet another) resumption of the war and why this time, the US is going to get more worried about a Hormuz…
Jul 13
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MacroEdge
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4
Redeye Macro Note: Quiet Weeks of Summer Ahead, War Resumption, Oil and Gas Update, Portfolio Strategy Note, and More
In this Redeye Macro Note - we discuss the quiet weeks of summer ahead, highlight war resumption risks, discuss the latest on oil and gas, and Six…
Jul 11
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MacroEdge
10
1
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Weekly Macro Note: Start of the 'Long Summer', Look at What's Ahead, Consumer Slowdown Risks
In this Weekly Macro Note - we discuss the start of the long summer, take a look at what's ahead for markets, and discuss consumer slowdown risks…
Jul 6
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MacroEdge
12
5
Midweek Macro Note: Nonfarm Preview, Latest Energy Data, Asian Risks Part 2
In the Midweek Macro Note we discuss our nonfarm preview for payrolls tomorrow, highlight the latest energy data, look at Asian risks, and more.
Jul 2
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MacroEdge
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3
June 2026
Weekly Macro Note: The Asian Risk, Pre-4th Macro Week, Warnings from 06 and 07
In the Weekly Macro Note - we discuss the latest on the Asian Risk - which continues to get larger in recent days - highlight MacroEdge updates …
Jun 29
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MacroEdge
10
2
5
Monday Macro Note and Portfolio Strategy Analysis: 'AI'sian Contagion Risk?
In this Monday Macro Note - Six delivers a portfolio strategy update, along with commentary, and Don highlights the potential for an 'AI'sian contagion…
Jun 23
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MacroEdge
13
3
Weekly Macro Note: A Brief Welcome to 'Summer', Yen/Won Weakness, and Geopolitical/Energy Update
In this Weekly Macro Note - we preview the week ahead, discuss the weakness in the Yen & KRW, highlight the latest on the geopolitical front from…
Jun 22
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MacroEdge
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Midweek Macro Note: What's Real and What's Not in the Middle East
In the Midweek Macro Note - we discuss the latest out of the Middle East, highlight upside oil risks, the latest Global Bubble Index updates, and much…
Jun 19
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MacroEdge
10
2
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A New FOMC - What's the 'Real'ity?
In this Wednesday note - we cover the FOMC decision from today, discuss the implications of a Warsh Fed, and highlight oil inventories sitting at their…
Jun 18
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MacroEdge
11
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Weekly Macro Note: Where do we go from (MOU) here?, A Deeper Look at SpaceX
In this Weekly Macro Note - we discuss the MOU and wide gaps between both sides - take a deeper look at SpaceX, discuss energy prices and why the risk…
Jun 15
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MacroEdge
15
1
5
SpaceX IPO: A Sign of the 'Casino' Times, Oil Market Update
In this brief Macro Note - we discuss the SpaceX IPO being a sign of the 'casino' times, and provide an oil market update. Both Don & Six contribute.
Jun 12
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MacroEdge
11
3
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