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Weekly Macro Note: Global 'Crash Up' Index Update, Technicals Overview, Finding Opportunities in Inflation, Portfolio Strategy Update …
In this Weekly Macro Note - we dive into the latest 'crash up' index updates - discussing Korea, Spain, Canada, Japan, and US indices and their…
6 hrs ago
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MacroEdge
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Saturday Macro Note: Inflationary Pressures Continue to Mount, Spirit Airlines Failure, Energy Portfolio Strategy Update
In this Saturday Macro note we discuss mounting inflationary pressures - from food to fuel prices, talk about the Spirit Airlines failure, and provide…
May 3
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MacroEdge
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Midweek Macro Note: 'On the Ground' for Ag Part 1, FOMC Recap, Airline Bailouts?, Portfolio Strategy Update and Commentary
In this Midweek Macro Note - we kickoff our 'On the Ground' series for Ag (Part 1) with a brief discussion, highlight the airline industry begging for…
May 1
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MacroEdge
11
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April 2026
War Note: FOMC Preview, Latest War Updates & Shortage Watch, Agriculture Data Preview
In this War Note we discuss the FOMC Preview and whether or not the Fed will hike this year, highlight the latest war updates, discuss shortages, ag…
Apr 29
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MacroEdge
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Weekly Macro Note: Nominal 'Crash Up' Continues, Physical Shortage Countdown, A Refreshed Look at Data Centers, Portfolio Strategy and…
In this Weekly Macro Note we discuss the nominal crash up in assets continuing, a countdown to physical shortages as inventories of critical commodities…
Apr 27
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Redeye Macro Note - The Lagging Hormuz Closure Impacts, Warming Things Back Up, Portfolio Strategy Commentary and Note
In this Redeye Macro Note - we 'foam the runway' for the week ahead, outline the schedule of coming reports, discuss an inevitable Strait of Hormuz lag…
Apr 26
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MacroEdge
15
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Weekly Macro Note: Early Inflation Warning Signals, Technicals Overview, The Physical Energy Reality, Portfolio Strategy Update, & More
In this Macro Note - we discuss the latest updates in the Middle East, discuss early warning inflation signals, provide a very brief technicals…
Apr 20
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MacroEdge
22
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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…
Apr 19
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MacroEdge
15
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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
12
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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
15
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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
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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
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