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War Note: Diesel and Refined Products Tighten Further, Overhyped FOMC Preview
In this War Note - we discuss the latest updates on diesel and refined products markets, and highlight why this overhyped FOMC preview means…
14 hrs ago
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Weekly Macro Note: FOMC Week First Look, Technicals Update, Inflation Problem
In this Weekly Macro Note we discuss our FOMC week first look - why the Fed is likely to hike, and why it won’t help a supply shock, analyze the latest…
Sep 14
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MacroEdge
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Midweek Macro Note: Portfolio Strategy Update, Natural Gas Outlook, Bond Bonanza
In this Midweek Macro Note - we provide a portfolio strategy update, an update on the natural gas outlook, talk about the bond market and more…
Sep 11
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Weekly Macro Note: Another Day, More Inflation and Around the Globe We Go
In this ‘Weekly Macro Note’ edition - we warm up from the long weekend, cover the reports in the pipeline for this week, talk about another day with…
Sep 8
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MacroEdge
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9/2 Portfolio Strategy Note & Commentary
In this 9/2 portfolio strategy note & commentary the team explores the latest ideas, changes, and more to our Flagship Portfolio Strategy book.
Sep 3
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MacroEdge
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War Note: Oil Takes a Seat at the Blackjack Table
In the latest War Note, we explore the staircase to another temporary TACO, we look at the all-time high diesel and refined product prices, talk…
Sep 2
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MacroEdge
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August 2026
Weekly Macro Note: Dog Days of Summer, Venezuelan Myth, War Resumes (Again), September Hike Roulette
In this Weekly Macro Note - we dive into the market structure behind tech, AI, and Asia - explore the Venezuelan oil myths heard today, discuss war…
Aug 31
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Midweek Macro Note: Brief Macro Commentary, Wheat Validates Our Research, Portfolio Strategy Update & Commentary
In this brief Midweek Macro Note - we discuss some of the developments from the day, talk about the surge in wheat prices and our ‘On the Ground’ thesis…
Aug 27
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MacroEdge
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War Note: TACO Tuesday - How Many More Can Be Eaten? Nvidia Day Tomorrow, Technicals Review
In this War Note from the West Coast - we discuss the TACOs of the day that sent crude down about 5% on the day, the need for patience through October…
Aug 26
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Weekly Macro Note: Nvidia Week, Energy/Bonds in Driver's Seat, A Look at Ags
In this Weekly Macro Note - Don gets back in the driver’s seat following a medical procedure and ailment, and we discuss Nvidia week, energy and bonds…
Aug 24
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MacroEdge
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Macro Research Portfolio Strategy Update - 8/19
The Macro Research Portfolio Strategy Update is now available.
Aug 20
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MacroEdge
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War Note: Tanker Attacks Accelerate - Hormuz/Bab Update, Latest Crude Data, Slop World
In the War Note we discuss the acceleration of tanker attacks, cover Bab & Hormuz flows, look at the latest crude data, talk about the slop world and…
Aug 19
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MacroEdge
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