7/25 Midweek Report - "What's Left in July: Blue Sky?”
MacroEdge Midweek Report "What's Left in July: Blue Sky" covering our 2025 Roadmap, an update on Volatility, the latest Kansas City Federal Reserve Bank data, and a MacroEdge Vision desk update.
July 25th already - the year just keeps flying by and we’re headfirst into earnings season now with some slight market volatility and more important data on the horizon. Welcome to the latest MacroEdge Research midweek report for July 25th, 2024.
This evening - we’re going to keep the introduction short and cover our latest 2025 Roadmap Update - titled ‘Positioning for Success”, provide our latest thoughts on volatility impacting the markets, discuss key data points and earnings left in July, the latest Kansas City Fed data - both the Composite Index and the Manufacturing Index, and wrap up with an update from the Vision Equity Research Desk.
Tomorrow we have our latest edition of MacroEdge Redeye, along with MacroEdge Radio at 4 pm EST, and our 2025 Roadmap Update. The countdown to cuts is on with the Federal Reserve likely to begin reducing its policy rate either at the coming meeting (much less likely) or in September (currently about 95% chance).
2025 Roadmap Update - Positioning for Success
With our latest updates to the 2025 MacroEdge Roadmap complete - we’ll have important organizational updates this weekend (I am hoping, finally, that we will have them done). We are transitioning from calling the MacroEdge 2025 Vision the Vision Roadmap to distinguishing our Vision Equity Research team from the Roadmap.
The next phase of our roadmap - “Positioning for Success” includes establishing our timeline for the remaining research areas that will be added under our Economic research umbrella including:
> Global (available Sunday, as part of Ozone)
> Real Estate
While we may add additional resources and contributors to expand into other coverage areas - we don’t want to put the cart ahead of the wagon.
The MacroEdge Vision Desk (our Investment Research Desk) will continue as normal and continue to be worked into our weekly/mid-week reports as we develop the Vision Tracker & associated independent reports and tear sheets for performance monitoring.
Plans for MacroEdge TV are still being worked out will our host and we are working on assembling a guest list. MacroEdge Radio will resume tomorrow with episode #16 - discussing ‘What’s ahead in July: blue sky?’ with a panel of experts to discuss all things macro and markets.
The full 2025 Roadmap Update will be available on Substack/Email on Saturday. These include our larger business plans to expand into exciting areas that we will discuss at that time.
Access MacroEdge Ozone for two weeks at: MacroEdge.net/ozoneaccess
