Winds of Change: Our End of Q3 Note, Institutional Research Launch
In this End of Q3 Note, our Chief Economist & Founder ushers in the fourth quarter, and announces the launch of Institutional Research, which will be rolled out over the month of October. #MacroEdge
Good Tuesday evening MacroEdge Readers and Community,
The third quarter felt like it went by at the speed of light… sometimes I really think that’s how fast this whole time concept really goes. With the third quarter nearly in the rearview mirror at the time of this writing, we can turn our attention to accelerating progress in the fourth quarter. Our team is ready to continue delivering progress - and that continues tomorrow with the launch of Institutional Research - which will be rolled out over the course of October. Institutional Research positions us to serve you, our community and clients around the globe, with more. Ozone has been and will continue to be foundational for the MacroEdge ‘Macro Research’ offering portfolio - in its accessibility to our worldwide audience - but we’ve built Institutional Research for those looking to go above and beyond. Below, again as we’ve done in several of the previous Macro Notes, we’ll outline below what Institutional Research entails. For the month of October - as long as you complete the trial registration, you’ll get access for the full month. Tomorrow, invite links will be sent out to everyone that completed a form this month.
It’s been a volatile quarter - with signs of war and skirmish, global hardships, asset bubbles worldwide, and a record quarter for metals - and we stand ready to inform you with the data and tools you need for successful decision-making.
These volatile times represent a better time than ever to build wealth and protect assets, as poor decision-making runs rampant among our leadership class & it’s getting more & more difficult to trust any of the data out of Washington DC (if we get any at all). It’s one of the most difficult times in the modern history of our country to make the math pencil for things like retirement, and arming you our brainpower, technology, and data is positioning funds, firms, and individuals around the globe to be prepared for what’s ahead, rather than what’s the rear view mirror. I’ve never been one to dwell on the past, because of how fast this time thing moves, and I cannot wait for a great fourth quarter with you.
We’re now one of the most followed financial services & economic intelligence firms on X, with over 51,000 followers - and I would like to 5x or 10x that over the next two years. We’ve had the pleasure to interact with some of the brightest minds in the world, community members, and everyone in between - our DM inbox remains open all the time - and our team does everything they can to get back to as many people as possible in a timely fashion. We’re going to continue to expand our flagship divisions - Macro Research & Transform - into 2026, and plan to add several additional team members as we turn the corner into the new year which will enable us to serve more clients. Stay tuned for things like potential gatherings in 2026 & growth of our divisions through the fourth quarter.
New Macro Data Arriving this Friday:
MacroEdge Monthly Inflation Composite Index (Ex & Inc-Energy and Food)
MacroEdge Recession Indicator
MacroEdge Employment Momentum Index
MacroEdge Market Valuation Signal
MacroEdge Institutional Research Rollout:
MacroEdge Institutional Research will be rolled out over the month of October. Starting on Friday, those signed up will get access to the MacroEdge Research dashboard v 0.0.1 - that contains 50+ different macro/micro & MacroEdge indicators.
Who Institutional Research serves:
Fund managers and hedge funds
CIOs
Wealth managers & RIAs
Pension fund managers
Individual investors
In the MacroEdge Research Dashboard you’ll find:
Macro Dashboard & 50+ Interactive and Downloadable Datapoints (everything you need from a macro/micro standpoint all in one place)
6 MacroEdge datapoints
Portfolio Strategy updates from @SixFinance and myself
All MacroEdge Reports, viewable and downloadable in PDF form
Access to our two flagship portfolio strategies - MIRP & GMSP
Downloadable performance sheets, portfolio strategy notes, and more
Access to our internal MacroEdge chat within the dashboard for ideating, debating, strategy discussion, free thought, and much more
Our data visualizer - allowing you to share any chart format and transform it into a MacroEdge dataset for easy posting and sharing online
View of the ‘MacroEdge Institutional Research Portfolio’ (MIRP) dashboard page:
Each week we’ll have more updates, and provide them to IR clients via email, and here thru Macro Notes.
Report cadence:
2-3 Weekly Macro Notes
Special IR notes during the week & over weekends for portfolio strategy updates
Monthly
Quarterly Portfolio Strategy updates (including recorded webinar)
Report delivery will take place via Substack (thru a second MacroEdge Substack), email via PDF, and in the MacroEdge Research dashboard
What else you’ll get with Institutional Research:
Real-time portfolio strategy adjustments, updates, and commentary through the dashboard, private X account, and on the second MacroEdge Substack
and everything below:
The Whole MacroEdge Institutional Research Package is your private macro desk. This is not research as usual. It is your unfair advantage, engineered for fund managers, CIOs, individuals, and wealth managers who refuse to settle for average. Institutional Research at MacroEdge delivers real-time, cutting-edge intelligence that spotlights energy, volatility, asymmetric opportunities, and global trends before anyone else even sees them. You receive two to three hard-hitting reports every week, a monthly thematic deep dive that changes the way you see the world, and real-time trade ideas and portfolio strategy updates streaming directly into your MacroEdge dashboard and private institutional group.
Institutional Solutions transform our research into a decision-support engine. This is where our work becomes a global platform for better decision making. We equip wealth managers, fund managers, and endowment CIOs with the MacroEdge toolkit that makes them untouchable in an industry where most are playing defense or flying blind with a 90% Mag7 portfolio concentration.
At MacroEdge we do not write commentary, we engineer edge. We bring together the best minds in macroeconomics with one mission: give clients the intelligence and strategy required to outperform. Our independent, unbiased analysis tears through noise and delivers clarity on economic trends and geopolitical shifts. The result is a fortress-level portfolio approach that thrives where others stumble. While the market reacts, MacroEdge clients are already positioned.
What’s included is not a package, it is induction into an elite circle:
Secure client portal
Live MacroEdge dashboard
Custom welcome kit
Monthly thematic investor note
Intra-month alerts on market-moving developments
Quarterly 30-minute strategy call with our analysts
Scenario models, proactive risk assessments, and asymmetric opportunities
Access to the MacroEdge Institutional Research Portfolio (MIRP), an absolute return-seeking global macro index focused on asymmetry and never benchmarked against the S&P
Access to the Global Macro Strategy Portfolio (GMSP), a volatility-driven, event-based index engineered for commodities, tail risks, and black swan events
This is not research. This is MacroEdge Institutional. Your private macro desk.
Welcome to Institutional Research by MacroEdge. Get access for 4-weeks below:
We’ll eventually roll out a second-tier of access for Ozone members, and members of our community more broadly, but are prioritizing the completion of a fantastic foundation for this dashboard through the month of October.
We’ve had an incredible year thus far and please let us know how we can be at your service, and how we can deliver better products and solutions for the next 10+ years. The winds of change are here, and there’s never been a better time to be ahead of the trend.
Your friend & MacroEdge’s #1 fan,
Don Johnson
Chief Economist | Partner
Have questions? Don’t hesitate to email me, or one of our team members.
For more details, please refer to our Terms and Conditions.