Sitemap - 2024 - MacroEdge

MacroEdge RESights 12/29 End of Year Report: Distorted Market Dynamics, Price Weakness, 2025 Outlook, Activity Recession Continues, New Offerings in 2025 & Much More

MacroEdge 12/28 End of Year Vision Report: Risks Remain Rampant, Our Investment Research Team Year in Review & What Lies Ahead

MacroEdge 12/23 Ozone Report: Year Winding Down, What's Left in 2024, Christmas Crypto

MacroEdge 12/18 Mid-Week Report: Powell Spooks Global Markets, RE Recession Continues, Vision Update, Historical View

MacroEdge RESights 12/15: December Trends, New Inventory Rises, Employment Softens

MacroEdge 12/10 Midweek Report - Macro Note & Vision Update

MacroEdge 12/8 Ozone Report: November Employment Report, Labor Cooling Continues, Market Commentary, 80/20 K-Shaped Economy

MacroEdge 12/5 Midweek Report: NFP Preview + Midweek Macro & Vision Commentary

MacroEdge 12/1 Ozone Report: Holiday Election Optimism Continues, Macro Remains Mixed

MacroEdge RESights, November 22, 2024 - Housing Market Insights: Trends, Challenges, and Forecasts

MacroEdge Midweek Report: Labor Market Headwinds Continue, Vision Update

MacroEdge 11/17 Ozone Report: Sunday Espresso Shot - Trump Trade Continues, Newly Minted Gold Bulls Get a Shock

MacroEdge 11/10 Ozone Report: Red Wave Sends Market Soaring, Cyclical Sector Softness, Nuclear Economy, Vision Update

MacroEdge RESights Available Now + Our Q4 Update

MacroEdge 11/13 Ozone Report: October Employment Report, Labor Market Cools Further, Critical 2 Quarters Ahead, Election Week

MacroEdge 10/31 Midweek Report: Labor Market Cools in October, Employment Day Preview, & Layoffs Surge

MacroEdge 10/27 Weekly Report: The Election Countdown

[Welcome to MacroEdge RESights] - Who, What, When, and our October Report

MacroEdge 10/20 Weekly Report: Our Winter Timeline, MacroEdge Vision Update, Equilibrium, the Data is Still Depressing

MacroEdge 10/13 Weekly Report: Macro Quick Brief, MacroEdge Vision Update, Power of Pricing, Dotcom History

MacroEdge 10/11 Redeye: Claims, Coal, Canes, and More

MacroEdge 10/9 Midweek Report: Hurricane Impacts, Coal, Air Travel Slowdown, Election Boon, & Vision Update'

MacroEdge 10/6 Weekly Ozone Report: September Labor Market Report, MacroEdge Vision Update, Mortgage Spreads, and More

MacroEdge 10/3 Midweek Report: Labor Market Cools Slightly in September

MacroEdge 9/29 Weekly Report: First Fall Update, Direction of the Landing - Hard or Soft?

MacroEdge 9/22 Weekly Ozone Report: Welcome to Fall, 50BP Optimism Begins, Vision Update, Restaurant Industry Deep-Dive, Gold, and More

MacroEdge Midweek Report: 'Nirvana Today, Hangover Tomorrow' Fed Fires the Cannon, Fedspeak Analysis

MacroEdge 9/15 Weekly Ozone Report: Jumbo Cuts Mean Jumbo Problems. Vision Update, Discussion on Gold

MacroEdge Midweek Report 9/11 - Markets Enjoy (for now) Cooler Inflation, Japan, Canada Hard Landing, and More

MacroEdge Weekly Ozone Report 9/8, August MacroEdge Labor Market Report, Vision Update

MacroEdge 9/4 Midweek Report: August Frost? A Look at the August Labor Market Data.

MacroEdge 9/2 Weekly Ozone Report: August Employment Report Pre-Look, Vision Update, and Blurry Data

MacroEdge 8/30 Redeye Report: A Pre-Flight Look at the August Labor Market Report (Labor Market in Stall Mode)

MacroEdge 8/28 Midweek Report: Holiday Week Roundout, GenAI Wobbles, Vision Update, Nuclear Industry Update

MacroEdge 8/25 Weekly Ozone Report: Employment and Volatility Focus: 25 or 50bp? Real Estate Rules & The Song Remains the Same

MacroEdge 8/22 Midweek Report: Jackson Hole, Real Estate Data Update, BLS Revisions, and More

8/18 Weekly Ozone Report: Quarterly Silver State Economic Update, MacroEdge Vision Update, Jackson Hole Instability

MacroEdge 2025 Roadmap Update - Q3 2024 (Putting Our Success In Motion)

MacroEdge 8/11 Weekly Ozone Report: Preparing for Turbulence, Dusting off the Cobwebs on old Correlations, Vision Update, & More

MacroEdge Redeye 8/9: Employment Situation Update to Past Cycles, Road to Rate Cuts Volatility, & Lagging Claims

MacroEdge Midweek Report - 8/7: Objectivity During Volatility, Claims, Signals from the Noise, Distribution Day

MacroEdge Vision (Investment Research Desk) Opening Bell Note

MacroEdge 8/4 Weekly + July Labor Market Report: Soft Liftoff is Underway, MacroEdge Vision Update, Volatility, Smart Money Knows

MacroEdge Redeye 8/2: MacroEdge Accuracy, Respect the Lag - Plain and Simple

MacroEdge 7/31 Mid-Week Report: FOMC Hype Over, Labor Market Slowing in Focus, Cuts on the Horizon

MacroEdge 7/28 Weekly Ozone Report: FOMC Week, Data Bonanza, Vision Update

MacroEdge Redeye: A Drive By Look at the Rest of the July - Our 2025 Roadmap Up Next, Thoughts, LT Technical Look

7/25 Midweek Report - "What's Left in July: Blue Sky?”

MacroEdge 7/21 Weekly Report "Fall of CCV Ahead, National Ice Cream Day, Gold Update"

MacroEdge 7/19 'Redeye': Mid-Summer Volatility Update, Australian Macro Update, Job Postings Update, 2025 Vision

Midweek 7/18 Macro Research Note: Volatility, Cuts, Real Estate Minute, Manufacturing Data, Vision Update

MacroEdge 7/14 Weekly Report: Short Note & MacroEdge Vision Update

MacroEdge July Real Estate Report: A Look at Real Estate in the 80s (Real Est80's)

7/7 MacroEdge Weekly Report: Rate Cut Route 66, Q3 MacroEdge Vision Update, and Gypsy Door Dashers (A Research Special)

MacroEdge June Labor Market Report: Transitioning from Softilocks to Soft Takeoff - Employment Market Weakens

4th of July Market Note: Mag 7 with Wings. Zeds not Dead. 2007 Summer Pool Party Redux.

MacroEdge 6/30 Weekly Report: Warm Welcome to Summer

MacroEdge Redeye: Why It's Not Like 95

MacroEdge Mid-Week Market Notes: Real Estate Weakness Broadens and State Level Unemployment Signals Turbulence

6/23 Weekly Report: Summer Real Estate Slowdown, Youth Stop Working, Vision Update, and More

MacroEdge Mid-Week Market Note: 'Where in the Cycle?', Welcome to Summer Mania

MacroEdge 6/16 Weekly Report: "Welcome to Summer: A Summer of Likely Policy Errors Ahead, MacroEdge Vision Update"

Waning Optimism into FOMC Week, an Update on the Faltering Canadian Economy, Gold, and More

MacroEdge May Labor Market Report - Labor Market Cooling Continues

What the Cut? Canada Cuts, Europe Next, and USA to Follow With Cooler Labor Data

A New Era of Cuts Ahead: A Deeper Dive into Canadian and EU Data, Technicals, Barron's Follies, Vision Update, Fed Policy Discussion

MacroEdge 'Redeye' 6/1 - Florida Employment Weakens, ECB Policy Error Ahead?, Important Data Next Week

MacroEdge Mid-Week Note: Yields, Technicals, and Employment Data

5/27 MacroEdge Ozone Weekly Report: Boating Into Summer with an ECB Cut?, Vision Update, Housing Data

MacroEdge Memorial Day 'Redeye': Objective Data vs Labels: A Deep Dive of Many Labor Signals, ECB Cuts?, Summer of MacroEdge Data

Nvidia (NVDA) 'Olympics' is Complete, Claims, More Data Ahead - Thursday Afternoon Market Note

Silver State Update, Manufacturing Data, Fearless Equity Markets, Vision Update, Residential Housing Deep Dive, Linchpins, and More

MacroEdge Makes A Fox Appearance, State-Level Employment Data Tomorrow

MacroEdge: CPI Comes in Cool & Stocks Love It, Global Labor Market Downturn Underway, Cuts on the Horizon/Yields Move Lower, Update on Vision

5/12 MacroEdge Weekly Ozone Report: Employment Slingshot, Global Cutting Ahead!, Construction Data, Propaganda v Reality

MacroEdge Espresso Hour: Labor Data Continues to Frost Over as Summer Approaches, Equities Love It, The K-Shaped Economic Dynamic

MacroEdge Weekly Report 5/5: Mild Week Ahead Amid Cooling Employment Backdrop, Vision Update, Stag and Flation

MacroEdge April Labor Market Report: Labor Continues Cooling and Fed Shows Their Cards

MacroEdge Tuesday Special: Circus Circus, Short Market Update, Global Labor Cooldown, Dr. Copper

4/28 Weekly Ozone Report: FOMC Magic, Employment Data Ahead, Vision May Update, FOMC this Week

4/27 MacroEdge Redeye: Bending Reality... A Bank Failure, Market Conditions, Sentiment, Employment Data Ahead, and Fed Ahead

4/21 Weekly Ozone Report - Feeling out the Turbulence, Vision Research Update, Inflationary Risks

Thursday Evening Redeye - Early Redeye Release + Vision Update

New Shiny Quant Toys/Sentiment + Economic Data + Vision Equity Research Desk Update + Meeting Tina Again...

MacroEdge Super-Redeye: 'Volatility', Peak Capitulation/Economic 'Nirvana' Circus, Notetaking, a Rant, Data, and Charts...

MacroEdge 4/7 Weekly Report: Urban Economics (+Soft Takeoffs), Oh FHA!, Vision Q2 Intro

MacroEdge Ozone March Labor Market Report

MacroEdge Redeye: Canadian Whiskey Meets 'Oh' Canadian Unemployment, Labor Market Softening, Respecting the Lag...

MacroEdge Vision Portfolio Update #1

Mid-Week Update: Oil and Q2 Kick-off Ozone Updates

MacroEdge 3/31 Weekly Report - Commodities Come Alive, Critical Data Ahead, Gold, and More

MacroEdge Redeye - Nevada Employment Touch and Go Update

MacroEdge Radio: Join Us 3/29 at 9PM EST and Full-Throttle on Ozone

MacroEdge 3/24 Weekly Report - Powell the Pivoter, Concerning Labor Market Data, Powell's Support for Jobs, Recession of the Poors

MacroEdge Redeye: "Staying Objective in Noisy Times and a Rant on the Reality"

Ozone V2 Web Refresh Update + Interface Beta Go-Live

3/17 Weekly Report - A Silver State Update, Value Added, and Creepflation...

MacroEdge Redeye: Spring Break Rolls On... For Some, Jobs Data, Revisions, and More

3/12 Spring Break Notes: Market Goes on Spring Break - Hot Inflation, Labor Cools Further, Gold Bugs Get Bronzed, Bears Waxed

Weekly Ozone Report: Choppy Waters in FL, Options Casino, Fed's Balancing Act, The Machine, Awsumb's SOTU

February Labor Market Report - Frosty Labor Market Data Rolls In - 3/9 Release

MacroEdge Redeye: Bourbon, Boeden, Bullion, and Bombs... of Data that Is

3/3 MacroEdge Weekly Report - Pinnacle of the Crane for Construction Spend?

MacroEdge Redeye - Market Marches on to Start March, MacroEdge Gets Fox(y)

Mid-Week Cocktail Hour: Labor Market Softens to Wind Down February

2/26 MacroEdge Weekly Report: Warm Weather w/Frosty Labor Market, a Chinese Market Update from Milt, CRE and Data from Six and Joseph

Redeye #2: Bourbon and Data with Don, John, and Awsumb (MF Niagara Falls, Cisvidia, and RE BLDR)

2/18 MacroEdge Weekly Report - Doubling Down on Nevada Data as It's Too Cold to Fold & More

Bourbon and Data with Don - A Red-eye Friday Evening MacroEdge Special

Transform the Financial and Economic Landscape with MacroEdge

2/11 Weekly Report: Trouble in the 49'ers Home City and Elsewhere and Elon Musk Has Finally Unleashed the Capitalist Impulse on X

MacroEdge is Transforming the Data Landscape

MacroEdge Two Week Ozone Access Available via Substack

A California ‘Cooling’, The Business Cycle Tightrope, An Early Spring?, Powell’s Big Pivot, Canada's Economic Rollercoaster, and The Data Mirage from the BLS Continues

MacroEdge Two Week Ozone Access Available via Substack

Labor Market Decelerates to Start the New Year, Economy Shows Signs of Resilience, The Gig is up, The Retail Sales Should Falter with Higher Inflation Fallacy

Happy National Snow Day: Cold Cuts Hit the Jobs Data, Frosty Peak in Manufacturing?, Is China Investable?, Donald Trump, Chinese Mercantilism, and the Endless Bid for US Assets, and more.

Housing Market Update, Risk Assets Topping, Decoding the PPI-CPI Tango: Inflation's Silent Dance and the Economic Symphony Ahead, and America’s Propaganda Economy

Welcome to 2024 and December Jobs Report: Peeling Back the Noise and Confusion