Sitemap - 2025 - MacroEdge

11/30 Weekly Macro Note: Light Liquidity Zones, Carry Trade Holiday Volatility, Holiday Shopping Review & Preview, Travel Equities, Metals, Ozone Pro Update, and More

Weekly Macro Note 11/23: Remaining 'TACO' Bullets, Portfolio Strategy Updates, Thanksgiving Macro Week Ahead, 99/07 Cracks Re-Appear, Technicals

Redeye Macro Note: 'Losing Steam' - September / October Employment Report, Period of Distribution, War in Venezuela?

Midweek Macro Note Pre-Thanksgiving Edition: Nvidia Analysis, Short/Long Term Technicals, Carry Trade Back in a Big Way, Employment Data Cancelled, September Payrolls Preview

November Ozone Pro Report - Knocking on Trouble's Door, Data Center Issues, Travel/Hospitality Deep Dive, Macro Data Ahead, State of Labor, and More

Midweek Macro Note 11/12: Macro Review, Government Reopens, Financial Conditions are 'Tighter', Data Pause Continues

11/9 Weekly Macro Note: Stimulus Checks Return, 50 Year Mortgage?, A Full Macro Review, Technicals, Week Ahead, & More

Midweek Macro Note 11/5: Walking the Superbubble Right into 'Too Big to Fail'

Weekly Macro Note 11/2 - Back in the Cadence, the Mother of all Bubbles Grows, Financial Conditions Tighten, Yields Tick Higher

Weekly Macro Note 10/26: More of the Same, FOMC Preview, Last Stand for the JPY, Trade Pauses, Crude Connections into Winter

Redeye Macro Note 10/25: CPI Review, No Data for October, Weekly Macro Note Preview

Midweek Macro Note: The Bubble is a National Security Risk, How Did We Get Here?

Weekly Macro Note 10/19: Sunday Night Negotiations, China Overview, Special CPI Report, Losing Steam...?

Redeye Macro Note: Real Estate Recession, ABS & Regional Bank Spook, Intervention Firepower, Institutional Research Note

Midweek Macro Note 10/15: Moral Hazard Markets, Powell Dovish Capitulation, Technical Softies, Nixonization

10/12 Weekly Macro Note: Cheers from the Casino, Holiday Releveraging, Rest of October, the MOAB, Cracks in Gig Employment

Redeye Macro Note 10/10: Winds of Hamamatsu Touch Leveraged Gamblers, Auto Market Troubles, Technical Deep Dive, Institutional Update

October MacroEdge Ozone Pro Report #03: Opportunities for the Left Tail, Euphoria in Corporate Credit, the Fossil Frontier

Weekly Macro Note 10/5: Japanese Election Optimism, Gold Highs Continue, Continued Reason for Caution

Midweek Macro Note 10/2: Stepping off into a Data Free Nation, the Latest Technicals

Winds of Change: Our End of Q3 Note, Institutional Research Launch

Weekly Macro Note: The Global Bubble, Macro Week Ahead, Government Shutdown Odds, Technicals, Crypto Signals, & More

Redeye Macro Note: Inflation Genie, Real Estate Situation + Homebuilders, Rising Bank Stress

Midweek Macro Note: Bailing out Argentina, Powell Speech, Analyzing the AI Bubble, Inflation Risk, Dollar Idea

Weekly Macro Note: Macro Week Ahead, Crypto in Review Pt. 2, Bank of Japan Decision Review, Gold/Silver, & More

Redeye Macro Note: Pushing Upwards on Mania Mountain, YTD in Review, Institutional Research 11 Days Away, Crypto Data Exploration

Midweek Macro Note: An Uneventful 25BP - FOMC Recap, Stagflation, Technicals, the Wrath of Don

9/14 Weekly Report: FOMC Week - What's in Store in the US, BoJ Meeting, the 2007 Reminder

Redeye Macro Note - Laws of Duality, Technicals, Metals, & Back to the Summit

MacroEdge Institutional Report 02: Launching Institutional Research, MIRP, Value, and the Left Tail Playbook

9/7 Weekly Macro Note: Employment Snapshot, James Bonds, Inflation Data Week, Rate Cut Excitement, Gold, and More

Midweek Macro Note: NFP Preview, Roulette Wheel, 'Jaws of Kyoto' Pt. 4, 10Y, a Bohemian Rhapsody Report

9/1 Weekly Macro Note: September: Gold Marches On, Macro Week Ahead, Summer Wind Down

Redeye Macro Note: Institutional by MacroEdge, Goldeneye, PCE Reflection, Jaws of Kyoto Pt. 3, Cryptoland Cracks

Midweek Macro Note 8/27: Data Centers Slowing, Nvidia Report Puts AI Trade on Notice, Home Prices Cool, Resilient Bubble at 'Jaws of Kyoto'

Weekly Macro Note 8/24: Digesting Jackson Hole, Jaws of Kyoto, Technicals, Macro Week Ahead

8/20 Midweek Macro Note: What the Zuck? AI Bubble Tremors, Jackson Hole, Jaws of Kyoto, & a September Rate Cut, AlphaSights Team Note

8/17 Weekly Macro Note: Retail Mania, Macro Week Ahead, Rate Cut Uncertainty, Bitcoin Risk Signal, The Fed's Binary Choice, and More

Redeye Macro Note: It's Lonely in the Land of Realism, Is Intel About to Become the Communal People’s Chipmaker?

Midweek Macro Note: All for Faux: Equity Rally Continues to Defy, Retail Floods the Zone, Bifurcated Outcomes, Tariff Price Pressures, & More

8/10 Weekly Macro Note: AMPM - Assets Melting Up Permanently?, Populist Threat, Nuclear Energy Update

Weekly Macro Note: Knocking on Heaven's Door: A Return to Greenspanomics? ... & An Inflation Report Courtesy of the Federal Reserve and Tariffs

Weekly Macro Note: Golden Goose, Crash Up Continues, What About the EU?, Financial Conditions Continue to Loosen

Midweek Macro Note: No July Cut, The Passive x Retail Mania Marches On, MacroEdge Vision Note, MOUs

Weekly Macro Note: Into the FOMC Circus & Peak Earnings Season for Summer, Consumer Weakness, De-Cyclified SaaS Opportunities, Powell's Future

Redeye Macro Note: Accelerating our Enterprise, Into the Stratrosphere, Chart Blast, Videos from the Past

Midweek Macro Note: Back on the 10Y 'Growth Scare' Tightrope, Firing Powell, Equity Market Remains Admin Focus, Tariff & Inflation Review, Vision Note

7/13 Weekly Macro Note: Asset Price Bonanza Continues - Metals, Crypto, Equities, and More... But Yields to Have a Final Say & Trump Admin Lays into Fed

Midweek Macro Note: Copper Tariffs, Latest Round of Tariffs, The Commodity Trade, Vision Note, AlphaSights Details

Weekly Macro Note: Elon v Bessent, Another Tariff Delay, June Employment Stays Mediocre, Financial Pandemic of 2025

Midweek Macro Note: H1 Operational Review, What's Next for MacroEdge, Equity Market Bonanza Rolls on, NFP Preview, Vision Note

6/29 Weekly Macro Note: More Macro, Race to Pass BBB (the new PPP), Project Zimbabwe Continues, Employment Week, FOMC, & a Big MOAB

Weekly Macro Note: Bombs Away - What's Next & What are the Opportunities, Rally or Risk?

Midweek Macro Note: FOMC Wrap-up, Tariffs, Cooling Real Estate Cycle, Technicals, Energy, Vision Note, Gold/Silver

Weekly Macro Note: War Footings Remain, Previous Israel/Iran Conflicts, Don't Forget About 'Global' Macro, & 30 Years of Warm Drums Reaches a Finale

Redeye Macro Note: Geopolitical Tensions, Oil and Gas Impacts

Midweek Macro Note: CPI Report, Geopolitical Tensions, WTI Movements, Vision Note

Weekly Macro Note: Real Estate Trends, Homebuilding Equities, CPI Week, Vision Note, Bond Market, Oil, Gappapalooza, & More

Redeye Macro Note: May Labor Market Report & Widening Oil Asymmetry

Midweek Macro Note: Employment Friday, TOFU Trend Ahead?, Technicals, Earnings Review

Weekly 6/1 Macro Note: May Employment Preview, Bottom for Inflation, Summer Vision Welcome, Nikkei, Defense, Robotics, AI, Power to the Trade War

Saturday Express Macro Note 'TACO to TOFU', BoJ's Katana, Macro Summer, & More

Midweek Macro Note: Nvidia Review, Tariffs Back On, a 'Macro' June, What's Ahead, Vision Note 'TACO' Goes Mainstream

5/27 Weekly Macro Note: Fiscal Pullbacks, Softening Macro, BBB the new PPP, Lessons from History

Redeye Macro Note: The Keys to Summer, Crude Discussion, Multiples Mania

Midweek Macro Note: "Returning to Normal" in Tokyo Terms, Vision Note, Mr. Bond Market Reminders...

5/18 Weekly Macro Note: Downgrade Sends Yields 'Upgrading', Japan's Greece Moment, Real Estate Data, and More

Redeye Macro Note: Moody's Downgrade - Does it Matter? 98 or 00, Technical Note

Midweek Macro Note: Fire the Fiscal Cannon, Fed Stays 'Disciplined', Bidenomics?, Tariff Pauses, Bonds...

5/11 Weekly Macro Note: US/China Trade Discussion, China Tariff Pause?, Yen Weakens, Trade Euphoria, Vision Note

Redeye Macro Note: Geopolitical Outlook - Chinese Discussions, India/Pak Ceasefire, Russia, Travel & Gaming Data + Speculative Appetite Review

5/8 Vision Note: Knee-Jerk Trade Reactions, Growth Headwinds, Equity Market Discussion, Japan, and More

Midweek Macro Note: Fiscal Intervention Continues, FOMC Recap, First Trade Deal, Stalling Summer

5/4 Weekly Macro Note: Back in the Zone

Midweek Macro Note: Fiscal Intervention Expands, BoJ Stays Put, Macro/Earnings Stay Okay, Vision Note

4/27 Weekly Macro Note: Borrowing Time for a Slower Descent on K2, Macro Data, Technicals, Market Rollover Watch

Midweek Macro Note: Fiscal Put Firepower, Range Bound, Tariff Macro Impacts, Japanese Connections, Vision Note, and More

4/20 Weekly Macro Note (Easter Edition): Navigating Conflicting Signals, Yen Carry Trade Continues, Vision Update, Small Business Employment

Midnight Macro Note: At the Edge of Victoria Falls - Technicals, Macro Data Breezethrough, & More

Midweek Macro Note: Living on Standby Mode - Powell, Tariffs, Technicals, Vision Note, Gold Signals

Weekly Macro Note: In Standby Mode, Vision Note, Gold Discussion

Midweek Macro Note: Letting the Dust Settle, Trump Caves to Bond and Currency Markets

Weekly Macro Note: What's Next on K2?, Riding the Shinkansen, Hunting the Signals in Inflation Data

Midnight Macro Note: Winning Wisdom, Quick Overview of the Damage, Employment Quick Stop, 'What's Next on K2' Tomorrow Evening

MacroEdge 4/3 Vision Note: Trump Tariff Note, Nonfarm Forecast for March

Midweek Macro Note: Simply Kaizen, Technicals, Quantifying Risks, Japanese Feelings

3/30 Weekly Macro Note: Team Combines Forces for an Evening Run in Kyoto Pt. 2, Return of the SPDR Senses, Home Sales Data, Vision Report, Sentiment Data, and Much More

Redeye Macro Note: Japan Obsession, Trident, Technical Bonanza, AI Bubble, Macro Data Discussion

Midweek Macro Note: Operating on Japanese Standard Time, Vision Note, Deflation of the AI Bubble, Dose of Reality

Weekly Macro Note 3/23: End of Quarter Discussion, Macro, Short Term Technicals, Japan Focus Continues, Copper, and More

Redeye Macro Note: "A Short Run Through Kyoto", Weekly Uptrend Break

Echoes from Japan: Yen Strengthens, Market Calls Fed Bluff, Becoming Japan

Weekly Macro Note 3/16: Big Data Week, Technicals, Employment Still Soft

Monday Macro Note: Vision Report, Japan Risks Continue, JOLTS, Little Fear, Bear Market Rally?

Weekly Macro Note: A Week of Japanese Data, Inflation Readings, JOLTS, History, & More

Midweek Macro Note: NFP Forecast, February Frost, Japan Risks Mount, Navigating the Extremes, Vision Update

Monday Macro Note: Navigating 'K2' - It's the Yen's Show, Vision Update

Weekly Macro Note & February RESights Report: K'2'eeping it Simple, Florida Housing Market Review

Saturday Macro Note - Exhaustion Bounce, Weekly Technicals, PCE

Midweek Macro Note: Where's the Magic, Jensen? Technicals, Risk Update, Yen, Earnings Review w/Vision Team, Gold

MacroEdge 2/23 Weekly Macro Note: Nvidia's Week, MacroEdge Vision Note, The Week Ahead & Behind

Midnight Macro Note: Standing on K2

Midweek Macro Note: Blowoff or Blowup, CAPE, Housing Flash, Vision Desk Note + Commentary

2/17 Weekly Macro Note: Lonely at the Top? Not in 2025

Midweek Macro Note: Inflation Reappears, Higher CPI, PPI?, Technicals, Vision Note

MacroEdge 2/9 Ozone Report: Record Air Travel Year in 2024, Industry Deep Dive, Tariffs, Inflation, and Market Chess

Midnight Macro 'Redeye' Note: Macro Risks are Quite Elevated - Meet "TRUMPETS" - The Compressed Trump Risk Matrix

Midweek NFP Team Previews, Technicals, Peak AI Premiums

Join us on Friday 2/7 for MacroEdge Radio #40 at 4pm EST with Anna Wong, Chief Economist of Bloomberg LP

MacroEdge 2/2 Macro Report: Trump Tariff Risks, Valuation Updates, Crypto Circus, AI Risks, January Bankruptcies/Defaults/Closures, Employment, Inflation, and More

MacroEdge Redeye: AI Extremes, Crypto Bros on Magazine Covers, and Trump Tariff Risk

Midweek Report: Powell Nothingburger, Threading with Chinese Needles, AI, Vision Outlook

DeepSeeking for Answers: Monday Macro Note and Vision Update

MacroEdge 1/26 RESights Report: The Real Estate Outlook Under Trump

The Trump Card, Trump Risk Matrix, and MacroEdge Vision Update

MacroEdge 1/20 Ozone Report: A New American Dawn - Trump Risks and Rewards, Toy Companies in Trouble

MacroEdge RESights 2025 Kickoff: Housing Recession Continues, Rates Up, Inflation Issue Surges

MacroEdge Redeye: Macro Update, Inflation, Technicals, What's Next for RESights

MacroEdge 1/10 Midweek Report: Vision Update, & December Employment Outlook

MacroEdge 1/6 Weekly Ozone Report: Busy Data Week Ahead, Employment Data, Vision Update, Gold, Welcome to 2025

MacroEdge 12/31 New Years Eve Note: What's in Store for 2025, Thank You for a Great 2024