Sitemap - 2026 - MacroEdge

Weekly Macro Note: Nvidia Week, Energy/Bonds in Driver's Seat, A Look at Ags

Macro Research Portfolio Strategy Update - 8/19

War Note: Tanker Attacks Accelerate - Hormuz/Bab Update, Latest Crude Data, Slop World

Weekly Macro Note: The August Lull and the Illusion of Abundance

Midweek Macro Note: CPI/PPI T-Ball, Snoozefest Week as VIX Declines, Cyclical Energy Patience

MacroEdge Portfolio Strategy Report - August 12, 2026

War Note: The 'Standby' Continues, Flag or Drag, CPI Preview, Gold Discussion

Weekly Macro Note: September FOMC First Look, CPI Week, Homebuilder & Transportation Update, and More

Redeye Macro Note: Geopolitical Updates, Bizarre BLS Release, Pertinent Macro Data - What Still Matters?

Midweek Macro Note: The Energy Situation This Week, NFP Preview - July, Asia Update Part 8

MacroEdge Oil and Gas Research Arrives This Weekend, and Much More in Store

War Note: A Crude Time for Patience, TACO-Howitzer, Latest Hormuz Developments, Asia Situation Part 7

Weekly Macro Note: Assessing the TACO Magnitude, The Carry Trade, Asian Currency Update, & More

Redeye Macro Note: Supersized 'TACO' Returns, Macro Data Review, Weekend Geopolitical Events, Latest Oil and Gas Data + Technicals

(Part 2 of 5) Midyear State of Data Centers and the AI Bubble Report - Pt. 2 Data Centers and Data Center Construction

Midweek Macro Note: The Dead Cat Dragon...?, a JPY Puck Save, BoJ Decision

War Note and FOMC Preview

Weekly Macro Note: FOMC Week, Asia Bounce?, Takes Two to TACO, Crude Roadmap, & More

Redeye Macro Note: A Look at a Closed Hormuz & the Bab, Saturday TACOs - Will it Continue?

Midweek Macro Note: Latest Oil and Gas + War Updates, Asia Update Pt. 5, Bond Market Bonanza, Rate Hike Review, Portfolio Strategy Note

(Part 1 of 5) Midyear State of Data Centers and the AI Bubble Report - Pt. 1 Data Centers and Data Center Construction

War Note: The Latest on Hormuz, Geopolitical/Energy Updates, Record Complacency Means Binary Outcomes, Hoovernomics

Weekly Macro Note: Technicals and Market Structure Deep Dive, A Look at Oil and Gas, Portfolio Strategy Update, and More

Redeye Macro Note: Reviewing the Weekly Close, Binary Market Outcomes for 2H 2026, Asian Review Pt. 4

Midweek Macro Note: A Look at the Macro Data From the Week, An Analysis of Trump v Warsh (Project ZA v AR), Portfolio Strategy Note, and More

War Note: War is Inflationary, Latest War Updates, Energy Markets Review, Asian Volatility is Accelerating

Weekly Macro Note: War Resumes (Again), Hormuz Traffic Analysis, Why War Is Bullish, A Look at Asian Markets Part 3

Redeye Macro Note: Quiet Weeks of Summer Ahead, War Resumption, Oil and Gas Update, Portfolio Strategy Note, and More

Weekly Macro Note: Start of the 'Long Summer', Look at What's Ahead, Consumer Slowdown Risks

Midweek Macro Note: Nonfarm Preview, Latest Energy Data, Asian Risks Part 2

Weekly Macro Note: The Asian Risk, Pre-4th Macro Week, Warnings from 06 and 07

Monday Macro Note and Portfolio Strategy Analysis: 'AI'sian Contagion Risk?

Weekly Macro Note: A Brief Welcome to 'Summer', Yen/Won Weakness, and Geopolitical/Energy Update

Midweek Macro Note: What's Real and What's Not in the Middle East

A New FOMC - What's the 'Real'ity?

Weekly Macro Note: Where do we go from (MOU) here?, A Deeper Look at SpaceX

SpaceX IPO: A Sign of the 'Casino' Times, Oil Market Update

Weekly Macro Note: Life in a Market Managed by the Minute - Is There Any 'Real' Economy Left?, Oh My Gold... Let's Freak Out Again...

Midweek Macro Note: A Preview of the Second Half, Energy Portfolio Strategy Update, the MOAB, NFP Preview, Portfolio Strategy Update

Weekly Macro Note: Early Warning Signals, The Real Story for Oil, Shortages on the Horizon

Weekly Macro Note: Oil Market Update - A 'WTF' Weekend, Ignoring Headlines, On the Ground Part 2.2

Midweek Macro Note: On the Ground Part 2.1 - Troubling Times in Ag, Fed Minutes Review, Portfolio Strategy Update and Commentary, Headline Jawboning

Weekly Macro Note: Rate Hike Analysis, Technical Overview... Ticking Risk Clock, Energy Portfolio Strategy Update, Portfolio Commentary, & More.

Midweek Macro Note: Walking the Tightrope, 'On the Ground' Pt. 2 - Preview, Technicals

'On the Ground' Research Part 1: Amarillo Ags

Weekly Macro Note: Notes from Amarillo, Another 'No Deal' Sunday, a Crude Update

War Note: Operation Freedom Suspended, Energy Equities and Earnings, Frac Spreads, and More

Weekly Macro Note: Global 'Crash Up' Index Update, Technicals Overview, Finding Opportunities in Inflation, Portfolio Strategy Update & Commentary

Saturday Macro Note: Inflationary Pressures Continue to Mount, Spirit Airlines Failure, Energy Portfolio Strategy Update

Midweek Macro Note: 'On the Ground' for Ag Part 1, FOMC Recap, Airline Bailouts?, Portfolio Strategy Update and Commentary

War Note: FOMC Preview, Latest War Updates & Shortage Watch, Agriculture Data Preview

Weekly Macro Note: Nominal 'Crash Up' Continues, Physical Shortage Countdown, A Refreshed Look at Data Centers, Portfolio Strategy and Commentary

Redeye Macro Note - The Lagging Hormuz Closure Impacts, Warming Things Back Up, Portfolio Strategy Commentary and Note

Weekly Macro Note: Early Inflation Warning Signals, Technicals Overview, The Physical Energy Reality, Portfolio Strategy Update, & More

Saturday Macro Note: The 'Strait' Truth, Weekend Warfare Circus, & 'On the Ground' Series Starting Soon

Redeye Macro Note: A Tale as Old As Time, & Time to Ignore the Headlines

Midweek Macro Note: Fed Liquidity Cannon is On, Energy Discussion & Strategy Update, Portfolio Strategy Update

War Note: What Should we Believe? Energy, PPI, War Update and More

Weekly Macro Note: Geopolitical Update, Data Center Situation Part 2, Portfolio Strategy Updates, & More

Saturday Macro Note: No Deal for Now

Redeye Macro Note: New All-Time Low in Consumer Sentiment, Strait of Hormuz Update, Breaking Down the CPI Report, and More

The Series of Ozone

Midweek Macro Note: 'On the Ground' Report Series, Back to the Bubble?, An Update on the Real Estate Situation, Portfolio Strategy Note

War Note: Seeing Through the Noise

Weekly Macro Note: The 200SMA, Latest War Developments, Jet Fuel Price Shock and Impact, Portfolio Strategy Update

Saturday Macro Note: March Employment Recap, War Updates, Oil and Food Price Relationship, Crypto Note

Redeye Macro Note: The War Drums Get Louder and the Implications are Bigger than Ever

Weekly Macro Note: Kharg Island Oil Risks, Employment Week Ahead, Portfolio Strategy Update, & More

Saturday Macro Note: Energy Crisis Pt. 4, Blunted TACOs, Latest Energy Data, War Updates, and Energy Portfolio Strategy Updates

State of the Art Economic Advisory and The Macro Club from MacroEdge

Midweek Macro Note: Oil Crisis on the Horizon Pt. 3, Latest Oil Shock Data, Portfolio Strategy Update, Homebuilder Situation Update

Weekly Macro Note: 1973-Sized Energy Shock, War Updates, Technicals, & More

Redeye Macro Note: Countdown to Energy Crisis Pt. 2, Aviation Sector Troubles, Latest War Developments

Midweek Macro Note: Countdown to an Energy Crisis, FOMC Recap, Portfolio Strategy Update, Equity Research Notes

Weekly Macro Note: The War Goes On, Food and Fertilizer Price Impacts, Technical Trainwreck

Saturday Macro Note: Strait of Hormuz & Oil Supply Update, Fracking Activity, War Impact on Aviation and Hospitality

Midweek Macro Note: A Looming Energy Crisis, Strait of Hormuz Update, Looking at our Energy Portfolio Strategy, Rate Cuts Disappear, Portfolio Strategy Update, and More

War Note 3: Strait of Hormuz Traffic, Massive Oil Volatility, A Look at Oilfield Services, Technicals, Portfolio Strategy Commentary

Weekly Macro Note: An Explosive Upside Move in Oil, Energy Crisis Potential, Next Oil Stock I Like, Portfolio Strategy Update

Redeye Macro Note: War Update, Oil Surge Continues, Energy Equity Opportunities, Natural Gas Note, NFP 'Crashout' Review, What's Next?

Midweek Macro Note: Oil Spooks Administration, the Objective Energy Outlook, Natural Gas Discussion, Nonfarm Preview, Portfolio Strategy Note

War Note 2: The Crude Reality of Middle East Wars, Oil & Gas Equities

War Update: Latest Oil & Gas Market Developments, Hormuz Closure, Positioning for Upside

Weekly Macro Note: Portfolio Strategy Update and Commentary, Geopolitical Update, Oil & Gas Quick Look, Credit Spread Movement, & More

Saturday Macro Note: Bombs Away, Energy Update, Data Center Layoffs & AI Update - for February

Midweek Macro Note: Huang's World Slows Its Spin, Drilling Deeper, Portfolio Strategy Update, Liquidity Impulse Signals, & More

Weekly Macro Note: Jensen's Week, Tariff Update, February Cryptocurrency Report, Portfolio Strategy Update, & More

Redeye Macro Note: The Ghost of Deflation, Emerging Opportunities in Oil & Gas, Distribution Continues, GDP Review & More

Midweek Macro Note: Portfolio Strategy Update, Real Estate Review, A Look at Liquor & Wine, Energy - Time to Shine?

Weekly Macro Note: K-Shaped Problems, Stalled Technology Equities, Portfolio Strategy Update, and More

Redeye Macro Note: Portfolio Strategy Update/Commentary, Has Interest in AI Peaked for the Cycle, Employment & Inflation Review

Midweek Macro Note: January Employment Outlook - A Slow Burning Dumpster Fire Continues

Weekly Macro Note: Global Speculative Mania, Air Travel Continues to Soften, Volatility Lurks, Portfolio Strategy Update

Saturday Macro Note: Feb Data Center Report Pt. 1, Macro Data Review, & Hotel Demand Cooling

Friday Macro Note: The Foreshock, Churn & Burn, a Crypto Earthquake, & Portfolio Strategy Update

Weekly Macro Note: Data Center Report Part 2 - Troubles Ahead, Crypto Shows Cracks, Air Travel Troubles Continued, Portfolio Strategy Update

Saturday Macro Note: The Latest on Data Centers - Preview, a Silver State Struggle Continues, New Fed Chair, Bank Failure

Rolling out the Next-Gen of MacroEdge Ozone, Part One

Midweek Macro Note: Commodity Melt Up Continues, Dollar Alarm Bells, FOMC Review, Earnings Discussion, Oil the King, Portfolio Strategy Commentary and Update

Weekly Macro Note: Tariff Cannon, FOMC Rate Decision Projection, Yields Rise, Technical Outlook, Portfolio Strategy Update

Saturday Macro Note: Dollar Dips, Watching the Carry Trade, Softening Tourism & Airline Trends

Midweek Ozone Macro Note: Natural Gas Surge, EU Tariffs Cancelled, Portfolio Strategy Update & Commentary

Weekly Macro Note: No Rate Cut This Month, Japan Yields Surge, Record Cold Forecast for the South, Portfolio Strategy Update, and More

Redeye Macro Note: The Latest on Data Centers, Shifting Market Sands, New Tariffs?, Portfolio Strategy Update

Midweek Macro Note: Tech in a Trance, Yields Shut Down Rate Cuts, New Global Arms Race, Lying About Inflation

Weekly Macro Note: CPI/PPI Preview, Housing Data Review, Portfolio Strategy Update & New Opportunities - South America, Geopol Volatility, & More

Saturday Macro Note: December Employment Review, No Rate Cut, Portfolio Opportunities

Midweek Macro Note: New Year, Same Markets? Nonfarm Forecast and Macro Data Recap

1/4 Weekly Macro Note: Kicking off a New Year, 2026 Outlook Part 1, Year of Differentiation & Our 2026 Predictions

Major Geopolitical Shifts: Shifting Power Dynamics - South America Edition & Opportunities in Venezuela

Redeye Macro Note: Putting the 2026 Wheels in Motion, Another Mid-Air Stall