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

In this Midweek Macro Note - the team covers significant ground. We talk about new evolutions to Ozone in 2026, data delays, inflation, Japan, yield risks, new portfolio opportunities, and much more.
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Weekly Macro Note: CPI/PPI Preview, Housing Data Review, Portfolio Strategy Update & New Opportunities - South America, Geopol Volatility, …
In this Weekly Macro Note - we cover our CPI/PPI preview for the week, talk about the latest batch of housing data & continued housing recession, and…
 • MacroEdge
Saturday Macro Note: December Employment Review, No Rate Cut, Portfolio Opportunities
In this Saturday Macro Note, we dive into our comprehensive December employment report, discuss why there's very little chance of a rate cut this month…
 • MacroEdge
Midweek Macro Note: New Year, Same Markets? Nonfarm Forecast and Macro Data Recap
In this Midweek Macro Note - we dive into employment data from the week from the BLS/ADP/LinkUp/MacroEdge & more - discuss geopolitical developments…
 • MacroEdge
1/4 Weekly Macro Note: Kicking off a New Year, 2026 Outlook Part 1, Year of Differentiation & Our 2026 Predictions
We cover a year-ahead full of predictions for 2026, talk about the macro week ahead, get the wind in the sails for another very busy year, and talk…
 • MacroEdge
Major Geopolitical Shifts: Shifting Power Dynamics - South America Edition & Opportunities in Venezuela
In this special geopolitical report - we discuss shifting power dynamics in South America after the capture of Nicholas Maduro - and opportunities that…
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Redeye Macro Note: Putting the 2026 Wheels in Motion, Another Mid-Air Stall
In this Redeye Macro Note, we preview our 2026 outlook, talk the equity markets being in another 'mid-air' stall, talk about the global macro picture…
 • MacroEdge
12/29 Weekly Macro Note: What's Left in 2025
In this very brief Weekly Macro Note - we review what's left in 2025, things to pay attention to the in the last week, and highlight the remaining 2025…
 • MacroEdge
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