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- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Aug 19, 2026
Latest issues
War Note: The Final SPR Tranche... For Now, A Look at the Cyclicals - Freight & Housing (opens the original)
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Good Tuesday evening MacroEdge Readers & Community,I hope you all are having a great start to the week… I am starting the first half of the week off in Arizona and to get to enjoy Arizona at 75 degrees with snow up in the northern part of the state is a great time to be here. As I mentioned on my X this morning - one of the themes I continue to notice is a complete lack of understanding around price pressures among business owners/decision makers & in particular how they are all tied to the Midd
Weekly Macro Note: The Rising Inflation Risk, Hiking into Another Hike (opens the original)
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Good Sunday evening MacroEdge Readers & Community,It’s early Monday morning PST now, but we’ll leave the greeting unchanged to kick-off what should be a fantastic, and very dynamic week ahead of us.This weekend we saw a similar re-run to many other weekends throughout the year - with talks of peace, war, escalation, and everything in between. Price action (in equities) has broadly been very boring over the last 6-8 weeks, and specific cyclical, and fuel sensitive industries like freight, airline
Midweek Macro Note: A Little Bit of 87 Freestyle, Bond Market Bonanza, Flagship Macro Portfolio Strategy Update (opens the original)
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Good Wednesday evening MacroEdge Readers & Community,My intro here will be brief this evening - as Six & John provide more than enough fantastic information to carry us through the evening and into the second half of the week. My time is coming to a close in West Texas for the time being, and I am making my way to Dallas & onto Phoenix next… There are more exciting conversations ahead (more on this in the next few weeks). A few new stops are being added along the way for the next 12 weeks, and m
Weekly Macro Note: Minding the Gap, What the Truckers & Builders are Telling Us, Crude and NatGas to Start the Week (opens the original)
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Good Sunday evening MacroEdge Readers & Community,This evening I am writing to you from Midland, TX. This has been a fantastic start to the nearly 3.5 month journey ahead of me - and there are plenty of takeaways to share thus far that I will begin writing about tomorrow in a rolling ‘On the Ground Notes’ series over the course of the next week. With how busy the last few days have become - the Oil and Gas Strategy Notes will be resuming next week on Saturday evening - but our ‘On the Ground’ no
War Note: Diesel and Refined Products Tighten Further, Overhyped FOMC Preview (opens the original)
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Good Tuesday evening MacroEdge Readers & Community,My time is winding down on the West Coast and it’s been a very fruitful two weeks. There are times that it’s nice to step away from the screens, machines, and never ending decisions & to do lists that we all get caught up in, in this ‘technology age’ or whatever the GenZ or Millennial folks might be calling it these days. Next up on the docket is the Permian Basin - and I will be joined by Six & a few others for a combination of on the ground re
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