MacroEdge Macro Research

Strait of Hormuz Closed... War Update & Macro Note: Latest Oil & Gas Market Developments, Hormuz Closure, Positioning for Upside Our latest commentary on the effective Strait of Hormuz closure, oil & gas developments, output cuts, and much more - linked below ⤵️ #MacroEdge

Trouble in Jensen's World? The Midweek Macro Note: Huang's World Slows Its Spin, Drilling Deeper, Portfolio Strategy Update, Liquidity Impulse Signals, & More is now available below ⤵️ #MacroEdge

Opportunity. Information. Insight. MacroEdge. Transform your data, portfolio strategy, and market insights with MacroEdge Ozone for one week (link below to our Substack for access) ⬇️

The Midweek Macro Note ‘Portfolio Strategy Update, Real Estate Review, A Look at Liquor & Wine, Energy - Time to Shine, & More’ is now available Linked below ⬇️

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The Weekly Macro Note is now available: K-Shaped Problems, Stalled Technology Equities, Portfolio Strategy Update, and More Available below through our Substack, linked below ⤵️ #MacroEdge

Today we crossed 5,000 subscribers in our Substack network - thank you to all of those who've followed us for our data, research, reports, & so much more. Join us on our journey to dominating the macrosphere. If you haven't yet joined our community, join below⤵️ #MacroEdge

Our January NFP Eployment Preview & Forecast... "Midweek Macro Note: January Employment Outlook - A Slow Burning Dumpster Fire Continues" is now available below through our Ozone Substack community ⤵️ #MacroEdge

MacroEdge Ozone: The Only In-House Macro Data Publisher on the Substack Ecosystem - Powering our Portfolio Strategy and More Subscribe to Ozone below and join our Substack community ⬇️ #MacroEdge

The Future of Macro-Driven Portfolio Strategy on Substack — MacroEdge Ozone Join our Substack community below ⬇️ #MacroEdge

Weekly Macro Note: Data Center Report Part 2 - Troubles Ahead, Crypto Shows Cracks, Air Travel Troubles Continued, Portfolio Strategy Update The Weekly Macro Note is now available, linked below through our Substack ⤵️ #MacroEdge

MacroEdge > Tom Lee September 22nd, 2025 ⬇️ #MacroEdge

Learn more about the next-generation of MacroEdge Ozone, part one. We’re migrating our entire MacroEdge Ozone ecosystem & offerings to the Substack network, and will continue to deliver enhancements and changes through 2026. Join Ozone below, now through Substack ⤵️ #MacroEdge

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Over 35,000 reads this month on our Substack - big things happening as we continue with the 'future of Ozone' - focused on the data that matters & our macro-driven portfolio strategy for 2026. Join our community below where lots of exciting things are happening ⤵️ #MacroEdge

Midweek Macro Note: Commodity Melt Up Continues, Dollar Alarm Bells, FOMC Review, Earnings Discussion, Oil the King, Portfolio Strategy Commentary and Update Link below⤵️ Join our Substack community to get all of our reports, data, portfolio strategy, & more. #MacroEdge

Join our Substack community below & get our latest portfolio strategy updates, commentary, data, & more ⬇️ #MacroEdge

Get all of our research, data, portfolio strategy below through our Substack community, linked below ⬇️ #MacroEdge

The Weekly Macro Note: "Tariff Cannon, FOMC Rate Decision Projection, Yields Rise, Technical Outlook, Portfolio Strategy Update" Is now available, linked below ⤵️ join our Substack community for all of our reports, research, data, & more. #MacroEdge

MacroEdge State of the Art Portfolio Strategy Driven by a Global Macro Approach - MacroEdge Ozone Join our Substack community below ⬇️ #MacroEdge