MacroEdge

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Super Micro co-founder arrested for allegedly smuggling Nvidia AI chips to China using fake paperwork and dummy servers to fool compliance teams Who could’ve seen it coming? #MacroEdge

US Treasury issues Russia-related general license, license allows sale of Russian Crude oil and petroleum products loaded on vessels as of March 12th, 2026 - Treasury Department Website #MacroEdge

European Central Bank may start discussions around possible rate hike in April unless Middle East situation resolves itself in next few weeks #MacroEdge

Trump Administration won’t implement crude export ban, WTI surpasses $100 on the news #MacroEdge

Iranian missile has hit the Bazaan oil refinery in Haifa, Iran resumes attacks on energy infrastructure #MacroEdge

New home sales fall to lowest reading since 2022 as buyers retreat, listings begin moving higher #MacroEdge

@RESightsbyME Chart source: @OilCfd Midweek Macro Note: open.substack.com/pub/macroedge/… Subscribe to MacroEdge Ozone: MacroEdge.world/subscribe

Our latest commentary on the developments in the oil & gas markets, the Israel/Iran War, and much more... Midweek Macro Note: Countdown to an Energy Crisis?, FOMC Recap, Portfolio Strategy Update, Equity Research Notes Linked below ⤵️ #MacroEdge

Odds for no rate cut in 2026 are surging as commodities continue to surge higher, PPI hits 3.4% #MacroEdge

~70% of Iraqi oil production is offline right now #MacroEdge

Brent - WTI spread is blowing out Export ban coming? #MacroEdge

UAE: Air defense systems currently responding to significant missile threat #MacroEdge

Federal Reserve leaves rates unchanged, odds of future 2026 rate cuts decrease #MacroEdge

Iran states they will attack Saudi, Qatar, & UAE energy targets #MacroEdge

Iran targets South Pars infrastructure, refineries, oil production

Brent Crude oil nears $110/barrel as Iran targets critical oil and gas infrastructure Qatar: Ras Laffan refinery phases 1 & 2, Mesaieed Petrochemical Saudi Arabia: Samref refinery, Jubail petrochemical complex UAE: Al Hosn gas field #MacroEdge

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