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

In this Redeye Macro Note - we discuss the latest MacroEdge Portfolio Strategy Update/Commentary, highlight interest levels in AI, discuss the January employment (faux)port, and more.
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Midweek Macro Note: January Employment Outlook - A Slow Burning Dumpster Fire Continues
In our January Employment Outlook - we discuss our forecast for the month and look at all of the data releases thus far. We also discuss the 'strong…
 • MacroEdge
Weekly Macro Note: Global Speculative Mania, Air Travel Continues to Soften, Volatility Lurks, Portfolio Strategy Update
In this Weekly Macro Note - we discuss developments in the global speculative mania - from Japan, to Korea, Spain, and more - talk about air travel…
 • MacroEdge
Saturday Macro Note: Feb Data Center Report Pt. 1, Macro Data Review, & Hotel Demand Cooling
In the Saturday Macro Note - we discuss the latest trends in AI/data center infrastructure with Pt. 1 of our February Data Center Report, talk about…
 • MacroEdge
Friday Macro Note: The Foreshock, Churn & Burn, a Crypto Earthquake, & Portfolio Strategy Update
In this Friday Macro Note - we lay the foundation for two deep-dive reports this weekend from our team with a discussion on the crypto drop, the churn …
 • MacroEdge
Weekly Macro Note: Data Center Report Part 2 - Troubles Ahead, Crypto Shows Cracks, Air Travel Troubles Continued, Portfolio Strategy Update…
In this Weekly Macro Note - we release Part Two of our 'data center report' series, talk about troubles ahead in the space this year, highlight cracks…
 • MacroEdge
Saturday Macro Note: The Latest on Data Centers - Preview, a Silver State Struggle Continues, New Fed Chair, Bank Failure
In this brief Satuday Macro Note - we lay the ground work for our significant Weekly Macro Note - covering the latest in our employment and AI data…
 • MacroEdge
Rolling out the Next-Gen of MacroEdge Ozone, Part One
In this latest update to MacroEdge Ozone - we discuss our rollout of the next-gen of MacroEdge Ozone, in part one of two. Part two will be available at…
 • MacroEdge
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