Hedge Fund / Buy-side Research for EDGE – 2/28/24
MacroAdvisor Map for EDGE 2/26/24
Macro EDGE Roundup – February 22nd 2024
The latest macro review for EDGE clients: EDGE CLIENTS ONLY This is Samantha and Craig’s bi-weekly macro-infused review that covers their respective: * Macro Event Risks * Inflection Points * Sector Rotation Heatmap * Bull/Bear Positioning * The Big Picture
MacroAdvisor Map for EDGE 2/19/24
MacroAdvisor Map for EDGE 2/12/24
Macro EDGE Roundup – February 8th 2024
The latest macro review for EDGE clients: EDGE CLIENTS ONLY This is Samantha and Craig’s bi-weekly macro-infused review that covers their respective: * Macro Event Risks * Inflection Points * Sector Rotation Heatmap * Bull/Bear Positioning * The Big Picture
MacroAdvisor Map for EDGE 2/5/24
MacroAdvisor Map for EDGE 1/28/24
Macro EDGE Roundup – 25th January 2024
The latest macro review for EDGE clients: EDGE CLIENTS ONLY This is Samantha and Craig’s bi-weekly macro-infused review that covers their respective: * Macro Event Risks * Inflection Points * Sector Rotation Heatmap * Bull/Bear Positioning * The Big Picture
MacroAdvisor Map for EDGE 1/21/24
Macro EDGE Roundup – 18th January 2024
The latest macro review for EDGE clients: EDGE CLIENTS ONLY This is Samantha and Craig’s bi-weekly macro-infused review that covers their respective: * Macro Event Risks * Inflection Points * Sector Rotation Heatmap * Bull/Bear Positioning * The Big Picture
MacroAdvisor Map for EDGE 1/14/24
MacroAdvisor Map for EDGE 1/7/24
Current Outlook The services economy has been the strength for the US so this December reading is very concerning, and suggesting a serious loss of economic momentum to end the year, with very sizable drops in employment and new orders. However, prices paid remains...Macro EDGE Roundup – 4th January 2024
The latest macro review for EDGE clients: EDGE CLIENTS ONLY This is Samantha and Craig’s bi-weekly macro-infused review that covers their respective: * Macro Event Risks * Inflection Points * Sector Rotation Heatmap * Bull/Bear Positioning * The Big Picture