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macro & strategy Members 3 min read

HIGHER FOR LONGER: THE HIKE PIVOT

With headline inflation reaccelerating and core holding above target, Powell cannot risk the mistake of appearing complacent. We believe the Fed will pivot to hikes by late Q2, not cuts. Position for a world where capital has a cost again.

April 10, 2026 by Joe Zidle

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macro & strategy Members May 14, 2026

The Builders Paradox

History has a consistent verdict on infrastructure booms: the builders create the conditions, and the adopters capture the gains. The pattern across every major infrastructure cycle is the same. We nearing the transition point between those two phases.

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macro & strategy Members May 12, 2026

The Oil Transmission Arrives

The April CPI confirms what forward indicators have signaled for months: inflation is re-accelerating, not fading. The oil price transmission mechanism continues to be a big inflation risk as the year unfolds. And the Fed may already be behind the curve.

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macro & strategy Free May 7, 2026

Why the Generation That Can't Find Jobs May Be Building the Next Economy

What's really happening to the generation entering the workforce for the first time? The standard narrative is straightforward: AI is displacing young workers, and that's a problem. Here's what the standard narrative misses.

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ZidleMSG is not a registered investment adviser, broker-dealer, or fiduciary. All content is independent macroeconomic research and commentary, published for informational purposes only. Nothing on this website constitutes investment advice, a solicitation, or a recommendation to buy, sell, or hold any security or investment product. ZidleMSG does not manage assets, execute transactions, or provide personalized investment advice. Advisory engagements are limited to macroeconomic research and commentary and do not constitute an investment advisory relationship under the Investment Advisers Act of 1940. Consult a qualified financial professional before making any investment decision. © Zidle Macro Strategy Group. All rights reserved.

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