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macro & strategy Members 4 min read

I Looked for Politics in the Fed’s Election-Year Record. It Does Not Show Up in the Dates.

The Fed has two meetings left before the November election. Hike odds have been sliding after two soft inflation prints. So the question is whether the calendar itself has ever mattered. Does the Fed pull its punches before voters show up?

August 18, 2026 by Joe Zidle

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macro & strategy Free Oct 6, 2026

Last Call (With News to Follow)

Today is my last note for ZMS. When I launched this newsletter, I didn't know what to expect. I had a view of the world, and a blank page. What came back was overwhelmingly positive and, frankly, humbling. Thank you all for coming along with me on this journey. Watch this space for the news.

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macro & strategy Free Sep 29, 2026

The Funding Circle Gets Bigger

Alarm bells are ringing over the financing AI infrastructure. I share those concerns. Like every major innovation, AI will end up overcapitalized and eventually bust, while delivering massive productivity gains. I'm an AI optimist and a financial realist. The two are not mutually exclusive.

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macro & strategy Free Sep 24, 2026

Stronger for Longer

Oil sold off hard last week on hopes of a breakthrough with Iran. It is back near $95 today, after Tehran said it would keep restricting passage through the Strait. The bigger story came out yesterday: U.S. factories are running stronger for longer.

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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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