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macro & strategy Members 4 min read

PPI February 2026: The Inflation Reawakening

The Producer Price Index surged 0.7% MoM in February, blowing past consensus expectations and marking the largest monthly increase since August 2023. This could not have come at a worse time for the Fed, the economy or the markets.

March 18, 2026 by Joe Zidle

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allocation Members Jul 9, 2026

Positioning for the Overheat

The economy is not late. It is hot. On the Investment Clock the hand sits in the overheat quadrant, where growth runs solid and inflation runs right alongside it. That combination decides how capital gets deployed in the second half.

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macro & strategy Members Jul 2, 2026

Explode Something Responsibly

Find some shaded hug some people you like; explode something responsibly. Happy Fourth.

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macro & strategy Members Jun 30, 2026

Profits Don't Know They're Old

Q2 earnings season kicks off in two weeks. Here's what's unusual: analysts have been raising estimates into quarter-end. This earnings cycle is accelerating as it ages

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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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