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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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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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