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macro & strategy Members 4 min read

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.

May 12, 2026 by Joe Zidle

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macro & strategy Members Aug 27, 2026

The Man Who Wrote The Book

We are in a historic buildout of AI, and I think this goes the way of every other revolutionary advance. Boom, then bust. This time is not different. Phase One gets the headlines. Phase Two gets the compounding.

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macro & strategy Members Aug 25, 2026

Don't Fight The Treasury

Yields going higher? Whoever is short here is not simply betting against a market. They are betting against a buyer who shows up every month with $4 billion, has said in public that he is willing to buy more, and writes the issuance calendar besides.

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macro & strategy Members Aug 18, 2026

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?

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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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