Founded by Joe Zidle — Former Chief Investment Strategist & Partner, Blackstone • Former Head of Investment Strategy, Bank of America Merrill Lynch

J.Z. Macro Strategy Group
  • Research
  • About
  • Pricing
  • Advisory
  • Subscribe / Sign In
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

This post is for subscribers on the The Outsourced Research CIO, The Briefing and The Allocator tiers only

Subscribe now

Already have an account? Sign in

macro & strategy

More in

View All →
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.

Read Analysis
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.

Read Analysis
macro & strategy Free Apr 27, 2026

The Fed's Pivot Is Not Different This Time

Non-recessionary Federal Reserve cutting cycles are often interrupted. Something always breaks the pattern: an oil shock, an inflation scare, a geopolitical event. The market and sector implications differ materially from full hike cycles.

Read Analysis
Zidle Macro Strategy Group

Independent macro and alternatives research. Uncompromised.

Research
Macro & Strategy The Allocator Thematic Deep Dives
Company
About Joe Zidle Methodology Media & Press Contact
Subscribe
The Briefing The Allocator Advisory

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.

© 2026 Zidle Macro Strategy Group. All rights reserved.

Privacy Policy • Terms of Service • Disclosures