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macro & strategy Members 5 min read

The Resting Heartrate

The market exhaled this week. Consumer prices fell Tuesday, producer prices fell Wednesday, and the relief was immediate. The bet on a July rate hike, which stood at 42% on Monday, collapsed. I would not join the celebration. The resting heartrate to inflation is higher.

July 16, 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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