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macro & strategy Members 3 min read

The Wrong Debate

After yesterday's CPI report, everyone is counting hikes. The more important calculation is what kind of cycle this becomes. Historically, the market treats insurance hikes very different from full hiking cycles. Two hikes from here is the floor, not the ceiling.

June 11, 2026 by Joe Zidle

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macro & strategy Members Jun 18, 2026

Forget the Wrecking Ball

Everyone is spilling ink on how Kevin Warsh just blew up thirty years of Fed communication. If I am being honest, though, the part everyone is missing is simpler: that guidance was only ever as good as the forecasts behind it, and the forecasts were not good. Its the underlying data that matters.

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macro & strategy Members Jun 16, 2026

Built to Burn

The AI deflation narrative may be correct. At some point. Between now and that payoff sits $1 trillion in annual spending, a set of supply bottlenecks with multi-year resolution timelines. The oil deal will take some pressure off energy costs. Two rate hikes in the next twelve months are a floor.

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macro & strategy Free Jun 9, 2026

The $40 Chicken vs. the 13-Year-Old Car

Saturday's Wall Street Journal said everything we need to know: a story about how Americans are keeping their cars for nearly 13 years, at the bottom an article about restaurants charging $40 for half a rotisserie chicken. These two stories are not contradictions... its where we are.

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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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