Archive - MacroXX

Paid Post: Our Latest Oil‑Market Positioning

The ongoing conflict in the Middle East has pushed oil back to the center of global macro discussions.

Mar 19 • MacroXX

US Backs Down on Russian Oil Sanctions

Pragmatism Wins as Iran War Fuels Chaos

Mar 10 • MacroXX

Oil, War, and the Limits of Control

Why 2026’s Economy May Be Harder to Steer Than It Looks

Mar 9 • MacroXX

Geopolitics, Macro Shocks, and the Iran–US Test

What we at MacroXX think actually matters

Mar 1 • MacroXX

February 2026

Daily Newsletter 2/24/26

Equities reflect a stellar earnings season and robust estimate revisions—albeit now slowing—yet the S&P 500's year-to-date performance lingers near…

Feb 24 • MacroXX

Daily Newsletter 2/10/26

One thing is clear in today’s markets: uncertainty is likely to persist longer than most investors anticipated.

Feb 10 • MacroXX

Daily Newsletter 2/9/26

Markets have rebounded, with precious metals (particularly gold and silver) recovering last week’s losses.

Feb 9 • MacroXX

Daily Newsletter 2/6/26

Is the post–sell-off rally genuine?

Feb 6 • MacroXX

Daily Newsletter 2/4/26

We remain firmly bullish on precious metals over the long term.

Feb 4 • MacroXX

Daily Newsletter 2/2/26

The market’s speculative euphoria finally cracked on Friday.

Feb 2 • MacroXX

January 2026

Daily Newsletter 1/30/26

Our market outlook remains broadly unchanged today.

Jan 30 • MacroXX

Daily Newsletter 1/28/26

Safe-haven demand strengthened as the dollar index slid to a four-year low.

Jan 28 • MacroXX

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