Citrini Research

Macro Memo: Red October

Is it Oct-Over?

October 12, 2025

Macro Memo: Summer is Over

Economy at Crossroads, Market at Risk

September 3, 2025

Macro Memo: The Powell Struggle

Boredom Plants the Seeds of Correction or Dotcom Déjà Vu

July 27, 2025

Macro Memo: Summer Blues

The Economy Hums Along

June 17, 2025

Macro Memo: Who Holds the Cards?

Macro Backdrop of the Trump Trade War II

May 6, 2025

Macro Memo: Seeing the Stag

Exploring Policy-Driven Slowdown & Stagflation Risks

April 3, 2025

Macro Memo: After the Trump Bump

Fiscal Primacy Cuts Both Ways

February 25, 2025

Macro Memo: January 2025

Rate Hikes Back or Another Scare?

January 16, 2025

Macro Memo: Hawkish Dovishness

Hawkish dovishness: sounding hawkish while acting dovish.

December 5, 2024

Macro Memo: Long Hiking, Short ZIRP/NIRP

Short CHF, Long JPY (+BRL) into Changing Carry Dynamics

November 26, 2024

Macro Memo: Will Schrödinger’s Soft Landing Strike Again?

November 1, 2024

Datanote: September ISM & JOLTS

As part of our August 2024 Macro Memo, we opined...

October 1, 2024

Macro Memo: August 2024

Our Outlook: Optimistically Paranoid

September 5, 2024

Macro Memo: The Day After Tomorrow

Rapid Fire Opinions

April 16, 2024

Macro Memo: A Short Macro Insight

STIR may have gotten ahead of itself

January 15, 2024