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ZMacro Note: Hormuz Oil Shock Has Begun
ZMacro Note: Hormuz Oil Shock Has Begun
Oil Shock is imminent, get ready
Mar 02, 2026
Macro Note: 赫尔穆兹油价冲击全面启动
Macro Note: 赫尔穆兹油价冲击全面启动
全球能源结构格局迎来冲击
Mar 02, 2026
美联储笔记:中性利率陷阱(Neutral Trap)
美联储笔记:中性利率陷阱(Neutral Trap)
深度理解当下美联储政策的困境
Feb 28, 2026
FED NOTE: The Neutral Trap
FED NOTE: The Neutral Trap
FED NOTE: The Neutral TrapZMacro Research – Institutional EditionFebruary 2026Executive ThesisThe Federal Reserve has entered what can be described as the
Feb 28, 2026
Macro Note: Three Black Swans Ahead: Iran Risk + Fed Liquidity Drift + AI “Bubble”
Macro Note: Three Black Swans Ahead: Iran Risk + Fed Liquidity Drift + AI “Bubble”
These blackswan events may stack up anytime
Feb 26, 2026
深度期权05:做市商如何影响美股期权市场?
深度期权05:做市商如何影响美股期权市场?
深度理解期权做市商如何影响期权市场
Feb 24, 2026
Weekly Notes
Weekly deltas in views, factors & execution ideas.