Offsides Macro
· Offsides Macro
· May 03, 2026 at 13:31
· ⏱ 1 min read
| Read on Substack ↗
Summary
The newsletter announces a new weekly deck and analytics platform, then provides a quick take on positioning across equities, rates, FX, metals, and energy. It highlights that Nasdaq positioning is nearing max lower extreme, long bond remains in lower extremes, USD continues to drift lower signaling risk-off opportunity, silver shows upward momentum, copper re-enters upper extreme, and energy positioning subtly drifts lower in the upper quartile. The article is purely analytical and does not disclose any personal trading positions.
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