OFFSIDES MACRO 9.6.26

Offsides Macro · Offsides Macro · September 06, 2026 at 12:31 · ⏱ 1 min read  | Read on Substack ↗
Summary
The author provides a brief, chart-driven update highlighting several 'on-radar' macro trade ideas across equities, FX, and commodities. The primary market stance favors a rotation into small caps over tech, alongside broad bearishness on foreign currencies and energy/agricultural commodities.
  • •The author favors a long Russell and short Nasdaq pairs trade in equities.
  • •FX positioning ideas include shorting GBP, JPY, and Emerging Market FX.
  • •Commodity views are predominantly bearish, targeting shorts in WTI, Heating Oil, Wheat, Corn, and Sugar.
  • •Lean Hogs is the sole commodity explicitly identified as a long idea.
Read time 1 min
Length 513 chars
Category finance
Ideas
Offsides Macro Substack author, Offsides Macro
Author listed this as an 'on-radar' long idea without providing specific fundamental or technical reasoning in the text.
Lean hog futures unspecified expiry MED
Offsides Macro Substack author, Offsides Macro
Author listed this as an 'on-radar' idea without providing specific fundamental or technical reasoning in the text.
217500.KQ MED
Offsides Macro Substack author, Offsides Macro
Author listed this as an 'on-radar' short idea without providing specific fundamental or technical reasoning in the text.
QQQ GBP JPY EM FX WTI WEAT CORN CANE MED
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This newsletter, published September 06, 2026, features Offsides Macro discussing Lean hog futures unspecified expiry, 217500.KQ, QQQ, GBP, JPY, EM FX, WTI, WEAT, CORN, CANE. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Offsides Macro  · Tickers: Lean hog futures unspecified expiry, 217500.KQ, QQQ, GBP, JPY, EM FX, WTI, WEAT, CORN, CANE