July 13, 2026Macro Voices — hedge fund macro analysis
Insufficient data to determine strengths.
No significant weaknesses identified.
I think in three more weeks of this, I think we could well, I think we would already be over a $150 Brent.
Overall, after this consolidation finishes, there's lots of room for gold to go higher. But, at this stage, I think it'll be deeper into the second quarter before we see a a meaningful turn up.
if this is the beginning of that second wave, I think the cleanest way to express it is in wheat. The trade of the week is to go long Chicago SRW wheat
Bitcoin has kinda held up oddly well in this environment. There are some that are arguing that it's, like, showing signs of, you know, risk off finally. I wouldn't go nearly that far
I think $3,000 gold is entirely possible if the Iran situation triggers a much higher Dixie and a much higher ten year yield and a much higher oil price.
Showing 8 of 28 documented claims. Full ledger at athenaindex.com/influencers/macrovoicespodcast
This score is calculated from 28 data points across 100+ factors in 6 pillars. Scores update as new evidence is collected. Full methodology at athenaindex.com/methodology.
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