Macro Brief
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CIN Take:
Cannabis Macro: Policy, Capital Flows, and Risk Overlays
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CIN BRIEFING
Macro: Cautious · Global: Expanding · Opportunities: Selective · CMHI: 28.9
MACRO
Capital Markets Context
Loading...How rates, volatility, dollar, and equities shape cannabis sector positioning
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MSOS vs Macro Sensitivity
ROLLING
| Indicator | 30D | 90D | Reading |
|---|---|---|---|
| Computing correlations... | |||
Macro Transmission Framework
CANNABIS
Higher Yields
↓ Pressure on speculative equities; higher cost of capital for cannabis operators with limited credit access
Higher VIX
↓ Weaker risk appetite; small-cap cannabis names see outsized selling during vol spikes
Stronger Dollar
↓ Tighter financial conditions; Canadian LP valuations reduced in USD terms; cross-border M&A friction
Lower Yields + Lower Vol
↑ Better setup for risk assets; cannabis equities historically rally in risk-on regimes
Historical Trend
5 YEAR
Macro Catalyst Calendar
UPCOMING
FOMC Rate Decision
May 7, 2026
CPI Release (March)
Apr 10, 2026
Non-Farm Payrolls
Apr 4, 2026
FOMC Decision + SEP
Jun 17, 2026
GDP (Q1 Advance)
Apr 30, 2026
Non-Farm Payrolls
May 2, 2026
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13 countries · Multilateral macro data