Mar 18, 2026
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- Today’s Federal Reserve policy statement contained no material surprises and Fed Chair Powell’s presser was also mostly unremarkable.
- DRAM/NAND memory producer Micron (MU) blew the doors off earnings with revenues 21% above estimates and triple what they were a year ago.
- The latest PPI release showed that costs were broadly accelerating even before the recent leap in gasoline and diesel prices.
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Mar 17, 2026
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- Since the last FOMC meeting on January 28th, the Fed Funds future curve has shifted justifiably and dramatically.
- Stocks with the highest international revenue exposure have seen large moves since the start of the war in Iran.
- February saw a steep decline in the number of consumers receiving rejections after applying for credit.
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Mar 16, 2026
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- Despite the dip today, front month WTI is rising at a $2/day pace.
- Positioning data is beginning to reflect adjustments in energy and agriculture commodity futures as a result of the closure of the Strait Hormuz.
- Consumer lending, private equity, and private credit stocks are down as IG credit spreads have soared.
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