Apr 2, 2026
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- Imports of categories related to AI spend are going absolutely gangbusters with total import bill of just below $60 billion in February, up 63% in six months.
- Our Salient Price Stress Index combining impacts of mortgage rates and gas prices is up 5.9% over the past few months.
- Spot Brent trades for cargoes loaded in the near-term rose above their 2008 nominal peak to close at a record $141.37/barrel.
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Apr 1, 2026
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- Short term trends were tested today for the Nasdaq, mega-cap Tech, the VIX, and the dollar.
- The ISM Manufacturing index hit a new high for the cycle with underlying indices rising sharply.
- A record share of home loans are now 30-year fixed rate.
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Mar 31, 2026
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- The S&P 500’s 2.91% rally today was the second strongest close to a quarter since 1953.
- Hires fell out in the latest JOLTS data as it made a new low dating back 10+ years if we exclude the COVID Crash.
- Conference Board data indicated inflation expectations are ramping back up again, showing over 5%.
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Mar 30, 2026
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- Various parts of the Tech sector including prior winners within the AI space and unprofitable companies have gotten hit particularly hard in recent days.
- Credit spreads made a new high with both investment grade and high yield CDS indices closing at the highest levels since the Liberation Day tariff announcement period last year.
- Multiple contraction has been experienced throughout the market, from high flying Tech stocks to defensive stocks in the Health Care and Utilities space.
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Mar 26, 2026
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- Thursdays have been the weakest day of the week for the S&P 500 over the past decade, and 2026 has no exception with nine consecutive weeks of Thursday declines.
- Over the past 50 trading days, the Energy sector has seen some of the highest consistency of daily gains on record.
- A hypothetical strategy of only owning the S&P 500 when it has been above its 50-DMA has underperformed a simple buy and hold strategy for decades.
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Mar 25, 2026
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- Over the past six months the decline in the P/E ratio of Tech versus the S&P 500 has fallen by the largest amount since 2002.
- Performance this week has appeared to be largely rotational as the best performers were also those that were the worst performers month-to-date through Friday.
- After seasonal adjustment February saw the third-largest increase in ex petroleum import prices since monthly data begins at the end of the 1980s.
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