Mar 12, 2026
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- Retail flows and options volumes have moderated in the past year.
- US based fertilizer prices have now risen 29% MTD thanks to the closure of the Strait of Hormuz.
- The December 2026 Fed Funds rate implied by futures markets is now at the highest level since February of last year.
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Mar 11, 2026
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- CPI came in right in line with expectations in February as deceleration in supercore services acts as a major factor.
- As the IEA announces release of emergency stockpiles, US strategic petroleum reserves are hardly recovered from massive drawdowns following the invasion of Ukraine.
- Retail investor sentiment experienced one of the largest monthly increases on record in February.
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Mar 10, 2026
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- Amazon (AMZN) is the latest IG borrower to tap the bond market for capital for data centers, and today’s tranche ranked as the fourth-largest IG bond sale ever..
- Business development companies have gotten crushed over the past year resulting in some high yields and extreme valuations.
- Falling mortgage rates, little changing home prices, and and steady wage growth have benefitted housing affordability.
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Mar 9, 2026
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- Markets continue to try to make sense of the Iran situation, making for a historic reversal today for crude prices.
- High volatility has showed that it works both ways with both crude and equities rebounding from sizable losses.
- Preliminary EPA estimates showed that nearly a third of consumer vehicles sold were EVs, hybrids, or fuel cell last year.
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Mar 5, 2026
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- Front month crude oil is setting up for a golden cross; a technical pattern that has historically played out to be less bullish than its reputation implies.
- The closure of Hormuz has resulted in extreme upside skew in options markets for crude oil.
- Labor productivity received material upward revisions for the past six quarters.
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Mar 4, 2026
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- Korean stocks have fallen close to 20% in the past three days; one of the largest declines on record.
- The Beige Book has seen a drop off in the number of mentions of tariffs, uncertainty, and layoffs.
- The situation in Iran has sent diesel prices exploding higher when trucking per mile prices are already rising rapidly.
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