Apr 9, 2026
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- Despite the recent pullback, Brent crude oil remains on pace for $200/barrel by late May.
- Alongside software stocks, cybersecurity names have also gotten hit hard in the past few months, but there have been a handful of outperformers.
- Tech related categories for investment continue to surge as a share of GDP.
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Apr 8, 2026
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- US equity market valuations have turned significantly lower since peaking in late October of last year.
- Today’s release of the Fed Minutes took a more hawkish tone than recent meetings.
- Despite declines and the war, retail investor sentiment remained remarkably bullish in March.
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Apr 7, 2026
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- The move in Brent spot has now reached a completely unprecedented level of backwardation: more than $30 per barrel separates spot from the current front-month Brent future priced on delivery in June.
- Supply chain indicators like the NY Fed’s Global Supply Chain Pressure Index and the Logistics Mangers’ Index highlighted rapidly rising prices and stress in March.
- Consumers anticipate gas prices to rise over 9% in the next 12 months according to the New York Fed’s Survey of Consumer Expectations.
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Apr 6, 2026
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- Some cyclical parts of the market have seen technicals improve following the past few days’ rally.
- Front-month WTI reached a new cycle high today; resulting in a record spread between front and second month prices.
- The share of mortgage loans seriously delinquent and in foreclosure reached multi-year highs in February.
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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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