News•Feb 13, 2026
JEPI: Improving Economic Conditions Should Uniquely Benefit This Fund
JPMorgan Equity Premium Income ETF (JEPI) uses a covered‑call strategy to target 7‑9% annual distributions, positioning it as a low‑volatility, income‑focused vehicle. The fund has consistently met its payout goals since inception, appealing to risk‑averse investors seeking steady cash flow. Recent market improvements prompted analysts to upgrade JEPI from Sell to Hold, reflecting a more favorable environment for its options‑based approach. While it may underperform during strong equity rallies, its defensive tilt offers stability in uncertain markets.
By Seeking Alpha – ETFs & Funds
News•Feb 13, 2026
Export Momentum Carries Corn Market Into New Year
U.S. corn prices remain buoyed by robust export demand that persisted into early 2025, according to Compeer Financial economist Megan Roberts. While prices are still below target levels, the export momentum offsets downward pressure. Roberts noted that a nationwide E15...
By Brownfield Ag News
News•Feb 13, 2026
Central Alabama Water Downgraded by S&P
S&P Global Ratings lowered Central Alabama Water’s revenue‑bond rating to AA‑minus from AA and placed the issue on CreditWatch Negative. The downgrade reflects weakening liquidity, high debt levels and aging infrastructure, compounded by delayed budget adoption after a state‑mandated governance...
By The Bond Buyer (municipal finance)
News•Feb 13, 2026
Figures on Automotive Securitization Tapes: Definitions Report - February 2026
The Fixed‑Asset Securitization Tracker (FAST) released its February 2026 Definitions report, detailing the data fields used in automotive securitization tapes. The document supplies precise definitions, code tables, and cross‑references to related transaction disclosures. By standardizing terminology, the report aims to simplify...
By DBRS Morningstar – Research/News
News•Feb 13, 2026
BATT Charges Ahead as Storage Steals the Spotlight
The Amplify Lithium & Battery Technology ETF (BATT) has surged 14.5% year‑to‑date, outpacing the Global X Lithium & Battery Tech ETF (LIT) and other pure‑play mining funds. Its 0.59% expense ratio and $117 million assets give investors exposure across the entire...
By ETF Trends (VettaFi)
News•Feb 13, 2026
Higher Costs and Lower Prices Driving U.S. Cotton Acreage Decline
U.S. cotton growers are scaling back planting this spring as production costs surge 30% and farmgate prices slump, according to National Cotton Council data. The National Cotton Council’s grower survey shows intended acreage dropping to nine million acres, down from...
By Brownfield Ag News
News•Feb 13, 2026
Closing Grain and Livestock Futures: February 13, 2026
Brownfield Ag News reported mixed grain and livestock futures on February 13, 2026. Corn edged higher to $4.31 per bushel, while soybeans fell to $11.33. Livestock showed divergent moves: feeder cattle rose 42 cents to $366.15, whereas lean hogs slipped 55 cents to $91.27....
By Brownfield Ag News
Social•Feb 13, 2026
Capital Shifts to Value: Cash Flow Beats Future Promises
Leadership didn’t vanish; it rotated. Capital moved from high-growth tech into value, dividends, and economically sensitive sectors. When rates stay higher and scrutiny rises, cash flow today beats promises tomorrow. Style matters again.
By Michael A. Gayed, CFA (Lead-Lag Report)
News•Feb 13, 2026
Argentina's Drought Continues to Hit Corn, Soy
Argentina’s early‑February drought is already cutting corn and soybean yields, with Córdoba corn farmers reporting 10‑20 % losses and average yields falling to 6.4‑7 t/ha. In the core soy region, more than 500,000 t of soybeans are lost, pushing yields to about 3.8 t/ha....
By Argus Media – News & analysis
News•Feb 13, 2026
USDA Issues $1.89 Billion in Emergency Livestock Relief Program Payments to Farmers
The USDA’s Farm Service Agency has released $1.89 billion in Emergency Livestock Relief Program (ELRP) payments, representing the final disbursements for producers who applied for 2023‑2024 flood and wildfire assistance. Recipients who previously received partial payments will now receive a second...
By Brownfield Ag News
Podcast•Feb 13, 2026•4 min
Why a Tariff Ruling Could Mean Consumer Relief
Arunima Sinha explains that a pending U.S. Supreme Court ruling on the president's authority under the International Emergency Economic Powers Act (IEEPA) could sharply reduce tariffs on many consumer goods, lowering the effective tariff rate from about 15% to the...
By Thoughts on the Market
Podcast•Feb 13, 2026•45 min
1944: Ask Farnooosh: Birthday Money Truths, Market Warnings and Relationship Finance
In episode 1944, Farnoosh answers listener questions about birthday money etiquette, market warning signs, and relationship finance. She debunks myths about gifting cash, highlights red flags in the current market such as over‑valuation and rising rates, and offers strategies for...
By So Money with Farnoosh Torabi
Blog•Feb 13, 2026
Friday Footnotes: What Are The Cash Markets Trying To Say
In this episode, host examines the disconnect between grain futures narratives of abundant supply and weak demand and the reality observed in cash markets, emphasizing that U.S. farmers are still selling despite thin margins. The discussion highlights how rising cash...
By Grains in Context
News•Feb 13, 2026
Bond Yields Fall After CPI Report Shows Tamer Inflation
U.S. Treasury yields fell after the January CPI came in cooler than expected, pulling municipal bond yields lower as well. Despite the softer inflation print, analysts say the Federal Reserve will likely keep rates on hold and consider only a...
By The Bond Buyer (municipal finance)
Social•Feb 13, 2026
Old Leaders Fade; Adapt Fast to New Trading Landscape
The leaders of last year are no longer the favorites. The trading landscape is changing, and you have to adapt quickly to keep an edge.
By Hyperstocks
News•Feb 13, 2026
US Supreme Court Says Next Friday Will Be a Decision Day
The U.S. Supreme Court announced three decision days—Feb. 20, 24, and 25—when it will issue opinions, though it has not disclosed which cases will be decided. Lawmakers in the House have voted against new tariffs and the Senate is expected...
By ForexLive — Feed
Blog•Feb 13, 2026
QQQ Is Hedging Hard, But Not Panicking
The episode dissects the current QQQ options market, highlighting that skew and risk reversals are at historic highs, indicating expensive downside protection and a defensive bias among investors. Despite heavy put activity, call participation remains steady and speculative far‑out‑of‑the‑money buying...
By Trend & Trigger, by Trading Volatility
News•Feb 13, 2026
Weather Experts See Drought Relief Potential Under El Niño Shift
U.S. weather forecasters see a shift from La Niña to El Niño by summer, driven by warming central Pacific waters. The transition is expected to bring a wetter spring and an early‑summer rain pulse before a drier late‑season spell. Experts cite analog...
By Brownfield Ag News
Social•Feb 13, 2026
Investors Choose Safe Bonds, Accepting Low Real Returns
One way to interpret recent price action in the bond market is that large pools of investment capital have made the determination that a 3.6%-4.1% guaranteed nominal return over the next 5-10 years is preferable to taking on the risk/reward...
By Quinn Thompson
News•Feb 13, 2026
Fed's Goolsbee Sees Encouraging and Concerning Parts of the CPI Report
Chicago Fed President Austan Goolsbee highlighted a mixed CPI report, noting a modest 0.2% month‑over‑month rise in headline inflation and a steady 2.5% year‑over‑year rate. While core inflation matched expectations, services inflation remains elevated, keeping overall inflation around 3% and...
By ForexLive — Feed
News•Feb 13, 2026
Correction to EU Biodiesel Prices on February 13: Pricing Notice
Fastmarkets announced a correction to several EU biodiesel FOB ARA prices published on February 13, 2026, after a calculation error incorporated prior‑day data. The revised figures show modest adjustments, such as UCOME outright rising to $1,419.50 per tonne and RME...
By Fastmarkets – Insights
Social•Feb 13, 2026
BDC Quarterly Letters: Refusing Write‑Downs, Defying Pressure
Every BDC quarterly letter should just say “we are choosing not to mark this down and you can’t make us.”
By JunkBondInvestor
News•Feb 13, 2026
US Climate Rollback Set to Raise Gasoline Prices
The EPA’s own analysis shows that eliminating federal greenhouse‑gas standards for cars could lift gasoline prices by up to 29% by 2050, adding roughly 75 cents per gallon in constant dollars. Over the 2026‑2055 horizon, consumers may face a net...
By Argus Media – News & analysis
Blog•Feb 13, 2026
Consus Ag Consulting Afternoon Wrap Up
The episode reviews the day's agricultural market activity, noting a shift toward consolidation and profit‑taking ahead of the President’s Day holiday, which typically boosts contract positioning. It highlights mixed South American weather impacts, with particular focus on Argentina’s continued crop...
By Consus Consensus
News•Feb 13, 2026
AI Agent Traffic Drives First Profitable Year for Fastly
Fastly reported its first profitable fiscal year, posting $172.6 million in Q4 2025 revenue, a 23% year‑over‑year increase. The growth is driven by a surge in AI agent traffic, which now represents 29% of all web requests on Fastly’s edge network....
By Network World
News•Feb 13, 2026
Barbados to Host IDB Invest Sustainability Week 2026, Focused on Mobilizing Private Investment
IDB Invest announced that Sustainability Week 2026 will be held May 26‑28 in Bridgetown, marking the first time the event takes place in the Caribbean. The three‑day forum will convene investors, companies and project sponsors to showcase investment‑ready opportunities in resilience, infrastructure,...
By IDB Invest – News
Social•Feb 13, 2026
Lenders Cut Ties on Deeply Underwater Properties
Valuations are dropping fast. If a deal isn’t performing, lenders try to save it to avoid losses. But when a property is too far underwater, there’s simply no reason to keep the original owner involved. #RealEstate #Finance #cashflowisking
By Ken McElroy
News•Feb 13, 2026
New Rules for M&A Financing, Loans Against Shares
The Reserve Bank of India issued final guidelines allowing banks to fund acquisitions only when the acquirer already controls the target and seeks to increase its stake from 26% to 90%. Borrowers must have at least ₹500 crore net worth, three...
By The Economic Times (India) – Economy
Social•Feb 13, 2026
Defensive Sectors Exhausted, Market Poised for Broad Correction
While sectors like staples (XLP), energy (XLE), materials (XLB) and industrials (XLI) have all provided a safe haven in recent weeks as large cap tech has sucked wind, most of these are all now reaching exhaustion. This means that from...
By Quinn Thompson
News•Feb 13, 2026
Trade Pacts Will Open New Markets & Won't Hurt Farmers, Assures Chirag Paswan
India’s decade‑long reform agenda, highlighted by UPI, GST and digital payment schemes, is now bearing fruit, according to Food Processing Minister Chirag Paswan. New free‑trade agreements, especially the pending pact with the United States, are expected to unlock fresh export...
By The Economic Times (India) – Economy
Social•Feb 13, 2026
PLTR Near $120 May Offer Counter‑Trend Bounce
$PLTR not my style to buy dips after big breakdowns, but would have attractiveness from counter-trend perspective near 120 into Monday-Wed of next week. @IBDinvestors @marketsurge NEW charts link https://t.co/XW54gpkuMU Note that 4/7/25-11/3/25 rally of 210 cal. days...
By Mark Newton, CMT
Social•Feb 13, 2026
Argentina's Survival Hinges on IMF Loans, Not Reserves
And net reserves are still negative -- Argentina survived 2025 thanks to a $14b loan from the IMF and a willingness on the part of the IMF and the US to ignored missed reserve targets. Indeed, Argentina got another $20b backstop...
By Brad Setser
Podcast•Feb 13, 2026•12 min
US Aluminum Market Digests Tariff-Induced Volatility at Platts Symposium
The episode reviews how the U.S. aluminum market is coping with volatility caused by the 50% import tariff introduced in June, examining its impact on industry sentiment and pricing. Experts discuss the shifting demand landscape, noting the slowdown from removed...
By Commodities Focus
Social•Feb 13, 2026
Broadening Value and Cyclical Rotation Driven by Fundamentals
We now have the longest and strongest breadth rotation in recent years. Notably, it’s the only rotation that has been propelled by broader macro and micro fundamentals rather than lower rates. We first recommended a broadening trade of value and...
By Michael Kantro
Social•Feb 13, 2026
Crude Swings on Hormuz Alert, US‑Iran Talks, Venezuela Relief
🛢️ OIL CONTEXT WEEKLY 🛢️ 📈📉Crude prices rise on Hormuz advisory before falling back on the prospect of longer US-Iran talks, with headlines dotted with a flurry of US sanctions relief on Venezuela’s oil sector. Summary below, link to full report in...
By Rory Johnston
Podcast•Feb 13, 2026•24 min
Global FX: How Much Is Too Much?
In this episode, J.P. Morgan Global Research analysts Arindam Sandilya, James Nelligan, and Patrick Locke examine the current foreign‑exchange (FX) outlook, focusing on how recent US equity stress and the relative underperformance of US stocks are influencing currency markets. They...
By At Any Rate
Social•Feb 13, 2026
BOE's Pill: Rates Slightly Too Low, Should Stay
BOE’s Pill says interest rates are ‘a little too low’ and should be held https://t.co/wMBsLKECUz via @irinaanghel12 https://t.co/axOKBgzYCV
By Zöe Schneeweiss
Social•Feb 13, 2026
SPY Likely Drops Below $670 Before Hitting $690
Some ask. What do I think next week. The next ten $spy points. I’d say below $670 before above $690
By Scott Redler
News•Feb 13, 2026
Stars Are Aligning for Energy Stocks: How Active Can Help
Energy stocks are enjoying a robust start to 2026, driven by rising data‑center power demand and deregulation. The T. Rowe Price Natural Resources ETF (TURF), an active fund launched in June 2025, posted a 13% year‑to‑date gain and a 23.2% return over...
By ETF Trends (VettaFi)
Social•Feb 13, 2026
China's Massive Surplus Threatens IMF Balance
China's reported current account surplus for q4 was $242b (close to $1 trillion annualized), and the 2025 surplus was $735b -- well over 3.5% of China's GDP. This has big implications for the IMF, for Secretary Bessent and and the world...
By Brad Setser
Social•Feb 13, 2026
Germany Mulls Debt Brake Exemption for Raw Materials Fund
Germany weighs debt brake exemption to boost raw materials fund https://t.co/lsvcwd09Y5 via @mcnienaber @ocrook https://t.co/wmKMMM7Dgu
By Zöe Schneeweiss
Social•Feb 13, 2026
Steel Stock SLX Surges: Rare Early Buying Opportunity
Helpful context. Your competitors completely missed this epic Cyclical ramp in the Steel Stocks $SLX and today's one of our 1st Buying Opportunities in a while
By Keith McCullough
Social•Feb 13, 2026
S&P 500 Mirrors US M2‑to‑GDP Ratio Trends
There's a general and logical correlation between money supply and capital markets. But what about money supply relative to GDP? Here's $SPX overlaid with the ratio of US M2 / real GDP: https://t.co/UA5X14bWEk
By John Kicklighter
Social•Feb 13, 2026
Signal Strength Recommends Holding Nucor Stock
Sam @SamofAmerica , Signal Strength says to stay with Nucor $NUE here. What say you?
By Keith McCullough
Social•Feb 13, 2026
DWSH Slides 1.3% as Borrowing Costs
Drosey Wrong $DWSH down another -1.3% and they're trying to jack up the borrow, sad
By Keith McCullough
Social•Feb 13, 2026
SaaS Still Thriving: Mispriced Narrative, Not Collapse
“Software is dead.” That’s the narrative. Revenue isn’t collapsing. Balance sheets aren’t broken. The Fed isn’t tightening. AI disruption… or mispricing? The setup in large-cap SaaS may be asymmetric. Read: https://t.co/dhUDCqMzbs
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 13, 2026
Market Rally Likely False Amid Risk‑off Sentiment
I believe this is a false rally. Look at Utilities. That's defensive positioning. Same with long duration Treasuries. We remain in a risk-off condition for now.
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 13, 2026
Professional Energy Bet After Yesterday’s Red Close
If you were buying more Energy Exposure via $XOP $OIH into a red close 24 hours ago, professionally done
By Keith McCullough
Social•Feb 13, 2026
Danny Moses Show Returns: Economy, AI, Markets Forecast
The Danny Moses Show returns tonight @scrippsnews at 7PM sponsored by @Kalshi. Great to have @pboockvar join me & we talk about the global & U.S. economy, A.I. stocks/bonds, commodities, the consumer, #FED, Private Credit & make some @Kalshi predictions... https://t.co/vQGLUQMHUc...
By Danny Moses
Social•Feb 13, 2026
CPI Slowdown Fuels Falling Yields, Bullish Duration, Utilities, Gold
Post Hedgeye's Nowcast nailing another decel in CPI Growth decelerates → yields fall → correlations re-assert That’s the whole #Quad3 playbook ✔️ Duration bullish ✔️ Utilities work ✔️ Gold works ❌ Financials don’t
By Keith McCullough