Europe continues to dominate U.S. liquefied natural gas (LNG) shipments, absorbing the majority of cargoes despite a tightening Asian market. The recent Middle East conflict has slashed regional energy exports, reducing the incentive for U.S. producers to divert LNG to Asia. Meanwhile, the European Union’s gas storage sits at just 29.4% of capacity, well below five‑year averages, heightening demand for imports. Cargo diversions are slowing, and several spot tenders remain unfilled, signaling a competitive market environment.
Nvidia posted a blowout earnings report, yet its shares stayed flat, defying expectations of a price surge. Wall Street shifted focus to the upcoming GPU Technology Conference (GTC) as a potential catalyst. However, analysts now argue the event is unlikely...

It's a while since the last IEA emergency oil release, so I put together a briefing note on how it works in practice as it follows a strict technical and diplomatic protocol. The below is a (simplified) guide to follow...

Yes... earning more can help. But I’ve also seen plenty of people making six figures who still feel broke every month. Why? Because income by itself doesn’t fix money habits. If there’s no plan for your money, a bigger paycheck usually just means...

Crude oil’s rapid climb to near $120 per barrel has created a stark performance divide among hedge‑fund strategies. PivotalPath’s Regimes analysis shows managed futures delivering 9.1% and global macro‑commodities 8.8% when oil trades between $100‑$140, while the broader hedge‑fund index...
Gasoline prices jumped 25% since the January low, reaching $3.63 per gallon—the highest level since June 2024, while diesel surged 40% to $4.86, its highest since October 2022. The spike is driven largely by station profit‑margin adjustments rather than a supply crunch,...

Saudi Aramco CEO Amin Nasser warned that the Iran‑Israel‑U.S. war could trigger a catastrophic shock to global oil markets if the Strait of Hormuz remains closed. The conflict has already halted up to 20% of world petroleum trade, pushed Brent...
Fastmarkets announced it will change the publication frequency of its US delivered tin price assessment (MB‑SN‑0011) from monthly to quarterly, beginning with the April 7, 2026 assessment. The shift follows internal reviews and market consultations that highlighted low spot liquidity...
Gasoline and diesel prices across ASEAN vary widely, with Singapore topping the list at roughly $2.84 per litre and Indonesia and Malaysia offering sub‑$0.60 rates thanks to subsidies. Market‑driven economies such as the Philippines, Vietnam and Thailand see prices track...
NVIDIA makes $120 billion in net income a year. The stock is down from its highs. One week before the most watched event in AI — GTC 2026 — this may be the best entry point in over a year....

The PwC‑ULI Emerging Trends in Real Estate 2026 report finds that, despite geopolitical volatility, real‑estate fundamentals are strengthening and capital availability is rising worldwide. Investors are prioritizing sector and country diversification, with office transactions up 18% to $195.8 billion and data...
PIMCO’s Dynamic Income Opportunities Fund (PDO) received a buy rating upgrade, highlighting its ability to navigate volatile high‑yield markets. The fund’s long‑duration asset mix delivers stable cash flows while rates fluctuate. Analyst Cain Lee recommends a 25% reduction in distributions...
Lumentum Holdings has been selected to join the S&P 500, moving from the MidCap 400 on March 23, 2026. The promotion reflects a sharp rise in market capitalization and liquidity. Inclusion places Lumentum among the 500 leading U.S. companies, expanding its investor base. CEO...

Fayetteville voters approved a $335.5 million municipal bond, keeping a 1 % special sales tax in place to service the debt. The package earmarks funds for water, sewer, parks, animal services, pedestrian infrastructure, recycling, fire‑safety projects, and allocates $61.9 million to build an...
Bangko Sentral ng Pilipinas Governor Eli Remolona Jr. warned that monetary policy has reached the limit of its effectiveness as the Philippine economy faces deep‑seated structural problems, not just liquidity shortages. Simultaneous shocks from oil prices above $100 per barrel...

The Philippines Department of Agriculture approved a 250,000‑metric‑ton fish import program set to begin in August 2026, aiming to fill domestic supply gaps and keep prices stable. The plan reserves 10,000 MT for the government‑run Kadiwa program, allocates 80% to commercial...

The large-cap valuation premium is still near historical extremes. Large caps are trading at a ~28–36% premium to small and mid caps. That’s historically wide outside of the late-1990s tech bubble. The chart tracks forward P/E ratios for three indices: * Red: S&P 500...
Your salary is not too small to invest. The habit of investing is built on small salaries; not big ones. - Pay yourself first, before anything else (10%) - Start with as little as ₦1,000 (Cowrywise, PiggyVest and Risevest) - Cut one unnecessary expense...

The Hartford has deepened its reliance on catastrophe bonds, issuing a $270 million Series 2026‑1 bond that attaches at $1.6 billion and exhausts at $1.9 billion of per‑occurrence losses. This new layer sits above the 2023‑1 bond, which now attaches at $1.29 billion and exhausts...
Durham, North Carolina, approved a $95 million affordable‑housing bond in 2019, supplemented by $65 million in federal and local funds. The program has delivered 1,668 new rental units and preserved 888 existing homes, exceeding its original targets, and has housed over 2,030...

What a chart. Gas prices are now $3.54, up more than 55 cents since before the war in Iran began. This is the highest gas price ever under President Trump (including his first term). This is effectively a $25/mo. tax on most households....

Digital Realty Trust posted 2025 Core FFO of $7.39 per share, delivering a roughly 34% dividend buffer against its $4.88 payout. The REIT maintains a 4.9× leverage ratio and BBB ratings from S&P, Moody’s and Fitch, keeping credit risk low....

Existing home sales in the United States posted a modest 1.7% increase in February, marking the first uptick after a sharp decline the previous month. The rise caught many economists off‑guard, as most forecasts anticipated a continued slide. While the...
On March 10, 2026, the Options Clearing Corporation (OCC) announced that automatic‑exercise thresholds will be removed for several options whose underlying securities are halted or subject to corporate actions. The affected symbols—CEPU1, MGIC1, and IMMP—will not be automatically exercised across...
If you... - Put $288 per paycheck in a Roth IRA - Invest in low cost ETFs - Starting at age 30 - Until retirement You'll only pay $263k. But you'll EARN $2,032,680 (tax free). Here's exactly how it works:

Nothing has changed: the bounce was predicted on mechanical put monetization NOT fundamentals. Now we wait for VIX to base & move higher as posted for clients on more active timeframes. ;-) But big picture, risk has only increased for investors....
The latest FTSE 100 dividend screen shows a broad uptick in payouts, with Lloyds, BP, Shell and Rolls‑Royce among the top increasers. Banks and oil majors lifted dividends as share prices rallied, while Diageo and WPP trimmed theirs, triggering sharp sell‑offs....
You didn't have to be a genius to look at the extreme backwardation in the Futures curve for crude oil to call the current price spike temporary, and overdone. #CrudeOil

The average 30-year fixed mortgage rate today: 6.09% Same day last year: 6.72% -------------------- 10-year Treasury yield: 4.12% Spread today: 197 bps
Citigroup’s shares jumped 2.5% after CEO Jane Fraser outlined a bullish outlook at an RBC conference. She said investment‑banking fees and markets revenue should grow in the mid‑teens year‑over‑year, and reaffirmed a target of 10‑11% return on tangible common equity...

I don't think the lows in $MSTR nor its premium to NAV are in. True capitulation only arrives when the orange dots stop. https://t.co/Xo0lbzEvxE

$spy morning glance as we try and digest higher. So far the morning trade worked https://t.co/PmlVmn37AU

Adobe is slated to report Q1 results on March 12, with consensus forecasts of $5.86 earnings per share on $6.27 billion revenue. The company’s stock has fallen 22% this year, trading near $270, yet it posted record FY2025 operating cash flow...
Japan becomes the second country to lock in a NdPr price floor. Countries seem to recognise the issue with rare earths but equity investors seem not to... https://t.co/5GI3bRV7K3

U.S. existing home sales total 257,000 in February 2026 Since 2000, February has averaged 310,000 U.S. existing home sales Resale turnover remains constrained Table via @ResidentialClub Data via @nardotrealtor https://t.co/4g2dE9eSU5

World corn stocks come in above expectations on larger crops in Brazil and Ukraine. Slight downward adjustment in wheat stocks and minimal movement in soybeans. Chinese soy/corn/wheat demand assumptions were unchanged. https://t.co/nknz514GTs
Today's market response thus far about as calm as they come for a monthly crop report. #oatt

If you are bullish crude on reescalation, this is the buy zone .. Equilibrium in CL1 should be 83/92 .. Single prints yesterday on trump comments in the 91/92 area. Below $75 (the first Sunday gap when the war started)...
World #corn stocks rise by nearly 4 mmt in today's WASDE report from USDA #oatt

Top 5 IBIT options traded today (by volume and by notional) are all calls: https://t.co/LW4IxoGyqb
USDA made no changes to U.S. #corn, #soybean, or #wheat ending stocks estimates today. #oatt
USDA left Brazil #soybean crop unchanged at 180 mmt, raised its #corn crop 1 mmt to 132 mmt, Cut Argentina's corn 1 mmt to 52 mmt, while cutting soybeans 0.5 mmt to 48.0 mmt #oatt

i don't think this resolves to the upside but if it does 616 would be in play. $QQQ https://t.co/5aOYPZSx0r
CHART OF THE DAY: We Remain Long Of Precious Metals Which Continue To Smoke US Stocks https://t.co/6qnn1dwo1s via @hedgeye

Lumentum graduating from mid-cap status into the big leagues with inclusion into the S&P 500. Stock is part of our momentum buy list and continues to act well technically (long) $LITE https://t.co/DTkN238w42

Just joining the complex Apple Card ecosystem? It's smart to learn how to move your money around, including funding your Apple Cash. Here's a primer that explains how everything interrelates and how to maximize your rewards: https://t.co/ZPP9OBmIZw #applecard #applecash #banking...

Perhaps some Oracle earnings day jitters for the software etf $IGV. Nice 15% bounce off the recent lows and still might not be done, but we're seeing our first rest day. https://t.co/5RTK5xXcNv
INDIA GAS SHORTAGE 🇮🇳 ⚠️ India invoked emergency powers to redirect LPG away from industrial users to households LNG supplies to petrochemical and power plants are being curbed The crisis in the Middle East is throttling India’s LPG and LNG supply https://t.co/ujn00XTSnf

On this week's Hanke's #CurrencyWatchlist, the Venezuelan bolivar ranks as the WORLD'S WORST currency. The bolivar has depreciated by 87% against the USD over the past year. VENEZUELA'S PATH TO RECOVERY = REPLACING THE BOLIVAR WITH THE DOLLAR. https://t.co/rbalL5aTfh

🇨🇳China imported 12.55 million metric tons of soybeans in Jan-Feb, the smallest volume for the period in 7 years. The Brazilian harvest was slower, U.S. cargoes were still en route and customs clearing times were extended. Expectations for March are...