Friday, April 03, 2026

Today's Headlines

Around X:

  • @MarioNawfal
  • @ShadowofEzra
  • @bennyjohnson
  • Former U.S. Attorney Involved in Trump Transition Drops BOMBSHELL, Says Plan to PURGE Corruption at DOJ Was NOT Followed. Brett Tolman revealed that there was a plan to restructure and overhaul the Department of Justice when President Trump took office and it was ignored. "Unlike what happened in the State Department with their plan, and unlike several other agencies, the DOJ plan wasn't followed. And when I say wasn't followed, we made recommendations on internal gutting that needed to occur in order for the Attorney General to maintain the capability of implementing this administration's priorities". (video)
  • @DropSiteNews
  • @disclosetv
  • @TheInsidePaper
  • @KobeissiLetter
  • @KellyLMcCarty
  • @WideAwake_Media
  • @EmeraldRobinson
  • @EricLDaugh
  • @EmeraldRobinson
  • @DataRepublican
  • @BabakTaghvaee1
  • @visegrad24
  • @realmflynnJR
  • @spectatorindex
  • @WMX_MEDIA
  • @AwakenWithJP
  • Q: Is the public going to learn the identities of the men who abused the girls in the Epstein files? Acting AG Todd Blanche: Like, what does that mean? I don't understand what that means. Glad we're picking up right where we left off. (video)
  • @unusual_whales
  • @danksterintel
  • BREAKING: Trump just fired AG Pam Bondi. Before you celebrate, look at what she quietly destroyed on her way out: Disbanded the National Cryptocurrency Enforcement Team (money laundering unit — gone) Dissolved the DOJ Consumer Protection Branch (100+ attorneys — gone)... (list)
  • @KhalidAlMans_
  • @ClayTravis
  • Boston Red Sox fans boo the Democrat Mayor and Governor as they are introduced at Fenway Park. If baseball fans in deep blue Massachusetts boo both Democrats, who the hell is voting for them? (video)
  • @ProjectConstitu
  • BREAKING: Joe Rogan Goes Down The Charlie Kirk "EXPLODING MIC" Rabbit Hole And Discovered The "Accurate Energetics Solutions" Plant CONNECTION— Was It Blown Up To Destroy The Evidence? The Charlie Kirk investigation just hit the biggest platform in the world. Joe Rogan is officially digging into the Exploding Microphone Theory, and the trail leads straight to a catastrophic "accident" in Tennessee. On October 10, 2025—exactly one month after Charlie was killed—the Accurate Energetic Systems (AES) facility in McEwen, TN, was leveled by a massive blast. The Scale: 23,000 lbs of explosives. The Toll: 16 employees killed. The Impact: A 1.6 magnitude seismic event. Why does this matter? Because AES specialized in miniaturized shaped charges for "covert operations." Just months before the assassination, they were awarded a $25,000 DoD contract for "extra-small anti-personnel demolition charges." The theory is chilling: Was the technology used to kill Charlie manufactured at this plant? And was the facility blown up weeks later to destroy the evidence and eliminate everyone who knew how it worked? (video)
  • @nexta_tv
  • @disclosetv
  • @Harrisbro777
  • @0hour1
  • @MarkLynchSC
  • @BRICSinfo
  • @ElectionWiz
  • @AaronRDay
  • @alialsalim
  • @ValeriaAnne1970
  • @HFI_Research
  • @USronaldcarter
  • @standforhealth1
  • Zen Honeycutt just delivered an ultimatum to Republicans: Eliminate pesticide immunity from the Farm Bill, or they will face a MAHA revolt in the midterms. “This Farm Bill does not focus on farmers first.” “This focuses on pesticide companies first.” House Republicans plan to hand pesticide companies total immunity to mass poison Americans in the 2026 Farm Bill. “We need to stop this.” “Americans will be harmed by this.” But we’re fighting back. We are mobilizing MAHA to demand that Republicans strike Sections 10205, 10206, 10207 and portions of 10201 from the Farm Bill. And we need your help to make our demands clear. Use the link below for a step-by-step guide to call on House Republicans to stand with MAHA and refuse Big Ag’s lobbying for a liability shield: (video)
  • @JackPosobiec
  • @theHealthb0t
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Thursday, April 02, 2026

Weekly Scoreboard*

 

S&P 500 6,582.7 +1.4%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weekly Market Wrap by Edward Jones.

Indices

  • DJIA 46,504.7 +1.1%
  • NASDAQ 21,879.2 +2.1%
  • Russell 2000 2,530.0 +1.3%
  • NYSE FANG+ 14,132.2 +2.5%
  • Goldman 50 Most Shorted 254.5 +4.7%
  • Vaneck Social Sentiment 29.2 +.8%
  • Wilshire 5000 65,157.4 +1.5%
  • Russell 1000 Growth 4,329.7 +1.6%
  • Russell 1000 Value 2,121.4 +1.2%
  • S&P 500 Consumer Staples 926.3 +1.3%
  • Bloomberg Cyclicals/Defensives Index(Ex Telecom) 247.0 +.6%
  • NYSE Technology 6,859.7 +2.1%
  • Transports 19,088.5 +4.0%
  • Utilities 1,174.0 +2.2%
  • MSCI Europe Banks 106.0 +4.9%
  • MSCI Emerging Markets 56.7 +1.5%
  • Credit Suisse AllHedge Long/Short Equity Index 249.66 -.7%
  • Credit Suisse AllHedge Equity Market Neutral Index 131.37 -.1%
Sentiment/Internals
  • NYSE Cumulative A/D Line 598,645 -.1%
  • Nasdaq/NYSE Volume Ratio 10.9 -2.7%
  • Bloomberg New Highs-Lows Index 34 +436
  • Crude Oil Commercial Bullish % Net Position -24.9 -2.7%
  • CFTC Oil Net Speculative Position 233,620 +6.8%
  • CFTC Oil Total Open Interest 2,002,065 -3.8%
  • Total Put/Call 1.04 +6.1%
  • OEX Put/Call .62 -1.2%
  • ISE Sentiment 89.0 -30.5%
  • NYSE Arms 1.05 +70.2%
  • Bloomberg Global Risk-On/Risk-Off Index 103.4 +3.4%
  • Bloomberg US Financial Conditions Index .40 +13.0 basis points
  • Bloomberg European Financial Conditions Index 1.30 +45.0 basis points
  • Volatility(VIX) 24.2 -24.2%
  • S&P 500 Intraday % Swing 1.96 +27.7%
  • CBOE S&P 500 3M Implied Correlation Index 25.0 -14.0%
  • G7 Currency Volatility (VXY) 8.05 -4.6%
  • Emerging Markets Currency Volatility (EM-VXY) 8.46 -2.5%
  • Smart Money Flow Index 19,013.6 -2.4%
  • NAAIM Exposure Index  68.5 n/a
  • ICI Money Mkt Mutual Fund Assets $7.803 Trillion n/a
  • ICI Domestic Equity Long-Term Mutual Fund/ETFs Weekly Flows +$23.716 Million
  • AAII % Bulls 33.6 +4.7%
  • AAII % Bears 51.4 +3.2%
  • CNN Fear & Greed Index 15.0 (EXTREME FEAR) -1.0
Futures Spot Prices
  • CRB Index 381.0 +5.3%
  • Crude Oil 111.4/bbl. +18.7%
  • Reformulated Gasoline 327.4 +7.1%
  • Natural Gas 2.80 -5.8%
  • US Power PJM Western Hub Peak Forward Y1 73.9 USD/Megawatt -.7% 
  • Dutch TTF Nat Gas(European benchmark) 50.0 euros/megawatt-hour -9.8%
  • Heating Oil 440.7 -2.3% 
  • Newcastle Coal 141.4 (1,000/metric ton) +.64%
  • Gold 4,674.2 +6.8%
  • Silver 72.70 +6.8%
  • Bloomberg Industrial Metals Index 169.5 +3.3%
  • Copper 560.0 +2.2%
  • US No. 1 Heavy Melt Scrap Steel 407.0 USD/Metric Tonne +5.99%
  • China Iron Ore Spot 105.35 USD/Metric Tonne -.33%
  • China Battery Grade Lithium Carbonate 23,475.0 USD/metric tonne +2.7%
  • inSpectrum Tech Inc. DRAM Spot DDR4 16Gb 2048Mx8 66.09 -1.3%  
  • CME Lumber 599.0 unch.
  • UBS-Bloomberg Agriculture 1,364.4 -1.7%
  • US Gulf NOLA Potash Spot 305.0 USD/Short Ton n/a
  • US Gulf NOLA Urea Granular Spot 687.5 USD/Short Ton n/a 
Economy
  • Atlanta Fed GDPNow Q1 Forecast +1.9% -.1 percentage point
  • US Recession Within 6 Months Probability(3M/18M Forward Yld Curve Spread) 19.8 +3.1 percentage points
  • NY Fed Real-Time Weekly Economic Index 2.9 n/a
  • Caldara Iacoviello Geopolitical Risk Index 281.5 -16.0% 
  • Global Monitor Iran Instability Index 100.0 unch.
  • Strait of Hormuz Oil Tanker Traffic Curtailed 95.0% unch.
  • US Economic Policy Uncertainty Index 429.6 -34.3%
  • Bloomberg Global Trade Policy Uncertainty Index .8 +.1
  • DOGE Total Taxpayer Dollars Saved $215.0 Billion($1,335.40 Savings Per Taxpayer) unch.
  • S&P 500 Current Quarter EPS Growth Rate YoY(16 of 500 reporting) +85.6% -10.9 percentage points
  • S&P 500 Blended Forward 12 Months Mean EPS Estimate 336.05 +1.26:  Growth Rate +21.0% +.4 percentage point, P/E 19.6 +.2
  • S&P 500 Current Year Estimated Profit Margin 15.07% unch.
  • NYSE FANG+ Current Quarter EPS Growth Rate YoY(1 of 10 reporting) +690.0% unch.
  • NYSE FANG+ Blended Forward 12 Months Mean EPS Estimate 794.55 +7.80: Growth Rate +99.7% +1.6 percentage points, P/E 17.7 +.3
  • Citi US Economic Surprise Index 28.0 +5.9 points
  • Citi Eurozone Economic Surprise Index -5.3 -1.4 points
  • Citi Emerging Markets Economic Surprise Index 47.4 +.2 point
  • Fed Fund Futures imply 0.0%(unch.) chance of -25.0 basis point cut to 3.25-3.5%, 99.5%(+5.7 percentage points) chance of no change, .5%(-5.7 percentage points) chance of +25.0 basis point hike to 3.75-4.0% on 4/29
  • US Dollar Index 100.0 +.14%
  • MSCI Emerging Markets Currency Index 1,844.7 +.16%
  • Bitcoin/USD 66,967.4 +1.8%
  • Euro/Yen Carry Return Index 219.6 -.03%
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.63 -.9%
  • Yield Curve(2s/10s) 51.0 -1.25 basis points
  • 10-Year US Treasury Yield 4.30% -13.0 basis points
  • Japan 30-Year Yield 3.69% -3.0 basis points
  • Federal Reserve's Balance Sheet $6.610 Trillion n/a
  • Federal Reserve's Discount Window Usage $5.178 Billion n/a
  • U.S. Sovereign Debt Credit Default Swap 40.5 -1.3%
  • Illinois Municipal Debt Credit Default Swap 212.6 -1.7%
  • Italian/German 10Y Yld Spread 86.0 -10.0 basis points
  • UK Sovereign Debt Credit Default Swap 21.2 -.3%
  • China Sovereign Debt Credit Default Swap 51.0 -1.4%
  • Brazil Sovereign Debt Credit Default Swap 139.8 +1.8%
  • Israel Sovereign Debt Credit Default Swap 78.0 +3.5%
  • Dubai Sovereign Debt Credit Default Swap 90.7 +7.9%
  • South Korea Sovereign Debt Credit Default Swap 34.4 -1.4%
  • China Corp. High-Yield Bond USD ETF(KHYB) 23.85 unch.
  • China High-Yield Real Estate Total Return Index 112.48 -.36%
  • Atlanta Fed Low Skill Wage Growth Tracker YoY +3.7% unch.
  • Zillow US All Homes Rent Index YoY +1.8% unch.
  • US Urban Consumers Food CPI YoY +3.1% unch.
  • CPI Core Services Ex-Shelter YoY +2.9% unch.
  • Cleveland Fed Inflation Nowcast Core PCE YoY +2.83% unch.: CPI YoY +3.25% +9.0 basis points
  • 1-Year TIPS Spread 5.24 +5.0 basis points
  • 10-Year TIPS Spread 2.35 +3.0 basis points
  • Treasury Repo 3M T-Bill Spread 6.75 +1.0 basis point
  • 2-Year SOFR Swap Spread -17.0 +1.75 basis points
  • 3-Month EUR/USD Cross-Currency Basis Swap -3.0 +1.75 basis points
  • N. America Investment Grade Credit Default Swap Index 63.0 -6.7% 
  • BofA Private Credit Proxy Index 71.8 +1.4%
  • America Energy Sector High-Yield Credit Default Swap Index 164.0 -2.4%
  • High-Yield Tech Sector OAS Index 533.9 -1.2% 
  • Bloomberg TRACE # Distressed Bonds Traded 291.0 +35.0
  • European Financial Sector Credit Default Swap Index 71.3 -8.1%
  • Emerging Markets Credit Default Swap Index 186.9 -1.1%
  • MBS 5/10 Treasury Spread 125.0 -4.0 basis points
  • Bloomberg CMBS Investment Grade Bbb Average OAS 586.0 unch.
  • Avg. Auto ABS OAS .56 +4.0 basis points
  • M2 Money Supply YoY % Change +4.9% unch.
  • Commercial Paper Outstanding $1,333.8B -2.1%
  • 4-Week Moving Average of Jobless Claims 207,750 -1.4%
  • Continuing Claims Unemployment Rate 1.2% unch.
  • Kastle Back-to-Work Barometer(entries in secured buildings) 54.6 +1.2%
  • Average 30-Year Fixed Home Mortgage Rate 6.49% +11.0 basis points
  • Weekly Mortgage Applications 278,300 -10.4%
  • Weekly Retail Sales +6.6% +10.0 basis points
  • OpenTable US Seated Diners % Change YoY +25.0% +18.0 percentage points
  • Box Office Weekly Gross $193.2M +51.2%
  • Nationwide Gas $4.08/gallon +.10/gallon
  • Baltic Dry Index 2,030.0 +.8%
  • Drewry World Container Freight Index $2,287.3/40 ft Box +.4%
  • China (Export) Containerized Freight Index 1,139.6 +1.6%
  • Oil Tanker Rate(Arabian Gulf to U.S. Gulf Coast) 200.0 -18.4%
  • Truckstop.com Market Demand Index 138.2 +3.3%
  • Rail Freight Carloads 282,088 +2.7%
  • TSA Total Traveler Throughput 2,360,739 -14.0% 
  • US Morning Consult Daily Consume Sentiment Index 88.7 -2.5 points
  • Rasmussen Reports Daily Presidential Approval Tacking Poll 46.0% +2.0 percentage points
Best Performing Style
  • Large-Cap Growth +1.5%
Worst Performing Style
  • Mid-Cap Growth +.8%
Leading Sectors
  • Gold & Silver +13.9%
  • Disk Drives +4.9%
  • Networking +4.7%
  • Steel +4.3%
  • Video Gaming +3.1%
Lagging Sectors
  • Digital Health -1.9%
  • Airlines -2.3%
  • Energy -2.5%
  • Medical Equipment -2.7%
  • Oil Service -2.8%
Weekly High-Volume Stock Gainers (26)
  • SGML, AAOI, KODK, RLAY, VSAT, SPIR, PENG, PL, LUNR, CHA, GSAT, SBAC, WING, BKSY, FLY, AEHR, VCEL, CAR, FCFS, CWST, SLNO, TH, CTGO, AVTX, KRP and ORKA
Weekly High-Volume Stock Losers (24)
  • LECO, LKQ, DXYZ, EL, HRI, NAVN, BCE, W, ROAD, ARM, GOOS, TSLA, DIN, ARVN, AYI, VITL, CALM, RCI, WIX, KNF, KOD, PBH and ANGO
ETFs
Stocks
*5-Day Change



Stocks Modestly Lower into Afternoon on Escalating Global Supply Chain Disruption Fears, Soaring Energy Prices, Rising Inflation Expectations, Homebuilding/Transport Sector Weakness

Overseas Futures:

  • Nikkei 225 Futures: Indicating +832 open in Japan 
  • China A50 Futures: Indicating +30 open in China
  • DAX Futures: Indicating +193 open in Germany
Portfolio:
  • Slightly Higher: On gains in my tech sector longs and emerging market shorts
  • Disclosed Trades: None
  • Market Exposure: 50% Net Long

Monday's Earnings/Economic Releases of Note; Market Movers

Earnings of Note 
Company/Estimate 

Before the Open:
  • None of note
After the Close: 
  • None of note
Economic Releases 

10:00 am EST

  • The ISM Services Index for March is estimated to fall to 54.9 versus 56.1 in Feb. 

Upcoming Splits

  • (BKNG) 25-1
  • (POWL) 3-for-1 
Other Potential Market Movers
  • The (COO) annual meeting and the (PATH) business update could also impact global trading on Monday.
US Equity Market Hours
  • 9:30 am - 4:00 pm EST