Saturday, August 22, 2026

Today's Headlines

Around X:

  • @Zerohedge 
  • @BarronsOnline
  • Had bullish commentary on (MEDP) and (NEM).
  • @IGSquawk 
  • @sayerjigmi
  • @MarioNawfal
  • @EricLDaugh
  • @EmeraldRobinson
  • The Israelis are paying American media influencers to attack Tucker Carlson, General Flynn & JD Vance. What's going on? Well, Flynn & Vance are running for POTUS in 2028. Tucker might run too. The Israelis want: Rubio or Pence or Cruz or Nikki Haley. The race has started.
  • Dan Bongino was too scared to help the J6ers. Dan Bongino was too scared to discuss election fraud. Now Dan Bongino is attacking @GenFlynn. Bongino isn't a patriot. He's a parasite. And a fraud. And that's why his podcast has dropped out of the top 100. RIP. 
  • @HormuzLetter
  • BREAKING: Iran is systematically preparing to damage Trump's presidency through economic warfare, aimed at making him lose the November midterms, per a senior Iranian official in Tehran familiar with the matter. The plans include strikes on Gulf oil terminals to surge global energy prices by destroying the remaining Hormuz bypasses (Saudi Yanbu and Emirati Fujairah, total ~5.5M barrels a day), and targeting the support network behind the US-backed "shadow fleet" in the Strait to fully shut it down to zero from the current ~5M barrels a day. The official says the direct operational chain is: Crude → pump prices (2-4 week lag) → CPI → voter mood, and the economy being voters' top issue with under 3 months to go until the midterms. Majid Shakeri, the advisor to Iran's Parliament Speaker Ghalibaf, adds "Iran must raise the tension level, focused on oil, before the midterms, and fortunately America handed over the necessary pretext. Obviously, Iran will not wait for America's economic attack in a preemptive defense."
  • @bubblebathgirl
  • @BGatesIsaPsycho
  • @bennyjohnson
  • @JasonBassler1
  • @AllenAnalysis
  • @ginamilan_
  • @liz_Churchill10
  • @AmericaOnlyBro
  • @ottomanenglish
  • @P_McCulloughMD
  • @nataliegwinters
  • @KobeissiLetter
  • @CollinRugg
OpenVAERS:  
SKirsch.com:

Friday, August 21, 2026

Weekly Scoreboard*


S&P 500 7,679.2 -1.4%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weekly Market Wrap by Edward Jones.

Indices

  • DJIA 53,318.4 -1.0%
  • NASDAQ 26,204.8 -2.1%
  • Russell 2000 3,018.10 -1.8%
  • NYSE FANG+ 18,368.6 -1.6%
  • Goldman 50 Most Shorted 328.8 -.7%
  • Vaneck Social Sentiment 36.8 -.7%
  • Wilshire 5000 76,112.3 -1.5%
  • Russell 1000 Growth 4,928.3 -2.3%
  • Russell 1000 Value 2,527.3 -.6%
  • S&P 500 Consumer Staples 939.2 -1.2%
  • Bloomberg Cyclicals/Defensives Index(Ex Telecom) 272.4 +.9%
  • NYSE Technology 9,420.1 -2.6%
  • Transports 21,511.6 -1.0%
  • Utilities 1,075.7 -2.7%
  • MSCI Europe Banks 135.9 -3.1%
  • MSCI Emerging Markets 67.11 +.7%
  • Credit Suisse AllHedge Long/Short Equity Index 266.3 -1.3%
  • Credit Suisse AllHedge Equity Market Neutral Index 137.0 +.1%
Sentiment/Internals
  • NYSE Cumulative A/D Line 625,627 -4%
  • Nasdaq/NYSE Volume Ratio 12.2 +32.1%
  • Bloomberg New Highs-Lows Index 117 -1,324
  • Crude Oil Commercial Bullish % Net Position -12.6 +14.5%
  • CFTC Oil Net Speculative Position 99,196 -11.8%
  • CFTC Oil Total Open Interest 1,892,429 +.3%
  • Total Put/Call .71 -14.6%
  • OEX Put/Call 1.05 +120.0%
  • ISE Sentiment 179.0 +3.5%
  • NYSE Arms .67 -20.2%
  • Bloomberg Global Risk-On/Risk-Off Index 127.5 +.8%
  • Bloomberg US Financial Conditions Index 1.26 -10.0 basis point
  • Bloomberg European Financial Conditions Index 1.42 +1.0 basis point
  • Volatility(VIX) 15.3 +6.9%
  • S&P 500 Intraday % Swing .43 -.6%
  • CBOE S&P 500 3M Implied Correlation Index 10.3 -7.6%
  • G7 Currency Volatility (VXY) 6.41 +3.4%
  • Emerging Markets Currency Volatility (EM-VXY) 6.80 +.9%
  • Smart Money Flow Index 17,875.8 +.5%
  • NAAIM Exposure Index  79.7 -4.3
  • ICI Money Mkt Mutual Fund Assets $7.928 Trillion +.01%
  • ICI Domestic Equity Long-Term Mutual Fund/ETFs Weekly Flows -$8.097 Million
  • AAII % Bulls 35.5 +2.3%
  • AAII % Bears 39.9 +5.3%
  • CNN Fear & Greed Index 64.0 (GREED) -7.0
Futures Spot Prices
  • CRB Index 403.4 +3.9%
  • Crude Oil 86.9/bbl. +5.7%
  • Reformulated Gasoline 333.7 +5.5%
  • Natural Gas 2.77 +1.8%
  • US Power PJM Western Hub Peak Forward Y1 74.0 USD/Megawatt -7.0% 
  • Dutch TTF Nat Gas(European benchmark) 66.4 euros/megawatt-hour +9.4%
  • Heating Oil 448.0 +5.5% 
  • Newcastle Coal 138.3 (1,000/metric ton) +1.8%
  • Gold 4,621.5 +5.7%
  • Silver 69.52 +7.6%
  • Bloomberg Industrial Metals Index 179.9 +.2%
  • Copper 658.4 -.4%
  • US No. 1 Heavy Melt Scrap Steel 394.5 USD/Metric Tonne -1.4%
  • China Iron Ore Spot 96.50 USD/Metric Tonne +1.0%
  • China Battery Grade Lithium Carbonate 22,150.0 USD/metric tonne +5.4%
  • Silicon Data LLM Token Expenditure Index 1.08(price per million tokens) +5.2% 
  • inSpectrum Tech Inc. DRAM Spot DDR5 16Gb 1Gx16 50.43 +1.4%  
  • CME Lumber 574.0 +.9%
  • UBS-Bloomberg Agriculture 1,568.9 +3.7%
  • US Gulf NOLA Potash Spot 340.0 USD/Short Ton unch.
  • US Gulf NOLA Urea Granular Spot 390.0 USD/Short Ton +.4%
Economy
  • Atlanta Fed GDPNow Q3 Forecast +4.0% n/a
  • US Recession Within 6 Months Probability(3M/18M Forward Yld Curve Spread) 14.4 -.1 percentage point
  • NY Fed Real-Time Weekly Economic Index 2.56 -5.2%
  • Caldara Iacoviello Geopolitical Risk Index 144.5 -9.0% 
  • Global Monitor Iran Instability Index 66.0 -7.0
  • Strait of Hormuz Oil Tanker Traffic Curtailed 92.0% unch.
  • US Economic Policy Uncertainty Index 301.9 +78.7%
  • Bloomberg Global Trade Policy Uncertainty Index 1.0 +.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(467 of 500 reporting) +49.6% +n/a percentage points
  • S&P 500 Blended Forward 12 Months Mean EPS Estimate 391.09 +n/a:  Growth Rate +32.8% +n/a percentage points, P/E 19.6 -n/a
  • S&P 500 Current Year Estimated Profit Margin 16.28% +2.0 basis points
  • NYSE FANG+ Current Quarter EPS Growth Rate YoY(8 of 10 reporting) +138.4% unch.
  • NYSE FANG+ Blended Forward 12 Months Mean EPS Estimate 951.3 +n/a: Growth Rate +83.4% +n/a percentage points, P/E 19.2 -n/a
  • Citi US Economic Surprise Index 26.20 +11.2 points
  • Citi Eurozone Economic Surprise Index 87.9 +17.4 points
  • Citi Emerging Markets Economic Surprise Index 24.4 -2.6 points
  • Fed Fund Futures imply 0.0%(unch.) chance of -25.0 basis point cut to 3.25-3.5%, 59.4%(-7.5 percentage points) chance of no change, 40.6%(+7.5 percentage points) chance of +25.0 basis point hike to 3.75-4.0% on 9/16
  • US Dollar Index 98.8 -.8%
  • MSCI Emerging Markets Currency Index 1,912.5 +.5%
  • Bitcoin/USD 76,945 +22.7%
  • Euro/Yen Carry Return Index 212.8 +.8%
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.39 +1.2%
  • Yield Curve(2s/10s) 50.5 -1.0 basis point
  • 10-Year US Treasury Yield 4.74% +5.0 basis points
  • Japan 30-Year Yield 4.08% +5.0 basis points
  • Federal Reserve's Balance Sheet $6.698 Trillion -.2%
  • Federal Reserve's Discount Window Usage $6.253 Billion +10.6%
  • U.S. Sovereign Debt Credit Default Swap 37.24 +.5%
  • Illinois Municipal Debt Credit Default Swap 179.1 +.1%
  • Italian/German 10Y Yld Spread 83.0 +5.0 basis points
  • UK Sovereign Debt Credit Default Swap 17.7 +.5%
  • China Sovereign Debt Credit Default Swap 35.3 -2.9%
  • Brazil Sovereign Debt Credit Default Swap 123.5 -.7%
  • Israel Sovereign Debt Credit Default Swap 54.2 +2.7%
  • Dubai Sovereign Debt Credit Default Swap 63.9 +.3%
  • South Korea Sovereign Debt Credit Default Swap 21.9 -1.1%
  • China Corp. High-Yield Bond USD ETF(KHYB) 24.24 +.02%
  • China High-Yield Real Estate Total Return Index 122.4 -.6%
  • Atlanta Fed Low Skill Wage Growth Tracker YoY +3.4% +10.0 basis points
  • Zillow US All Homes Rent Index YoY +2.4% +30.0 basis points
  • US Urban Consumers Food CPI YoY +2.9% -10.0 basis points
  • CPI Core Services Ex-Shelter YoY +2.8% -20.0 basis points
  • Cleveland Fed Inflation Nowcast Core PCE YoY +3.29% -2.0 basis points: CPI YoY +3.36% -6.0 basis points
  • 1-Year TIPS Spread 2.04 +37.0 basis points
  • 10-Year TIPS Spread 2.34 +6.0 basis points
  • Treasury Repo 3M T-Bill Spread 19.75 +1.75 basis points
  • 2-Year SOFR Swap Spread -14.75 -.25 basis point
  • 3-Month EUR/USD Cross-Currency Basis Swap .25 -.25 basis point
  • N. America Investment Grade Credit Default Swap Index 50.9 +.4% 
  • BofA Private Credit Proxy Index 73.3 -.9%
  • America Energy Sector High-Yield Credit Default Swap Index 148.0 -1.0%
  • High-Yield Tech Sector OAS Index 463.25 +.9% 
  • Bloomberg TRACE # Distressed Bonds Traded 206.0 -5.0
  • European Financial Sector Credit Default Swap Index 54.0 +1.5%
  • Emerging Markets Credit Default Swap Index 139.6 +1.2%
  • MBS 5/10 Treasury Spread 113.0 +5.0.0 basis point
  • Bloomberg CMBS Investment Grade Bbb Average OAS 555.0 -6.0 basis points
  • Avg. Auto ABS OAS .45 unch.
  • M2 Money Supply YoY % Change +5.5% unch.
  • Commercial Paper Outstanding $1,441.2B +.9%
  • 4-Week Moving Average of Jobless Claims 204,000 +2.1%
  • Continuing Claims Unemployment Rate 1.2% unch.
  • Kastle Back-to-Work Barometer(entries in secured buildings) 52.8 -2.9%
  • Average 30-Year Fixed Home Mortgage Rate 6.73% -4.0 basis points
  • Weekly Mortgage Applications 247,700 -.4%
  • Weekly Retail Sales +8.0% -30.0 basis points
  • OpenTable US Seated Diners % Change YoY +15.0% +2.0 percentage points
  • Box Office Weekly Gross $296.7M -53.4%
  • Nationwide Gas $4.11/gallon +.03/gallon
  • Baltic Dry Index 2,791.0 -2.5%
  • Drewry World Container Freight Index $4,526.2/40 ft Box +4.3%
  • China (Export) Containerized Freight Index 1,821.7 -1.4%
  • Oil Tanker Rate(Arabian Gulf to U.S. Gulf Coast) 255.0 +27.5%
  • Truckstop.com Market Demand Index 96.5 -5.3%
  • Rail Freight Carloads 291,838 -1.2%
  • TSA Total Traveler Throughput 2,595,226 +13.5% 
  • US Morning Consult Daily Consume Sentiment Index 92.3 +2.8 points
  • Rasmussen Reports Daily Presidential Approval Tacking Poll 42.0% -1.0 percentage point
Best Performing Style
  • Large-Cap Value -.6%
Worst Performing Style
  • Mid-Cap Growth -2.6%
Leading Sectors
  • Gold & Silver +13.9%
  • Biotech +7.2%
  • Shipping +7.2%
  • Pharma +6.1%
  • Agriculture +4.4%
Lagging Sectors
  • Space -6.2%
  • Defense -6.2%
  • Airlines -7.9%
  • Lithography/Photonics -8.5%
  • Computer Hardware -9.7%
Weekly High-Volume Stock Gainers (76)
  • ELMT, ARCT, VOGX, ASST, SLS, HOOD, EZPW, UEC, VIRT, CVI, EI, TGTX, MP, FUTU, PSNL, UUUU, TEM, COIN, FIGR, EIKN, ERO, CNH, FCX, SCCO, MRNA, NTES, HMY, EGO, MSTR, BMNR, CAI, ALB, HTFL, TRLV, AMR, SBSW, HCA, ALM, BTDR, CCJ, RIVN, GFI, TSLA, AU, WPM, SQM, BWLP, MOS, BJ, HSHP, SSMR, PURR, IDR, KGC, SHIP, CRCL, EL, BEAM, AVAH, VCX, EQX, LB, ZIM, BNTX, DRD, BHP, TECK, CRSP, TGT, DLO, BVN, DE and ASMB
Weekly High-Volume Stock Losers (7)
  • REAL, DAR, SA, BABA, OSIS, CIFR and HUT
ETFs
Stocks
*5-Day Change