▪️Goolsbee, Fed Chairman:
- The employment report was a serious disappointment.
- If weak data repeat for several months in a row, it will become a problem.
- Stagflation is the worst scenario for central banks.
- Overall, the economy and the labor market remain stable for now.
▪️Kashkari, Fed Chairman:
- A war in Iran could affect the Fed's DKP, but it's too early to draw conclusions yet.
- Inflation is still too high, although it's moving downwards.
- Two rate cuts are possible later this year if inflation continues to fall.
▪️Miran, Fed Chairman:
- Due to the conflict with Iran, I'm inclined towards a soft Fed DKP.
- The labor market may need additional support from the Fed.
- I prefer gradual rate cuts of 25 bps until the neutral rate is reached.
- The neutral rate is estimated at 2.5-2.75%.
📌 Market expectations (#Fed rate):
- March 18: PAUSE.
- April 29: PAUSE.
- June 17: PAUSE.
- July 29: reduction by 25 bps to 3.25-3.50%.
- September 16: PAUSE.
- October 28: PAUSE.
Please open Telegram to view this post
VIEW IN TELEGRAM
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
$DHT $NAT $TNK $ASC $STNG | QatarEnergy offers 10 LNG tankers for lease as its 77Mtpa production remains halted due to regional conflict.
With force majeure declared and global freight rates hitting record $264,000 per day, Qatar is pivoting to ship leasing to offset losses.
With force majeure declared and global freight rates hitting record $264,000 per day, Qatar is pivoting to ship leasing to offset losses.
$RKLB / $RDW / $ASTI
We are at an inflection point for space-based solar power.
Demand for power in orbit is accelerating, driven by next-gen infrastructures (orbital data centers and commercial space stations) and mega-constellations (1000+ sats).
If you pay attention, you'll notice there's a race to maximize Power while minimizing Cost-per-Watt.
We are no longer only looking for the "best" cell, but the most manufacturable system that can support power hungry space applications of the future.
We are at an inflection point for space-based solar power.
Demand for power in orbit is accelerating, driven by next-gen infrastructures (orbital data centers and commercial space stations) and mega-constellations (1000+ sats).
If you pay attention, you'll notice there's a race to maximize Power while minimizing Cost-per-Watt.
We are no longer only looking for the "best" cell, but the most manufacturable system that can support power hungry space applications of the future.
$CPSH Advanced Materials Powering the Future 🔥
CPS Technologies leads in AlSiC metal matrix composites, unmatched thermal conductivity, perfect CTE match, lightweight strength, extreme reliability.
Powering:
EVs, high-speed rail, wind/5G/smart grids, nuclear shielding, defense armor, Mars rovers/ISS/GPS satellites.
Momentum:
• $15.5M major semiconductor contract
• Record 2025 revenues → strongest year ever
• Short interest crashed 77% → bullish signal
40+ years solving critical challenges in electrification, defense & space. Real tech, real traction 📈
CPS Technologies leads in AlSiC metal matrix composites, unmatched thermal conductivity, perfect CTE match, lightweight strength, extreme reliability.
Powering:
EVs, high-speed rail, wind/5G/smart grids, nuclear shielding, defense armor, Mars rovers/ISS/GPS satellites.
Momentum:
• $15.5M major semiconductor contract
• Record 2025 revenues → strongest year ever
• Short interest crashed 77% → bullish signal
40+ years solving critical challenges in electrification, defense & space. Real tech, real traction 📈
You only NEED two LASER stocks 🔥
$LASR - nLight
Is particularly known for its innovative high-power fiber lasers with dynamic beam shaping technology, enabling unmatched precision, speed, and efficiency in advanced manufacturing and directed energy defense applications.
$EOPSF - Electro Optic Systems
Stands out for its world-leading precision remote weapon systems, high-energy laser weapons, and counter-drone solutions, delivering exceptional accuracy and on-the-move firepower in modern defense and space domains.
$LASR - nLight
Is particularly known for its innovative high-power fiber lasers with dynamic beam shaping technology, enabling unmatched precision, speed, and efficiency in advanced manufacturing and directed energy defense applications.
$EOPSF - Electro Optic Systems
Stands out for its world-leading precision remote weapon systems, high-energy laser weapons, and counter-drone solutions, delivering exceptional accuracy and on-the-move firepower in modern defense and space domains.
Donald Trump says defense companies are expected to quadruple their quantity
Here's 5 under the radar stocks that may benefit:
$KTOS — Kratos Defense: Builds military drones and hypersonic targets
$BWXT — BWX Technologies: Only company that makes nuclear reactors for Navy submarines
$MRCY — Mercury Systems: Builds the electronics inside missiles and radar systems
$DRS — Leonardo DRS: Makes sensors and infrared tech for tanks and aircraft
$CACI — CACI International: Provides cyber and intelligence tech to the Pentagon
Here's 5 under the radar stocks that may benefit:
$KTOS — Kratos Defense: Builds military drones and hypersonic targets
$BWXT — BWX Technologies: Only company that makes nuclear reactors for Navy submarines
$MRCY — Mercury Systems: Builds the electronics inside missiles and radar systems
$DRS — Leonardo DRS: Makes sensors and infrared tech for tanks and aircraft
$CACI — CACI International: Provides cyber and intelligence tech to the Pentagon
This media is not supported in your browser
VIEW IN TELEGRAM
🚨 HOLY CRAP. Sec. Scott Bessent just said that tonight will be the US military's LARGEST strikes yet against Iran
"Tonight will be our BIGGEST BOMBING campaign, we'll do the MOST damage to the Iranian missile launchers, the factories that build the missiles." 🔥
"We are substantially degrading them!"
"Our campaign has been overwhelming."
"Not succeeding there, [Iran] is trying to create economic chaos. I don't think they're gonna be able to do it!"
"A lot of networks wanna speak to the contrary, but we've CONSIDERED all this. It's in the calculus. We are proceeding as planned."
Victory is inevitable.
"Tonight will be our BIGGEST BOMBING campaign, we'll do the MOST damage to the Iranian missile launchers, the factories that build the missiles." 🔥
"We are substantially degrading them!"
"Our campaign has been overwhelming."
"Not succeeding there, [Iran] is trying to create economic chaos. I don't think they're gonna be able to do it!"
"A lot of networks wanna speak to the contrary, but we've CONSIDERED all this. It's in the calculus. We are proceeding as planned."
Victory is inevitable.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
This media is not supported in your browser
VIEW IN TELEGRAM
🚨 JUST IN: Karoline Leavitt says eliminating the Iranian terrorist regime will HELP oil prices in the long-term
"To obliterate the Iranian regime will be a VERY good thing for the energy and oil markets and for oil prices across the globe in the long term when you no longer have a terrorist regime that is restricting the free flow of energy through the Strait of Hormuz and to the rest of the world."
Trump has a plan and it WILL WORK 🇺🇸
"To obliterate the Iranian regime will be a VERY good thing for the energy and oil markets and for oil prices across the globe in the long term when you no longer have a terrorist regime that is restricting the free flow of energy through the Strait of Hormuz and to the rest of the world."
Trump has a plan and it WILL WORK 🇺🇸
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Here's the long-term price chart of WTI Crude Oil.
Notice how there was an oil spike in 2019 during the REPO bank crisis right before they locked us down.
Notice how there was an oil spike in 2019 during the REPO bank crisis right before they locked us down.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
This media is not supported in your browser
VIEW IN TELEGRAM
US Oil surged to $91 as Qatar's energy minister warns oil prices could rise to $150 within two weeks.
Back in July 2008, oil skyrocketed to $147 a barrel which completely shutdown the U.S. economy. This helped trigger the stock market crash 60 days later.
Back in July 2008, oil skyrocketed to $147 a barrel which completely shutdown the U.S. economy. This helped trigger the stock market crash 60 days later.