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📰 The MTS Insights macro updates page has been updated and enhanced to provide a feed to track the latest data and analysis of the day.
Check it out here: mtsinsights.com/latest/
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MTS Insights
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MTS Insights
@MTSInsights
Latest #macro data, economic indicators, news and developments in #markets & economy. Focused on primary sources. Not financial advice.
Jacksonville, FL Katılım Ağustos 2015
659 Takip Edilen2.8K Takipçiler
✈️ The IATA/Platts Jet Fuel Price Index jumped another 12.6% WoW in the last week, reaching an average price of $197/bbl.
The index is not up 105.8% over last month and up 118.8% YoY. It has also surpassed the highs seen when Russia first attacked Ukraine.
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🇺🇸 The Dallas Fed Agricultural Survey reported a weaker decline in demand for loans among farmers, with the index rising 9.6 pts to -10.2 in Q1 2026.
Despite this, bankers reported that conditions remained troubling due to low commodity prices and prevailing drought.
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🏗️ US construction spending fell -0.3% MoM in January 2026 and was only up 1.0% YoY.
Private construction spending dropped -0.6% MoM and -0.1% MoM, with both private residential spending (-0.8% MoM) and nonresidential spending (-0.4% MoM) dropping.
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⛽️ The GasBuddy national average price of gasoline jumped $0.243 in the last week to $3.92 per gallon. This is up $0.989 in the last month and up $0.841 vs a year ago.
The median gas price also surged, rising $0.30 to $3.79 per gallon. #gasprices
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📈 The CFSEC Activity Index reached its highest point since March 2022. The manufacturing subindex pushed the headline index to a new high, surging to 46 in March, the highest since May 2021.
ChicagoFed@ChicagoFed
New data: The Chicago Fed Survey of Economic Conditions (CFSEC) Activity Index increased to +17 in March from +14 in February, suggesting that economic growth was above trend. The CFSEC is a survey of organizations located in the Seventh District. #CFSEC bit.ly/3PlobWM
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Recap so far:
🇺🇸 US/Trump: US and Iran have had"productive conversations regarding a complete and total resolution of our hostilities in the Middle East.
🇮🇷 Fars/Tasnim news: There have been no direct communications/talks between the US and Iran
📰 Axios: There have been indirect communications through Turkey, Egypt, and Pakistan
🇬🇧 PM Starmer: Aware that talks between the US and Iran were happening
FinancialJuice@financialjuice
UK's PM Starmer: We were aware talks between the US and Iran were happening.
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📉 The Chicago Fed National Activity Index (CFNAI) dropped from 0.20 in January to -0.11 in February.
Production indicators shifted the most, with their contribution dropping from +0.21 in January to -0.01 in February.
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🇺🇸🇮🇷 Axios adds its notes on the US and Iran negotiations. Apparently, there have been indirect communications through Turkey, Egypt, and Pakistan.
Barak Ravid@BarakRavid
🚨Turkey, Egypt, and Pakistan have been passing messages between the U.S. and Iran over the past two days in an effort to de-escalate, U.S. source says 🚨Senior officials from the three countries held separate talks with White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi, the U.S. source says 🚨"The mediation is ongoing and making progress. The discussion is about ending the war and resolving all outstanding issues. We hope to have answers soon," the source says
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🇮🇷 Iran "state-aligned" media claims there have been no direct communications with the US.
FinancialJuice@financialjuice
🔴Iran's Fars news agency, citing source: There are no direct communication with US, nor through intermediaries
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🇮🇷 Another Iranian news outlet claiming no talks have been happening between the US and Iran
FinancialJuice@financialjuice
Iran's Tasnim: There have been no talks, there are no talks,
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US energy sector stocks are booming thanks to the conflict in the Middle East and the spike in oil prices.
The sector is up 32.8% YTD after another strong 2.8% increase last week.
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Full economic calendar: mtsinsights.com/calendar/?utm_…
Latest updates: mtsinsights.com/latest/?utm_so…
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📅 Light start to the week with activity and inventory data in focus following last week’s FOMC.
8:30 ET
• Chicago Fed National Activity Index gives a broad read on overall economic momentum
10:00 ET
• Construction spending updates investment trends across residential and nonresidential sectors
• Business inventories feed directly into GDP tracking via the inventory component
• Chicago Fed survey and corporate financial data add more detail on business conditions
10:30 ET
• Dallas Fed agricultural survey provides a regional read on farm and rural economic activity
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BlackRock turns neutral on US and Japanese equities according to this week's commentary.
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📈 Big green candle after Trump's Truth Social post in equity futures.
S&P and NASDAQ futures are now both up around 2.0%.
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🛢️ BlackRock: "Risk assets don't reflect the macro damage that energy pricing implies, in our view.
We dial down tactical risk and downgrade U.S. stocks as a result – but stand ready to adjust if political pressures put an end to the conflict."
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