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pre03/23/2026 5:13:44 AM

2026-03-23 Morning Brief

Economic Calendar

DateEventPreviousEstimateActualImpact
2026-03-23 08:30:00Chicago Fed National Activity Index (Feb)0.180.27-0.11⭐️⭐️
2026-03-23 10:00:00Construction Spending MoM (Jan)0.300.10NaN⭐️
2026-03-23 11:30:006-Month Bill Auction3.57NaNNaN⭐️
2026-03-23 11:30:003-Month Bill Auction3.61NaNNaN⭐️

Summary:

1. TSA Staffing Crisis:

President Trump is deploying ICE agents to help with airport security due to a government shutdown, as over 400 TSA workers have quit or called in sick. The shutdown has led to understaffed security checkpoints, with long lines at major airports like LaGuardia and JFK. Lawmakers attempted to pass a bill to pay TSA workers, but it failed. Transportation Secretary Sean Duffy warned that the situation could worsen if funding isn't resolved.

2. Iran Tensions:

Trump announced a five-day pause in U.S. strikes on Iranian energy infrastructure following "productive" talks with Tehran. This comes amid ongoing tensions over Iran's nuclear program and regional influence.

3. Fannie Mae/Freddie Mac Plan:

Hedge fund manager Bill Ackman is pushing for the government to retire Fannie and Freddie Mac's $370 billion preferred shares, which could significantly impact shareholders. However, the government's stance remains unclear, with potential alternatives like converting shares to common stock.

4. Elon Musk's Terafab Project:

Musk unveiled plans for Terafab, a joint venture to build advanced semiconductor chips for AI applications, including space computing. Initial production is set for late 2027, with full volume production in 2028, marking an aggressive timeline for the project.

5. Box Office Success:

Amazon's "Project Hail Mary" became the biggest domestic opening of 2026, grossing $80.6 million domestically and $141 million globally. It also topped 60 markets, including the UK, France, and Japan.

6. Hollywood Update:

Disney and Pixar's "The Super Mario Bros. Movie" continued its strong performance, becoming the year's highest-grossing animated film with over $1.36 billion worldwide. A sequel is set to release in April.

The email highlights a mix of immediate operational challenges (TSA, Iran), long-term financial strategies (Fannie/Freddie), and major entertainment industry developments.

Earnings Calendar

SymbolEPS ActualEPS EstimatedRevenue ActualRevenue Estimated
DVRNF----
SZLSF----
IRDEF---1232000000.0
BBXIA----
SHCMF----
AOTVF----169306.5
MOHCF---3489166930.0
BLWYY----
LNDZF----
GIPR-0.34-2455000.0
BIGGQ-1.27-1423000000.0
SOHON---44000000.0
SGMO-0.00903-40250000.0
HPQFF----
CBSTF--0.0359-79892620.0
LUCY----
GMGI---52840710.0
NMTLF----
FWEDF----
CEBUF----
WUXAY0.36460.38161830824700.01786254562.0
ZDPY----
HEGIY0.717-1580086690.0-
MALJF-0.2075-196135051.0
ASTI----
CNLFF----
KANP----
BLVDF----
MNTHY----
MTLZF----
KLYCY----
SOHOB---44000000.0
CWBHF--0.03-12326000.0
NHHHF----
AVTX-1.02351-1.45849-209000.0-
YI---599574240.0
ESRCF----
NCFFF-0.00018---
USDP----
HLDVF0.10920.10922703052493.02703052493.0
TLLTF--0.0352-32918401.0
CFXTF-0.20386-19002706.0-
XTNT--0.0049-30750000.0
GXXFF----
KOPN--0.0175-10947000.0
BBXIB----
PTALF----
BLHEF----
ANNX--0.31288--
DKLRF----
DMAC--0.17--
NEWUF----
CHFFY0.3691-1694195352.0-
BCUFF----
PFRRF----
KRYPF0.10920.10921316850697.01316249846.0
BLHEY----
MITJF----
CBAT--0.03-64572900.0
AAVXF--1.36313-1557047.9
AHOTF----
ALOT----
GGDVY----
IRICF----
TTMZF----
OTRKQ--0.64-3697000.0
LAZRQ--0.64-9000000.0
TLTFF---218487.0
JTKWY----
CTARF----
GPMTF----
GNE-0.07-114230000.0
MNPR--0.42875--
TUWOY----
VIORF0.00058---
GCUMF----
IINN----
AKEMF----
SRLZF0.00032---
GSGTF----
AYRWF--0.31527-114035920.0
SOTDF-1.63-559056991.0
CMCXF----
EEENF----
SRZN--1.2875-661000.0
BGMSP--72.0-25000.0
SFRGF--0.04698-285962916.0
CLYYF----
CLDI--1.56--
FPAYQ-0.1-40200000.0
TBHC-0.03-134742000.0
BLRX-0.385-0.385514000.0492000.0
BGMS--72.0-25000.0
SLTTF----
ENSC--1.26-502966.0
OTH----
TLKMF-0.00321-2241689999.0
LIANY----
RDHL----
CABA--0.46316--
BRNGF----
CCPUF--0.02185-1966140.0
BEVVF----
UBAAF----
ADAPY--0.059-4850000.0
LFT-0.06-7782410.0
CTIHY----
BYLTF--0.01456-12526588.0
CAUUF----
AFIB--0.19-12400000.0
SRG-PA----
BARUF----
HREEF----
VPHIF----
NOWVF---9650000.0
FRSHY----
EU-0.11-0.05095-15780500.0
LIXT----
NEWH----
PBEGF--0.01-17376000.0
WRD-0.08156-0.1432444928135.039327779.0
ABCP----
JPPSF----
IZCFF----
OTGLY0.1073-10187574.0-
KGBLY1.54-1385978400.0-
CPFXF----
JBSAY----
SER--0.42--
CRHKF0.001430.001432150547280.02131904819.0
WVVIP----
CNIKF--0.00723--
URZEF----
CETEF----
XTXXF----
BGACF----
ZLIOY----
JTBK----
BRYGF----
NFE--0.47-357400000.0
CMCL0.560.5974736000.079200000.0
MOBBW--0.57-3549439.0
QNCX--0.17212--
NGCRY----
AVACF----
LU-1.34-2813234357.0
VYND----
KBDCY1.05-3046591349.0-
EFVIF----
IMMR-0.146-425000000.0
SONDQ----
URNAF----
BOXL--7.26-23997000.0
BLUMY----
EDWZF----
STHFF----
UBLXF---253793680.0
SCTQ----
NCRA----
GLXZ----
PIFFY----
SRBCF----
FOBIF----
DWSN----
CHNXF----
ZSTK-105.06979-0.1696-654000.015296500.0
SOTGY----
MISVF----
BHST--0.105-9239000.0
AURA--0.43--
INLX--0.08--
BSPDY0.678-241540267.0-
TPHS----
NGNE--1.23875--
IMMX-0.17-0.145--
NXGL--0.09-3240000.0
NXGCF----
PET----
NNUP----
LTCH----
THURF----
TEZNY----
GDC----
VHC----
EXXRF----
TIIAY0.7840.64372716585.04296844297.0
TLPH--0.075--
PALI--0.036--
BTVRF----
ADTX----
DRVN0.29560.2787457330300.0458606000.0
RDGL----
UTSI----
KSHTY----
NCPLW--0.28-1870000.0
NKLR--0.02--
TNGRF-0.2478-835380000.0
BYDDY-0.1953-35602656101.0
SEUSF----
SRZNW--1.2875-661000.0
KTTA-0.18-0.18--
CRHKY0.002860.002862157394500.02158647379.0
BNGO--2.475-7879500.0
DTGI----
RAASY----
VARXF-0.03468-1004749889.0
VAUCF----
BSXGF----
NWBO----
IRDEY----
WTRNF----
SZGPF-0.2379-2572870064.0
NWTG--0.34-1850000.0
PPHC-0.43-49900000.0
AEON--0.17--
RZSMF----
TFRFF----
ABCFF----
RVSNW----
SRG----
TDWRF--0.10195-36299220.0
WRAP----
ACCFF----
ASNS-2.75587-0.391366000.0720000.0
SYYYF-0.07137-1343559057.0
HLDCY0.10880.10882692339600.02692339602.0
SSHLY----
GMHS----
CBKCQ----
TYCMY----
TTNMF-0.00728-83389205.0
BOPCF----
AQMS--4.0-1200000.0
OMER--0.57--
MRDN---52840710.0
SKYX--0.06-25114730.0
TCYMF0.053660.053615570652346.05570594299.0
HSWLF---56376480.0
MOB--0.57-3549439.0
MAZE--0.68949--
WCHNF-0.01144-724483824.0
NGCRF-0.04-390391000.0
VTEPF----
LXEO--0.32429--
GIPRW-0.34-2455000.0
UCPLF0.574-31089042.0-
KT0.36320.17664698835108.04715013804.0
PBATF-0.00373-596793780.0
TAGYY-0.63984-381158231.0-
SHZHY----
ROMJF-0.00728-11579811.0
DTCWY----
QTRHF-0.23-0.0238463000.037277900.0
RUPRF----
BKBLF----
ORAGF----
EUUNF----
WATT--0.84-2000000.0
ABVX--1.35338-1557047.9
PRKR----
DMIFF----
SVMRF0.01914-0.00764490589.02937552.3
ACXAF-0.1129-77417227.0
AQB--0.52-500000.0
SFRGY--0.02349-593137550.0
SONM-10.98-41206000.0
ONCSQ----
JSPRW--0.81744--
REE--0.54-100000.0
CNTA--0.37144-767000.0
FLWBF--0.01468-14501864.0
TE--0.09912-368200000.0
ECVTF0.763-5582381.0-
SOHOO---44000000.0
LAR-0.04121-62287500.0
RVPH--1.08571--
LFT-PA-0.06-4964823.0
SLAI---1044072.0
LTRN--0.46--
ODDAF----
CRCBY----
DBVT--0.21396-1058000.0
ZYXIQ--0.18-21400000.0
MAORF----
PYTCF----
TPICQ--0.66-328800000.0
RGFC-3.03-92420377.0
AGBK0.27381.34260216956.01399720530.0
POLBF----
FLGC--1.97-21831000.0-

FDX

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SEDG

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MU

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DFLI

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