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pre03/25/2026 4:48:48 AM

2026-03-25 Morning Brief

Economic Calendar

DateEventPreviousEstimateActualImpact
2026-03-25 07:00:00MBA 30-Year Mortgage Rate (Mar/20)6.300NaN6.43⭐️⭐️
2026-03-25 07:00:00MBA Mortgage Applications (Mar/20)-10.900NaN-10.50⭐️
2026-03-25 07:00:00MBA Mortgage Market Index (Mar/20)347.100NaN310.70⭐️
2026-03-25 07:00:00MBA Mortgage Refinance Index (Mar/20)1341.000NaN1145.00⭐️
2026-03-25 07:00:00MBA Purchase Index (Mar/20)172.900NaN163.60⭐️
2026-03-25 08:30:00Current Account (Q4)-226.400-211.0NaN⭐️⭐️
2026-03-25 08:30:00Import Prices YoY (Feb)-0.1000.3NaN⭐️
2026-03-25 08:30:00Export Prices MoM (Feb)0.6000.5NaN⭐️⭐️
2026-03-25 08:30:00Export Prices YoY (Feb)2.6002.2NaN⭐️
2026-03-25 08:30:00Import Prices MoM (Feb)0.2000.5NaN⭐️⭐️
2026-03-25 10:30:00Crude Oil Imports-0.692NaNNaN⭐️
2026-03-25 10:30:00EIA Crude Oil Imports Change (Mar/20)-0.692NaNNaN⭐️
2026-03-25 10:30:00EIA Crude Oil Stocks Change (Mar/20)6.1560.5NaN⭐️⭐️
2026-03-25 10:30:00EIA Cushing Crude Oil Stocks Change (Mar/20)0.944NaNNaN⭐️
2026-03-25 10:30:00EIA Weekly Refinery Utilization Rates WoW0.600NaNNaN⭐️
2026-03-25 10:30:00EIA Refinery Crude Runs Change (Mar/20)0.063NaNNaN⭐️
2026-03-25 10:30:00EIA Distillate Stocks Change (Mar/20)-2.527-1.3NaN⭐️
2026-03-25 10:30:00EIA Gasoline Production Change (Mar/20)-0.462NaNNaN⭐️
2026-03-25 10:30:00EIA Gasoline Stocks Change (Mar/20)-5.436-2.1NaN⭐️⭐️
2026-03-25 10:30:00EIA Heating Oil Stocks Change (Mar/20)-0.081NaNNaN⭐️
2026-03-25 10:30:00EIA Distillate Fuel Production Change (Mar/20)-0.075NaNNaN⭐️
2026-03-25 11:30:002-Year FRN Auction0.099NaNNaN⭐️
2026-03-25 11:30:0017-Week Bill Auction3.610NaNNaN⭐️
2026-03-25 13:00:005-Year Note Auction3.615NaNNaN⭐️

The article covers multiple critical issues: 1) The US drafted a 15-point peace plan to end the Iran war, delivered via Pakistan, amid ongoing missile attacks and troop deployments; China urges talks, while oil prices fluctuate. 2) The Iran war exacerbates global food crisis risks as fertilizer exports through the Strait of Hormuz are disrupted, with the US lifting Venezuelan sanctions to ease pressure. 3) Air travel disruptions persist due to staffing shortages and funding delays, highlighted by a LaGuardia Airport incident. 4) The Trump administration plans to expand E15 gasoline sales to offset energy costs for farmers, though California faces diesel price spikes and West Texas sees crude theft surges. 5) Political setbacks for Trump include a Democratic win in Florida and concerns over Latino support ahead of midterms. 6) Fertilizer trade dynamics are shifting as global suppliers and governments scramble to secure supplies. 7) The conflict threatens a larger share of global fertilizer trade than the 2022 Ukraine crisis, with key exports reliant on Hormuz. 8) The war’s impact on energy and funding risks is noted, though software-focused AI labs may remain more resilient. 9) Broader geopolitical and economic ripple effects are being analyzed across markets and supply chains.

Earnings Calendar

SymbolEPS ActualEPS EstimatedRevenue ActualRevenue Estimated
YTRGF----
NGD-0.2383-476944535.0
PITPF-166.04-4965960607129.0
BIGGQ-1.27-1423000000.0
WRN--0.01001--
DWHHF-1.02-217525828.0
EDAP-0.25702-0.1550922242036.014679737.0
AOTVF--0.01502--272694.0
TBHC-0.03-134742000.0
BYLTF--0.01456-20314827.0
ASPI----
PFSA----
FLWBF--0.03768-22443915.0
KC--0.50141-2083730577.0
FNCNF---2674414080.0
RDHL--352.85714-24285800.0
CTSO--0.055-9780000.0
REE--0.28-1000000.0
SFRGF-0.1054-297501860.0
OIBRQ-6.01-2618587053.0
PDD-17.98-112233758553.0
CANSF----
MTSR--0.54--
SOHON---44000000.0
CBSTF--0.04-88200000.0
IVFH----
UPB--0.69819-521570.0
PNGAY----
CTAS-1.24-2820350840.0
XTIA--0.32-14500000.0
LOQPF----
CHJTF-0.2838-18068320089.0
ICU--1.08-222500.0
GMINF-0.3697-202099728.0
SFRGY-0.06106-344497085.0
TVBCF----
ACXAF-0.3303-146144938.0
MALJF-0.2075-195768791.0
NXGPY----
TTNMF-0.03003-123207405.0
KNOP-0.46-95010000.0
CNL--0.07--178279.0
KGHPF-8.39-10940418146.0
ASOZF----
NOWVF-0.0051-10098150.0
SOHOB---44000000.0
JKS-1.77233-16.20262874474604.016132406539.0
CUGCY----
GFASY----
NXGCF---59965296.0
CWBHF--0.03-12326000.0
NHHHF----
YI---599574240.0
CEBUY1.94-548468591.0-
PLNH--0.02694-23439958.0
ZMDTF-0.02589-11885231.0
VIOT-0.538-2000110540.0
JNPKF---356323643.0
GCTS--0.23-1093000.0
OIBZQ-15.02-2618587053.0
JGSHF-0.01258-1622299041.0
TLKMF-56.45-38354049942820.0
TLLTF--0.0352-32918401.0
QVCGB----
TLTFF--0.04218-286692.0
XTNT--0.0049-30754650.0
KOPN--0.0175-10947000.0
PTALF----
ICLR-3.24-1998502606.0
ONDS--0.04321-27769630.0
BLFY--0.1-12853000.0
JGSMY----
BCUFF----
ANPDF0.31310.31315822900043.05808177640.0
PFRRF----
MDV-0.1167-11351600.0
HRASF---4287000000.0
WHLM----
MITJF----
AHOTF----
ORZCF0.044130.0487132455182.0141750000.0
CVV----
KSFTF0.1002-0.01374626886.02599121449.0
TTMZF---752052.0
OTRKQ--0.64-3697000.0
LAZRQ--0.64-9000000.0
JTKWY----
HIT--0.01-7264029.0
MAANF--0.08315-16742229407.0
GNE-0.07-121600000.0
IFABF----
DELKY----
VIORF0.00058---
PPTA--0.0432--
NDLS--0.72-122400000.0
AKEMF----
ENQUF--0.03-507000000.0
SRLZF0.00032---
PYTCY----
GSGTF----
VRBFF----
VCIC----
DRMAW--1.54--
ADGM--0.31--
CLYYF----
ICUCW--1.08-222500.0
CLDI--1.56--
FPAYQ-0.1-40200000.0
BGMS--72.0-25000.0
SLTTF----
KMRPF----
SHKLY----
AUMN----
CCPUF--0.02185-1966140.0
BEVVF----
CHDGF----
ADAPY--0.059-4850000.0
CYN--1.0-300000.0
CZGZF---334803196.0
VCVOF----
SHPH----
DOOO-1.47--
CAUUF----
NRSN--0.0405-514100.0
TTGPF-0.09969-336395839.0
AFIB--0.19-12400000.0
SRG-PA---35100000.0
KDDIY-0.3288-10147684997.0
VPHIF--0.0328-3827051.0
CHRHF----
BJGBF----
BGOPF---27000000.0
BYSD----
IWSH----
LGMK--1845.0-2260421.0
PBEGF--0.01-17376000.0
SHPMY----
WGO-0.2386-627155950.0
FXWZF----
SOCLF----
BPTH--0.4--
PINXY----
URZEF----
JBS-0.426528-22560278124.0
ALUR--0.61495-3150000.0
DRMA--1.54--
WS-0.4319-882950000.0
SYYNY----
SHUFF----
WDH-0.0386-990597946.0
VERF0.08146-768635.0-
BRYGF----
MTEX----
SELF-0.06-3125500.0
CRZBY0.7610.5483033286563.03071123963.0
CSGEF----
NKTX--0.30998--
SLSN----
SGLJF---1029540620.0
HPMCF----
ZH--0.01144-756312266.0
MCHX--0.01-11000000.0
TIVC----
LU-1.34-2813234357.0
FUL-0.555-785010010.0
CILJF0.5290.52826150410541.026128413193.0
EFVIF----
HSHCY----
SONDQ----
WYY--0.01333-40279953.0
PAYX-1.67-1779887740.0
STHFF----
UBLXF---253793680.0
SCTQ----
CEAD-2.00398-7334626.0-
EPAC-0.4-147800000.0
TNJIF----
MYND----
PTHIY----
SHZNF----
PBLA--2640.0--
ASOZY----
CGNWF----
SY--0.09741-397168672.0
GPFT----
LTCH--0.2275-9973000.0
ZNTL--0.42665--
PBMRY----
THURF----
DLKGF----
QVCGA----
MRAI--0.1-17000000.0
PGEN--0.08402-8417623.0
CDMNF----
KWLGF----
BJWTF----
CUB----
CEVMF-1.21-821306773.0
CHWY-0.432390.088523264700000.03264389000.0
DRVN0.29560.2787457330300.0458765938.0
CATX-0.50791-0.3627143000.0236980.0
OXBR--0.02-700000.0
IDGAF----
NAVN--0.0438-188326927.0
BZUN---2215993730.0
MSLE--0.6174--
CELC--1.04207-1275000.0
PINWF----
TOON----
PMVC----
PXXLF----
BSXGF----
CBDY----
CAFZF----
XCUR--18.6-1644250.0
AACG----
NRSNW--0.0708--
BKFG----
UTRS----
LINK--0.03333-3200000.0
IGGGF---383710020.0
STLY----
MARVF----
KCCFF----
SYYYF-0.07137-1343559057.0
CGNT-0.06738-104261750.0
JGHHY----
ELLRY----
SOWG--0.04-9300000.0
SONX--16.0-9800000.0
JEF-0.894-1981351540.0
AQMS--4.0-1200000.0
ASPHF--0.20929-44783617.0
OMER--0.57-1600000.0
HSWLF---56376480.0
ICLTF----
MAZE-0.80436-0.75594-428571.0
VTEPF----
CINSF----
GIPRW-0.34-2455000.0
UCPLF0.574-31089042.0-
PBATF-62.29-9975408032700.0
NAVBQ--0.08-600000.0
MAMO----
LNNGY1.63-2074153954.0-
CEVIY----
RBWRF----
BKBLF----
INCPF---8735862172.0
LOAN-0.1-2107817.0
BMCLF----
CUCSY----
WATT--0.84-2000000.0
CULL----
SVMRF0.01914-0.076624490589.029616607.0
DMIFF----
LGSXY----
KUASF0.17421.215661403643.038923640879.0
SKBNF----
PSTVY----
SFOSF---9865117000.0
ONCSQ--8.89753--
JSPRW--0.81744--
PZRIF-0.2398-162967084.0
SOHOO---44000000.0
RVPH--1.24--
KRMN-0.115-132640535.0
BGAVF----
DYAI--0.045-1343335.0
MLKN-0.45-941950000.0
BIORQ--202.78-25410600.0
DERM--0.0525-18853250.0
EHMEF--8.10714-422063954.0
LTRN--0.46--
ODDAF----
SYRS--0.158--
DBVT--0.2-1403250.0
RCMT-0.62-84461000.0
MAORF----
PYTCF----
NPACF----
RLEVF----
RKAGY----
ANRGF-0.01456-54029867.0

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DXCM

Evercore ISI ignites optimism for DexCom, raising its outlook to Outperform with a $90 price target amid robust growth and margin expansion.