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pre03/26/2026 8:49:50 AM

2026-03-26 Morning Brief

Economic Calendar

DateEventPreviousEstimateActualImpact
2026-03-26 08:30:00Initial Jobless Claims (Mar/21)205.000210.0NaN⭐️⭐️⭐️
2026-03-26 08:30:00Jobless Claims 4-Week Average (Mar/21)210.750212.0NaN⭐️⭐️⭐️
2026-03-26 08:30:00Continuing Jobless Claims (Mar/14)1857.0001850.0NaN⭐️⭐️⭐️
2026-03-26 10:30:00EIA Natural Gas Stocks Change (Mar/20)35.000-44.0NaN⭐️
2026-03-26 11:00:00Kansas Fed Manufacturing Index (Mar)10.0002.0NaN⭐️
2026-03-26 11:00:00Kansas Fed Composite Index (Mar)5.0003.0NaN⭐️
2026-03-26 11:30:008-Week Bill Auction3.635NaNNaN⭐️
2026-03-26 11:30:004-Week Bill Auction3.615NaNNaN⭐️
2026-03-26 12:00:0030-Year Mortgage Rate (Mar/26)6.220NaNNaN⭐️
2026-03-26 12:00:0015-Year Mortgage Rate (Mar/26)5.540NaNNaN⭐️
2026-03-26 13:00:007-Year Note Auction3.790NaNNaN⭐️
2026-03-26 16:00:00Fed Cook SpeechNaNNaNNaN⭐️⭐️
2026-03-26 16:30:00Fed Balance Sheet (Mar/25)6.660NaNNaN⭐️
2026-03-26 19:00:00Fed Jefferson SpeechNaNNaNNaN⭐️⭐️
2026-03-26 19:10:00Fed Barr SpeechNaNNaNNaN⭐️⭐️

Summary of Barron's Email:

1. Stock Picks:

- UPS (United Parcel Service): The email highlights UPS as a "buy" despite recent challenges. Headwinds are turning into tailwinds, suggesting improving prospects.

2. Key Themes:

- Geopolitical Risks: The Iran conflict and Strait of Hormuz blockage underscore vulnerabilities in global supply chains, particularly for tech-dependent portfolios (e.g., semiconductors).

- Space Industry: Anticipation for SpaceX’s potential IPO and growing interest in pre-IPO funds like Blue Owl Technology Finance.

- Retail Investing: Schwab’s new teen trading account (ages 13–17) with no fees or minimums, aiming to boost youth participation in investing.

3. Notable Content:

- Headline Focus: UPS is the primary stock recommendation, signaling optimism about its recovery.

- Geopolitical Parallels: The Iran war serves as a reminder of risks to critical tech hubs like Taiwan (a key chipmaker).

- Innovation & Accessibility: SpaceX’s IPO and Schwab’s teen account reflect trends in democratizing investing and advancing space technology.

4. Tone & Structure:

- The email blends market analysis, geopolitical context, and financial innovations, targeting both seasoned and new investors.

Final Takeaway:

UPS is highlighted as a strategic buy amid shifting global dynamics, while broader themes emphasize resilience against geopolitical shocks and the evolving landscape of investing and space exploration.

Earnings Calendar

SymbolEPS ActualEPS EstimatedRevenue ActualRevenue Estimated
DVRNF----
VOXR-0.02-7121767.0
FGBI0.1595-0.2922347000.031200000.0
SHCMF----
MPNGF-0.34266-2.3956513177400667.091991546437.0
PKTX----
SVCTF----
FBLA0.07194-3332000.0-
BIGGQ-1.27-1423000000.0
WRLGF-0.05997-23319922.0
PBSFY--0.3747-1407384975.0
OXM-0.02353-371871423.0
EDTXF--0.00998-752377.0
AOTVF--0.01502--272694.0
JIAXF-0.1822-37715114296.0
SSVFF----
CVKD--1.165--
VQSSF--0.08-9700000.0
INVUP----
SQZB--0.5725-5790250.0
NXGPF-5.44-4556710872.0
VULNF----
FLWBF--0.03768-22443915.0
ZHUZY0.719-1400086765.05081136000.0
FNCNF---2662823742.0
SLAI---1044018.0
RDHL--352.85714-24285800.0
REE--0.28-1000000.0
GANX--0.144-25000.0
AEG0.27050.1533-6368985720.0
SFRGF-0.1054-297501860.0
SLSR-0.08-0.08--
BIOA--0.73836-1399000.0
SPRO--0.2-26000000.0
BHMDF----
SKLZ--1.0338-26000000.0
SOHON---44000000.0
LGDTF--0.0032-245400.0
CPWHF--0.11842-16007430.0
FPOCF--0.01516--
ENSCW--1.26-502966.0
LOQPF----
MPNGY-0.68788-4.7810113352534000.091694520669.0
SDA-0.035-151950000.0
CYMBF----
SCVL0.32790.33254066000.0253754500.0
SOLLY----
MTA-0.02004-4384444.0
SFRGY-0.06106-344497085.0
VERI--0.09307-34297239.0
AGCCF----
LBRX--0.4475--
DUSCF----
QTEYF----
GLATF----
MALJF-0.2075-195411956.0
DGTLF----
TTNMF-0.03003-123207405.0
KGHPF-8.39-10940418146.0
PINXF-0.2706-306833075977.0
ELSE----
NOWVF-0.0051-10098150.0
NVNO--9.8-2600000.0
FFMGF----
NHHHF----
YI---599574240.0
BBMPY----
CWBHF--0.03-12326000.0
GENK--0.12-58770000.0
XTPEF0.02430.02431074574136.01074574136.0
DWSN-0.06-45000000.0
SNANF--0.01022--
NBP--0.20648--
BTCS-0.01-4500000.0
TLKMF-56.45-38354049942820.0
TLLTF--0.0352-32918401.0
QVCGB----
TLTFF--0.04226-286692.0
XTNT--0.0049-30754650.0
SHALY-0.6-1176950000.0
BAK--2.05896-16775100000.0
SSEBF----
AUID----
CANF--30.9984-218333.0
PTALF----
WONDF---11651200.0
CBKCQ--0.13-91940000.0
PONY--0.12396-19922948.0
SA--0.04002--
KOD--1.03482--
IKT--0.10316--
PFFVF-1.5-182111460.0
PTKFF-17.42-8905657862167.0
FBIOP-0.11-26170000.0
WEGYF----
DXYN-0.20650.1463487000.0112000000.0
BTGO-0.43322-0.4308860550000.059153675.0
SFNXF----
ZMDTF-0.02589-11885231.0
JGLCF----
STRO-5.44738-2.7944411647000.010146264.0
ITHUF--0.1-27000000.0
TSGTF--0.67253-3143991023.0
CBWTF---35903253.0
NAK--0.00351-343348.0
RMTI-0.02-18600000.0
PIII--8.06333-353680333.0
MTVA--1.425--
ASCUF--0.0066--
WEICF-0.3648-62302212412.0
BBGI----
VNPKF----
CSAI--0.1--
VOR--1.06525--
BJCHY----
WEDXF--0.11-15310927.0
NXGCF---59871744.0
XXII-15.25531-1.23537000.04610000.0
NYC--1.72-14391000.0
BLFY--0.1-12853000.0
QNRX--4.02--
MPLT--0.83--
GZUHY----
USAR-0.17-0.15656-312489000.0
ACGBY---193721717000.0
NMYSF----
PFRRF----
SLND--0.18-212121500.0
GTRIF----
WYFI--0.16626-23819189.0
LOT----
CBUMF-0.02144-12921176696.0
AMXEF--0.00728--
THOXF--0.00628-2588850.0
ZHSHF-0.09721-12428522240.0
ALOT-0.04-29189000.0
AHOTF----
PLLHF----
TTMZF---752052.0
SBMFF0.008580.11192060349098.07853034181.0
CNPPF0.032910.032881061487178.01060577352.0
SPCB--0.11-6337500.0
OTRKQ--0.64-3697000.0
LAZRQ--0.64-9000000.0
SNNAF-0.00406---
KRLTF----
JXFGF-0.00429-190159244.0
JTKWY----
CODX--3.6-125883.0
EM----
SSMFF-0.4463-47685106.0
IPHYF-0.35268-0.352355760426.272548711.0
GNE-0.07-121600000.0
EEGUF----
MNPR--0.42875--
NMAX-0.16-0.0945000000.044000000.0
CV-0.12-0.1454402000.04301000.0
SZIHF----
BCCMY----
CSWYF----
PBSFF--1.29577-1200050365.0
ELME-0.25436-0.03385-185695000.025154000.0
AKEMF----
ESLGF----
AMPGZ--0.07-4300000.0
SRLZF0.00032---
AMPGR--0.07-4300000.0
GSGTF----
PRPO----
IMNN--1.015--
DARE--0.44-751500.0
ACEHF-13.45-2386352383721.0
CEVIF----
TPNEF--0.01323-49226470.0
SHXWF----
SOLLF----
SFFFF----
GRAM--0.0205-44053175.0
CLYYF----
CGNMF----
CLDI--1.56--
FPAYQ-0.1-40200000.0
RCGCF----
BGMS--72.0-25000.0
SHMAY----
SLTTF----
TTRX----
IVBXF0.017170.01716987985704.0985896572.0
MMATQ----
SQZZF--0.03-296000000.0
GRAF----
REX-0.1435-167234300.0
HTCR-0.02-7300000.0
MTNB----
CELU--1.5-5748629.0
CCPUF--0.02185-1966140.0
BEVVF----
RANI--0.0475-5000000.0
ADAPY--0.059-4850000.0
WSOUF4.36-567227520.0-
CYDVF----
SNFRF----
TAOX----
SWAGW--28939000.0-
CELUW--1.5-5748629.0
CAUUF----
SOPA--0.18667-1821400.0
AFIB--0.19-12400000.0
FIRRF--0.11996-1200859087.0
CUBXF----
AICAF-0.00429-42825000000.0
CFTLF-0.02287-1394423119.0
VPHIF--0.0328-3827051.0
TRUHF----
RKDA--0.66-1400000.0
KLDI--0.2-75900000.0
GAUZ-0.1406-47000000.0
KBLB----
BGOPF---27000000.0
XIAXF--0.01573-303418304.0
AGILQ----
LCTC----
NBY--1.0-3000000.0
KULR--0.08-8000000.0
HPIFF----
DNGDF-0.1139-131484824.0
KALA--0.32--
PBEGF--0.01-17376000.0
LUCD-0.09-0.09251350500.01360200.0
CVSI----
FGSGF--0.005-3364291035.0
LGFRY----
AYASF-0.3133-95887900.0
ITMSF---3900000.0
UBFO0.1977-16244000.0-
DBI-0.4028-0.49538713589000.0718910007.0
FNNZF----
PVCT----
INV--0.31667-2012000.0
BPTH--0.4--
CGTX--0.0775--
CRT----
HQI-0.12-7411500.0
VKSC----
VRSRF----
DOO1.620.7691804692277.01468720094.0
FORTY----
JUSHF--0.05-67638667.0
NXXT--0.06-23600000.0
WHTAF---164431400.0
MYSZ-0.32-0.323500000.03500000.0
CRNCY----
INVU----
BRYGF----
LONA--1.3511--
CSCHF-0.834-1613750093.0
FOTB----
ORMP--0.08-500000.0
KYTX--0.85098--
NBVAF----
AGX-1.82-249391500.0
ECRAF----
GULTU----
SHWZ-0.02-19300000.0
NSFDF----
ABOS--0.45311--
GDNGY----
MGTX--0.57-3870830.0
SNGSF----
NWXPF----
SIELF-0.01999-293989881800.0
SRMMF----
ABXXF--0.3641-509740.0
LU-1.34-2813234357.0
GNGYF----
PPCCF-0.1244-33380027756.0
CLPXY----
QIHCF-0.4106-76350902345.0
SXTP--2.56-670000.0
EFVIF----
CZASF----
HRSHF-0.407-75289533740.0
SONDQ----
BOXL--7.26-23997000.0
STHFF----
UBLXF---253793680.0
SCTQ----
TPST--0.62--
SCYYF----
ELAB----
BJCHF----
GGNPF----
GYRO----
EUBG----
QSEP----
FFXXF----
IMDX--0.2375-285000.0
HCWC----
TTTNF----
CHKIF---46011000000.0
DCHIF----
DEUZF-0.372-2138249865.0
POAHY-0.342--
TERRF---829551314.0
RNDXF----
IRIX--0.02-14740000.0
HOUR----
SGTSY---5352377.0
FEMY--0.08333-1060000.0
SNOTF-0.1575-327913998210.0
PYNKF--0.03-1100000.0
PTKFY----
AMUIF-0.00522---
GNENF---889071487.0
LCGMF----
CLSDQ--0.6-350000.0
GOGY----
BTAI--0.635-151520.0
LTCH--0.2275-9973000.0
CSWYY----
WWUEY----
PTPKF-13.76-2117896041518.0
THURF----
ZBAI----
EMPD----
HURA--0.12333--
QVCGA----
GBXXY----
LPKFF----
SIELY----
HUMDF--0.19065-507244552.0
PAVM--5.4-25000.0
MRRLF----
GOCO--2.0175-89706817.0
HWTHF----
INTI----
FOSYF----
CEVMF-1.21-821306773.0
BTVRF----
MGRX----
SNTI--0.4125-1000000.0
FSHYF----
GBR----
TXMD----
JSPR--0.71472--
TSYHY----
YTFD----
DRVN0.29560.2787457330300.0458766163.0
CING--0.56--
AERG----
BYSI----
SDSTW--0.455--
VATE--2.18425-251700000.0
EFRGF----
AZMCF--0.04051--
MEDOF----
POLA----
IPHA-0.34918-0.118785703355.02214324.0
GPACF----
UNCY--0.4696--
YRBAF----
TSGTY--0.48178-442582542.0
EGKLF----
MDGEF----
ACTU--0.24417--
VS----
JFIN----
STSSW--0.65-1000000.0
HRBR----
KNTPF----
VANI--0.09--
TOFB----
BCAX--0.67223--
LDWY-1.28588-6739000.0-
ICCT----
NRXPW-0.00663-7525000.0
TERN--0.28679--
POAHF4.13.78--
DRCT--8.8-13368000.0
USAQ----
DTSTW--0.09-400000.0
AAUGF----
IH----
BSXGF----
NVVE----
SYPR--0.02-21700000.0
AMPG--0.07-4300000.0
VTSI--0.03055-5373550.0
LONKF-0.01716-771636035.0
SHALF-0.03-1176950000.0
VVOS--0.495-7096667.0
QCCUF----
MDEVY----
WKRCF---654381587.0
XPON--0.55-2398000.0
YIHCF----
LMRI-0.034990.05260081000.0263240000.0
VAXX----
TDWRF--0.10195-36217548.0
WRAP----
CRNZF----
WTWGF---165506422.0
MARVF----
CAIAF----
RHKJF----
SYYYF-0.07137-1343559057.0
PDSB--0.2--
PDSSF----
BCAB--0.24-700000.0
NVVEW----
SOWG--0.04-9300000.0
APLMW----
PIIIW--8.06333-353680333.0
INMB--0.26--6125.0
HNNMY-0.01-5413263720.0
LPCUF----
RDFEF----
LADX----
AQMS--4.0-1200000.0
XOS--0.73-11500000.0
OMER--0.57-1600000.0
CCG--0.04218-841323333.0
HSWLF---56376480.0
ZSHGY----
ZVSA--0.3--
SOHOF----
BRST----
HHULF-2.80413-498557034.0-
BKYI--0.07-2200000.0
DCHIY----
VTEPF----
GIPRW-0.34-2455000.0
PBATF-62.29-9975408032700.0
HYPD0.05-1.57302506.0698333.0
NXTT----
BRFH--0.035-5667000.0
ZSPC--0.16-6200000.0
NDRA--1.23-100000.0
CRCUF----
DYFSF----
HAHRF-1.11--
LVLU--1.35-63500000.0
ADCOF----
BKBLF----
HLAGF--0.69147-3815436922.0
LOAN-0.1-2107817.0
ASXSF----
BSNLF----
JWCTF----
DLVHF--2.11523-3733270564.0
CGASY----
CSPHF--0.74768-203339828.0
CWPWF----
BGFGF----
CHOWF----
ZTMUF----
SVMRF0.01914-0.076624490589.029616607.0
AQB--0.52-500000.0
UEEC----
CRWOF---47836374050.0
CCOHF-0.1105-7859825099.0
PPSI--0.125-6452000.0
ITOCY0.190228.2624276874745.028687001575.0
ONCSQ--8.89753--
JSPRW--0.7962--
FTLF-0.215-27000000.0
YHEKF0.080130.08006238089537.0237885440.0
LNSR--0.0664-20281400.0
HMRZF0.049920.048885502881261.05409714953.0
SOHOO---44000000.0
RVPH--1.24--
LSF--0.06607-13142000.0
BNAI--1.4-1000000.0
CMC-1.28-2086855160.0
VTDRF---31000000.0
VRME-0.01-3447000.0
WKSP--0.535-4821500.0
GMHLF----
GOVX--5.66667-1000000.0
BJINF----
CMLSQ--1.04-178100000.0
SSKN--0.26-5530000.0
DBVT--0.2-1403250.0
MAORF----
PYTCF----
DTST--0.09-400000.0
IPGGF-0.00615-2103910.69-
CAAS----
SHPMF-0.1628-66754491019.0
BNAIW--1.4--
GALT--0.1--
CLOQ-0.00221---
STSS--0.65-1000000.0
AFMDQ--0.66947--
SRCGF----
ACOG--0.27-3197500.0
ANRGF0.007280.0145652211940.054029867.0

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