Monday Market (Just) Opened

Dear Reader,

Welcome back to another Monday Market Open, our Wifi was down so bear with us, we are a bit late.

However, take a deep breath and smell the Alpha. I hope you had a good weekend, enjoyed time with fam, hung with your mates, watched the game, and enjoyed whatever you did.

Another big week coming up, let’s go….

Market Indices & Commodities

News
The Recap

In case you missed it or went too hard this weekend, the recap…

• The Chiefs Win Superbowl 58🏈

• Germanies Economy is shaky (deep dive soon?) 💰

• Israel Rescues two hostages 📝

• Hawaiian Airlines installs Starlink 📝

Graph of the Day
Superbowl Commercial Cost

News
This week

• Monday - Waste Management earnings and Treasury Budget 📝

• Tuesday - Coca-Cola, Airbnb, Shopify, and Marriot earnings & CPI 💰

• Wednesday - Sony, Cisco, and Occidental Petroleum earnings💰

• Thursday - DraftKings, John Deere, and Applied Materials earnings 🗓

Big week, buckle up…

Now You Know 
Red Sea = Inflation

The Red Sea piracy situation is a big deal. I have been watching this for awhile, ever since it developed, and have been surprised that not many people were talking about the impact on supply chain.

Finally, a recent CNBC article estimates that import price inflation across 38 member trade countries will increase by 5% if the piracy persists.

This will certainly impact producers prices (in items that are manufactured) and consumer prices down the road. The ships are taking routes that are 30 - 50% longer than what they would take without.

This will be something to watch for countries that rely heavily on imports….

Thank you  
That’s all Folks

Hey, thank you for checking out Monday Market Open. I hope you enjoyed it, learned something new, and are feeling ready to attack the week. Keep an eye on your inbox for more Alpha coming your way this week.

Cheers,