| | | | | The Brief | Mar 21, 2026 | | | | 3 quick answers that help you find trades others can't | | | | | | | | | Check out this newsletter we're testing and let us know what you think at the bottom | | | | | | | | | What are this week's market risks or opportunities? | | | | | | The economic data dropped this week, and the market barely reacted. That's the tell. | | | | February producer prices rose 0.7% -- more than double the 0.3% forecast. Year-over-year PPI is at 3.4%. Core PPI came in at 3.9%. These are upstream costs. They haven't fully hit consumer prices yet. They haven't fully hit Q1 earnings yet. | | | | Eyeing Q1 2026 earnings season in mid-April, analysts revised estimates lower in January. But the PPI data means margin pressure is larger than guidance anticipated. Companies with pricing power will show it. Those without it will miss on margins, not revenues. | | | | The market's calm reaction to a hot inflation print is a warning. Complacency is priced in. Surprises are not. | | | | | | | Which trades should I consider? | | | | | | You understood the stagflation trade. You rotated into energy. It worked -- until adding more felt too late. Now the harder question: which companies actually survive sustained input cost inflation? | | | | Not sectors. Companies. The difference is pricing power. | | | | It shows up in gross margins that hold as raw material costs rise -- in companies that charge more without losing customers. | | | | ProPicks AI screens for exactly this: strong financial health scores, durable margins, and fair value alignment. In stagflation environments, quality beats momentum. These are the companies that pass costs on instead of absorbing them. | | | | | | | | | | | Should I consider this trade? | | | | | | Gold was supposed to be the war trade. Since the conflict began, it's down 11%. | | | | The reason isn't de-escalation -- it's the dollar. A rising DXY has been the dominant force, overwhelming the geopolitical premium. When the dollar strengthens, gold faces headwinds regardless of what's happening in the Strait of Hormuz. | | | | The framework: watch the DXY, not the headlines. If dollar strength continues, gold stays under pressure even as the war escalates. If the DXY rolls lower -- signaling easing rate expectations -- that's when the gold recovery thesis gets real support. | | | | | | | | | | | Data correct to 19.03.2026 | | | | How would you rate this email? | | | | | | |  | | | | | | | © 2007-2026 Fusion Media Limited. All Rights Reserved. | | | | | | | | To ensure proper delivery and quick loading of images, please add newsletter@investingmail.com to your safe sender list. | | | | Disclaimer:
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