Unusual markets

Freight rates climb on supply cuts, but consumer debt ($1.27T) risks demand. Watch delinquencies!

Oil prices surge 9%+ on Strait of Hormuz fears; US waivers aim to ease gas prices, now $3.60/gal.

Industrial machinery stocks beat revenue estimates but fell 6.4% on average. JBTM & CMCO down 28.9% despite strong growth.

Home insurance costs up 72% since 2019, raising delinquency risk. Slowdown seen as prices flatten & switching rises.

PBI revenue down 7.5%, but EPS beats estimates. TTEK revenue beats by 6.4% but stock drops 7.6%. CECO revenue up 35.4% but EPS misses.

Jet fuel surge doubles airfares! Airlines' hedging fails. Book now or brace for sticker shock.

Pro tools stocks miss Q4 revenue by 1%, guidance down 0.8%. HLMN down 11.9%, KMT up 11.9%.