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Market Pulse
March 03, 2026

Market Overview

as of Mar 02, 2026, 5:27 PM ET

42 Macroby Darius Dale

More War, Fewer Rate Cuts

March 03, 2026

Geopolitical Risk & Inflation

Strait of Hormuz closure + attacks on Saudi/Qatari energy infrastructure driving Brent crude up ~9% to >$79/bbl. War is inflationary through multiple channels.

Fed Policy Outlook

Market actively pricing out rate cuts. Powell-led Fed will seize any excuse to delay easing.

Energy

Bullish — supply disruptions from Saudi refinery suspension and Qatar LNG complex attacks.

Rates

Hawkish — yields rising as traders pare back rate cut expectations.

Bitcoin

"Dr. Mo" signal has been "no position" since Nov 7, 2025.

010050
42Fear
The market remains in Fear territory, holding steady from the previous day. This reflects ongoing investor anxiety surrounding the US-Iran c...
Bullish (1)
$AEHR
Bearish (0)
Highlights
Moderate
AEHR
Notable: CEO Jared Isaacman of Shift4 ($FOUR) bought ~$13.6M across two days — notable given the stock's 60% decline from highs. ServiceNow CEO William McDermott bought $3M at $104.60. CoStar CEO Andrew Florance bought $2.5M. SoFi CEO Anthony Noto bought $1M.
TickerTotal ValueDate
$GENBAFEYAN NOUBAR$25.0MMar 02
$LRMRFlynn James E$25.0MFeb 27
$ZURAAI Biotechnology LLC$12.5MFeb 26
$FOURIsaacman Jared$7.0MFeb 27
$FOURIsaacman Jared$6.6MFeb 26
$BCAXRA Capital Mgmt$4.8MFeb 26
$NOWMcDermott William R$3.0MFeb 27
$CSGPFlorance Andrew C$2.5MFeb 27
$IDYAStein Jeffrey$1.6MMar 02
$SOFINoto Anthony$1.0MMar 02
$ACVAWaterman Michael$1.0MFeb 26
$BCHTMacPherson Richard$750KFeb 27
$PVLAJenkins George M$500KFeb 27
$TFINGraft Aaron P$500KFeb 27
$TNCGlerum James T Jr.$500KMar 02
$CTEVKim Michael$429KFeb 27
$HRIOlin John A$427KFeb 27
$TNCMulligan Donal L$319KFeb 26
$PVLAHeron Elaine J$300KFeb 27
$EHTHDuke Derrick A$259KFeb 27
Showing top 20 of 49 total insider purchases ≥ $25,000. Data sourced directly from SEC EDGAR Form 4 filings.