BrunoSan Finance Intelligence · March 29, 2026
Finance Intelligence News
Every article includes an Intel Score breakdown — so you know exactly how strong each signal is and where it came from. Not editorial judgment. Signal mathematics.
🏦 RATE DECISION
1.000
JPMorgan Delivers Blunt Message: Rate Cut Consensus Is a Trap
JPMorgan strategist Oksana Aronov delivers a blunt message against H2 2026 rate cut expectations, arguing that persistent risks and sluggish growth will force central banks to hold rates steady, challenging consensus positioning and keeping the 10Y-2Y yield curve inverted near -15 bps.
🔴 MARKET CRASH
1.000
Hormuz Exit Corridor Fails as Traffic Collapses, Signaling Systemic Energy Shock
Commercial shipping through the Strait of Hormuz has functionally ceased as a regional war enters its second month, with a new Iranian coastal corridor failing as only four vessels transited in the last 24 hours, effectively removing over 20% of global seaborne oil supply from the market.
🔴 MARKET CRASH
1.000
Houthi Missile Strike on Red Sea Shipping Escalates Iran Conflict, Threatens Key Oil Chokepoint
A Houthi missile attack on commercial maritime routes in the Red Sea marks a severe escalation in the Iran proxy conflict, directly threatening the Bab el-Mandeb strait through which an estimated 9 million barrels of oil per day transit. This supply-side shock immediately reprices geopolitical risk into energy markets and global supply chains.
📊 EARNINGS
1.000
Simulations Plus (SLP) Q2 2026 Earnings Preview: Consensus Sets $0.20 EPS Benchmark
Simulations Plus reports Q2 fiscal 2026 results on April 9, with consensus targeting $0.1995 EPS, establishing a critical performance test for the biosimulation software sector's growth trajectory and valuation.
📊 EARNINGS
1.000
TPI Composites Reports $1.86 EPS Miss as Revenue Declines, Signaling Sector-Wide Margin Pressure
TPI Composites (TPIC) posted a Q4 2025 adjusted EPS of -$2.36, missing consensus by $1.86, as revenue fell 7.0% short of estimates to $325.7 million. The results, driven by severe margin compression from raw material costs and production line underutilization, forced a downward revision of 2026 guidance and signal deep structural challenges in the wind energy supply chain.