Executive Summary
The real story on the 2026 bond market and the Fed announcements. The next rate increase currently signaled by 3 Month Treasury Bills. How does this impact McGowanGroup strategies?
*The Texas Energy Infrastructure Revolution: The global energy crisis of 2026-2027 plus refined fuel shortage.
*Important financial events of Q4.
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Financial Headline Round Up!
*Atlanta Fed Real GDP Now: Economic Growth 5.1%!
*US Household Income Hits New Inflation Adjusted Record in 2025!
*TEXAS! Origin Bancorp Moves Listing to TXSE from NYSE.
*TEXAS! Oil Executives: The Great Fuel Crisis Is Here!
*Oil Supply Plunge 5.7 Million Barrels Per Day According to IEA. 2027 Demand Growth Projected at 2.6 Million BPD.
*BlackRock: 401k Pensions?
*Tesla-SpaceX Merger?
*Crypto Clarity Act Fails in Senate, Crypto Slides Again.
*Austin Texas Based Oracle Doubles Sales.
*UK Energy Bills Could Jump 23-30% from January as Natural Gas Soars.
*Venture Global Signs Contract with China Gas Scheduled 2030.
*Another $22 Billion Loan to Buy Chips for Blackstone and Alphabet’s new cloud venture Crux AI.
*GAMBLING! Margin Debt Hits Record $1.5 Trillion, Up from $850 Billion April 2025.
*The Dreaded Digital Dollar Has Arrived.
*SEC Clears Path for Tokenized Stocks. 24/7 Trading.
*For Sale: AI Organized Foreign Government and Private Data from Chinese ZRON.
*China Steals Blueberry Secrets from Driscoll’s.
The Charts and Graphs Featured in This Week’s Show
Chicago Board Options Exchange Short-Term Interest Rate Index (12/31/2025 – 09/18/2026)
– Courtesy of Bloomberg LP
US Treasury Yield Curve Rate T Note Constant Maturity 20 Year (09/30/2001 – 08/31/2026)
– Courtesy of Bloomberg LP
iShares 20+ Year Treasury Bond ETF Weekly (09/23/2016 – 09/17/2026)
– Courtesy of Bloomberg LP
NYMEX First Month 321 Crack Spread (09/23/2016 – 09/18/2026)
– Courtesy of Bloomberg LP
EIA Weekly U.S. Ending Stocks of Crude Oil (1980 – Present)
– Courtesy of U.S. Energy Information Administration
State Street SPDR Dow Jones Industrial Average ETF Trust (08/05/2026 – 09/18/2026).
– Courtesy of Bloomberg LP
Invesco QQQ Trust Series 1 (06/03/2026 – 09/18/2026)
– Courtesy of Bloomberg LP
State Street SPDR S&P 500 ETF Trust (12/31/2025 – 09/18/2026)
– Courtesy of Bloomberg LP
State Street Energy Select Sector SPDR ETF (12/31/2025 – 09/18/2026)
– Courtesy of Bloomberg LP
