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MARKET WRAP · March 28, 2026 · 21:15 UTC

▲ XLE (Energy) +5.5% · XLU (Utilities) +2.1% · XLB (Materials) +4.1% ▼ COPX (Copper…

MARKET WRAP · March 28, 2026, 21:15 UTC

▲ XLE (Energy) +5.5% · XLU (Utilities) +2.1% · XLB (Materials) +4.1% ▼ COPX (Copper Miners) +3.7% · URA (Uranium) +0.4% · ITA (Aerospace/Defense) -2.9%

Closing Prices

BTC:

$66,934

· ETH:

$2,023

· SOL:

$83.38

· GOLD:

$4,516

· SPY:

$634.09

(-3.5%) · QQQ:

$562.58

(-4.3%) · VIX:

$31.05

(+13.2%) · TLT:

$85.64

(-1.4%) · DXY:

$100.19

(+0.3%) · OIL:

$99.64

(+5.5%)

Sector Close

▲ XLE (Energy) +5.5% · XLU (Utilities) +2.1% · XLB (Materials) +4.1% ▼ COPX (Copper Miners) +3.7% · URA (Uranium) +0.4% · ITA (Aerospace/Defense) -2.9%

Signals

— Crypto / Bitcoin (intensity 46) — BTC, ETH — Iran / Middle East (intensity 45)

Evening News

▲ 39 Billion SHIB: Shiba Inu’s Woes Are Far From Over As Sell-Offs Continue ▼ UK and Singapore press ahead with digital deal as WTO remains deadlocked ▼ Mexican Navy Locates Missing Aid Vessels Destined for Cuba ▲ Why bitcoin's 'compressed' valuation offers reduced downside risk versus stocks ▼ Real estate stocks end lower amid higher yields, interest rate concerns ▲ Brazil passes anti-gang law allowing seized crypto to fund security forces

Scenario Shifts

▲ Late Cycle: Rate concerns and crypto capitulation signal asset bubble deflation ▲ Recession: Risk asset selloffs and flight from speculation indicate economic slowdown fears ▼ Goldilocks: Geopolitical tensions and market volatility contradict stable growth narrative ▲ Stagflation: Iran war risks threaten supply chains while rate pressures persist ▲ Hegemony: Middle East conflicts test US ability to maintain regional stability

Regime Check

Risk-off · Neutral

· STAGFLATION · Gauge: 71.4/100

Upcoming — High Impact

US Durable goods orders (MoM) (Revised) (Feb) — Apr 4, 02:00 PM UTC (prev: 0.0%) US Unemployment Rate(Mar) — Apr 3, 12:30 PM UTC (prev: 4.4%) US Seasonally adjusted changes in non-agricultural employment population (thousands)(Mar) — Apr 3, 12:30 PM UTC (prev: -92) Caixin Composite Purchasing Managers Index(Mar) — Apr 3, 01:45 AM UTC (prev: 55.4) Caixin Services Purchasing Managers Index(Mar) — Apr 3, 01:45 AM UTC (prev: 56.7) US Durable goods orders (MoM)(Final)(Feb) — Apr 2, 02:00 PM UTC (prev: 0.0%)

Contrarian

• Massive Bitcoin whale accumulation of 23,000+ BTC suggests smart money is buying the panic while ret • Ethereum's record user growth despite price weakness indicates the network effect is strengthening d agentcanary.ai | Not financial advice