PolicyMon

March 15, 2026 · Updated 14:32 · Static snapshot — refreshes every 30 min
How to read this page:1Briefing→2Signals→3Categories→4Predictions→5Lookup— Read top to bottom, each step builds on the last
93
Signals Today
3 news · 19 movers
Total policy signals, news and market events detected today
MARA
Marathon Digital
▲ 6.4%
Biggest Mover Today
Bitcoin mining
CNC
Centene
▼ 20.5% /wk
Top Weekly Trend
Moved the most this week
0
High-Impact News
70 congress trades · 1 earnings
No major alerts — market is calm
1 Today's Briefing — Start here. What matters today.
DOMINANT THEME
Corporate Tax Cut
1 signal detected today
LOOK AT THIS
MARA
+6.4% today
🟢 Early signal — still time to act
⚠️ WATCH OUT
SAIC Earnings Report
TOMORROW
SAIC reports earnings — stock could move 5-10% either way. A
→ Next: Scroll to Step 2 — What's Happening Now to see the policy news driving today's moves
📅 Upcoming Events — Position BEFORE these dates
🔴 SAIC Earnings Report 2026-03-16 TOMORROW
SAIC reports earnings — stock could move 5-10% either way. Avoid opening new policy-based positions
🔴 FOMC Meeting — Rate Decision Day 2026-03-17 in 2 days
Fed rate decisions move the entire market. Position in rate-sensitive stocks (tech, banks, real esta
🔴 FOMC Meeting — Rate Decision Day 2026-03-18 in 3 days
Fed rate decisions move the entire market. Position in rate-sensitive stocks (tech, banks, real esta
🟡 CMC Earnings Report 2026-03-26 in 11 days
CMC reports earnings — stock could move 5-10% either way. Avoid opening new policy-based positions r
🔴 Jobs Report (Non-Farm Payrolls) 2026-04-03 in 19 days
Strong jobs = Fed stays hawkish (bad for tech). Weak jobs = Fed may cut (good for growth stocks).
🔴 CPI Inflation Report 2026-04-13 in 29 days
High inflation = Fed keeps rates high (bad for stocks). Falling inflation = rate cuts more likely (b
2 What's Happening Now — Why stocks are moving today
📰 Policy Signals & Moving Stocks
Policy Signals
🔴 High Impact
🌐 US-Israeli strikes kill 15 at Isfahan factory as Iran launches missile salvoes at Isr
🌐 Iran’s Space Research Centre in Tehran severely damaged in US-Israeli strikes
🌐 Pakistan strikes Afghan Taliban base in Kandahar after drone attacks cross 'red line'
📰 News (3)
⚪ Fed likely to hold rates at 3.5%-3.75% in March
🟡 Affordability bill receives Royal Assent with tax, housing measures
⚪ Banks Aggressively Push ETFs During Stock Rally, Offering Target Returns
💰 Congress Trades (70)
⚪ Suzan K. DelBene (WA01) filed stock transaction report
⚪ Michael T. McCaul (TX10) filed stock transaction report
⚪ Rohit Khanna (CA17) filed stock transaction report
⚪ Kelly Louise Morrison (MN03) purchased: Saronic Technologies [OI] ($15,001 - $50,000)
⚪ Pete Sessions (TX17) filed stock transaction report
⚪ Tony Wied (WI08) filed stock transaction report
⚪ Kelly Louise Morrison (MN03) sold $AJG: Arthur J. Gallagher & Co. Common Stock ($1,00
⚪ Kelly Louise Morrison (MN03) sold $MICC: The Magnum Ice Cream Company N.V. Ordina ($1
Moving Right Now
MARA $9.32 ▲6.4% EARLY SIGNAL Marathon Digital
META $613.71 ▼3.8% EARLY SIGNAL Meta/Facebook
SEDG $37.44 ▲6.4% MOMENTUM SolarEdge
CLF $8.46 ▼5.2% MOMENTUM Cleveland-Cliffs
ENPH $44.07 ▲3.5% EARLY Enphase Energy
XME $109.03 ▼3.4% EARLY Metals & Mining ETF
HAL $33.69 ▼3.3% EARLY Halliburton
RIOT $14.04 ▼3.2% EARLY Riot Platforms
NCLH $18.87 ▼3.0% MOMENTUM Norwegian Cruise Line
RIVN $14.86 ▼2.9% EARLY Rivian
Earnings Soon
🔴 SAIC — 1 day (2026-03-16)
→ Next: Scroll to Step 3 — By Policy Category to see which stocks are affected by today's theme
📈 Weekly Trends (10 stocks)
CNC
Centene
$34.45
▼ -20.5% 🔥
this week
CLF
Cleveland-Cliffs
$8.46
▼ -11.4% ⚡
this week
SNAP
Snap Inc
$4.56
▼ -11.1% ⚡
this week
CROX
Crocs
$77.95
▼ -10.6% ⚡
this week
URI
United Rentals
$737.22
▼ -10.2% ⚡
this week
AAL
American Airlines
$10.30
▼ -10.0% 📊
this week
NCLH
Norwegian Cruise Line
$18.87
▼ -8.9% 📊
this week
JBLU
JetBlue
$4.12
▼ -8.8% 📊
this week
3 By Policy Category — Which stocks are affected
Corporate Tax CutACTIVE TODAY

▲ Should GO UP — Tax cuts directly boost after-tax earnings across the market

SPYS&P 500 ETF-0.6%
QQQNasdaq 100 ETF-0.6%
XLFFinancial Sector ETF+0.1%
XLKTech Sector ETF-0.8%
SPYS&P 500 ETF-0.6%

▼ Should GO DOWN — Broad market positive

—
Middle East Conflict / War

▲ Should GO UP — Middle East conflict drives defense spending and oil price spikes

LMTLockheed Martin-1.1%
RTXRTX Corp+0.7%
NOCNorthrop Grumman-0.3%
GDGeneral Dynamics-1.0%
HIIHuntington Ingalls+0.3%

▼ Should GO DOWN — Conflict disrupts air travel and tourism to the region

AALAmerican Airlines-2.4%
DALDelta Air Lines+1.4%
UALUnited Airlines+0.1%
JBLUJetBlue-1.0%
NCLHNorwegian Cruise Line-3.0%
Geopolitical Conflict / Military

▲ Should GO UP — Geopolitical conflict boosts defense contractors and safe-haven assets

LMTLockheed Martin-1.1%
RTXRTX Corp+0.7%
NOCNorthrop Grumman-0.3%
GDGeneral Dynamics-1.0%
HIIHuntington Ingalls+0.3%

▼ Should GO DOWN — Conflict creates risk-off environment, hurts travel and emerging markets

AALAmerican Airlines-2.4%
DALDelta Air Lines+1.4%
UALUnited Airlines+0.1%
SPYS&P 500 ETF-0.6%
EEMEmerging Markets ETF-0.3%
Fed Rate Hike

▲ Should GO UP — Higher rates boost bank net interest margins

XLFFinancial Sector ETF+0.1%
KRERegional Bank ETF-0.6%
JPMJPMorgan Chase+0.2%
GSGoldman Sachs-0.7%
BACBank of America-0.9%

▼ Should GO DOWN — Higher rates compress growth stock valuations and hurt real estate

QQQNasdaq 100 ETF-0.6%
XLKTech Sector ETF-0.8%
ARKKARK Innovation ETF-0.6%
TSLATesla-1.0%
NVDANvidia-1.6%
Fed Rate Cut

▲ Should GO UP — Lower rates boost growth stock valuations and real estate

QQQNasdaq 100 ETF-0.6%
XLKTech Sector ETF-0.8%
ARKKARK Innovation ETF-0.6%
TSLATesla-1.0%
NVDANvidia-1.6%

▼ Should GO DOWN — Lower rates compress bank net interest margins

XLFFinancial Sector ETF+0.1%
KRERegional Bank ETF-0.6%
JPMJPMorgan Chase+0.2%
GSGoldman Sachs-0.7%
BACBank of America-0.9%
Tariffs / Trade War

▲ Should GO UP — Tariffs protect domestic steel and manufacturers from foreign competition

NUENucor-1.3%
STLDSteel Dynamics-2.6%
CLFCleveland-Cliffs-5.2%
RSRS-0.6%
CMCCMC-1.2%

▼ Should GO DOWN — Tariffs raise input costs for importers and retailers

WMTWalmart+0.9%
TGTTarget+1.4%
AMZNAmazon-0.9%
COSTCostco+0.5%
AAPLApple-2.2%
Corporate Tax Hike

▲ Should GO UP — Defensive/low-margin businesses less affected

MCDMCD+0.8%
XLPConsumer Staples ETF+0.6%
WMWM-0.0%
XLPConsumer Staples ETF+0.6%

▼ Should GO DOWN — Tax hikes reduce after-tax earnings broadly; high-margin tech most exposed

SPYS&P 500 ETF-0.6%
QQQNasdaq 100 ETF-0.6%
XLKTech Sector ETF-0.8%
XLFFinancial Sector ETF+0.1%
GOOGLAlphabet/Google-0.4%
Defense Spending Increase

▲ Should GO UP — Defense contractors directly benefit from increased government spending

LMTLockheed Martin-1.1%
RTXRTX Corp+0.7%
NOCNorthrop Grumman-0.3%
GDGeneral Dynamics-1.0%
HIIHuntington Ingalls+0.3%

▼ Should GO DOWN — Sector-specific positive, no clear losers

—
→ Next: Scroll to Step 4 — AI Predictions for BUY / AVOID signals backed by the data above
4 AI Predictions — BUY / AVOID signals from Claude AI
No predictions in this snapshot. Set ANTHROPIC_API_KEY and re-run python generate_static.py.
→ Next: Run streamlit run dashboard.py locally to use Stock Lookup for interactive research on any ticker