Jonathan Mhango

Financial and Investments Analyst

[Treasury Department @USTreasury]

In Iowa, the strength of America’s heartland was on full display.

@POTUS’s America First agenda is ensuring the people and businesses that power our economy have every opportunity to thrive.

[Jonathan Mhango @jmhango]

https://t.co/kkxR2fGeiw

[BIG DATA POLL @BIGDATAPOLL]

🚨 Economic Confidence Among Registered Voters Fell in April 2026

Economic confidence in both current and future conditions fell among registered voters at the start of the second quarter (Q2) in 2026.

🟢 Registered Voter Economic Confidence Index: 44.9
🔵 Expectations Subindex: 45.9
🔴 Present Situation Subindex: 43.5
https://t.co/Y7Fbrpokv3

[Jonathan Mhango @jmhango]

We see earnings coming through very strongly here, Wei Li says https://t.co/lNIzZ9e9VL #FoxBusiness

[Charlie Bilello @charliebilello]

Global Inflation Rates are on the RISE...

Video: https://t.co/ULXdYkHQjs

[Jonathan Mhango @jmhango]

https://t.co/WzI8I35xzA

[Adam Kobeissi @TKL_Adam]

The US is ironically relatively "shielded" from rising oil prices abroad.

Crude oil prices in Oman are trading at a +$70 premium to WTI crude, hitting record highs.

Meanwhile, the US gets less than 8% of its oil from the Persian Gulf, at just 500,000 barrels per day.

As a result, the US is actually seeing relatively *low* oil prices at home while foreign buyers are paying $150+/barrel in some cases.

According to @KobeissiLetter, US oil companies are now set to make an additional $60+ billion this year if oil prices sustain current levels.

US oil giants will realize record profits.

[Charlie Bilello @charliebilello]

Every week I send a letter to tens of thousands of investors covering the most important charts and themes in markets.

Join here: https://t.co/l5IYmkeySJ

[Daily Chartbook @dailychartbook]

"Get used to higher oil prices this year, and next."

Evercore ISI via @BrianSozzi

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

GS: Each 10% increase in oil prices lowers global GDP by 0.1%...

[McKinsey Global Institute @McKinsey_MGI]

Energy has always been the quiet partner in rising incomes.

More energy enabled higher productivity, healthier lives, and larger opportunity.

That link hasn’t disappeared. What’s changed is the need to rebuild energy systems to scale cleanly and reliably. We need an energy transition, but also an energy expansion. https://t.co/SWXejik4Wk

[Robin Brooks @robin_j_brooks]

I learned much of what I know about international macro from @paulkrugman. So it was a thrill and honor to talk with him about what’s now priced into oil and how realistic it is for prices to go to $150 or $200. Huge thank you for the great discussion!
https://t.co/q2xmlFYMku

[Federal Reserve @federalreserve]

Acceptance remarks by Chair Powell at the American Society for Public Administration Annual Conference: https://t.co/WXLGPNwotC

Learn more about Chair Powell: https://t.co/3kYVCuuLhW

[Charlie Bilello @charliebilello]

All 7 members of the Magnificent Seven are down on the year and underperforming the average stock in the S&P 500.

[Jonathan Mhango @jmhango]

Conflict in Iran and the Global Oil Market https://t.co/PxOwnTb0nT via @IERenergy

[Jonathan Mhango @jmhango]

What the Iran Crisis Is Really About https://t.co/rqjvi33yxo

[EU_Eurostat @EU_Eurostat]

Today is Estonia’s National Day. 🇪🇪

See the country’s infographic here 👇

[Jonathan Mhango @jmhango]

JRC data catalogue - datasets https://t.co/BkDJjg9gta MT

[Bespoke @bespokeinvest]

Long-term investing isn't about timing. It's about time. WATCH: