🗓️ This Week in The Markets
Macro/Market News
The combination of surging energy costs, rising inflation, and slowing global growth has reignited concerns about potential stagflation. This has notably reduced market expectations for near-term interest rate cuts.
The average 30-year mortgage rate rose to 6.43% this week, the highest level since late 2025. This increase is largely driven by rising Treasury yields tied to broader geopolitical instability.
Economic data recently showed Core PCE rising 3.1% year-over-year, slightly exceeding expectations. The OECD has raised its 2026 U.S. inflation forecast to 4.2%, well above the Federal Reserve's 2.7% estimate, citing war-driven energy spikes and tariffs.
Company Specific News
Elon Musk announced a $20 billion joint venture between Tesla, SpaceX, and xAI to build "Terafab," a massive chip manufacturing facility in Austin, Texas, aimed at producing AI and robotics hardware.
Anthropic has begun early discussions with Wall Street banks regarding a potential IPO as soon as October, which could raise more than $60 billion.
SpaceX is reportedly preparing for a mid-June initial public offering that could raise between $40 billion and $80 billion, potentially valuing the company at $1.75 trillion.
Netflix is raising prices across all of its streaming plans, including the ad-supported tier, as it continues to increase content spending and focus on revenue growth.
🛒 What the Haul?
Out of 374 TikTok hauls analyzed, these companies appeared the most:
Zara - 42 Appearances (11.2%)
SHEIN - 38 Appearances (10.2%)
Aritzia - 22 Appearances (5.9%)
Hollister - 21 Appearances (5.6%)
Brandy Melville - 19 Appearances (5.1%)
H&M - 18 Appearances (4.8%)
Old Navy - 15 Appearances (4%)
Target - 13 Appearances (3.5%)
Adidas - 12 Appearances (3.2%)
Free People - 11 Appearances (2.9%)
Garage - 11 Appearances (2.9%)
Amazon - 11 Appearances (2.9%)
Lululemon - 10 Appearances (2.7%)
Pacsun - 8 Appearances (2.1%)
Abercrombie & Fitch - 8 Appearances (2.1%)
Princess Polly - 7 Appearances (1.9%)
Aerie - 7 Appearances (1.9%)
Walmart - 7 Appearances (1.9%)
Coach - 7 Appearances (1.9%)
Marshalls - 6 Appearances (1.6%)
Fashion Nova - 6 Appearances (1.6%)
Bershka - 6 Appearances (1.6%)
Gap - 6 Appearances (1.6%)
TJ Maxx - 6 Appearances (1.6%)
Bath & Body Works - 6 Appearances (1.6%)
Aeropostale - 6 Appearances (1.6%)
Victoria's Secret - 6 Appearances (1.6%)
Cider - 5 Appearances (1.3%)
Jellycat - 5 Appearances (1.3%)
Chanel - 5 Appearances (1.3%)
American Eagle - 5 Appearances (1.3%)
Alo Yoga - 5 Appearances (1.3%)
Asos - 5 Appearances (1.3%)
Skims - 5 Appearances (1.3%)
Levi's - 5 Appearances (1.3%)
TikTok Shop - 5 Appearances (1.3%)
NeeDoh - 5 Appearances (1.3%)
Urban Outfitters - 5 Appearances (1.3%)
Sephora - 5 Appearances (1.3%)
Nike - 5 Appearances (1.3%)
Have You Tried Sentinalysis Research Yet?
Sentinalysis Research is an alternative data research platform that we’re building with social arbitrage investors in mind. Right now, you can track an expanding list of alternative datasets, like trending GitHub repos, GitHub Commit Keywords, and software package downloads.
Software package downloads have been some of the most useful alternative datasets in tracking developer and “vibe coder” usage of different B2B SaaS companies lately. In fact, one of our subscribers used NPM download data to predict that Braze ($BRZE ( ▲ 10.87% )) would beat on earnings this week!


Key Takeaways
Needoh ($GAIN ( ▲ 1.45% )) has been slowly rising through the ranks of the haul charts, as it gains popularity amongst almost every demographic!
The social-to-store conversion loop is now explicitly acknowledged by creators. This isn't just implied anymore. Creators are saying out loud that they visited Target ($TGT ( ▲ 2.79% )), Old Navy ($GAP ( ▲ 3.57% )), and Hollister ($ANF ( ▲ 0.21% )) specifically because of TikTok haul videos. That closes the attribution circle and validates the entire haul-tracking methodology: social content is directly driving foot traffic and purchase decisions at measurable scale.
Aritzia's ($ATZ.TSX ( ▲ 3.03% )) Contour line, Brandy Melville's Amara tops, Hollister's ($ANF ( ▲ 0.21% )) reversible tanks, across every top brand, the repeat-colorway purchase pattern keeps appearing. This behavior signals fit confidence, which is the hardest thing for apparel brands to earn and the most profitable once they have it. Brands generating this behavior are likely seeing outsized units-per-transaction metrics.
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🤖 This Week in AI
Google ($GOOG ( ▲ 1.18% )) introduced Gemini 3.1 Flash Live, a new real-time voice model designed for low-latency, natural dialogue. It currently powers a major overhaul of Gemini Live, enabling faster responses and context-aware tone adjustments.
OpenAI has set a multi-year goal to develop an agent-based system capable of tackling complex research problems autonomously. The company plans to launch an "autonomous AI intern" by September as a precursor to a full system in 2028.
Anthropic released a new research preview for the Claude macOS app allows the AI to autonomously control a user's mouse and keyboard to complete tasks like navigating websites or filling spreadsheets.
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