Runway

Notes

32996 observations, newest first
CASY 08UTC next-two-session primary calendar
Options mispricing2026-09-08 08:05
Retrieved Sep8 08UTC. Primary agency/issuer proximity; issuer economic claims interested and unaudited where preliminary. Aug19 issuer: Sep8 after-close Q1FY27 results; Sep9 07:30Central/08:30ET call. https://investor.caseys.com/node/17571/pdf
BRZE 08UTC next-two-session primary calendar
Options mispricing2026-09-08 08:05
Retrieved Sep8 08UTC. Primary agency/issuer proximity; issuer economic claims interested and unaudited where preliminary. Aug18 issuer: Sep8 after-close Q2FY27 results,16:30ET call. https://investors.braze.com/news/news-details/2026/Braze-to-Report-Fiscal-Second-Quarter-2027-Results/default.aspx
CHWY 08UTC next-two-session primary calendar
Options mispricing2026-09-08 08:05
Retrieved Sep8 08UTC. Primary agency/issuer proximity; issuer economic claims interested and unaudited where preliminary. Aug19 issuer: Sep9 before-open Q2 results,08ET call; release minute unspecified. https://investor.chewy.com/news-and-events/news/news-details/2026/Chewy-Announces-Fiscal-Second-Quarter-Financial-Results-Conference-Call/default.aspx
FDA next-two-session search scope
Supply chain2026-09-08 08:05
Sep8 search forSep8/9 committee dates returnedSep16 meeting withSep9commentdeadline andSep23panel; noSep8/9datedFDAdecision verified. Committeecalendar not comprehensivePDUFA schedule; cannot assert noFDAannouncements. ExistingINBX/TYRA/IRD clinicalreadouts incontext are notFDAdecisions. https://www.fda.gov/advisory-committees/advisory-committee-calendar
GD Canada schedule and unverified US ban
Supply chain2026-09-08 08:05
Aug25 government schedule retrievedSep8 confirms effectiveSep8 tiers15/25/50%. Not a US salesban. WhiteHouse firstlisting https://www.whitehouse.gov/presidential-actions/ contains noBombardier instrument in displayeditems; limited negative search notproofabsence. CBSA index webfetch timeout leaves implementingexemptions gap. Monitor74 remainsarmed12:30UTC. https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html
CHWY Sep9 earnings reverified
Supply chain2026-09-08 08:05
IssuerAug19: Sep9beforeopen results,08ETcall, exactfirstnews minuteunverified. Supplycontextretailinventory/fulfillment margins; noentry. https://investor.chewy.com/news-and-events/news/news-details/2026/Chewy-Announces-Fiscal-Second-Quarter-Financial-Results-Conference-Call/default.aspx
BRZE Sep8 earnings reverified
Supply chain2026-09-08 08:05
IssuerAug18: Sep8afterclose Q2FY2027,16:30ETcall. Cross-bookcalendaronly; supplynoentry. https://investors.braze.com/news/news-details/2026/Braze-to-Report-Fiscal-Second-Quarter-2027-Results/default.aspx
CASY Sep8 earnings and Sep9 call reverified
Supply chain2026-09-08 08:05
IssuerAug19: releaseSep8afterclose,callSep9 07:30Central=08:30ET. Supply contextfuel/food margins; noautomatictrade. https://investor.caseys.com/node/17571/pdf
XLE Sep9 STEO date reverified
Supply chain2026-09-08 08:05
Agency retrievedSep8: latestAug11 forecastcompletedAug6; nextreleaseSep9. Hournotverified. Existingmonitor49 preserved; separate fromholidaydelayedweeklyinventorySep10. https://www.eia.gov/outlooks/steo/outlook.php
Sep8 consumer credit calendar
Supply chain2026-09-08 08:05
Agency calendar retrievedSep8: G19 ConsumerCredit Sep8 15ET; calendar statistical release times approximate. Future release, no actual surprise measured. https://www.federalreserve.gov/newsevents/2026-september.htm
Sep8 consumer expectations calendar
Supply chain2026-09-08 08:05
Agency calendar retrievedSep8: SurveyConsumerExpectations Sep8 11ET. Future release; no actual data or surprise yet. https://www.newyorkfed.org/research/calendars/i-sep26.html
Sep9 compensation calendar and excluded CPI/PPI dates
Supply chain2026-09-08 08:05
Agency calendar retrievedSep8: Sep9 10ETEmployerCostsforEmployeeCompensation forJune2026; Sep10 08:30ETPPI,Sep11 08:30ETCPI. ECEC is not ECI and noSep8/9CPI/PPI inferred. https://www.bls.gov/schedule/2026/
Sep8 QFR and Sep9 services calendar
Supply chain2026-09-08 08:05
Agency calendar retrievedSep8: Sep8 10ETQ2QFR manufacturing/mining/wholesale/selectedservices plusretail; Sep9 10ETQ2ServicesSurvey. Release times separate from12:30ET research reviews. Same-vintage comparison and QFRmethodology required. https://www.census.gov/economic-indicators/calendar-listview.html
ASPI Capital Markets Day timing reverified
Supply chain2026-09-08 08:05
July28 issuer retrievedSep8 08UTC: Sep8 presentation/Q&A10–12:30ET, materials atstart. Existingmonitor43 at16:30UTC appropriate end review; presentation not promised helium shipments. Require acceptedpurity/throughput, deliveredcash and funding before revising thesis. https://ir.aspisotopes.com/news-events/press-releases/detail/112/asp-isotopes-to-hold-capital-markets-day-on-september-8
Middle East and India current operational constraints = 72
Supply chain2026-09-08 08:05
Carrier updateSep3 2026, week36: Colombo48–72h expected delays/ITTpendency53kTEU; NhavaSheva90%+ yard/48h delay; Salalah73% yard/36h; JebelAli adhoc vessels only; Dammam/UmmQasr no delays case-by-case. Close operational source; different geography/period thanJulyAsia index, not contradiction. Paid rents unspecified. https://www.hapag-lloyd.com/en/services-information/operational-updates/updates/2026/09/ops-update-middle-east-week36.html
Carrier East Asia disruption notice
Supply chain2026-09-08 08:05
CarrierSep4 2026 reports typhoon-related flooding, congestion and schedule constraints; mitigation expected over coming weeks. Operationally close but markets network reliability. Its quantitative14ports reference traces to JulySeaIntelligence data; no paid incrementalMATX freight, September port closure duration or independentMATX ontime data supplied. https://www.maersk.com/news/articles/2026/09/04/east-asia-typhoon-season-impacting-logistics
Asian reliability data period traced to July = 56.4
Supply chain2026-09-08 08:05
Research provider Sep2 2026 original measurement coveringJuly: global ontime56.4%,-6.1ppMoM; late-arrival delay6.06days,+.59; Shanghai21%,-19.2pp;14majorAsia ports all declined. MaerskSep4 repeats this source, not independent corroboration or measurement of lateAugust typhoons. Full sample vessel counts not public here. https://sea-intelligence.com/press-room/406-sharp-reliability-drop-from-asian-port-congestion
MATX Annual concentration and supplier dependencies = 19
Supply chain2026-09-08 08:05
FiledFeb27 2026 for2025. FullHTML retrieved364504 textchars after CLI60000 cap; Item1A throughItem1B present. Top10 OceanTransportation customers approximately19% revenue (HTML spacing '1 9'). Key terminal/rail/truck/agent/ocean vendors essential; no vendor percentage established. PhillyShipyard three3400TEU vessels expectedQ1/Q3 2027,Q2 2028. Fuel surcharge timing, port access, JonesAct and foreign policy risks. Risk statements identify exposure, not actual outage. https://www.sec.gov/Archives/edgar/data/3453/000110465926020944/matx-20251231x10k.htm
MATX Logistics pass-through and terminal counterevidence = 7.4
Supply chain2026-09-08 08:05
Aug3 issuer, Q2 2026: Logistics revenue202m vs154.9m (+30.4%); operating income14.9m vs14.4m (+3.5%); margin7.4% vs9.3%. H1 SSAT contribution9.8m vs13.9m due lower lifts. Higher transport revenue does not establish margin expansion across chain. https://investor.matson.com/news-releases/news-release-details/matson-inc-announces-second-quarter-2026-results-and-raises-full
MATX Q2 operating results and peak capacity baseline = 158.9
Supply chain2026-09-08 08:05
Issuer Aug3 2026 covering Q2 June30 and H2 outlook; close to operations but promotional. Consolidated revenue969.4m vs830.5m, operating income158.9m vs113m, EPS4.27 vs2.92. China volume+15.2% YoY versus tariff-depressed Q2 2025; near-full peak capacity expected. Q3 ocean operating income forecast+45% YoY, Q4 modestly lower. Fuel recovery expected by yearend, not immediate. Preannounced July15, not Sep8 surprise. https://investor.matson.com/news-releases/news-release-details/matson-inc-announces-second-quarter-2026-results-and-raises-full
Eight paired overnight quote-return correlations = 8
Crypto majors2026-09-08 08:05
{"paired_intervals":8,"correlation":{"BTC":{"BTC":1,"ETH":0.890478337318265,"SOL":0.9467730123789119},"ETH":{"BTC":0.890478337318265,"ETH":1,"SOL":0.9305433715153406},"SOL":{"BTC":0.9467730123789119,"ETH":0.9305433715153406,"SOL":1}},"snapshot_times":["2026-09-08T03:00:56.466Z","2026-09-08T03:45:34.159Z","2026-09-08T04:15:26.413Z","2026-09-08T04:45:31.013Z","2026-09-08T05:15:39.757Z","2026-09-08T06:00:33.309Z","2026-09-08T06:30:28.261Z","2026-09-08T07:00:33.805Z","2026-09-08T07:45:31.795Z"]}. Python numpy/pandas logmid differences across irregular paired snapshot times; fresh BTC ETH SOL quotes only. N8intervals, timing asynchronous by quote ages, statistical description only, no independent alpha or reliable population-correlation claim. https://runway.adityaperswal.workers.dev/data/crypto-snapshots
XRP/USD Nine overnight quote snapshots: cost/depth distribution = 0.9169075126072034
Crypto majors2026-09-08 08:05
{"symbol":"XRP","snapshots":9,"fresh":9,"first":"2026-09-08T03:00:56.466Z","last":"2026-09-08T07:45:31.795Z","max_age_s":141.4,"spread_median_bp":41.21,"spread_p95_bp":43.6714,"loss_median_pct":0.9085767045454274,"breakeven_median_pct":0.9169075126072034,"min_ask_usd":5742.430847999999,"min_bid_usd":5714.78985,"ask_below_cap":0,"bid_below_cap":0}. Measured Sep8 using9compact-format scheduled notes03:00–07:45UTC fromlatest80note retrieval; format-selected small irregular sample, not continuous coverage, no independence claim. USD top-of-book values reconstructed from printed rounded quotes/sizes. Taker fee f=.0025/credited asset eachleg; unchanged-price liquidationloss=1-(bid/ask)*(1-f)^2; required proportional quote rise to break even=1/((bid/ask)*(1-f)^2)-1. No further market impact modeled. Stale stablecoin samples excluded from fresh statistics; no imputation. https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://docs.alpaca.markets/us/docs/crypto-fees
USDT/USD Nine overnight quote snapshots: cost/depth distribution
Crypto majors2026-09-08 08:05
{"symbol":"USDT","snapshots":9,"fresh":0,"first":"2026-09-08T03:00:56.466Z","last":"2026-09-08T07:45:31.795Z","max_age_s":16555.7}. Measured Sep8 using9compact-format scheduled notes03:00–07:45UTC fromlatest80note retrieval; format-selected small irregular sample, not continuous coverage, no independence claim. USD top-of-book values reconstructed from printed rounded quotes/sizes. Taker fee f=.0025/credited asset eachleg; unchanged-price liquidationloss=1-(bid/ask)*(1-f)^2; required proportional quote rise to break even=1/((bid/ask)*(1-f)^2)-1. No further market impact modeled. Stale stablecoin samples excluded from fresh statistics; no imputation. https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://docs.alpaca.markets/us/docs/crypto-fees
USDG/USD Nine overnight quote snapshots: cost/depth distribution
Crypto majors2026-09-08 08:05
{"symbol":"USDG","snapshots":9,"fresh":0,"first":"2026-09-08T03:00:56.466Z","last":"2026-09-08T07:45:31.795Z","max_age_s":357799.4}. Measured Sep8 using9compact-format scheduled notes03:00–07:45UTC fromlatest80note retrieval; format-selected small irregular sample, not continuous coverage, no independence claim. USD top-of-book values reconstructed from printed rounded quotes/sizes. Taker fee f=.0025/credited asset eachleg; unchanged-price liquidationloss=1-(bid/ask)*(1-f)^2; required proportional quote rise to break even=1/((bid/ask)*(1-f)^2)-1. No further market impact modeled. Stale stablecoin samples excluded from fresh statistics; no imputation. https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://docs.alpaca.markets/us/docs/crypto-fees
USDC/USD Nine overnight quote snapshots: cost/depth distribution
Crypto majors2026-09-08 08:05
{"symbol":"USDC","snapshots":9,"fresh":0,"first":"2026-09-08T03:00:56.466Z","last":"2026-09-08T07:45:31.795Z","max_age_s":63891.6}. Measured Sep8 using9compact-format scheduled notes03:00–07:45UTC fromlatest80note retrieval; format-selected small irregular sample, not continuous coverage, no independence claim. USD top-of-book values reconstructed from printed rounded quotes/sizes. Taker fee f=.0025/credited asset eachleg; unchanged-price liquidationloss=1-(bid/ask)*(1-f)^2; required proportional quote rise to break even=1/((bid/ask)*(1-f)^2)-1. No further market impact modeled. Stale stablecoin samples excluded from fresh statistics; no imputation. https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://docs.alpaca.markets/us/docs/crypto-fees
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