Economist Flags Sticky Inflation Risk Even as President Trump Lifts Oil Sanctions
Economist Dan Geltrude warns that lifting oil sanctions may ease crude prices short-term but supply chain frictions and demand recovery could keep inflation sticky.
UK Gilt Yields Spike to 2008 Peaks: Inflation Fears and Rising Oil Prices Reprice Rates
On March 20, 2026, key UK gilt yields hit levels last seen in 2008 as oil-driven inflation risks forced markets to price in a higher-rate future. This piece explains the ripple effects across bonds, equities,…
Chicago Municipal Debt & Mayor Brandon Johnson: I Couldn’t Find Recent Coverage — Here’s What’s Next
I tried to compile analysis on Chicago’s municipal debt and Mayor Brandon Johnson’s fiscal moves but found no verifiable reporting within the past 14 days. Here’s the core message, a checklist of data we need,…
US Iran Tensions Send Oil Soaring and Raise US Recession Odds
Escalating clashes between the US and Iran have driven oil sharply higher and pushed US recession risk up as inflation and growth concerns collide. This piece breaks down the market impacts and the key catalysts…
US National Debt Tops $39 Trillion — CFR’s Richard Haass Warns of National Security Risks
The US national debt has surpassed $39 trillion, and Council on Foreign Relations president Richard Haass tells Fortune this is more than a fiscal headache — it could constrain America's defense and global leadership. What…
BOJ Holds at 0.75% but Flags Iran-Linked Inflation Risk — What Investors Should Watch
The Bank of Japan kept its policy rate at 0.75% while explicitly tying upside inflation risk to the Iran conflict. JGBs stabilized, the yen stayed weak above 150, and oil-driven imported inflation is back on…
Fed Raises Inflation Forecast as Iran-Driven Oil Surge Rewrites Market Risks
The Federal Reserve bumped its 2026 core PCE forecast to 2.8%, blaming higher global energy prices after renewed Iran-related disruptions. Oil's rebound is reshaping rate expectations, equity sector leadership, bond yields and FX flows. Here’s…
Fed Holds Rates Steady as Sticky Inflation, Weakening Jobs and War Risks Squeeze Markets
The Fed is set to keep rates unchanged, balancing persistent inflation against a cooling labor market while rising Middle East tensions push investors into bonds and gold. All eyes are on Chair Powell and the…
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