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US Inflation Surge Tests Fed as Iran War Lifts Energy Costs

U.S. inflation accelerated as Iran war-driven energy costs squeezed households and complicated the Federal Reserve’s path on interest rates.
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US 30-Year Yield at 2007 High: Bond Selloff Tests Markets

US 30-year Treasury yields have hit 2007 highs, raising pressure on mortgages, equities, fiscal risk, and global capital flows.
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Golden Dome’s $1.2 Trillion Cost Shock: Missile Defense Meets America’s Debt Problem

The U.S. Golden Dome missile defense plan could cost $1.2 trillion over 20 years, raising questions about defense spending, fiscal deficits, Treasury markets, and the future of space-based security.
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From Hormuz to Main Street: How Trump’s Iran War Is Spreading Through the U.S. Economy

Trump’s Iran war is spreading through the U.S. economy via higher fuel prices, inflation, supply-chain stress, defense costs, and delayed Fed rate cuts.
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Trump’s 10% Global Tariff Is Here. What Happens Next?

Donald Trump’s universal 10% tariff has taken effect, triggering market volatility and raising risks of global trade retaliation. Here’s what it means for inflation, supply chains, and investors.
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US Halts Tariffs After Supreme Court Ruling: What It Means for Trade Policy and Markets

The US will stop collecting tariffs deemed illegal by the Supreme Court, shaking trade policy and raising questions about Trump’s tariff strategy. Here’s what it means for markets and global trade.
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America’s Record Trade Deficit in 2025: Tariffs Failed or Demand Too Strong?

The U.S. goods trade deficit widened to a record in 2025 even after years of tariff hikes. What does this reveal about American demand, the dollar, and global trade dynamics?
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“Several” Rate Cuts? Inside the Fed’s Conditional Pivot Toward Easing

Chicago Fed President Goolsbee says several rate cuts are possible if inflation moves toward 2%. We analyze what this means for markets, AI-driven productivity debates, and global capital flows.
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Why a Messy Fed Chair Confirmation Could Rattle Global Markets

A potential battle over the next Federal Reserve Chair is raising concerns about central bank independence, market volatility, and U.S. monetary credibility.
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Trump, Powell, and the Battle for the Fed: Why Kevin Warsh’s Rise Could Test Central Bank Independence

Trump’s feud with Fed Chair Jerome Powell could fast-track Kevin Warsh’s rise — and test the independence of the U.S. central bank. Here’s what it means for markets.