Fed independence has grown more pressing in recent weeks. The Iran war has pushed U.S. energy prices higher, elevating inflation to its fastest pace in almost two years. Inflation remains elevated at 3.3% annually.
https://t.co/WcqbZWgnwO
@RapidResponse47 Since WWII / Israel’s founding, the U.S. has given Israel roughly:
$158 billion in nominal, non-inflation-adjusted aid through 2023.
About $300–310+ billion when adjusted for inflation.
Positive factors that could benefit IHSG:
* The Iran war is moving toward peace, leading to a lower war premium and reduced inflation.
* With the new Fed Chairman, Warsh, there is a better outlook for rate cuts.
* Lower U.S. bond yields mean less pressure on Indonesia.
Iran–U.S. talks back on the table = risk-on mood 📈
Cooling tensions could ease oil prices, support lower inflation, and fuel a rally in equities—especially tech.
If confirmed, expect US30, US100 & SPX to push higher.
#Forex#StockMarket#SPX#Nasdaq#DowJones
Physical oil just doubled in 2 months. Diesel is higher than COVID. Gas over 4 bucks. But the CPI report says inflation is fine. My grocery receipt says otherwise. At some point you stop reading the government numbers and start reading your bank account.
Consumer sentiment has cratered to its lowest level on record, as inflation-weary Americans are feeling additional stress from higher gas prices, the University of Michigan's nationwide survey showed an all-time low of “49.8” Friday.
#news
https://t.co/3g5erIIBbH
IMF data shows Canada’s inflation rate below that of the U.S. (3.2 per cent), the United Kingdom (3.2 per cent), Australia (4 per cent) and New Zealand (3.1 per cent)
https://t.co/SxwJ6Gz1e4
Just In: The US offers a bailout to the UAE, without a formal request from the UAE.
This story isn't really about the UAE needing money. It's about three interconnected threats:
1. War costs + inflation + rate pressure. The U.S. is simultaneously running a war, absorbing oil price shocks, and the Fed was already expected to cut rates this year. Now inflation from the Hormuz closure could go higher.
2. The petrodollar system is being stress-tested in real time. The UAE threatening yuan oil sales even as a negotiating tactic is a warning shot. If Gulf states even partially shift to yuan pricing, that's a structural dollar demand story that matters for decades.
3. The conflict of interest angle is real. President Trump's son-in-law Jared Kushner took in about $200 million from the UAE's sovereign wealth fund for his investment firm in 2023, and subsequently secured $1.5 billion from Abu Dhabi-based firm Lunate. The New Republic A U.S. government bailout of the UAE while the Trump family has that level of financial entanglement is a political and ethical problem that isn't going away.
Any questions?
BREAKING: 🇺🇸 U.S. inflation is looking identical to the 1970s.
The charts look nearly identical, and we are currently at the worst stage.
If it’s repeating, inflation is about to get out of control.
🚨 HOLY SMOKES. DNI Tulsi Gabbard just declassified bombshell files that prove the nexus of Donald Trump's impeachment scam in 2019 came from an ADMITTED leftist and liar
These files were HIDDEN from the public until now.
The so-called "whistleblower" APOLOGIZED for accusing Trump and misleading the probe involving a call with Ukraine: "I do not have direct knowledge of private comments or communications by the President." — @JustTheNews
That apology was kept secret while the Democrat-led impeachment continued.
This accuser worked with Joe Biden as well.
THANK YOU for exposing it, Tulsi!
@jsolomonReports@JerryDunleavy
John Thune convened the Senate at 2 a.m., in the dead of night, with only five senators in the building, and conspired with Schumer to pass Schumer’s funding bill. He then left D.C., preventing the President of the United States from making recess appointments. How’s that for a backstabber—worthy of an Oscar award!