2026-03-21
The Wire Daily
The Stagflation Trap: How the Iran Crisis Just Broke the Fed’s Playbook
Oil at $112, rate hikes back on the table, and markets repricing the entire 2026 policy path as Middle East conflict collides with Supreme Court tariff ruling.
The Wire Daily
The Strait, the Stagflation Trap, and the Semiconductor Wars
Oil shock forces macro reset as Europe faces energy-driven fiscal crisis, while Beijing and Washington weaponise chips, minerals, and industrial capacity
The Wire Daily
Oil at $113, Reserves Burning, and the Week the Gulf Changed Everything
As Iran strikes Kuwait's refineries and the Strait of Hormuz remains effectively closed, markets confront a new energy regime—while China joins the commodity warfare and Asia bears the brunt.