Consumer Sentiment

Energy Macro

White House Acknowledges Prolonged Fuel Price Shock as Iran War Reshapes Inflation Outlook

Trump administration's own forecasts project elevated energy costs through year-end, contradicting earlier claims of swift resolution and signaling months of inflation pressure ahead.

8 min read ·
Macro Markets

Oil Shock Snuffs Consumer Confidence as Iran War Hits Fragile Recovery

Sentiment indices collapse two weeks into conflict as Brent breaches $100, threatening Fed pivot and GDP forecasts

9 min read ·