Analysis
Strait of Hormuz Oil Shock: The Risk Markets Ignore
A Strait of Hormuz oil shock could reignite inflation, force a Bank of Japan rate hike, and trigger a yen carry trade unwind that hits …
Inflation
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Analysis
Clem Chambers: Fed 'Printathon' Means a Decade of Inflation
Clem Chambers argues Trump's Fed will be forced to print money for the industrial and AI buildout — meaning 5–9% inflation for a decade. …