From Market Economist To Military Strategist

Russia Seeks To Keep Iran 'In The Fight' As Pentagon Eyes Mass Kamikaze Drone Production Summary: Russia is trying to keep its regional ally Iran "in the fight"; Pentagon eyes ramping up Kamikaze drone use and production. Trump: War will be over "soon" after which "oil prices will drop like a rock"; We are "not ready to leave Iran yet" but will in "near future". Brushes off potential for 'Vietnam-style quagmire.' Trump on China and delayed Xi meeting - "Looks like it'll happen in five weeks." Macron: "We are not party to the conflict...

Iran War Triggers Jump In Americans' Inflation Expectations, Slump In Sentiment While the preliminary UMich survey was undertaken between February 17 and March 9, with about half completed after the start of the US military conflict in Iran, today's final print includes the full month with all the conflict's escalations (and de-escalations). Expectations were for the headline sentiment index to tumble with expectations projected to fall most and consensus was right with the expectations tumbling from 54.1 to  51.7 and current conditions down from 57.8 to 55.8 (worse than expected). Put together, the...

Iran FM Says No Talks With US After Trump Threatens To 'Just Keep Bombing' If Efforts Fail, Wants Hormuz To Be 'Jointly Controlled' Summary Trump announces "productive" talks with Iran, "postpones" military strikes for 5 days Iran Foreign Ministry + Parliament speaker say no talks have happened, after Trump said "speaking with a top person in Iran", says will "just keep bombing" if Iran talks fail Trump says Hormuz will be "jointly controlled" Israel is not seeing an imminent end to the war, and plans to continue operations while avoiding energy assets, an Israeli official...