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FOMC Minutes Tilt Hawkish: 'Inflation Risks Skewed To The Upside' Due To AI

FOMC Minutes Tilt Hawkish: 'Inflation Risks Skewed To The Upside' Due To AI While today's market moves (post-Bessent's OpTwist bailout) are changing things rapidly, since the last FOMC meeting, on July 19th, where Warsh held rates (hawkishly) unchanged (in the biggest surprise to market expectations in decades) amid multiple dissents, gold, bitcoin, and oil have outperformed, the dollar and bonds have lagged, with stocks solidly green in the middle... And rate-hike expectations have plunged, erasing the hawkish shift since Warsh's first Fed meeting (thanks mostly to weak macro since the meeting)... With...
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Mar 14, 2026 / Tyler Durden
When Do Protest Observers Become Lawbreaking Participants?
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Jul 8, 2026 / Dave DeCamp
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Apr 29, 2026 / Tyler Durden
Germany Scrambles For Polish Oil Route As Russia Halts Druzhba Flows
Germany Scrambles For Polish Oil Route As Russia Halts Druzhba Flows Submitted by Julianne Geiger of OilPrice.com Germany is hunting for solutions to reroute crude oil supplies to the PCK Schwedt refinery after Russia said it would halt Kazakh oil deliveries through the Druzhba pipeline starting May 1, with roughly 43,000 barrels per day (bpd) now at risk. Berlin is now in talks with Poland over moving replacement barrels through the port of Gdansk, with potential deliveries flowing onward to Schwedt, the refinery that supplies much of eastern Germany, including Berlin, with...
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