Americas
US Inflation Jumped to 3.3% in March. The Fed Has Nowhere to Go.
US CPI rose to 3.3% in March 2026, the highest since April 2024. Energy prices from the Hormuz closure drove the jump. Here is what it means for the Fed.
Americas
The Fed Cannot Cut, Cannot Hike, and Cannot Explain Why.
The US lost 92,000 jobs in February. Wages rose 3.8%. Oil is up 55% in March. The Fed is frozen. The March jobs report drops on Good Friday. Iran deadline Sunday.
Americas
American Consumer Confidence Has Fallen Below the Level That Preceded Every Recession Since 1978
Michigan consumer sentiment crashed to 53.3 in March 2026, below every pre-recession level since 1978, as Iran war drives gas prices and inflation fears.
Economy
Four Central Banks, One Week, Zero Answers on Oil
The ECB and Bank of England both decide on March 19. Both hold. The ECB releases updated staff projections - the first since Hormuz closed.
Economy
US CPI Holds at 2.4% in February as Oil Shock Rewrites the Inflation Outlook
US CPI held at 2.4% in February 2026, in line with forecasts. But the clean data precedes an oil shock from the Iran war that analysts warn will reshape the March and April readings and the Fed's rate path.
Economy
Trump Gathered 12 Latin American Leaders in Miami. The Two Biggest Economies Did Not Show Up.
Trump convened 12 Latin American leaders in Miami. Brazil and Mexico stayed home. China's $518B regional trade explains why the absence list matters most.
Economy
$130 Billion in Illegal Tariffs Must Be Refunded. A Federal Judge Just Said So.
A federal judge ordered the US to refund $130B+ in illegal IEEPA tariffs. 300,000 businesses are waiting. CBP reports to the court today. The clock is ticking.
Economy
The Supreme Court Gave Congress Back the Power to Tax Imports. Nobody in Washington Is Ready for What Happens Next.
Section 122 tariffs expire July 24. Congress won't extend them. Section 301 takes months. The US faces a trade policy vacuum — in the middle of a war.
Economy
Europe Cut Off Russian Gas Just in Time for the Strait of Hormuz to Close
Europe banned Russian gas weeks before Hormuz closed and Qatar halted LNG. Storage at multi-year lows, prices surging, and no fallback in sight.
Economy
Block Fires 4,000 Workers and Wall Street Loves It — But Klarna Already Tried This Playbook
Block cuts 4,000 jobs — 40% of staff — as Dorsey bets on AI tools. Shares surge 23%, but Klarna's failed AI-first experiment offers a warning.
Americas
Trump’s Midterm Machine Builds One Economic Script While the President Writes Another
White House runs two parallel midterm campaigns as Trump's Georgia speech veers off-script, with approval at 36–37% and economy dominating voter concerns.
