Energy shock. CPI heading to 3.1%. The Fed stuck between inflation and a slowdown. The Iran war isn't just a geopolitical story — it's now a rates story. Here's exactly what it means for your portfolio this week. Read more at the link. 📊
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Oil Shock, Rising CPI and the Fed’s Dilemma: What the Iran War Means for U.S. Inflation and Rate Policy
The Iran war has delivered what analysts are describing as a structural energy shock to the U.S. economy. With WTI crude oil holding above $110 per barrel and March CPI forecasted by consensus to reach 3.1% on an annual basis — up sharply from 2.4% in February — the Federal Reserve faces an inflation picture