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ICYMI - Fed’s Musalem says oil shock to keep core inflation near 3%
Fed’s Musalem said oil prices from the Iran war could keep core inflation near 3% this year, likely forcing the Fed to …
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US ramps up Iran pressure as officials warn blockade impact could take months
US officials warn Iran may take months to yield under a naval blockade, despite Trump saying the war is near an end, wi…
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Oil market misreads Hormuz: supply remains tight despite reopening hopes
Summary: Reopening Hormuz is necessary but not sufficient to fix oil supply Market split: shipping flows vs actual p…
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Deutsche Bank sees EUR/USD above 1.20 as dollar loses yield and safe-haven support
Deutsche Bank turns bearish on the dollar, expecting EUR/USD to break 1.20 as Fed policy lags more hawkish ECB and BoE …
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Push-pull data: UK retail sales rise but consumer spending weakens, fuel costs hit demand
UK retail boosted by Easter, but underlying spending weakens as fuel shock bites. Summary: UK retail sales jump on E…
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More on US Energy Sec Wright forecasting higher oil prices ahead
Earlier here: Top Trump official says gas prices will rise even higher in coming weeks More detail now. Summary: …
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War drags on, recession risk rise & global trade growth slows sharply, fall signs expected
Summary: Recession risks seen rising if war persists Global trade growth downgraded to 2–5% Growth driven more by p…
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