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The Fed Maintains a Hawkish Stance as Global Energy and Geopolitical Risks Continue to Intensify

The Fed Maintains a Hawkish Stance as Global Energy and Geopolitical Risks Continue to Intensify

OPEC+ production increases remain largely on paper, though the group still plans to move forward with quotas; Schmid says inflation remains the biggest risk...

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Warsh Officially Takes Over as Fed Chair as U.S. Inflation Heats Up Again

Warsh Officially Takes Over as Fed Chair as U.S. Inflation Heats Up Again

The U.S. Senate approves Kevin Warsh as Federal Reserve Chair; U.S. PPI posts its largest increase since 2022...

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U.S.-Iran Standoff Continues to Escalate, Further Intensifying U.S. Inflationary Pressures

U.S.-Iran Standoff Continues to Escalate, Further Intensifying U.S. Inflationary Pressures

The U.S.-Iran confrontation continues, with Trump saying there is “no rush”; U.S. CPI annual growth hits the highest level in three years...

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US-Iran Ceasefire Deal on the Brink as Trump Considers Renewing Military Action

US-Iran Ceasefire Deal on the Brink as Trump Considers Renewing Military Action

The US-Iran ceasefire agreement is hanging by a thread as Washington considers the possibility of resuming military action; Iran’s parliament speaker says the “14-point proposal” is non-negotiable...

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Iran Pushes Back Hard Against U.S. Pressure as the Hormuz Crisis Shows No Signs of Easing

Iran Pushes Back Hard Against U.S. Pressure as the Hormuz Crisis Shows No Signs of Easing

Iran rejects the U.S. proposal; a U.S. commercial vessel was attacked by Iranian drones...

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U.S. Strikes Iranian Targets Again as the Strait of Hormuz Crisis Continues to Escalate

U.S. Strikes Iranian Targets Again as the Strait of Hormuz Crisis Continues to Escalate

The U.S. launched strikes on multiple locations in southern Iran; shipping traffic through the Strait of Hormuz has plunged to near zero...

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Ceasefire Talks Advance, but Iran Tightens Control over the Strait of Hormuz

Ceasefire Talks Advance, but Iran Tightens Control over the Strait of Hormuz

Trump said the Iran conflict is likely nearing an end; Iran warned that vessels without authorization must not pass through the Strait of Hormuz...

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“Freedom Initiative” Paused While Blockade Continues; U.S.-Iran Standoff Remains Elevated

“Freedom Initiative” Paused While Blockade Continues; U.S.-Iran Standoff Remains Elevated

Trump: the blockade will remain in effect while the “Freedom Initiative” is paused temporarily; Iran formally launches new shipping regulations for the Strait of Hormuz...

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U.S.-Iran Tensions Escalate Again as Ceasefire Becomes Nominal

U.S.-Iran Tensions Escalate Again as Ceasefire Becomes Nominal

Trump refuses to confirm whether the U.S.-Iran ceasefire remains in effect; Iran forcefully counters Trump’s “Freedom Plan” in the Strait of Hormuz...

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U.S. Launches Escort Operation as Iran Responds Firmly, Escalating Strategic Rivalry

U.S. Launches Escort Operation as Iran Responds Firmly, Escalating Strategic Rivalry

The U.S. “Freedom of Navigation for Shipping” operation will begin Monday morning Middle East time; media reveal details of Iran’s latest negotiation proposal...

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Symbolic OPEC+ Output Hikes Fail to Ease Supply Disruptions; Oil Market Still Driven by Geopolitics

Symbolic OPEC+ Output Hikes Fail to Ease Supply Disruptions; Oil Market Still Driven by Geopolitics

The Trump administration is once again attempting to assemble an international coalition around the Strait of Hormuz; OPEC+ representatives expect another symbolic production increase in June.

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US, Russia, and Iran Interacting Frequently Amid Diplomacy and War Prep in Mideast

US, Russia, and Iran Interacting Frequently Amid Diplomacy and War Prep in Mideast

Trump spoke on the phone with Putin and held telephone talks with Iran...

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Rising Turbulence in Oil Markets as UAE Exits OPEC+ and Strait Fees Emerge

Rising Turbulence in Oil Markets as UAE Exits OPEC+ and Strait Fees Emerge

Iran’s Revolutionary Guard claims permanent control over the Strait of Hormuz; the UAE will exit OPEC and OPEC+ starting Friday.

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Geopolitical Rivalry Persists as U.S.-Iran Divisions Prove Hard to Bridge

Geopolitical Rivalry Persists as U.S.-Iran Divisions Prove Hard to Bridge

Disarming Hezbollah is key to negotiations with Lebanon; Trump’s bottom line on Iran remains unchanged...

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U.S.-Iran Talks Stall as Geopolitical Risks Continue to Escalate

U.S.-Iran Talks Stall as Geopolitical Risks Continue to Escalate

Iran refuses to negotiate under pressure or blockade conditions; the Strait of Hormuz will not return to its pre-war status...

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U.S.–Iran Rivalry Persists as Negotiations and Military Options Advance in Parallel

U.S.–Iran Rivalry Persists as Negotiations and Military Options Advance in Parallel

The U.S. is not seeking a rushed resolution with Iran and continues to keep military options on the table; Iran’s parliament speaker has reportedly withdrawn from the negotiation team...

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Rising Expectations of a Prolonged Conflict Push Oil Prices and Inflation Risks Higher

Rising Expectations of a Prolonged Conflict Push Oil Prices and Inflation Risks Higher

There is no timeline for ending the Iran conflict; after 54 days of confrontation, both the U.S. and Iran signal readiness to resume military action...

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Stalemate in US-Iran Talks Triggers Energy Crisis; Federal Reserve Plans to Reform the System

Stalemate in US-Iran Talks Triggers Energy Crisis; Federal Reserve Plans to Reform the System

US-Iran talks have reached an impasse; Trump has extended the ceasefire but is maintaining the blockade...

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Hardliners Consolidate Power in Iran as the Window for Negotiations Narrows Further

Hardliners Consolidate Power in Iran as the Window for Negotiations Narrows Further

Iran has yet to agree to attend talks; hardline Revolutionary Guard leadership is reportedly consolidating full control...

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U.S.–Iran Confrontation Escalates as Energy and Inflation Risks Rise

U.S.–Iran Confrontation Escalates as Energy and Inflation Risks Rise

U.S. forces open fire on an Iranian merchant vessel; Iran refuses to participate in the second round of U.S.–Iran talks...

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