CPI

2 briefs

power 2026-04-12

War Tax at the Pump

The Iran war produced the largest single-month US price spike in four years. The Federal Reserve cannot fix a supply shock, and Polymarket is pricing April inflation at 3.5-3.7%. Nobody in Washington is explaining who actually pays.

conflict 2026-04-10

The Fed Is Trapped Between a War and the Economy It Has to Protect

March CPI hit 3.3% on an Iran-war energy shock that the Fed did not cause and cannot stop. Rate cuts are now off the table. Rate hikes would crush a fragile recovery. There is no good option.