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Inflation rate leaps to nearly 3-year high after Iran war. The Fed’s hands are now tied.

the fed's preferred inflation gauge jumped in march — the biggest monthly increase in nearly three years. the core pce price index, which strips out food and energy, rose 0.4% for the month, pushing the annual rate to 2.8%. that's up from 2.7% in february.

the spike follows the iran war, which disrupted global oil supplies and sent energy costs higher. the fed had been signaling rate cuts later this year, but this data effectively takes that off the table. powell now faces a hard choice: fight inflation or support a slowing economy.

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sentiment: -0.70 · impact: 0.95

Oil prices climb after disputed report of Iran strike on U.S. warship in the Strait of Hormuz

oil started the week higher on a disputed claim of an iranian strike on a u.s. navy ship in the strait of hormuz. the report, which hasn't been confirmed by u.s. officials, added fresh volatility to crude markets. the strait of hormuz is a key chokepoint

The markets are in the early stages of pricing in stagflation. Here’s what happens next.

source: marketwatch_top sentiment: -0.70 · impact: 0.80

Warsh's take on Fed independence is met with confusion and some concern

kevin warsh, trump's pick to lead the fed, is drawing confusion from six former fed officials over his views on fed independence. the sticking point: he draws a line between monetary policy — which he says should be "strictly independent" — and "non-monetary matters" like international

'Bubble effect': Weight loss drug fueled growth is putting the pharma sector at risk, report finds

the weight-loss and diabetes drug boom is creating a bubble risk for pharma, according to a deloitte report out monday. r&d returns for the top 20 pharma companies hit 7% for a third straight year, driven almost entirely by glp-1 drugs like wegovy and zepbound. strip those out

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Oil prices climb after disputed report of Iran strike on U.S. warship in the Strait of Hormuz

The markets are in the early stages of pricing in stagflation. Here’s what happens next.

Warsh's take on Fed independence is met with confusion and some concern

'Bubble effect': Weight loss drug fueled growth is putting the pharma sector at risk, report finds