

Zach Stanley
3.2K posts









In a sudden turn of events, US 12-month inflation expectations have surged to 5.2%, the highest level since March 2023. In just 3 weeks, markets have gone from pricing-in rate cuts to rate hikes.





I was in a 2 hour briefing today on the Iran War. All the briefings are closed, because Trump can't defend this war in public. I obviously can't disclose classified info, but you deserve to know how incoherent and incomplete these war plans are. 1/ Here's what I can share:

Trump: "We're also waiving certain oil-related sanctions to reduce prices. So we have sanctions on some countries, we're gonna take those sanctions off until this straightens out. Who knows -- maybe we won't have to put them on, there will be so much peace."

WASHINGTON, March 8 (Reuters) - U.S. President Donald Trump said on Sunday that when to end the war with Iran will be a "mutual" decision made with Israeli Prime Minister Benjamin Netanyahu.
