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The Week Opens With War Risk, Inflation Risk, and AI Risk

Jun 8, 2026

The ceasefire is functionally suspended, the Fed is in blackout, and CPI is now the week’s main signal.

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Anthropic asks for a pause. The House said no twice

Jun 5, 2026

Three-actor structure — labs, Congress, markets. The NFP "tiebreak" is the hook.

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The Iran consensus broke. The veto math just changed.

Jun 4, 2026

House votes to end the Iran war. Israel-Lebanon ceasefire unblocks the deal.

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Markets shrugged. The OECD didn't.

Jun 3, 2026

Paris names Iran-Gulf the primary variable for 2027 inflation and growth. S&P 7,610 and Nasdaq 27,094 at records Tuesday on the AI bid. ADP 8:15, ISM Services 10:00, Broadcom after the close.

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ISM Today, Payrolls Friday, Iran Every Day

Jun 1, 2026

AI Ignores the Middle East. Can It Keep That Up?

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Iran stalls, SpaceX cuts, Anthropic climbs

May 29, 2026

Records hold as SpaceX trims and Anthropic eclipses OpenAI. Reuters exclusive: 80+ Chinese launch pads. Iran 60-day MOU pending Trump signoff. Chicago PMI today.

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Fracture: Iran-Kuwait, Lebanon, BTC slump

May 28, 2026

Iran-Kuwait exchange rattles ceasefire. Israel escalates Lebanon, hits Beirut suburb. PCE prints 3.8% in-line. CEO confidence drops to 47. Bitcoin at 6-week low

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Deal-or-no-deal day for Iran

May 27, 2026

Iran offers one-month Hormuz restoration. S&P and Nasdaq close at records; Micron crosses $1T. Paxton beats Cornyn. Israel pushes Lebanon ground ops.

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Diplomacy speaks. The strikes continue.

May 26, 2026

The Weekend Brought Fronts, Not De-Escalation

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Warsh Takes the Fed, Markets Brace for a Long Weekend

May 22, 2026

Oil, the Fed, and a Turkish judicial coup

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