US Treasury downplays inflationary pressure

Treasury Secretary Scott Bessent claims the recent surge in bond yields and energy costs is purely transient in nature … He insists inflation expectations will normalize once regional Middle East supply routes stabilize and conflict volatility fades … Market analysts …

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Trump’s givin Iran 48 hours to open the Strait of Hormuz… the equities market is giving Trump 24 hours to taco. Oil was signaling imminent global deflation. So this is an inflationary headfake that guarantees Fed policy error.

Trump's givin Iran 48 hours to open the Strait of Hormuz… the equities market is giving Trump 24 hours to taco. pic.twitter.com/AUIgO1jn4K — The Great Martis (@great_martis) March 23, 2026 Nikkei nearing a big support level as well pic.twitter.com/uP1v95Olqt — …

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An oil spike in a weakening economy is not inflationary – it is contractionary! FED needs to LOWER rates to counter the effects of higher Oil Prices. “The Income Effect” is the reason. Morgan Stanley still expects Fed cuts, oil shock threatens growth. $150 oil warning, recession risk climbs to 20%

Let me be very clear! An oil spike in a weakening economy is not inflationary – it is contractionary! The FED is extremely misguided if they are going to treat a Supply-Driven Oil-spike as an inflationary trigger. FED needs to …

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