Donald Trump’s threat to target Iran’s bridges and power plants follows a similar playbook to recent conflicts ...

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The ongoing 2026 Iran conflict has transformed the Strait of Hormuz from a strategic chokepoint into a powerful economic tool ...

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The Iran war is stretching US attention and resources. For Ukraine, the challenge is staying central in a two-conflict world.

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Our base case is that turmoil in the Middle East resolves or stabilizes within a couple of months, energy prices retreat by mid-year, and the Fed resumes easing in the back half of 2026.