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US, Iran Edge Closer to Peace Deal as Hormuz Talks Enter Critical Phase, Oil Slides 6%

The US-Iran peace framework took shape over the weekend with a proposed 60-day negotiating window, but disputes over frozen Iranian funds, nuclear enrichment, and Hormuz authority kept a final agreement out of reach. Oil fell sharply on optimism, though analysts cautioned that full energy …

Nitish Kishor | 24 May 2026

U.S. Consumer Sentiment Collapses to Record Low as Iran War Deepens Cost of Living Crisis

U.S. consumer sentiment fell to an all-time low of 44.8 in May 2026 as the Iran war drove gasoline prices over 50% higher and five-yearInflationexpectations climbed to 3.9%. An analytical assessment of the macro and policy implications.Key HighlightsConsumer Sentimentindexhit an all-time low of 44.8 …

Nitish Kishor | 22 May 2026

4 Mega-Cap Momentum Trade Enters Overbought Territory as AI Rally Intensifies

A sharp momentum-driven rally across large-cap technology stocks is beginning to test technical limits, with several ofWall Street’s most closely watched names now trading firmly in overbought territory after posting outsized gains over the past month.

Nitish Kishor | 22 May 2026

Hormuz Blockade Drives U.S. Gasoline to Near Four-Year Highs

A Supply Shock With No Historical Parallel

Nitish Kishor | 22 May 2026

Japan Core Inflation Hits 4-Year Low, But BOJ Rate Hike Still on the Table

Japan'sCore Inflationfell to a four-year low in April, but government subsidies and Middle East energy disruptions tell a more complex story. With the BOJ eyeing a June rate hike and wholesale prices surging, the implications stretch well beyond Tokyo.Key HighlightsJapan's core CPI rose 1.4% …

Nitish Kishor | 22 May 2026

House Republicans Cancel Iran War Vote as Congressional Majority Shifts

When legislativeLeadershippulls a scheduled vote, the cancellation itself is the signal. On Thursday, House Republican leaders removed an Iran war powers resolution from the floor agenda. By credible counts across both parties, it had the votes to pass.

Nitish Kishor | 22 May 2026

Iran Won't Send Uranium Abroad, Trump Says He'll Take It Anyway

Oil markets had spent three sessions pricing optimism. Two statements on Thursday collapsed it.

Nitish Kishor | 22 May 2026

Warsh Sworn In as Fed Chair Today Amid Rate Policy Crossroads

Kevin Warsh was sworn in as chair of the Federal Reserve on Friday at the White House, formally ending Jerome Powell's tenure at the top of the institution. Confirmed in a near party-line Senate vote on May 13, Warsh, 56, begins a four-year term …

Nitish Kishor | 22 May 2026

US Jobless Claims Fall to 209,000: Labour Market Defies War-Driven Headwinds

US weekly jobless claims dropped to 209,000 for the week ending May 16, beating forecasts and signalling labour market stability despite war-linkedInflationand high-profile tech layoffs.Key HighlightsSeasonally adjusted initial claims fell 3,000 to 209,000 for the week ending May 16, below economist forecasts of 210,000.The …

Nitish Kishor | 21 May 2026

S&P Global Survey: US Manufacturing Hits Four-Year High in May as War Inflates Costs

S&P Global's May 2026 flash survey shows USManufacturing PMIat a four-year high, but surging input costs and weakeningDemandsignal fragile underlying growthKey HighlightsS&P Global's flash manufacturing PMI climbed to 55.3 in May, a four-year peak, beating economist forecasts of 53.8.Input priceindexjumped to 79.5, the highest …

Nitish Kishor | 21 May 2026
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