Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
The 450 Dollar Iran War Tax on Every Household
Lucas and Luna unpack the real economic cost of the Iran conflict: an extra $450 per household on gas and energy bills in 2026. They trace how this 'geopolitical tax' flows through supply chains, hits consumer spending, and complicates the Fed's rate-cut calculus. With inflation sticky at 3.3% and energy inflation proving persistent, they ask whether the Fed can afford to keep cutting—or if the war is quietly doing the tightening for them. A grounded, data-driven look at how geopolitics rewrites the inflation playbook.
#IranWar #Inflation #EnergyPrices #FedPolicy…
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