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Triple Threat Hike Locked Pipeline Down AI Paused
Triple Threat: Hike Locked, Pipeline Down, AI Paused — Monday 14 September 2026
Three weekend shocks hit at once. The Fed hike is 87% locked after hot CPI, Saudi Arabia shut the east-west pipeline as Hormuz attacks worsen, and the biggest names in AI — Dario Amodei, Elon Musk and Sam Altman — have all called for slowing down. US 10Y yields nearly breached 5%, diesel hit a record $6.20/gal, and consumer sentiment crashed. Was Friday's rally a head fake? We break it all down.
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