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The situation in Iran remains fluid. The Strait of Hormuz is effectively closed to commercial traffic and the U.S. is maintaining its naval blockade.

The rise in oil prices complicates matters for the Federal Reserve in setting monetary policy.

Here's a note with my latest thoughts on recent developments in the Middle East.

The Supreme Court ruled against the administration's ability to impose tariffs.

Federal Reserve leadership periodically changes. Here's what to expect.

From an economic perspective, the 2020’s have been remarkable in many ways thus far. Here's what to track in 2026.