JPMorgan Chase & Co.
$346.91
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Hormuz Ceasefire Hands Warsh Modest Breathing Room on Rates
Jun 13, 2026
Crude oil is in freefall this week as the U.S. and Iran inch toward a ceasefire deal. Brent and WTI benchmarks plunged after President Trump abruptly canceled planned airstrikes, telegraphing a potent
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Energy Shocks, 4.2% Inflation, and the End of the Beta Trade
Jun 11, 2026
The U.S. economy is no longer just weathering a temporary supply disruption—it is structurally repricing. May consumer prices rose 0.5% today, lifting the headline inflation rate to 4.2% year-over-yea
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Warsh’s Plumbing Overhaul Fuels Bank Consolidation
May 23, 2026
While equity markets spend their sessions obsessing over the precise terminal rate, a far more consequential structural shift is brewing deep within the U.S. financial system. Newly sworn-in Federal R
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