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Oil Shock Risks +0.2pt CPI From 2.4%

Mar 11, 2026

Oil Shock Risks +0.2pt CPI From 2.4%

U.S. consumer prices rose 2.4% year over year in February, unchanged from January and in line with forecasts. The report now serves mainly as a pre-war baseline, since the late-February Iran conflict pushed oil materially higher after the survey window. March and April inflation readings are likely to run hotter as energy and delayed housing data flow through.

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China Exports Jump 21.8%, Surplus Hits $214B

Mar 10, 2026

China Exports Jump 21.8%, Surplus Hits $214B

China’s exports rose sharply to start 2026, lifting the trade surplus to nearly $214 billion despite weaker shipments to the U.S. The data indicates external demand remains strong while domestic rebalancing remains limited ahead of President Trump’s March 31–April 2 Beijing visit.

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First-Sale Rule Cuts Tariff Bills by ~$46B

Mar 9, 2026

First-Sale Rule Cuts Tariff Bills by ~$46B

U.S. importers are using a decades-old customs valuation method that lets them declare tariffs based on the manufacturer’s price, reducing duty payments significantly for many goods.

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1% Bank Collapse Case: Key Associate Dies

Mar 8, 2026

1% Bank Collapse Case: Key Associate Dies

An associate of Banco Master owner Daniel Vorcaro died after being declared brain dead following a suicide attempt while in custody during an investigation into the bank’s collapse. Authorities say the case involves allegations of bribery and intimidation tied to the lender’s failure.

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$15.3M Buy: CEO Abel Commits 100% Salary

Mar 7, 2026

$15.3M Buy: CEO Abel Commits 100% Salary

“Absolute alignment with our shareholders, our partners, our owners, is critical.” Berkshire Hathaway CEO Greg Abel says he will use his entire after-tax salary each year to personally buy Berkshire shares.

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Gas +17%, Air Cargo +60% After Iran Strikes

Mar 6, 2026

Gas +17%, Air Cargo +60% After Iran Strikes

U.S. strikes on Iran are quickly spilling into the domestic economy. Fuel prices, bond yields, and freight costs are rising while markets face renewed volatility just months before the 2026 midterm elections.

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Oil Jumps 17% Weekly, Tops $79 on Iran Strike

Mar 5, 2026

Oil Jumps 17% Weekly, Tops $79 on Iran Strike

U.S. crude oil surged above $79 per barrel after Iran claimed it struck an oil tanker with a missile. Tanker traffic through the Strait of Hormuz has largely halted as security risks escalate, raising concerns over disruptions to a critical global oil transit route.

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3.5M Pages: What Epstein Files Reveal

Mar 4, 2026

3.5M Pages: What Epstein Files Reveal

The Justice Department released millions of documents tied to Jeffrey Epstein investigations, exposing communications, contacts with high-profile figures, and investigative records spanning decades.

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IRAN STRIKES: OIL UP, INFLATION RISKS RISE

Mar 3, 2026

IRAN STRIKES: OIL UP, INFLATION RISKS RISE

Oil prices have climbed sharply after U.S. and allied strikes on Iran, lifting gasoline and energy costs — a direct input to headline inflation in the U.S. and abroad.

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ECB Could Shift Rates Quickly in Either Direction

Mar 2, 2026

ECB Could Shift Rates Quickly in Either Direction

The ECB must be prepared to act swiftly if uncertainty rises, whether that means raising or lowering rates.

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EURO DEFENSE STOCKS: VALUATIONS HIT HIGH MARKS

Mar 1, 2026

EURO DEFENSE STOCKS: VALUATIONS HIT HIGH MARKS

European defense equities have surged amid rising military budgets, but valuations and political risks could temper future returns.

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First-Sale Rule Cuts Tariff Bills by ~$46B

Feb 28, 2026

First-Sale Rule Cuts Tariff Bills by ~$46B

U.S. importers are using a decades-old customs valuation method that lets them declare tariffs based on the manufacturer’s price, reducing duty payments significantly for many goods.

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Tech Job Apocalypse Not Evident, Data Shows

Feb 27, 2026

Tech Job Apocalypse Not Evident, Data Shows

Historical and current labor data do not support the notion that technological innovation alone triggers widespread job loss.

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Walmart $100M FTC Settlement on Driver Pay

Feb 26, 2026

Walmart $100M FTC Settlement on Driver Pay

Walmart has agreed to pay $100 million to resolve claims by the U.S. Federal Trade Commission and 11 states that it misled drivers and customers about pay and tip earnings in its Spark Driver delivery program, with new compliance mandates included in the settlement.

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5 KEY NUMBERS ON LARRY SUMMERS’ HARVARD RESIGNATION

Feb 25, 2026

5 KEY NUMBERS ON LARRY SUMMERS’ HARVARD RESIGNATION

Former Harvard President Larry Summers will step down from his Harvard faculty roles amid scrutiny over his ties to Jeffrey Epstein; resignation effective at end of academic year.

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U.S. Economy Mixed in First Year: Jobs Lag, GDP 2.2%

Feb 24, 2026

U.S. Economy Mixed in First Year: Jobs Lag, GDP 2.2%

Headline indicators show low unemployment and modest inflation, but job creation and housing remain weak and the trade deficit hit record levels.

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