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Mirha Fatima
The CBO puts Iran operation costs at ~$38B through August 1. And the disruption is now flagged to push US PCE higher into 2027. This isn't a short-term oil spike story anymore — it's being modeled as a multi-year inflation input 🫠
#FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates
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