Oil, China, and the Fed

The practical story this week is simple: war is feeding inflation, inflation is reshaping markets, and that is changing the leverage around everything from China talks to Fed politics.Trump-China summitIran conflict, inflation, and market stressFed leadership and political pressureChina-US AI raceDefense, NATO, and mineralsPublic health watchStablecoins and legal pressure pointsWhat matters nextThis podcast was created with Podkey. Make your own at https://podkey.fm