Max from @UNFTR runs through the most recent economic data releases and sets them against the backdrop of the war in Iran. A fractured picture is emerging with markets, the economy and the Trump administration all pulling in different directions. Trump’s illegal and unprovoked war has already wreaked havoc in the oil markets and now it’s spreading to create turmoil in financial markets. It has already gone too long to repair easily, making this one of the most significant unforced policy errors in modern US history.
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CHAPTERS
00:00 – Introduction
02:07 – Macro Economic Overview
05:24 – Housing Market
07:10 – US Manufacturing
10:13 – Labor Market
10:39 – Federal Reserve
12:46 – War Economy and Oil
21:42 – Closing Thoughts
EPISODE RESOURCES
https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/mbos-2026-03
https://www.cmegroup.com/markets/energy/crude-oil/light-sweet-crude.quotes.html
https://home.treasury.gov/news/press-releases/sb0418
https://www.newyorkfed.org/survey/empire/empiresurvey_overview
https://www.nar.realtor/newsroom/nar-pending-home-sales-report-shows-0-8-decrease-in-january
https://www.nahb.org/news-and-economics/housing-economics/indices/housing-market-index
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