Latest Research
PULSE - September 08, 2026
WAR-DRIVEN HAWKISHNESS, A WIDENING SOVEREIGN CREDIBILITY DISCOUNT, AND ERODING PUBLIC CONSENT FOR TARIFFS
EXECUTIVE SUMMARY
- Financial media is narrating the US-Iran conflict as an inflation shock rather than as a risk-off event. Perscient's semantic signature tracking prescriptions for tighter central bank policy climbed sharply, while calls for easing stayed deeply depressed, and expectations of accelerating inflation overtook fading-inflation framing for the first time. Commentary is organized around the September 16 FOMC meeting, a divided committee, and Chair Warsh's Jackson Hole repricing, with a hike now treated as the base case in several outlets.
