Latest Research
PULSE - September 22, 2026
Energy-Driven Hawkishness, a Fiscal Turn Toward Household Transfers, and a Widening Gap Between Tariff Politics and Market Positioning
EXECUTIVE SUMMARY
- Coverage of the Iran war's energy shock has been framed almost entirely as an inflation-and-policy problem: our semantic signature tracking prescriptive calls for tightening posted the largest weekly gain among the monetary signatures, while advocacy for easier policy remains nearly inaudible. Commentary debating 1973-style stagflation parallels is present but subordinate to the assumption that the central bank owns the solution.
