A two-week ceasefire between the US and Iran is good news — but it isn't a deal, and it doesn't undo five weeks of economic disruption already in motion. In this episode, Mattie breaks down the roadmap for what's actually at stake over the next two weeks: the supply chain wave that already shipped, the overnight reversal on expectations for Federal Reserve activity, and the structural challenge Iran has posed to the petrodollar system that has underwritten American borrowing costs for 50 years. Gas prices are the headline. This episode is everything else.
Keywords: Iran ceasefire, Strait of Hormuz, inflation, Federal Reserve interest rates, petrodollar, de-dollarization, food prices, supply chain disruption, oil prices, yuan, US dollar reserve currency, rate cut 2026
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