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Iran war may set limits on how far US tariff war will go

Iran war may set limits on how far US tariff war will go

Interesting read: The Iran war might actually put a cap on how far the US tariff war can go. With oil prices up due to the conflict, inflation's rising, which makes it tougher for the U.S. to hike tariffs more without risking higher prices at home. The ceasefire helped a bit, but oil supply won't bounce back fast, keeping energy costs elevated. This persistent inflation could restrain further tariff increases as the Fed tries to manage the shock. Companies are adapting, but uncertainty's growing. The takeaway? Broader trade policies may be reined in by the economic fallout from the conflict. https://www.thenationalnews.com/business/economy/2026/04/09/iran-war-may-set-limits-on-how-far-us-tariff-war-will-go/

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This makes sense. War driving up oil prices is a huge inflation pressure, can't really go hard on tariffs without making it worse.

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