Here’s the big risk facing markets — besides inflation — as the Iran conflict drags on
Original Report
The chances of accelerating U.S. inflation are growing with each passing day as the war in the Middle East continues, with the average price of gasoline nationwide spiking to almost $4 a gallon as of...
The chances of accelerating U.S. inflation are growing with each passing day as the war in the Middle East continues, with the average price of gasoline nationwide spiking to almost $4 a gallon as of Thursday. But there’s another thing American consumers and investors should feel nervous about: the prospect of deflation.
Glass House Analysis
Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.
Energy prices affect virtually every aspect of daily life—from commuting costs to heating bills to the price of groceries (which must be transported). For working families, energy represents one of the most volatile and impactful line items in their budgets. Energy policy decisions ripple through the economy, affecting everything from manufacturing competitiveness to household financial stress.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
Enjoyed this analysis?
Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.
No spam. Unsubscribe anytime.
More Stories
Nasdaq falls into correction territory and Trump pauses plans to attack Iranian energy infrastructure
Trump said he would pause attacking Iran’s energy infrastructure for 10 days late on Thursday as stocks tumbled
Trump may find a way to pay TSA officers, in a move that could end long waits at airport security
The Trump administration is considering an action that would provide paychecks to Transportation Security Administration workers who have gone without pay during a long-running partial government...
Anatomy of a Deal: Inside the Epic Bidding War for Warner Bros.
On today’s Big Take podcast, why Netflix bowed out of the bidding for Warner Bros. Discovery, the regulatory hurdles that remain for Paramount and how these two big movie studios will become one.
Trump Extends Deadline to Reach Deal With Iran
President Donald Trump says the US won't attack Iran's energy sites for at least 10 more days. He's hoping a new deal can be reached. Kailey Leinz reports. (Source: Bloomberg)