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Bloomberg MarketsECB Holds Rates Steady as Officials Measure Cost of Iran WarBloomberg MarketsBofA’s Hartnett Says Consumer Stocks Best Bet as S&P 500 WaversBloomberg MarketsUS May Unsanction Iranian Oil Already On the Water, Bessent SaysBloomberg MarketsAluminum Falls More Than 8% on LME, Biggest Drop Since 2018Bloomberg MarketsTCW's Koch: Opportunities in New Private Credit LoansFinancial Times‘Armageddon scenario’ for gas markets as Qatar hit by missilesBloomberg MarketsBessent Says US Aiming to Unsanction Iran Oil ‘On the Water’Bloomberg MarketsWhite Sugar Hits Five-Month High as Iran War Crimps Gulf SupplyBloomberg MarketsBond Traders No Longer Price In Any Chance of Fed Cut in 2026Bloomberg MarketsAttacks on Qatar Make LNG’s Worst Nightmare a RealityBloomberg MarketsNobel Winner Philippe Aghion on Europe and InnovationBloomberg MarketsMarket Needs an Easing of Financial Conditions, BofA’s Hartnett SaysBloomberg MarketsUK Yields Jump as Traders Bet on Three BOE Rate Hikes in 2026Bloomberg MarketsDavid Rubenstein Show: Rachel ReevesBloomberg MarketsHow Iran Has Effectively Closed the Strait of HormuzBloomberg MarketsECB Holds Rates Steady as Officials Measure Cost of Iran WarBloomberg MarketsBofA’s Hartnett Says Consumer Stocks Best Bet as S&P 500 WaversBloomberg MarketsUS May Unsanction Iranian Oil Already On the Water, Bessent SaysBloomberg MarketsAluminum Falls More Than 8% on LME, Biggest Drop Since 2018Bloomberg MarketsTCW's Koch: Opportunities in New Private Credit LoansFinancial Times‘Armageddon scenario’ for gas markets as Qatar hit by missilesBloomberg MarketsBessent Says US Aiming to Unsanction Iran Oil ‘On the Water’Bloomberg MarketsWhite Sugar Hits Five-Month High as Iran War Crimps Gulf SupplyBloomberg MarketsBond Traders No Longer Price In Any Chance of Fed Cut in 2026Bloomberg MarketsAttacks on Qatar Make LNG’s Worst Nightmare a RealityBloomberg MarketsNobel Winner Philippe Aghion on Europe and InnovationBloomberg MarketsMarket Needs an Easing of Financial Conditions, BofA’s Hartnett SaysBloomberg MarketsUK Yields Jump as Traders Bet on Three BOE Rate Hikes in 2026Bloomberg MarketsDavid Rubenstein Show: Rachel ReevesBloomberg MarketsHow Iran Has Effectively Closed the Strait of Hormuz
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MarketWatch Top Storiesmarkets

‘Epic Fury’ has already canceled out Big Beautiful Bill’s tax refunds — even if the Iran war ended today

MarketWatch Top Stories
Thursday, March 19, 2026 at 12:37 PM
~4 min read
Inflation

Original Report

A group of Stanford economists pit tax refunds versus rising gasoline prices — and the results aren’t good for American households.

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.

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