My latest article on Industrial Production: More reasons for Fed to postpone any planned rate cuts: seekingalpha.com/article/468402…

So has the almost 6% annualized increase in core services ex housing in the past 6 months also been narrow? No. This is chart manipulation to muddy the waters.

Israel is going to take out Iran's nuclear facilities. It is only a matter of when.

Ukraine aid looks like it may pass.

Most important thing I have read today. Israeli’s are united. They will go after Iran, hard. They will destroy their nuclear weapons. They seek regime change.

Israel is going to have an all-out war with Iran. It’s not a matter of “if”. It is merely a matter of when. I am…

We will be hearing lots about this. Any consideration of this by the Fed will be a monumental mistake. They don't need to get to 2% immediately, but this goal should not be altered. Monetary policy should remain tight until this goal is fulfilled.

World economy may soon experience an oil supply shock: Global oil price of $300+ is possible. This article explains exactly how and why: seekingalpha.com/article/468407…

They weren’t wrong, actually. Assyrian civilization collapsed.

This would be a game-changer. But, I doubt it.

Extremely clear: Israel will respond big. Only question is when.

Strong Retail Sales means Fed Rates higher for longer. Detailed analysis: seekingalpha.com/article/468380…

James A. Kostohryz I have never ruled it out, just curious whats going on? Everyone said 24-48 hours and yet nothing is happening

Sadly, I think Israel is ready for this. And if it happens, Israel will take out all Iranian nuclear capabilities. At that point, it will be all out war. No turning back if Iran retaliates big after the Israeli strike.

Israel does not see it this way.

No Israeli strikes on Monday. Slight chance this could be a misdirection?

My view has been that Israel will take care of Hamas, and then Hezbollah, before finally going after Iran.

James A. Kostohryz Andreas Steno Larsen Don’t mind to be rude but is your area of expertise; conflicts in Middle East? Because your profile says otherwise

Here is a detailed scenario analysis of what happens to US core inflation, if there is a disruption of Middle East Oil Supplies due to Iran-Israel War or other causes: seekingalpha.com/article/468358…

If Iran is going for a big hit, they may go REALLY big. Israel is going to hit them hard almost no matter what the Iranian response will be.

Andreas Steno Larsen I don't pretend to know. But I do strongly believe that Israel and Iran will be in a full-on war within the next few months. But not immediately.