Fed's New Conundrum: Why Peace Might Delay Rate Cuts

Recent geopolitical de-escalation complicates the Fed's policy path. Persistent energy price volatility sustains inflation without crushing demand, narrowing the window for rate cuts. The Fed faces a prolonged "higher for longer" stance as easing becomes harder, not easier, amid reduced tail risks.

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Strategic Realignment: US Mulls Troop Withdrawals from Select NATO Allies

The US government is reportedly considering plans to withdraw military forces from certain NATO countries and redeploy them elsewhere. This potential strategic shift, still in early discussions, is viewed as a response to perceived insufficient support from some allies on key international issues, raising questions about NATO cohesion.

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