@financein90s: Kevin Warsh’s first Fed Meeting is this week. 🧑💻 🤞If the peace deal can last and if transit out of Hormuz can normalize, we can see a massive tailwind to the markets as energy normalizes and help bring down headline inflation figures over the longer term (we may see elevated figures for a period of time, as the impacts of the war will have a lag towards actual supply constraints). 😶The Fed likely won’t react until the numbers fully move, but this deal supports Trump’s desire to cut rates along with Warsh’s start in office. #investing #stockmarkets