Keep pulling the thread on Mark Zandi.
Former President Donald Trump issued a threat against Iran on the social media platform Truth Social.
Following a threat of military action, a two-week ceasefire was announced between the U.S. and Iran.
As part of a ceasefire agreement, Iran will reopen the Strait of Hormuz but will impose a $2 million fee per ship for passage.
U.S. Defense Secretary Pete Hegseth declared a "decisive military victory" over Iran.
General Dan Cain stated the U.S. is prepared to resume military attacks on Iran if the current ceasefire fails.
Bank of America projects that the Personal Consumption Expenditures (PCE) inflation measure could approach 4% in the current quarter due to the conflict in the Middle East.
Brent crude oil prices fell below $100 per barrel following the announcement of a ceasefire between the U.S. and Iran.
Mark Zandi predicts that oil prices will normalize around $80 per barrel by the end of the year.
Mark Zandi argues that the United States is losing its status as a financial safe haven, as evidenced by rising interest rates during a risk-off geopolitical event.
Mark Zandi predicts the Federal Reserve will keep interest rates on hold for at least the next two to three meetings.
Mark Zandi predicts the Federal Reserve's next interest rate move will be a cut, but it is unlikely to occur before late 2026 or early 2027.
Mark Zandi's economic models indicate a 40% to 50% probability of a U.S. recession occurring within the next 12 months.