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Geopolitics · ■ Mixed · 4 sources confirmed · 2026-09-23 18:04 UTC

Businesses are growing at the fastest pace in over four years. Why war and inflation isn’t slowing the U.S. economy down. - MarketWatch

Why now

Thesis: Economy shrugs off war and inflation

Catalyst to watch: Upcoming PMI and Fed signals

Main risk: Persistent inflation keeps rates elevated

Why it matters

Strong US growth despite war and inflation supports equities but sustains higher rates.

Related assets & topics

Inflation

Sources

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