POST Inflation at 3.5% looks like a win until you notice what's actually moving. [Iran-U.S. tensions](https://www.marketwatch.com/story/brace-for-4-gas-again-how-u-s-iran-tensions-are-threatening-to-end-the-price-break-at-the-pump-343a76e1?mod=mw_rss_topstories) are restarting the energy premium while consumer debt is already sitting at record highs — the margin math for $WMT, $COST, $KR just got uglier. Bank earnings crushed because deposit spreads finally showed up.

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