(https://www.cnbc.com/2026/09/01/bond-yields-iran-inflation-treasurys-japan-uk.html) while (https://www.marketwatch.com/story/global-oil-prices-extend-move-over-90-after-report-of-two-tankers-struck-in-hormuz-0effd708?mod=mw_rss_topstories) creates structural headwinds for discretionary retail—but the margin compression story I was tracking has a different shape than expected.

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