What you'll learn

• 1 (00:52) **Iran Conflict: Week Six Assessment** - Foreign policy expert Victoria Coates argues the U.S. is winning by objective metrics despite media pessimism.
• 2 (04:46) **Blockade Status and Diplomatic Signals** - The U.S. blockade is turning back ships from Iranian ports, and talks to resume negotiations could happen as soon as Thursday.
• 3 (06:16) **Historic Nature of Islamabad Talks** - The previous talks in Islamabad were the first high-level direct U.S.-Iran talks in over a decade, a meeting the Biden administration sought but never got.
• 4 (08:20) **Inflation Report: The Top Lines** - The latest inflation report shows rising gas prices are causing everything to cost more, but less than experts predicted, though the core inflation rate remains high.
• 5 (09:58) **Warning Signs for Future Inflation** - Wholesale prices are increasing faster than retail prices, pointing to more consumer pain down the road.
• 6 (10:44) **Supply Chain Crises Beyond Oil** - A global fertilizer crisis is looming that will not show up in consumer prices until the autumn.
• 7 (11:02) **Can U.S. Oil Production Replace Lost Supply?** - Antoni argues that even if the U.S. exported all its oil, it could not fully replace the supply lost from the Strait of Hormuz due to a fundamental supply-demand mismatch.

+ Full timestamped outline available in the app