https://macrostance.com/geopolitics/iran-strategy-dollar-fed-convergence MacroStance en 2026-08-18T15:06:31.915Z Iran Standoff and Fed Paralysis Converge to Reshape Dollar Trajectory and Global Risk Calculus Iran, United States, Federal Reserve, Strait of Hormuz, US Dollar, S&P 500 https://macrostance.com/markets/dollar-weakness-geopolitics-retail-earnings MacroStance en 2026-08-18T15:07:12.768Z Dollar Weakness, Geopolitical Risk, and Retail Earnings Shape a Pivotal Week for Cross-Asset Markets US Dollar, Geopolitics, Retail Earnings, AI Infrastructure, FX, Equities https://macrostance.com/tech/nvidia-openai-fed-rates-ai-capex MacroStance en 2026-08-18T15:08:00.986Z Nvidia-OpenAI Alliance, Fed Rate Holds, and AI Capex Momentum Reshape Tech Investment Landscape Nvidia, OpenAI, HIVE Digital Technologies, Federal Reserve, AI infrastructure, semiconductor capex