'Open the Strait': Texas Firms Warn Middle East Chaos Reigniting Inflation (US10Y:) (US10Y:) (TLT:NASDAQ)

'Open the Strait': Texas firms warn Middle East chaos reigniting inflation (US10Y:) (US10Y:) (TLT:NASDAQ)

Dallas Fed survey: Middle East war and rising energy prices risk reigniting inflation, raising costs and hurting demand.

Dallas Fed Survey Comments Highlight Costs and Planning Uncertainty

Individual Texas manufacturers cited tariffs, fuel and insurance costs, raw-material shortages and uncertainty affecting business planning.

Dallas Fed Survey: Texas Manufacturers Can't Plan as Margins Collapse

Texas manufacturers posted their strongest production reading since July 2021 in September while the company outlook index collapsed 55% in a single month. The Dallas Fed data exposes the stagflation topology forming beneath the surface.