The Morning Meeting

Iran 'Playing Hardball,' Report Says, Amid Reports Trump Has 15 Point Peace Plan With Tough Demands

Mar 25, 2026
A rapid-fire breakdown of tense Iran negotiations and whether talks in Islamabad can lead to peace. Heated debate on recent attacks, U.S. military moves, and the possibility of a deal without Israeli or Saudi support. Economic alarm bells over energy shocks, stagflation, and AI risks. Surprise local election result and GOP reconciliation headaches round out the political roundup.
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INSIGHT

Military Moves Are Also A Message To China

  • Larry argues part of current force demonstrations aim to signal capability to China as well as address Iran.
  • He notes deployments in Venezuela and Iran serve both immediate objectives and a larger strategic message to Beijing.
INSIGHT

Energy Shock Raises Odds Of Stagflation

  • Experts warn energy shocks from the war make recession likely or stagflation probable.
  • Larry Fink and Neil Ferguson cited as voices predicting sustained high oil and global economic pain if disruptions persist.
ADVICE

Plan For Stagflation And Workforce Disruption

  • Prepare for a rough economic road: expect hiring slowdowns and longer unemployment spells.
  • Melissa cites clients planning large workforce cuts due to AI plus war-driven inflation, predicting longer jobless durations.
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