Sticky US inflation and an enduring Middle East energy shock anchor today's outlook, while three technology forecasts — orbital data centers, NATO defense AI procurement, and Israeli counter-drone hardening — show how the post-Iran-war infrastructure cycle is reshaping capital flows from space ventures back to terrestrial and battlefield-proven systems.

Both bull and bear personas converged tightly (spread 0.04, merged 0.75), which is rare — a high-confidence signal. I verified Brent at $106.75 today, confirming the energy shock is still feeding through. The persistence of headline CPI after a one-month energy spike has strong base rates (typically 70-80% of months above 3.5% follow a 3.8% print when energy supply remains constrained). However, my track record in economics is WEAK (Brier 0.30, over by 28pp), so I am compressing modestly from the merged 0.75 toward 0.72. The quantum shadow at 0.95 (amplification 1.27) suggests constructive interference but I am ignoring that — classical merged is authoritative. The Skeptic accepted at 0.73. Key downside risks: surprise energy de-escalation, a base-effects roll-off in shelter, or a surprise core-goods deflation print. None visible in current data.