Tags

5 pages

Oil

The U.S.-Japan Yen Intervention and FIMA: Did Lower Oil Unlock the August Macro Regime?

The Last Gate Is Macro Stability: Oil, Long Yields, and the Yen Carry Trade

AI Fundamentals Are Solid, the Problem Is Rates, the Trigger Is Oil: The Transmission Path from Brent at $94 to Korean Memory

Midway Through June's Event Cluster: This Was a Rates, Oil, and AI Crowding Stress Test

Why Everything Is Moving Together — Reading Iran, Oil, US CPI, China, and Japan as a Single Cycle