October 13 Market Review: What Oil and US Yields Can Tell Us About Europe
The original KOSPI decline of 8.91% is corrected to 5.46%. A dated retrospective with source-linked closing observations and transparent calculations.
Europe & ECB
EU policy, the euro, and European geopolitics through an investor lens.
October 7 Market Review: The Limits of a Europe Narrative Without European Data
The original KOSPI decline of 2.85% is corrected to 1.98%. A dated retrospective with source-linked closing observations and transparent calculations.
September 25 Review: Falling WTI Is Not a Euro-Area Inflation Reading
The original mixed-time quotes are replaced with completed daily observations. A dated retrospective with source-linked closing observations and transparent calculations.
September 18 Review: US Yield Rise Does Not Prove a Global Bond Selloff
The original US equity returns are corrected to S&P 500 plus 0.17% and Nasdaq plus 0.39%. A dated retrospective with source-linked closing observations and transparent calculations.
2026-09-11 Review: Which Global Inputs Were Actually Measured for Europe?
Historical review through 2026-09-11: Which Global Inputs Were Actually Measured for Europe? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-09-07 Review: Can US and Korean Data Establish Euro-Area Calm?
Historical review through 2026-09-07: Can US and Korean Data Establish Euro-Area Calm? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-08-26 Review: Do External Prices Establish an ECB Decision?
Historical review through 2026-08-26: Do External Prices Establish an ECB Decision? Source-linked daily data, a five-observation comparison and explicit corrections.
August 20 Review: KOSPI Rebounded 5.89%; European Spreads Were Not Measured
The archived KOSPI return was minus 0.25%, while the adjacent daily values show plus 5.89%. A dated retrospective with source-linked closing observations and transparent calculations.
2026-08-14 Review: What Does a US Yield Move Leave Unanswered About Europe?
Historical review through 2026-08-14: What Does a US Yield Move Leave Unanswered About Europe? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-08-07 Review: Can Gold and US Yields Establish a Euro Decline?
Historical review through 2026-08-07: Can Gold and US Yields Establish a Euro Decline? Source-linked daily data, a five-observation comparison and explicit corrections.