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Europe & ECB

EU policy, the euro, and European geopolitics through an investor lens.

July 9 Review: KOSPI Gained 0.62%; European Political Effects Were Unmeasured

October 22, 2026July 10, 2026 by James Yoo
Le Pen Cleared to Run: What It Means for EUR

The original 4.76% KOSPI decline is corrected to a 0.62% gain. A dated retrospective with source-linked closing observations and transparent calculations.

Categories Europe & ECB Tags energy markets, eur-usd, europe-ecb, french-politics, gold Leave a comment

2026-06-26 Review: Can Daily Oil Data Measure European Inflation?

October 23, 2026June 28, 2026 by James Yoo
Europe's Inflation Math Shifts as Oil Drops and Gold Climbs

Historical review through 2026-06-26: Can Daily Oil Data Measure European Inflation? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Europe & ECB Tags crude oil, ecb-policy, eurozone, gold, periphery-spreads Leave a comment

2026-06-15 Review: What Evidence Would Establish a European Energy Windfall?

October 23, 2026June 16, 2026 by James Yoo
Iran Deal Hands Europe an Energy Windfall — and ECB Options

Historical review through 2026-06-15: What Evidence Would Establish a European Energy Windfall? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Europe & ECB Tags ecb-policy, Energy Prices, eur-usd, periphery-spreads, wti-crude Leave a comment
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