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2026-05-07 Review: Did the Oil Move Quantify a Sanctions Supply Effect?

October 23, 2026May 8, 2026 by James Yoo

Historical review through 2026-05-07: Did the Oil Move Quantify a Sanctions Supply Effect? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags Fed policy, Iraq sanctions, Middle East, oil prices, stagflation Leave a comment

2026-05-05 Review: Does a Yen Level Establish a New Inflation Regime?

October 23, 2026May 6, 2026 by James Yoo

Historical review through 2026-05-05: Does a Yen Level Establish a New Inflation Regime? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags Bank of Japan, BOJ Policy, Currency Markets, Japanese Yen, USD/JPY Leave a comment

2026-05-01 Review: Did the Quoted Oil Price Establish a Supply Ceiling?

October 23, 2026May 2, 2026 by James Yoo

Historical review through 2026-05-01: Did the Quoted Oil Price Establish a Supply Ceiling? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags geopolitics, Middle East, oil markets, OPEC, UAE Leave a comment

2026-04-28 Review: Can Market Quotes Measure a Heatwave Inflation Effect?

October 23, 2026April 29, 2026 by James Yoo

Historical review through 2026-04-28: Can Market Quotes Measure a Heatwave Inflation Effect? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags commodities, emerging markets, India, inflation, wheat Leave a comment

2026-04-27 Review: What Can Oil and Yields Measure About Conflict Costs?

October 23, 2026April 28, 2026 by James Yoo

Historical review through 2026-04-27: What Can Oil and Yields Measure About Conflict Costs? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags crude oil, inflation, iran, stagflation, Treasury yields Leave a comment

2026-04-22 Review: Does a Gold Price Identify a Dollar-Confidence Crisis?

October 23, 2026April 23, 2026 by James Yoo

Historical review through 2026-04-22: Does a Gold Price Identify a Dollar-Confidence Crisis? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags currency crisis, dollar, fiscal policy, gold, portfolio hedging Leave a comment

2026-04-20 Review: How Did the VIX Change Compare With Five Sessions?

October 23, 2026April 21, 2026 by James Yoo

Historical review through 2026-04-20: How Did the VIX Change Compare With Five Sessions? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags crude oil, Fed policy, geopolitical risk, inflation, vix Leave a comment

2026-04-15 Review: Did Nasdaq Outperformance Establish an Unsustainable Rally?

October 23, 2026April 16, 2026 by James Yoo

Historical review through 2026-04-15: Did Nasdaq Outperformance Establish an Unsustainable Rally? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags Treasury yields Leave a comment

2026-04-11 Review: Can the Oil Quote Validate a Binary Diplomatic Scenario?

October 23, 2026April 12, 2026 by James Yoo

Historical review through 2026-04-11: Can the Oil Quote Validate a Binary Diplomatic Scenario? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags energy markets, geopolitical risk, iran, oil prices, Treasury yields Leave a comment

2026-04-10 Review: Was the Reported Yield Jump Reproducible?

October 23, 2026April 11, 2026 by James Yoo

Historical review through 2026-04-10: Was the Reported Yield Jump Reproducible? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags geopolitical risk, oil prices, portfolio strategy, Treasury yields, vix Leave a comment
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