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Energy Prices

October 13 Market Review: What Oil and US Yields Can Tell Us About Europe

October 22, 2026October 14, 2026 by James Yoo
Europe's Energy Bill and a 5.22% US 10-Year Test the ECB

The original KOSPI decline of 8.91% is corrected to 5.46%. A dated retrospective with source-linked closing observations and transparent calculations.

Categories Europe & ECB Tags ecb-policy, Energy Prices, euro-area, periphery-spreads, Treasury yields Leave a comment

2026-08-26 Review: Do External Prices Establish an ECB Decision?

October 23, 2026August 27, 2026 by James Yoo
ECB Holds the Line as Energy Costs Test the Euro

Historical review through 2026-08-26: Do External Prices Establish an ECB Decision? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Europe & ECB Tags ecb-policy, Energy Prices, europe-ecb, periphery-spreads, Treasury yields 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

2026-06-10 Review: How Large Was the Yield Move Without an Inflation Attribution?

October 23, 2026June 11, 2026 by James Yoo
US Inflation Surprise Triggers 14bp Yield Spike and Nasdaq Rout

Historical review through 2026-06-10: How Large Was the Yield Move Without an Inflation Attribution? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags Energy Prices, Federal Reserve, Nasdaq, Treasury yields, US Inflation Leave a comment

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