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September 18 Review: US Yield Rise Does Not Prove a Global Bond Selloff

October 22, 2026September 20, 2026 by James Yoo
ECB Caught Between Cheap Oil and 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.

Categories Europe & ECB Tags ecb-policy, energy markets, eur-usd, periphery-spreads, Treasury yields Leave a comment

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

2026-06-15 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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