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periphery-spreads

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

October 7 Market Review: The Limits of a Europe Narrative Without European Data

October 22, 2026October 8, 2026 by James Yoo
Merz's Election Setback Tests Europe's Calm as US Yields Climb

The original KOSPI decline of 2.85% is corrected to 1.98%. A dated retrospective with source-linked closing observations and transparent calculations.

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

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

2026-09-11 Review: Which Global Inputs Were Actually Measured for Europe?

October 23, 2026September 14, 2026 by James Yoo
Euro Wobbles as Bund-BTP Spread Tests ECB's Patience

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.

Categories Europe & ECB Tags ecb-policy, energy markets, europe-ecb, Korea KOSPI, periphery-spreads Leave a comment

2026-09-07 Review: Can US and Korean Data Establish Euro-Area Calm?

October 23, 2026September 8, 2026 by James Yoo
Euro Steadies as ECB Watches Energy Costs, Periphery Spreads 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.

Categories Europe & ECB Tags ecb-policy, energy markets, eurozone, 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

August 20 Review: KOSPI Rebounded 5.89%; European Spreads Were Not Measured

October 22, 2026August 21, 2026 by James Yoo
Euro Firms as Peripheral Spreads Hold Steady Despite ECB Wait

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.

Categories Europe & ECB Tags ecb-policy, europe-ecb, gold, periphery-spreads, Treasury yields Leave a comment

2026-08-14 Review: What Does a US Yield Move Leave Unanswered About Europe?

October 23, 2026August 15, 2026 by James Yoo
ECB Watch: 10-Year Treasury Yield Jumps to 4.70% as Europe Waits

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.

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

2026-08-07 Review: Can Gold and US Yields Establish a Euro Decline?

October 23, 2026August 9, 2026 by James Yoo
ECB Watch: Euro Slips as Gold Rallies and Havens Bid Up

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.

Categories Europe & ECB Tags ecb-policy, europe-ecb, gold, periphery-spreads, safe-havens 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
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