Crude Oil
All Crude Oil transmission maps, weekly forecasts and market updates, newest first.

Oil weekly forecast: the strike is off the table, the strait is not
Trump ruled out new strikes on Iran before the November 3 midterms, but attacks on Gulf tankers just hit a wartime high and crude flows through Hormuz fell to a two-month low. What the price already holds, and the two things that would move it.

Macro Transmission Map Vol. 02: One chain from $100 oil to gold, silver and bitcoin
Oil lifts inflation, inflation keeps the Fed hiking, and the 10-year yield sits near its highest since 2002. Every asset that pays no income is paying for it. Where the chain is tight, where it could snap, and what Vol. 01 got wrong.