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Reuters — Fed’s Schmid warns against viewing oil shock as transitory, May 29, 2026.
www.reuters.com
Evidence registryU.S. Department of State, Office of the Historian — Oil Embargo, 1973–1974.
history.state.gov
Evidence registryReuters — Goldman says global oil stocks approaching eight-year low, May 2026.
www.reuters.com
Evidence registryChron / Houston Chronicle — Exxon executive warns oil inventories are nearing “unheard of” lows, May 2026.
www.chron.com
Evidence registryFinancial Times — Chevron CEO warns oil prices to jump over summer as supplies dwindle, May 2026.
www.ft.com
Evidence registryReuters — Fed’s Goolsbee says oil shock could exacerbate inflationary impulse, May 28, 2026.
www.reuters.com
Evidence registryCommodities, Gold & FX (💰🌍)
Gold, oil, metals, currency flows, commodity cycles, and global value benchmarks.
Research avenueOne System, Many Flags: Ukraine, Iran, North Korea and the Illusion of Separate Wars
The United States can arm Ukraine while temporarily easing pressure on Russian oil, convert stockpile transfers into new procurement, court North Korea while Pyongyang supplies Russia, and fight Iran while Russia and China-linked systems help Tehran. The cont…
🌍GeopoliticsThe Fed’s Long-End Trap: Why a 4.65% 10-Year Is Already Doing the Tightening
A full July 2026 data reconstruction of the Federal Reserve’s next policy path, showing how a 4.65% nominal 10-year, 2.44% real 10-year, Treasury supply, oil risk and uneven liquidity conditions create a hawkish-hold trap.
📊Macro & Markets