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International Energy Agency — September 2026 Oil Market Report, September 11, 2026.
www.iea.org
Evidence registryFederal Register — U.S. executive action and Cuba sanctions, May 2026.
www.govinfo.gov
Evidence registryReuters — Oil-market reaction to regional attacks and possible U.S.–Iran diplomacy, September 2026.
www.reuters.com
Evidence registryJoint Economic Committee Democratic staff — Analysis of Trump's disclosed energy holdings, August 2026.
www.jec.senate.gov
Evidence registryU.S. Senate Ethics Committee — Financial disclosure and periodic transaction reporting requirements.
www.ethics.senate.gov
Evidence registry[1] IEA, Oil markets strain to plug the gap left by Middle East supply shortfall, September 18, 2026
www.iea.org
Evidence registryGDP Slowed to 1.5%—But the U.S. Economy Did Not Weaken the Way the Headline Implies
Real GDP slowed to a 1.5% annual rate in Q2 2026, but the private domestic economy accelerated to 3.9% while nominal GDP grew 7.9%. This Pattern Nexus analysis separates the headline from the internal economy and explains what consumer spending, business inve…
📊Macro & MarketsThe 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 & MarketsThe Oil Cushion Is Breaking: Hormuz, Inventories, and the Liquidity Shock Hiding Inside Energy
Oil Crisis, Strait of Hormuz, Hormuz, Energy Shock, Inflation, Brent Crude, WTI Crude, Strategic Petroleum Reserve, SPR, Oil Inventories, Global Oil Supply, Gasoline Prices, Diesel Prices, Refining, Crack Spreads, Federal Reserve, Liquidity, Recession Risk, M…
📊Macro & Markets