The Only Way Out Is Through | Weekly Roundup

Opublikowano: 2026-10-23

Can anything stop oil's run when the SPR is already drained? This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story. We explore the oil curve trade, the Brent–WTI gap, tightening financial conditions, and crypto's slow bottoming process. Enjoy! TIMESTAMPS: 00:00 Markets In Turmoil, Round Two 01:25 Bonds Rip As The Nasdaq Drops 3% 02:29 Oil And Bonds Break Up 05:23 Why Nobody Wants The Oil Bull Case 09:45 Reading Th...