Oil
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Brent Oil Hits $111.75 on October 20: Inflation, Gold and Bitcoin Scenarios
Oil rose again on October 20 despite the IEA forecasting weaker demand. This analysis separates supply premiums, diesel constraints, inflation transmission and risks for gold, bonds and Bitcoin.
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IEA October 2026 Oil Shock: Why Demand Can Fall 2.6 Million Barrels a Day While Diesel Prices Stay High
The IEA forecasts a sharp 2026 oil-demand contraction while diesel remains exceptionally scarce. We explain product bottlenecks, inflation transmission and conditional 2027 scenarios.
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US Inflation Pipeline October 2026: CPI, PPI and Import Prices Before the Fed
An evidence-led guide to the October 14–16 US inflation releases, with August CPI baseline, EIA oil forecasts, transmission channels and conditional crypto scenarios.
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Trump Rejects Iran’s Hormuz Proposal: Oil Rises, Treasury Yields Surge to 4.90%/5.20%
Oil prices climbed in Monday’s Asian session after President Trump rejected IranR…
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Why Agentic AI Is Repricing CPUs: AMD Hits $1T
Meta’s Muse is changing the AI compute thesis. We analyze why AMD, Intel and Arm surged, how falling oil helped tech, and why agentic AI raises CPU demand.
