Video Description
The black swan for markets right now is oil. Gas is already back above $4 a gallon, Brent is testing resistance around $92, and a break to $100 pushes the VIX above 20, the zone where equities historically sell off. From there the chain is mechanical: oil feeds CPI within about a month and core PCE within two, and that is how a $100 barrel quietly resets the whole market's expectations. This video walks the full transmission chain and the exact charts to watch while everyone else stares at stocks.
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