Don Curren 🇨🇦🇺🇦May 15
“Indeed, the #DallasFed describes the 2026 #IranWar as the largest #geopolitical #oilsupply #disruption in history, larger than the great shocks of 1973 and 1990.” open.substack.com/pub/1stfutur...

Update: The Missing Fifth
Update: The Missing Fifth

What happens when the world suddenly loses 20% of its oil supply?

Any Minute Now…
Yonhap Infomax NewsApr 24
Dallas Fed survey reveals 40% of US energy firms expect Strait of Hormuz shipping to normalize only after November, with nearly half warning of high likelihood of future disruptions within five years, while anticipated US production growth remains modest at under 500,000 barrels per day.
#YonhapInfomax #StraitOfHormuz #DallasFed #EnergyProduction #GeopoliticalRisk #OilShipping #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=117366
40% of US Energy Firms See Hormuz Normalization Only After November - Dallas Fed Survey

Dallas Fed survey reveals 40% of US energy firms expect Strait of Hormuz shipping to normalize only after November, with nearly half warning of high likelihood of future disruptions within five years, while anticipated US production growth remains modest at under 500,000 barrels per day.

Yonhap Infomax
NewsletterTFApr 9

Strait of Hormuz Closure: Oil Price Surge, Inflation Fears Ebb, Fed Watches Closely

What happens to US inflation if the Strait of Hormuz closes? Dallas Fed study shows oil prices could hit $97 but inflation expectations likely to stay steady.

#OilPrices, #StraitOfHormuz, #Inflation, #DallasFed, #Economy

https://newsletter.tf/strait-of-hormuz-oil-price-inflation-expectations/

NewsletterTFApr 9

Oil prices have surged past $97 a barrel due to Strait of Hormuz disruptions. This is a significant jump from previous weeks.

#OilPrices, #StraitOfHormuz, #Inflation, #DallasFed, #Economy
https://newsletter.tf/strait-of-hormuz-oil-price-inflation-expectations/

Strait of Hormuz Closure: Oil Prices Rise to $97, Inflation Expectations Stable

What happens to US inflation if the Strait of Hormuz closes? Dallas Fed study shows oil prices could hit $97 but inflation expectations likely to stay steady.

NewsletterTF
Yonhap Infomax NewsDec 30
Key U.S. economic indicators scheduled for December 30 include the ADP Employment Change, Redbook Index, S&P/Case-Shiller Home Price Index, Dallas Fed Services Index, and FOMC minutes.
#YonhapInfomax #ADPEmployment #RedbookIndex #CaseShiller #DallasFed #FOMCMinutes #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=97620
Today's Global Economic Indicators and Schedule

Key U.S. economic indicators scheduled for December 30 include the ADP Employment Change, Redbook Index, S&P/Case-Shiller Home Price Index, Dallas Fed Services Index, and FOMC minutes.

Yonhap Infomax
Yonhap Infomax NewsDec 29
U.S. Treasury yields edged lower in thin year-end trading, with the 10-year yield slipping to 4.1150% as pending home sales surged and Dallas Fed manufacturing hit a six-month low.
#YonhapInfomax
#TreasuryYields #PendingHomeSales #DallasFed #FederalReserve #10YearYield
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=97592
[New York Bond Market]Treasury Yields Edge Higher Amid Year-End Lull, Limited Market Moves

U.S. Treasury yields edged lower in thin year-end trading, with the 10-year yield slipping to 4.1150% as pending home sales surged and Dallas Fed manufacturing hit a six-month low.

Yonhap Infomax
Yonhap Infomax NewsDec 29
The Dallas Fed's December manufacturing index for Texas fell to -10.9, marking a six-month low and signaling continued contraction for the fifth consecutive month, with key sub-indices such as production and new orders also declining.
#YonhapInfomax #DallasFed #ManufacturingIndex #Texas #Contraction #December2025 #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=97587
Dallas Fed December Manufacturing Index Hits Six-Month Low—Contraction Persists for Fifth Straight Month

The Dallas Fed's December manufacturing index for Texas fell to -10.9, marking a six-month low and signaling continued contraction for the fifth consecutive month, with key sub-indices such as production and new orders also declining.

Yonhap Infomax
Yonhap Infomax NewsNov 24, 2025
The Dallas Fed's November manufacturing index for Texas dropped to a five-month low of -10.4, signaling continued contraction for the fourth straight month, though production and new orders indices showed improvement.
#YonhapInfomax #DallasFed #ManufacturingIndex #Texas #Contraction #ProductionIndex #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=92231
Dallas Fed November Manufacturing Index Hits 5-Month Low—Contraction Persists for Fourth Consecutive Month

The Dallas Fed's November manufacturing index for Texas dropped to a five-month low of -10.4, signaling continued contraction for the fourth straight month, though production and new orders indices showed improvement.

Yonhap Infomax
Yonhap Infomax NewsOct 1, 2025
Dallas Federal Reserve President emphasizes a cautious stance on additional rate cuts, signaling a measured approach amid evolving economic conditions.
#YonhapInfomax #DallasFed #RateCuts #MonetaryPolicy #FederalReserve #EconomicOutlook #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=84295
Dallas Fed President Signals Cautious Approach to Further Rate Cuts

Dallas Federal Reserve President emphasizes a cautious stance on additional rate cuts, signaling a measured approach amid evolving economic conditions.

Yonhap Infomax
Yonhap Infomax NewsOct 1, 2025
Dallas Fed President signals that while financial conditions are supportive, U.S. monetary policy remains on the restrictive side, shaping market expectations.
#YonhapInfomax #DallasFed #MonetaryPolicy #FinancialConditions #USMarkets #RestrictivePolicy #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=84293
Dallas Fed President Says Financial Conditions Provide Tailwind—Current Monetary Policy Remains Somewhat Restrictive

Dallas Fed President signals that while financial conditions are supportive, U.S. monetary policy remains on the restrictive side, shaping market expectations.

Yonhap Infomax