EskiSignal
Bond Yields & Yield Curve
Breakeven Inflation: What the Bond Market Thinks the Energy Shock Will Do
October 10, 2026
The entire argument for raising rates into an energy shock rests on one claim: that without action, inflation expectations will...
Inflation
How Much Inflation Does $100 Oil Actually Cause?
September 13, 2026
Brent settled at $101.21 this week, its first close above $100 since July. The immediate question for anyone watching the...
Volatility & Sentiment
What Is Consumer Sentiment? The University of Michigan Survey Explained
Caglar A.
July 10, 2026
Consumer sentiment gauges how people feel about the economy, and July 2026's readings are being reshaped by an energy-driven inflation shock.
