# oil price (audio feeds) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover oil price. Page: Feed: --- ## [Macro Talk 2026.08.21](https://bobeunlimited.substack.com/p/macro-talk-20260821) _2026-08-21 · Bob Elliott · Nonconsensus_ A recording from Bob Elliott and Prometheus Research's live video [Listen](https://api.substack.com/feed/podcast/212178556/7b53e21d21d691010c7735605fffb475.mp3) ## [RoW Resilience](https://bobeunlimited.substack.com/p/row-resilience) _2026-08-21 · Bob Elliott · Nonconsensus_ The latest PMI stats suggest developed economies outside the US are recovering steam from earlier in the year just at a time when the US seems to be showing some signs of exhaustion. ## [The Era of Policy Ineptitude](https://bobeunlimited.substack.com/p/the-era-of-policy-ineptitude) _2026-08-20 · Bob Elliott · Nonconsensus_ For all the talk about lower yields, lower inflation, and lower oil prices coming soon, US policymakers are instead fumbling along hoping that rhetoric without firm action will somehow change reality. ## [3Q26 Starts With A Whimper](https://bobeunlimited.substack.com/p/3q26-starts-with-a-whimper) _2026-08-19 · Bob Elliott · Nonconsensus_ Across demand, employment, manufacturing, and housing, timely hard data measures of growth look to be softening right at a time when forward growth expectations are near highs. ## [Everyone Is A Loser in Today's AI Boom (Except Chips)](https://bobeunlimited.substack.com/p/everyone-is-a-loser-in-todays-ai) _2026-08-18 · Bob Elliott · Nonconsensus_ While AI manics cheer topline growth, nearly every party in the AI ecosystem is spending more than they are earning, an unsustainable growth engine until huge expected real economy benefits come. ## [Stuck in the Malaise Loop](https://bobeunlimited.substack.com/p/stuck-in-the-malaise-loop) _2026-08-17 · Bob Elliott · Nonconsensus_ Domestic conditions are weakening as the deleveraging becomes more entrenched. Without significant government effort to reverse the dynamics, China looks stuck in a self-reinforcing negative dynamic. ## [The Week Ahead 2026.08.16](https://bobeunlimited.substack.com/p/the-week-ahead-20260816) _2026-08-16 · Bob Elliott · Nonconsensus_ Last week saw growth boom expectations stay firmly in place despite continued soft data. This week the AI themes will get all the attention as folks wait for NVDA to wrap up the season. ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-d8f) _2026-08-16 · Michael Spencer · The Asia Economist_ Helping to prepare you for the week ahead. Thoughts on Zhu Rongji. The yen continues to befuddle some economists. [Listen](https://api.substack.com/feed/podcast/211470171/49a6c95de4fb6d98deb0fa50e1032633.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-b32) _2026-08-16 · Michael Spencer · The Asia Economist_ Helping to prepare you for the week ahead. Thoughts on Zhu Rongji. The yen continues to befuddle some economists. ## [Signs of Consumer Exhaustion](https://bobeunlimited.substack.com/p/signs-of-consumer-exhaustion) _2026-08-14 · Bob Elliott · Nonconsensus_ US HH carried the economy in 1H26 with their surge in spending. Without their blowout spending, growth is likely to be far slower than many expect. ## [Watch Chovy Code Live (Sponsored)](https://crawlproof.com/a/0XiZXW5DmN8F) _2026-08-14 · **Sponsored**_ Join live coding streams with real-time collaborative screen sharing, open source and free. ## [UK Hanging In There](https://bobeunlimited.substack.com/p/uk-hanging-in-there) _2026-08-13 · Bob Elliott · Nonconsensus_ Past easing of policy helped keep the economy steady despite the recent oil shock. But more notable has been the fading of inflation which takes pressure of the BoE to do anything soon. ## [The Imaginary Boogeyman](https://bobeunlimited.substack.com/p/the-imaginary-boogeyman) _2026-08-12 · Bob Elliott · Nonconsensus_ While many wring their hands on socials about inflation pressures today, the underlying data across most categories point to subdued consumer price growth ahead absent a renewed oil shock. ## [Will the Iranian Economy Break First?](https://bobeunlimited.substack.com/p/will-the-iranian-economy-break-first) _2026-08-11 · Bob Elliott · Nonconsensus_ While the US hopes to wait out Iran, the domestic macro data suggests it could be months or even years before the economic pressures become painful enough to force a shift in policy. ## [Australia’s Alternative Reality](https://bobeunlimited.substack.com/p/australias-alternative-reality) _2026-08-10 · Bob Elliott · Nonconsensus_ Both the US and Australia faced elevated inflation and a decently strong economy driven by a building asset boom. They took very different paths. ## [The Week Ahead 2026.08.09](https://bobeunlimited.substack.com/p/the-week-ahead-20260809) _2026-08-09 · Bob Elliott · Nonconsensus_ As the market winds down what has been another extraordinary earnings season, we get a timely read on US inflation and demand which will give some sense of how 2H26 is starting off. ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-3e4) _2026-08-09 · Michael Spencer · The Asia Economist_ Inflation reprieve in June likely to reverse in July. Semiconductor sales are slowing. RBI on hold, but for how long? [Listen](https://api.substack.com/feed/podcast/210517531/c2aff5dcd3e74f869737f8211688f4d1.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-51f) _2026-08-09 · Michael Spencer · The Asia Economist_ Inflation reprieve in June likely to reverse in July. Semiconductor sales are slowing. RBI on hold, but for how long? ## [Labor Market Languishing](https://bobeunlimited.substack.com/p/labor-market-languishing) _2026-08-07 · Bob Elliott · Nonconsensus_ For all the hope that labor markets were going to pick up, the reality looks pretty soft with roughly zero job growth, tactical momentum slowing, and wage growth at cycle lows. ## [Glitter Is Back In Style](https://bobeunlimited.substack.com/p/glitter-is-back-in-style) _2026-08-06 · Bob Elliott · Nonconsensus_ Gold has quietly built a stronger foundation than many realize. With steady physical demand, limited new supply, and ETF positioning still subdued, it may not take much to drive the next leg higher. ## [Defying Reality](https://bobeunlimited.substack.com/p/defying-reality) _2026-08-05 · Bob Elliott · Nonconsensus_ Oil prices are learning heavily on admin rhetoric to price high confidence of a near-term deal even as the actual flow of barrels out of the gulf is becoming increasingly constrained. ## [Screen Share With Real Control (Sponsored)](https://crawlproof.com/a/eAdpLs77EMoy) _2026-08-05 · **Sponsored**_ Collaborative screen sharing with simultaneous remote control — open source, like Screenhero. ## [Crude’s Inventory Conundrum](https://bobeunlimited.substack.com/p/crudes-inventory-conundrum) _2026-08-04 · Bob Elliott · Nonconsensus_ Limited reduction in crude inventories globally suggest that the oil supply cuts have been absorbed by an extraordinary reduction in demand. Much more likely its China’s obfuscated inventory cuts. ## [A Well Timed Intervention](https://bobeunlimited.substack.com/p/a-well-timed-intervention) _2026-08-03 · Bob Elliott · Nonconsensus_ While intervention on its own rarely changes the trajectory of exchange rate markets, conditions are aligning to support the JPY here and the Treasury & MoF efforts are a kickstart to grind higher. ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-cab) _2026-08-02 · Michael Spencer · The Asia Economist_ The Fed delivers a dovish hold. Warsh seems OK with higher yields and volatility. FX intervention supports the yen but the won fell back as soon as it ended. I expect JPY to re-test 160 soon. [Listen](https://api.substack.com/feed/podcast/209559633/d976f95ddf32249cf3c914bb7774e1da.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-718) _2026-08-02 · Michael Spencer · The Asia Economist_ The Fed delivers a dovish hold. Warsh seems OK with higher yields and volatility. FX intervention supports the yen but the won fell back as soon as it ended. I expect JPY to re-test 160 soon. ## [Week Ahead 2026.08.02](https://bobeunlimited.substack.com/p/week-ahead-20260802) _2026-08-02 · Bob Elliott · Nonconsensus_ The bond market takes center stages as the QRA, employment report, and whether the JPY intervention continues will set the tone for duration currently at multi-decade highs in yield. ## [The AI Investment Impact Myth Continues](https://bobeunlimited.substack.com/p/the-ai-investment-impact-myth-continues) _2026-07-31 · Bob Elliott · Nonconsensus_ While everyone hopes the Situational Awareness washout marks a bottom in the Semi/AI selloff, the macro data released yesterday calls into question the whole growth & profit boom attributed to AI. ## [Warsh’s Lazy Hold](https://bobeunlimited.substack.com/p/warshs-lazy-hold) _2026-07-30 · Bob Elliott · Nonconsensus_ If the Fed sits around in wait and see mode on the hikes needed to cool the equity mania and fight persistently above-target inflation, yesterday showed the long end is going to do it for them. ## [Rotation Ain’t Resilience](https://bobeunlimited.substack.com/p/rotation-aint-revaluation) _2026-07-29 · Bob Elliott · Nonconsensus_ While pundits read the recent market action as a sign the market can withstand reversal of the AI/Semi mania, it’s much more likely a sign of short covering flows than longer-term resilience. ## [Bonds Don’t Have A Supply Problem](https://bobeunlimited.substack.com/p/bonds-dont-have-a-supply-problem) _2026-07-28 · Bob Elliott · Nonconsensus_ US duration supply is normal as weak HH & corp borrowing offsets high gov deficits, which means when the extraordinary equity bid ends, bonds may be more diversifying than most expect. ## [Still A Long Road To Normalization](https://bobeunlimited.substack.com/p/still-a-long-road-to-normalization) _2026-07-27 · Bob Elliott · Nonconsensus_ De-escalation signs are crushing short-dated oil prices as we start the week, but there is still a long way to go with limited Hormuz transits, the Bab-el-Mandeb closing and Chinese demand picking up. ## [Every Channel. One Login. (Sponsored)](https://crawlproof.com/a/CbJ1cPdq9Vre) _2026-07-27 · **Sponsored**_ 17,000+ live channels, movies and sports on any device. Free trial, no IP lock. ## [Week Ahead 2026.07.26](https://bobeunlimited.substack.com/p/week-ahead-20260726) _2026-07-26 · Bob Elliott · Nonconsensus_ A week of central bank intrigue as there is still some uncertainty about how the Fed, BoJ, and BoE will handle the economic consequences of the continued Iran conflict. ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-b73) _2026-07-26 · Michael Spencer · The Asia Economist_ The podcast is free; the text is paywalled. [Listen](https://api.substack.com/feed/podcast/208601143/be6feb31d79b2f0224a36b0962bf0bfb.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-b56) _2026-07-26 · Michael Spencer · The Asia Economist_ Rising oil prices and new tariff threats from Trump add to weaker equity market sentiment. BI keeps rates steady; BoJ remains committed to rate hikes even while inflation falls below target. ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-fec) _2026-07-12 · Michael Spencer · The Asia Economist_ Export data show the growth impulse from AI may be weakening. Rising core inflation remains a challenge. Expect a BoK rate hike this week. [Listen](https://api.substack.com/feed/podcast/206747293/6532e380ebb3147e3d6cc57465d23e58.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-f6e) _2026-07-12 · Michael Spencer · The Asia Economist_ Export data show the growth impulse from AI may be weakening. Rising core inflation remains a challenge. Expect a BoK rate hike this week.