Why Are Oil Prices So Low?
Original Report
The odds of the Strait of Hormuz re-opening by July 1st is at all time lows; and yet the front month (July) Brent is at only $111. Figure 1: Brent spot price, in logs 3/18/2026=0 (blue), cash price...
The odds of the Strait of Hormuz re-opening by July 1st is at all time lows; and yet the front month (July) Brent is at only $111. Figure 1: Brent spot price, in logs 3/18/2026=0 (blue), cash price (light blue), and odds of Strait of Hormuz remains closed as of 7/1/2026 (red). Source: EIA via […]
Glass House Analysis
Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
Enjoyed this analysis?
Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.
No spam. Unsubscribe anytime.
More Stories
FTSE 100 Futures Slip, Pound Stalls as Oil Prices Rise
Robotphoenix Chairman on HK Debut, Path to Profitability
Robotphoenix Intelligent Technology Chairman Sai Zhang shares insights on the company’s debut on the Hong Kong Stock Exchange, a major milestone for one of China’s leading industrial robotics firms....
BNP: Clients Focusing More on AI Beneficiaries in APAC
BNP Paribas APAC Deputy Head of Global Markets Brian McCappin says clients are repositioning their portfolio to focus more on artificial intelligence beneficiaries, driving the outperformance of...
Samsung strike involving 47,000 workers looms as South Korea’s president urges labor deal
South Korea’s government stepped up pressure on Samsung Electronics and its union to avert a strike that officials say could cost the economy billions.