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TraderSZ
TraderSZ|Sep 17, 2026 23:39
Supply-shock identity: π = πd + γ(SOH* − SOH) + δ(BEM* − BEM), γ, δ > 0 ∂Qoil / ∂i = 0 A 25bp hike compresses demand. It does not reopen a lane or add a barrel. r* is not neutral when the risk premium is set at the strait. Stay unanchored.
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Sep 18, 03:12The Bank of Japan raises interest rates to the highest level since 1995.
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Sep 18, 02:58The Bank of Japan raises interest rates as expected, market focuses on the subsequent path
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