Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. Every time oil prices surged 50%+ above trend, a recession followed. Every. Single. Time. Recession talk builds. Fed won’t cut until something breaks.

Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. An oil shock is quickly solved by non-OPEC supply, alternatives, and flexible systems. LNG is only 15% of the total gas …

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An oil spike in a weakening economy is not inflationary – it is contractionary! FED needs to LOWER rates to counter the effects of higher Oil Prices. “The Income Effect” is the reason. Morgan Stanley still expects Fed cuts, oil shock threatens growth. $150 oil warning, recession risk climbs to 20%

Let me be very clear! An oil spike in a weakening economy is not inflationary – it is contractionary! The FED is extremely misguided if they are going to treat a Supply-Driven Oil-spike as an inflationary trigger. FED needs to …

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Supreme Court tariff ruling could spark refund chaos, $600 billion tariff haul at risk if struck down. US Supreme Court will decide a ruling on Trump’s tariffs at 10am ET today.

US Supreme Court will decide a ruling on Trump's tariffs at 10am ET today. Only 26% chance that the ruling will be in favour of Trump's tariffs. pic.twitter.com/vY9avcF99I — Ted (@TedPillows) February 20, 2026 The prospect that stocks could rise …

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A Panicking Oracle Plans To Raise Up To $50 Billion, As Its Stock And Bonds Crater. “Never Seen Risk Like This Before In My Career”, Ed Dowd Warns

Oracle's free cash flows isn't expected to go positive again until 2030 https://t.co/WCAPamfTiz pic.twitter.com/H9X5qJw8H7 — Joe Weisenthal (@TheStalwart) February 2, 2026 A Panicking Oracle Plans To Raise Up To $50 Billion, As Its Stock And Bonds Crater https://t.co/UBt8H4OO8W — zerohedge …

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Risk is rising of private credit meltdown.

Private credit has surged in popularity since post-financial crisis regulations discouraged banks from serving riskier borrowers. JPMorgan Chase CEO Jamie Dimon warned after a pair of private credit-backed companies declared bankruptcy that problems in credit are rarely isolated. Companies that …

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Dangerous Winter Storm Risk GROWS

Confidence is growing in a high-impact winter storm affecting the South and East. Widespread snow, significant icing, and extreme cold are possible as Arctic air collides with southern-stream energy.