CPI, OPEC and 17 Fed speakers headline this week
Five straight days of macro prints plus the heaviest Fed speaking slate in weeks put inflation data, not crypto-native news, at the center of this week's tape.
Every Zipp story tagged #OPEC, newest first.
Five straight days of macro prints plus the heaviest Fed speaking slate in weeks put inflation data, not crypto-native news, at the center of this week's tape.
Brent's 3% drop offered temporary relief, but persistent supply disruptions and US inflation data due Nov. 10 keep the monetary-policy outlook in focus.
Crude's break above $111 lands directly in headline CPI and forces a re-pricing of the Fed cut path markets had been banking on for two quarters.
The drop signals either a voluntary OPEC+ supply cut pushed further than markets anticipated, or a structural demand signal that could ripple through energy prices and risk assets globally.
The conflict connects energy costs to inflation expectations, rate-cut bets and operating margins for power-intensive crypto miners.
Supply running above the pre-war baseline means the supply shock isn't just healed, it's overshot, taking the war-risk premium off crude prices.
The cumulative volume is the real story, not any single monthly increment: 940K bpd of added supply since the war began is now filtering into a market also bracing for slower demand.