Playback speed×Share postShare post at current time0:00/Advanced Topics episodeThe full episode is only available to Advanced Topics subscribersSubscribe to watchWhen Higher Oil Starts Breaking the Economy -Advanced TopicsMichael J. KramerMar 06, 2026∙ Paid21ShareThis post is for subscribers in the Advanced Topics planUpgrade to Advanced TopicsAlready in the Advanced Topics plan? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsPut Walls Hold The Market Together, As The Liquidity Drain Builds Next Week Jul 17 • Michael J. KramerJapan Eyes Pension Repatriation As The Yen Presses Toward A Breakout - Advanced TopicsJul 17 • Michael J. KramerReal And Long-End Rates Are Testing Major ResistanceJul 16 • Michael J. KramerThe Market’s Foundation Is Beginning To ShiftJul 15 • Michael J. KramerSoft CPI Meets Growing Liquidity HeadwindsJul 14 • Michael J. KramerMarket Prices In Two Fed Rate Hikes As Oil Breaks OutJul 13 • Michael J. KramerStocks Fall As Liquidity Drain Ramp-Up Takes HoldJul 7 • Michael J. KramerDispersion Gets More Extremes As The T-Bill Liquidity Drain BeginsJul 6 • Michael J. Kramer
