Why the Global Oil Market is Ignoring the War
Insights from the Tom Bilyeu episode “China Just Revealed The Global Economy Is Already Broken — And Nobody Was Supposed To See It”, published July 21, 2026.
In "China Just Revealed The Global Economy Is Already Broken — And Nobody Was Supposed To See It" (Tom Bilyeu, July 2026), analysts predicted $200 oil due to the Iran conflict, but prices collapsed instead. This divergence reveals that the global economy is suffering from severe demand destruction rather than a supply shock. Both China and the U.S. are masking deep structural recessions, and the oil futures curve confirms that the market…
In "China Just Revealed The Global Economy Is Already Broken — And Nobody Was Supposed To See It" (Tom Bilyeu, July 2026), the intended audience is: Macro investors, portfolio managers, and economic analysts concerned with long-term capital preservation.
Analysts predicted $200 oil due to the Iran conflict, but prices collapsed instead. This divergence reveals that the global economy is suffering from severe demand destruction rather than a supply shock. Both China and the U.S. are masking deep structural recessions, and the oil futures curve confirms that the market expects long-term economic stagnation.
Macro investors, portfolio managers, and economic analysts concerned with long-term capital preservation.
Topics: Global Economy, Oil Markets, China, Recession, Macroeconomics
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Analysts predicted $200 oil due to the Iran conflict, but prices collapsed instead. This divergence reveals that the global economy is suffering from severe demand destruction rather than a supply shock. Both China and the U.S. are masking deep structural recessions, and the oil futures curve confirms that the market expects long-term economic stagnation.
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