WTI Oil Prices in Real Terms The 2026 oil shock looks far less dramatic in historical terms. It still bites, just not with the same force. Once you adjust for inflation and reduced energy intensity, today’s price levels compare more favourably than in 2022. Image: Deutsche Bank
WTI Crude Oil and Recessions When oil prices surge, sometimes doubling, it’s often a red flag for the U.S. economy. History shows these jumps tend to foreshadow recessions, making crude a key gauge for investors watching for signs of a slowdown. Image: Yahoo Finance
S&P 500 / WTI Spot Price, Detrended The roughly 30-year cycle in the relationship between U.S. stock market returns and oil prices highlights periods when stocks are either expensive or cheap relative to oil. Image: Gavekal, Macrobond
WTI Oil Prices While oil prices remain highly sensitive to geopolitical risks, particularly in regions like the Middle East, the market has so far avoided the kind of sustained shock that would trigger broader inflation. Image: Deutsche Bank
WTI Crude Oil to Gold Ratio Gold shines as the best-performing asset of 2024 for those looking for stability and inflation protection, while oil faces significant challenges from shifting demand patterns. Image: BofA Global Investment Strategy
WTI Oil Price vs. CPI Inflation (Leading Indicator) Oil prices tend to lead U.S. CPI inflation by 6 months. Image: Alpine Macro
Crude Oil WTI Will oil prices continue to fall as recession fears mount? Image: The Daily Shot
Inflation – S&P 500/WTI Could the United States face an energy crisis? Image: Gavekal, Macrobond
WTI Crude Oil Price Seasonality Seasonality suggests that oil prices tend to move lower into year end. Image: Topdown Charts
Lumber/WTI Crude Oil and ISM Manufacturing PMI (Leading Indicator) Slower economic growth is expected over the next 14 months. Image: Gavekal, Macrobond
WTI Oil Price and Core PCE Inflation Oil prices tend to be closely linked to inflation. Image: Alpine Macro