The market appears to be complacent about oil prices staying in a range-bound equilibrium where whenever oil gets too high, Iran and the US come to the negotiating table, and whenever it gets too low, both parties feel empowered to escalate—creating a self-correcting mechanism that should cap oil prices and keep yields contained until this equilibrium breaks.

causalpending

Speaker

Michael Lebowitz

Evidence Quote

when the price of oil gets too high, Iran and the US come to the table. When it gets too low, they feel empowered.

Source

What Bonds, Oil & Gold Are Telling Us | Michael LebowitzAdam Taggart | Thoughtful Money®
Created: 8/12/2026, 6:23:20 PM

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