Timelines
Month-by-month causal timelines showing what drove each subject up or down.
āļø Track chains of events as they happen. Free.
Commodities & Metals
What drives the gold price?
MAR 1 ā MAR 31, 2026
šŗšø inventory decline
āš oil price rise
āšŗšø currency appreciation
šŗšø inventory decline
āš oil price rise
āš inflation rise
āšŗšø dollar appreciation
šŗšø inventory decline
āš oil price rise
āšŗšø treasury yield rise
What drives the silver price?
MAR 1 ā MAR 31, 2026
šŗšø inventory decline
āš oil price rise
āš inflation rise
āšŗšø dollar appreciation
šŗšø government spending decline
āšŗšø economic growth decline
š military conflict
What drives the copper price?
MAR 1 ā MAR 31, 2026
šØš³ infrastructure investment rise
āšØš³ demand rise
šŗšø inventory decline
āš oil price rise
āšŗšø dollar appreciation
šŗšø tariff rise
āšŗšø dollar appreciation
What drives the iron price?
MAR 1 ā MAR 31, 2026
šØš³ import restriction
šØš³ steel capacity reduction plans
šØš³ steel production decline
Energy
What drives the oil price?
MAR 1 ā MAR 31, 2026
šŗšø military attack
š®š· strait closure
blockade
āoil production decline
What drives the natural gas price?
MAR 1 ā MAR 31, 2026
šŗšø oil production rise
šŗšø supply constraint
āšŗšø inventory decline
š conflict escalation
āenergy supply disruption
Zones
What drives Europe's economy?
MAR 1 ā MAR 31, 2026
š geopolitical conflict escalation
āš energy price rise
š geopolitical conflict
š war escalation
āš energy price rise
Countries
What drives Canada's economy?
MAR 1 ā MAR 31, 2026
šØš¦ full-time employment decline
šØš¦ demand decline
What drives Germany's economy?
FEB 1 ā FEB 28, 2026
š©šŖ domestic demand rise
š©šŖ budget stimulus
What drives China's economy?
MAR 1 ā MAR 31, 2026
šØš³ domestic demand rise
šØš³ consumer spending rise
šŗšø inventory decline
āš oil price rise
What drives France's economy?
MAR 1 ā MAR 31, 2026
š«š· food price rise
š«š· energy price decline moderation
š«š· food inflation
What drives the UK economy?
MAR 1 ā MAR 31, 2026
š¬š§ economic data decline
š geopolitical conflict escalation
š¬š§ interest rate rise expectation
What drives the US economy?
MAR 1 ā MAR 31, 2026
š®š· conflict escalation
ātrade route disruption
āš energy price rise
šÆšµ oil reserve release
āš oil price decline
šŗšø interest rate expectation rise
Currencies
What drives the US dollar?
MAR 1 ā MAR 31, 2026
š oil supply disruption
āoil production decline
āš oil price rise
āšŗšø interest rate cut expectation decline
š war escalation
āš safe-haven demand rise
š®š· geopolitical conflict escalation
What drives the euro?
MAR 1 ā MAR 31, 2026
blockade
āoil production decline
āš oil price rise
š geopolitical conflict
šŗšø inventory decline
āš oil price rise
āšŖšŗ inflation rise
What drives the Japanese yen?
MAR 1 ā MAR 31, 2026
šŗšø military attack
āš oil price rise
blockade
āoil production decline
āš oil price rise
š oil supply disruption
āoil production decline
āš oil price rise
What drives the British pound?
MAR 1 ā MAR 31, 2026
šŗšø tariff unchanged
āšŗšø dollar decline
Interest Rates & Bonds
What drives US bond yields?
MAR 1 ā MAR 31, 2026
šŗšø inventory decline
āš oil price rise
āšŗšø inflation rise
āšŗšø interest rate cut likelihood decline
šŗšø inventory decline
āš oil price rise
āš inflation expectation rise
šŗšø inventory decline
āš oil price rise
āš inflation rise expectation
Indicators
What drives US inflation?
MAR 1 ā MAR 31, 2026
blockade
āoil production decline
āš oil price rise
š oil supply disruption
āoil production decline
āš oil price rise
š geopolitical tension rise
āš oil price rise
What drives European inflation?
MAR 1 ā MAR 31, 2026
blockade
āoil production decline
āš oil price rise
š«š· food price rise
š oil price rise
What drives UK inflation?
MAR 1 ā MAR 31, 2026
blockade
āoil production decline
āš oil price rise
š oil price rise
š war escalation
āš energy price rise
What drives Australian inflation?
MAR 1 ā MAR 31, 2026
blockade
āoil production decline
āš oil price rise
š®š· war escalation
āš fuel supply disruption
āš oil price rise
šŗšø inventory decline
āš oil price rise
What drives Canadian inflation?
MAR 1 ā MAR 31, 2026
š oil price rise
šŗšø inventory decline
āš oil price rise
What drives Brazilian inflation?
MAR 1 ā MAR 31, 2026
šŗšø inventory decline
āš oil price rise
What drives Japanese inflation?
MAR 1 ā MAR 31, 2026
šŗšø military attack
āš oil price rise
blockade
āoil production decline
āš oil price rise
āšÆšµ currency depreciation
blockade
āoil production decline
āš oil price rise
What drives the US stock market?
MAR 1 ā MAR 31, 2026
šŗšø military presence rise
āš oil price decline
āšŗšø stagflation fear decline
š military conflict end
š military attack
āšøš¦ oil production decline
āš oil price rise
Trade
What drives US tariffs?
What drives Chinese demand?
FEB 1 ā FEB 28, 2026
šØš³ infrastructure investment rise
šØš³ charging capacity expansion
šØš³ holiday period