Timelines

Month-by-month causal timelines showing what drove each subject up or down.

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Commodities & Metals

What drives the gold price?
MAR 1 – MAR 31, 2026
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
→
šŸ‡ŗšŸ‡ø currency appreciation
ā–¼ GOLD PRICE
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
→
šŸŒ inflation rise
→
šŸ‡ŗšŸ‡ø dollar appreciation
ā–¼ GOLD PRICE
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
→
šŸ‡ŗšŸ‡ø treasury yield rise
ā–¼ GOLD PRICE
What drives the silver price?
MAR 1 – MAR 31, 2026
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
→
šŸŒ inflation rise
→
šŸ‡ŗšŸ‡ø dollar appreciation
ā–¼ SILVER PRICE
šŸ‡ŗšŸ‡ø government spending decline
→
šŸ‡ŗšŸ‡ø economic growth decline
ā–² SILVER PRICE
šŸ•Œ military conflict
ā–¼ SILVER PRICE
What drives the copper price?
MAR 1 – MAR 31, 2026
šŸ‡ØšŸ‡³ infrastructure investment rise
→
šŸ‡ØšŸ‡³ demand rise
ā–² COPPER PRICE
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
→
šŸ‡ŗšŸ‡ø dollar appreciation
ā–¼ COPPER PRICE
šŸ‡ŗšŸ‡ø tariff rise
→
šŸ‡ŗšŸ‡ø dollar appreciation
ā–¼ COPPER PRICE
What drives the iron price?
MAR 1 – MAR 31, 2026
šŸ‡ØšŸ‡³ import restriction
ā–² IRON PRICE
šŸ‡ØšŸ‡³ steel capacity reduction plans
ā–² IRON PRICE
šŸ‡ØšŸ‡³ steel production decline
ā–¼ IRON PRICE

Energy

What drives the oil price?
MAR 1 – MAR 31, 2026
šŸ‡ŗšŸ‡ø military attack
ā–² OIL PRICE
šŸ‡®šŸ‡· strait closure
ā–² OIL PRICE
blockade
→
oil production decline
ā–² OIL PRICE
What drives the natural gas price?
MAR 1 – MAR 31, 2026
šŸ‡ŗšŸ‡ø oil production rise
ā–¼ NATURAL GAS PRICE
šŸ‡ŗšŸ‡ø supply constraint
→
šŸ‡ŗšŸ‡ø inventory decline
ā–¼ NATURAL GAS PRICE
šŸ•Œ conflict escalation
→
energy supply disruption
ā–² NATURAL GAS PRICE

Zones

What drives Europe's economy?
MAR 1 – MAR 31, 2026
šŸ•Œ geopolitical conflict escalation
→
šŸŒ energy price rise
ā–² INFLATION
šŸ•Œ geopolitical conflict
ā–² INFLATION
šŸ•Œ war escalation
→
šŸŒ energy price rise
ā–² INFLATION

Countries

What drives Canada's economy?
MAR 1 – MAR 31, 2026
šŸ‡ØšŸ‡¦ full-time employment decline
ā–² JOBS
šŸ‡ØšŸ‡¦ demand decline
ā–¼ JOBS
What drives Germany's economy?
FEB 1 – FEB 28, 2026
šŸ‡©šŸ‡Ŗ domestic demand rise
ā–² BUSINESS CONFIDENCE
šŸ‡©šŸ‡Ŗ budget stimulus
ā–² BUSINESS CONFIDENCE
What drives China's economy?
MAR 1 – MAR 31, 2026
šŸ‡ØšŸ‡³ domestic demand rise
ā–² IMPORTS
šŸ‡ØšŸ‡³ consumer spending rise
ā–² INFLATION
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
ā–² INFLATION
What drives France's economy?
MAR 1 – MAR 31, 2026
šŸ‡«šŸ‡· food price rise
ā–² INFLATION
šŸ‡«šŸ‡· energy price decline moderation
ā–² INFLATION
šŸ‡«šŸ‡· food inflation
ā–² INFLATION
What drives the UK economy?
MAR 1 – MAR 31, 2026
šŸ‡¬šŸ‡§ economic data decline
ā–¼ CURRENCY
šŸ•Œ geopolitical conflict escalation
ā–¼ CURRENCY
šŸ‡¬šŸ‡§ interest rate rise expectation
ā–² TREASURY YIELD
What drives the US economy?
MAR 1 – MAR 31, 2026
šŸ‡®šŸ‡· conflict escalation
→
trade route disruption
→
šŸŒ energy price rise
ā–² INTEREST RATE
šŸ‡ÆšŸ‡µ oil reserve release
→
šŸŒ oil price decline
ā–¼ TREASURY YIELD
šŸ‡ŗšŸ‡ø interest rate expectation rise
ā–² TREASURY YIELD

Currencies

What drives the US dollar?
MAR 1 – MAR 31, 2026
šŸ•Œ oil supply disruption
→
oil production decline
→
šŸŒ oil price rise
→
šŸ‡ŗšŸ‡ø interest rate cut expectation decline
ā–² DOLLAR
šŸ•Œ war escalation
→
šŸŒ safe-haven demand rise
ā–² DOLLAR
šŸ‡®šŸ‡· geopolitical conflict escalation
ā–² DOLLAR
What drives the euro?
MAR 1 – MAR 31, 2026
blockade
→
oil production decline
→
šŸŒ oil price rise
ā–¼ CURRENCY
šŸ•Œ geopolitical conflict
ā–¼ CURRENCY
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
→
šŸ‡ŖšŸ‡ŗ inflation rise
ā–¼ CURRENCY
What drives the Japanese yen?
MAR 1 – MAR 31, 2026
šŸ‡ŗšŸ‡ø military attack
→
šŸŒ oil price rise
ā–¼ YEN
blockade
→
oil production decline
→
šŸŒ oil price rise
ā–¼ YEN
šŸ•Œ oil supply disruption
→
oil production decline
→
šŸŒ oil price rise
ā–¼ YEN
What drives the British pound?
MAR 1 – MAR 31, 2026
šŸ‡ŗšŸ‡ø tariff unchanged
→
šŸ‡ŗšŸ‡ø dollar decline
ā–² POUND

Interest Rates & Bonds

What drives US bond yields?
MAR 1 – MAR 31, 2026
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
→
šŸ‡ŗšŸ‡ø inflation rise
→
šŸ‡ŗšŸ‡ø interest rate cut likelihood decline
ā–² BOND YIELD
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
→
šŸŒ inflation expectation rise
ā–² BOND YIELD
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
→
šŸŒ inflation rise expectation
ā–² BOND YIELD

Indicators

What drives US inflation?
MAR 1 – MAR 31, 2026
blockade
→
oil production decline
→
šŸŒ oil price rise
ā–² INFLATION
šŸ•Œ oil supply disruption
→
oil production decline
→
šŸŒ oil price rise
ā–² INFLATION
šŸ•Œ geopolitical tension rise
→
šŸŒ oil price rise
ā–² INFLATION
What drives European inflation?
MAR 1 – MAR 31, 2026
blockade
→
oil production decline
→
šŸŒ oil price rise
ā–² INFLATION
šŸ‡«šŸ‡· food price rise
ā–² INFLATION
šŸ•Œ oil price rise
ā–² INFLATION
What drives UK inflation?
MAR 1 – MAR 31, 2026
blockade
→
oil production decline
→
šŸŒ oil price rise
ā–² INFLATION
šŸ•Œ oil price rise
ā–² INFLATION
šŸ•Œ war escalation
→
šŸŒ energy price rise
ā–² INFLATION
What drives Australian inflation?
MAR 1 – MAR 31, 2026
blockade
→
oil production decline
→
šŸŒ oil price rise
ā–² INFLATION
šŸ‡®šŸ‡· war escalation
→
šŸŒ fuel supply disruption
→
šŸŒ oil price rise
ā–² INFLATION
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
ā–² INFLATION
What drives Canadian inflation?
MAR 1 – MAR 31, 2026
šŸ•Œ oil price rise
ā–² INFLATION
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
ā–² INFLATION
What drives Brazilian inflation?
MAR 1 – MAR 31, 2026
šŸ‡ŗšŸ‡ø inventory decline
→
šŸŒ oil price rise
ā–² INFLATION
What drives Japanese inflation?
MAR 1 – MAR 31, 2026
šŸ‡ŗšŸ‡ø military attack
→
šŸŒ oil price rise
ā–² INFLATION
blockade
→
oil production decline
→
šŸŒ oil price rise
→
šŸ‡ÆšŸ‡µ currency depreciation
ā–² INFLATION
blockade
→
oil production decline
→
šŸŒ oil price rise
ā–² INFLATION
What drives the US stock market?
MAR 1 – MAR 31, 2026
šŸ‡ŗšŸ‡ø military presence rise
→
šŸŒ oil price decline
→
šŸ‡ŗšŸ‡ø stagflation fear decline
ā–² STOCK MARKET
šŸ•Œ military conflict end
ā–² STOCK MARKET
šŸ•Œ military attack
→
šŸ‡øšŸ‡¦ oil production decline
→
šŸŒ oil price rise
ā–¼ STOCK MARKET

Trade

What drives US tariffs?
What drives Chinese demand?
FEB 1 – FEB 28, 2026
šŸ‡ØšŸ‡³ infrastructure investment rise
ā–² DEMAND
šŸ‡ØšŸ‡³ charging capacity expansion
ā–² DEMAND
šŸ‡ØšŸ‡³ holiday period
ā–¼ DEMAND