Political Risk

Marginal Thinking research related to Political Risk.

September 15, 2026Global Macro · Daily Brief

Global MacroCross-AssetBrazilUnited StatesEurope

Global Macro, Markets & Political Risk — September 15, 2026

Oil at US$107–108, the 10-year Treasury up to 5.04% and a strong dollar turn the energy disruption into a cost-of-capital shock; credit still does not confirm a systemic crisis.

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