On Slippery Oil, Resilient Dollar & Q4 Earnings Outlook

Oil appears to be stuck in the mud. Melissa analyzes the bullish and the bearish forces keeping the price of Brent crude futures mired below the mid-$60s per barrel. We expect to see more of the same in 2026, barring a demand surprise or severe supply disruption. … Also: William addresses dollar bears’ arguments, defending our position that the dollar faces no great threat to its global supremacy. … And: Joe notes that the analysts following S&P 500 companies haven’t been cutting their estimates to the usual extent during “confession season.” That suggests Q4 will be yet another quarter of strong earnings growth.