Political analytics and forecasts Partly open
Evening Political Roundup: October 3, 2026
The G7 is tapping into its reserves: up to 100 million barrels of oil and diesel over four months to bring down fuel prices. Trump backed down from a ban on diesel exports, and Europe breathed a sigh of relief. Meanwhile, bond markets are presenting the U.S., France, and Japan with the bill. We break down why reserves are a painkiller rather than a cure, and what conditions will either confirm or rule out this scenario.
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- the full set of indicators and market factors;
- an interpretation of the current picture;
- conclusions and the signals that follow.
