While most investors are distracted by shiny objects... Legendary tech investor
Andy Howard has identified a rare economic pattern that's been minting
millionaires throughout history. He calls it a "Commodity Crunch". Think about
it…



<[link removed]>



Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>



While most investors are distracted by shiny objects...

Legendary tech investor Andy Howard has identified a rare economic pattern
that's been minting millionaires throughout history.

He calls it a "Commodity Crunch".

Think about it…

When highways were built, oil demand surged.

When nuclear plants expanded, uranium surged.

When green energy scaled, rare earth metals surged.

And we've got a new commodity crunch happening RIGHT NOW...

Trump just signed a law moving our entire $382 trillion financial system onto
a new blockchain-based Money Grid.

Every transaction on this Grid burns a scarce digital fuel called "Digital
Oil."

Laying the groundwork for what could be the biggest Commodity Crunch setup
I've ever seen.

Same pattern. Different decade. Massive gains.

Get positioned in Digital Oil before this window closes <<
<[link removed]>

If you no longer wish to receive these emails, unsubscribe here
<[link removed]>
.
 



Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>

 


Today's Market Update For You
Eurozone Inflation Surged to 3.3% in August — Energy Up 14.3% — as Markets
Priced a98.9% Probability of an ECB Rate Hike to 2.50% on September 10, Six
Days Before the FOMC Vote
Eurozone headline inflation jumped to 3.3% in August from 2.9% in July — the
highest level since September 2024 and the sixth consecutive month above the
European Central Bank's2% target — driven almost entirely by an energy
component that accelerated to14.3% year over year as Iran-conflict-linked
disruptions to natural gas supply chains added a second inflationary impulse on
top of the global oil price elevation. Core inflation, by contrast, declined to
2.4% and services inflation fell to 3.0%, suggesting that the underlying
domestic demand-driven price pressure in the eurozone is not independently
generating the headline read — the energy shock is doing the work. Markets
nevertheless responded to the flash estimate by locking in ECB rate hike
expectations with near certainty: LSEG data showed a98.9% probability of a 25
basis point increase to2.50% at the September 10 meeting.

The structural implication for global markets is that two major central banks
will tighten policy within six days of each other — the ECB onSeptember 10 and
potentially the Federal Reserve onSeptember 16 — under a combined circumstance
where the inflationary catalyst for both is the same geopolitical supply shock
rather than independent demand cycles. That simultaneity has historical
precedent in creating asymmetric currency and bond market effects. An ECB hike
on the10th pushes European rates higher, which supports the euro against the
dollar and complicates the dollar strengthening that a Fed hike on the16th
would otherwise produce. ECB Chief EconomistPhilip Lane has indicated that 2.5%
likely marks the ceiling for the neutral rate — meaning the September hike, if
delivered, ends the ECB tightening cycle — while the Fed's rate path beyond
September remains genuinely uncertain.
Eurozone Inflation and ECB September — The Data and the Market Read


Eurozone CPI (August Flash)3.3% (Energy +14.3%)Up from 2.9% in July; highest
since Sept. 2024; core fell to 2.4%
ECB Sep 10 Hike Probability98.9%25bps to 2.50%; LSEG market pricing as of
September 1; effectively certain

ECB Rate After Sept 102.50%Lane signals 2.5% as likely neutral ceiling —
September likely ends ECB cycle
Days Between ECB and FOMC6 DaysECB Sep 10 → FOMC Sep 16; simultaneous
tightening by two major central banks
ECB vs. Fed — Two Hikes, Same Shock, Different Implications

ECB (September 10) Fed (September 16)

98.9% priced — effectively pre-announced; minimal market surprise on delivery
~57% priced — genuinely uncertain; NFP Friday and CPI September 11 determine
direction
Energy shock is the cause — core at 2.4% falling; domestic inflation cooling
Energy and domestic factors entangled — core PCE 3.3%, consumer spending 3.4%;
both elevated
Lane signals this is the cycle's terminal rate — market can see the endpoint
Warsh explicitly declined to provide forward guidance — no terminal rate signal
EUR supported by ECB hike — complicates dollar strength from potential Fed hike
Combined EUR + USD rate increases in one week add to global borrowing cost
pressure simultaneously
The ECB hike is priced and coming — it is the Fed hike that is uncertain,
making the CPI print September 11 the most consequential single data release of
the month.
The eurozone's policy situation is structurally simpler than the Fed's in one
critical respect:Philip Lane's framing of 2.5% as the likely neutral ceiling
means the market can see the end of the ECB tightening cycle. After September,
the question becomes when cuts begin — Morningstar chief market strategist
Michael Field estimates a50–50 chance of a further December hike, beyond which
most analysts see the path turning lower if energy prices stabilize. The Fed,
by contrast, has no equivalent terminal rate signal:Warsh's explicit refusal to
provide forward guidance means markets cannot anchor expectations on a rate
ceiling, creating a wider uncertainty premium in US rates that the ECB's
visible endpoint does not impose on European asset prices. The divergence
between a central bank that has anchored its endpoint and one that has
deliberately obscured it is what will drive EUR/USD volatility over the six
days between the two decisions.

Sources: CNBC · Morningstar · HokaNews · RTE Business · Briefs.co


<[link removed]>

 

[email protected] is on TheRawCapital.com <[link removed]>
list because you opted in before the crowd caught on.

If we go quiet — look in promotions, updates, or wherever your inbox files
things it hasn't figured out yet.

Unsubscribe
<[link removed]>
. We'll part ways cleanly.

If something's off, you can reach us here <mailto:[email protected]>

254 Chapman Rd Ste 208 Newark, Delaware 19702.

Privacy Policy <[link removed]>



 

© 2026 Alpha One Marketers LLC. All rights reserved.