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Paris School of Economics

30 mentions across Convex research, last mentioned

Recent Analysis Mentioning Paris School of Economics

Spirit Airlines Collapse Puts Aviation's Fuel Bill in Focus
May 3, 2026

A carrier already on life support meets a war-driven oil spike; the sector math no longer works.

Equity
Hormuz Stays Constrained as US-Iran Talks Collapse — Oil Outlook
Apr 27, 2026

With Brent above $101 and talks stalled, the supply-risk premium is repricing in real time

Energy
IEA Calls the Demand Collapse; the Supply Shock Was Already Doing the Work
Apr 14, 2026

A war-driven Hormuz disruption plus hoarding confirms the stagflation regime is accelerating, not peaking.

Energy
Gulf Ceasefire Collapse Supercharges Stagflation Risks Already at Breaking Point
Apr 8, 2026

Strikes on UAE, Kuwait, and Bahrain don't just threaten oil, they detonate the one scenario that could rescue risk assets.

Geopolitics

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