Paris School of Economics
30 mentions across Convex research, last mentioned
Recent Analysis Mentioning Paris School of Economics
A carrier already on life support meets a war-driven oil spike; the sector math no longer works.
EquityWith Brent above $101 and talks stalled, the supply-risk premium is repricing in real time
EnergyA war-driven Hormuz disruption plus hoarding confirms the stagflation regime is accelerating, not peaking.
EnergyStrikes on UAE, Kuwait, and Bahrain don't just threaten oil, they detonate the one scenario that could rescue risk assets.
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