Elena Nikulina

Robin Brooks: Founders expect war to end in Q1 '27, oil near $75, dollar strength

Robin Brooks: Founders expect war to end in Q1 '27, oil near $75, dollar strength
Founders expect oil near $75, dollar strength

Founders surveyed by Robin Brooks expect the war to end in Q1 '27 and anticipate oil prices will settle near $75. Brooks also reports that these founders are strongly bullish on the dollar and think the U.S. economy is overheating. He adds that they have expressed concern about how gold is trading.

Brooks recently described a spike in the VIX tied to S&P 500 options and AI debt concerns as relatively minor compared to previous events. He has also reported that Persian Gulf oil exports have returned to normal, with higher prices attributed to temporary increases in shipping costs. These updates offer additional context for the current sentiment among founders.

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