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2001 Archive Volume

Six months in late 2001 to mid-2002 when a depreciating dollar and twin-deficit fears reshaped commodity markets, producing wildly divergent outcomes across energy, agriculture, and metals.

3 files in this volume

The year in numbers

174
Replayable scenarios

This year's files

  1. 01October 2001: The Subprime Lending Boom Begins — US Housing Enters Its Acceleration Phase

    In October 2001, the US housing market entered an unprecedented acceleration phase as subprime lending reshaped property valuations across major cities, creating the foundation for the 2000s bubble.

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  2. 022001: When Geopolitical Shock Rewired Commodity Markets

    In the autumn of 2001, commodities from copper to crude oil revealed how geopolitical shock reshapes market structure — and why process matters more than prediction.

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  3. 032001: When the Dollar Bear Met Inflation — A Commodity Crossroads

    Six months in late 2001 to mid-2002 when a depreciating dollar and twin-deficit fears reshaped commodity markets, producing wildly divergent outcomes across energy, agriculture, and metals.

    Read the file →