Here are a couple of charts showing long term interest rates and “real” rates pulled from the WSJ’s The Daily Shot:
Forecasters offer differing outlooks for 2018…Platts
Here is Platt’s comparing the big 3 monthly oil reports from OPEC, the International Energy Agency and the Energy Information Agency (of the US
Ritholz interviews Jeff Sherman, Doubleline
Ritholz interviews Jeff Sherman, and it’s excellent! http://ritholtz.com/2017/12/transcript-mib-interview-jeff-sherman-doubleline/
Volatility is dead everywhere… Daily Shot… WSJ
The WSJ’s Daily Shot shows volatility declining across the board... Here is a measure of vol for various asset classes:
Ben Eisen, WSJ, on the yield curve…
Here Ben Eisen at the Wall Street Journal on the flattening yield curve: ”Long-term yields tend to go up and down alongside expectations for
Q4 GDP Forecasts… Calculated Risk
Bill McBride at Calculated Risk summarizes 4Q GDP expectations: “From Merrill Lynch: The strong retail sales data provided a 0.3pp boost to our 4Q
Wall Street Wises Up to the Folly of Forecasting… Bloomberg
Barry Ritholz at Bloomberg takes down economists’ forecasts: “One economist says what should be obvious: Making predictions only means you will be
Top ten producers… EIA
From Today in Energy: The article is actually about the increase in production from Brazil’s pre-salt regions: ”Pre-salt resources were
OPEC vs. IEA, dueling forecasts… Bloomberg
The IEA and OPEC released their monthly situation and outlook reports this week... Here is Bloomberg on how they differ: “They live in the same