John Authers, Bloomberg, has a nice piece on gold including this chart showing the close relationship of gold and real yields:
The Man Group has a nice piece on inflation, here... And, here is a long term look at deficits...
And, some producers are up on the year... From Ryan Dezember, Wall Street Journal: “Appalachia’s shale-gas producers have outrun falling prices for
After looking at the EIA’s weekly stats, specifically the high level of distillate stocks, and price firm spread chart in Aug/Sep diesel, I asked Andy
The EIA puts out a summary of their weekly stats in This Week in Petroleum and often they will include some interesting charts and
Here are some interesting energy charts from the Wall Street Journal...
Here are some charts showing how working from home changes how and how much we consume energy... (All are derived from the IEA piece, here, hat tip to
Here is a chart from the CME showing the collapse in vol for WTI... Note they are using a Bachelier model to calculate vol... B-S vol is at 37 and 38%
I was surprised to see Indonesia’s economy expected to be the 4th largest in the world, soon... Here is the Wall Street Journal’s The Daily Shot: