September 2016 – Commodity Research Group

September 30, 2016

GDPNow plummets… Atlanta Fed

Today's economic data dropped the Atlanta Fed's GDP nowcast to +2.4%, down .4... Note the estimate started out at over 3.5% and is below Blue Chip

September 30, 2016

Two tip top oil analysts, Daniel Yergin and Ed Morse are interviewed here:

September 30, 2016

Bloomberg does a nice job describing how the OPEC deal came to fruition

September 29, 2016

The Carpe Diem blog (https://www.aei.org/publication/blog/carpe-diem/) put together a nice chart showing the share of consumer spending on

September 29, 2016

The WSJ lists 5 reasons why an OPEC deal on production cuts may not be long term bullish... Here is one of them: "The group proposed cutting its

September 29, 2016

The EIA summarizes their weekly numbers released yesterday in a report called This Week In Petroleum found

September 28, 2016

Bloomberg does a nice job describing some problems with investing in "long only" commodity strategies

September 27, 2016

There was some talk of a deal to cut production by a million barrels... I like their attitude... If you can't get a deal to freeze production, go for

September 26, 2016

From the WSJ: "Since the price of oil began its decline in mid-2014, analysts at major investment banks have struggled to accurately predict its