The Daily Shot, a Wall Street Journal blog, has some excellent charts explaining the uptick in wage growth from Friday’s employment report.. Here is
Fear of unwinding… Business Insider
Business Insider asks some money managers “What keeps you up at night?”, here:
Nobel Prize awarded to Richard Thaler… Marginal Revolution
Here is my “go to” blog, Marginal Revolution, on Richard Thaler: ”Thaler, with Kahneman and Knetsch, was a major force behind discovering and
US household spending for gasoline to remain below $2,000 in 2017… EIA
Correlation is not causation, but the chart below shows how household expenditures on energy (gasoline) seem to track the economy: Monetary and
Podcast: October 2017 Oil Market Report – Commodity Research Group
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Distillates supply/demand tightens..
From “This Week in Petroleum” here are current distillate stocks: And, compared to daily demand: Here is the price of heating oil
Fed Watch… Tim Duy
Professor Tim Duy, Professor, University of Oregon, from his FedWatch report: “Big data week ahead that ends with the employment report for
China, Bitcoin… The Economist
Despite a crackdown in bitcoin trading by China, the crypto currency has not totally collapsed... Here is a chart from The Economist: Here is
Interest rate risk to increase… FT Alphaville
FT Alphaville suggests Fed policy could bring volatility back to interest rates here... Do read the whole thing... Here is a chart of interest rate