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Archives for November 2017

November 6, 2017

Geopolitical tensions in the Middle East… WSJ

The Saudi-Iran Cold War intensifies... Here is the Wall Street Journal: ”The latest salvo in the Iran-Saudi struggle came Saturday, when Lebanese

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November 6, 2017

Investors not happy with this bull market… NY Times

From Landon Thomas, Jr. of The New York Times: ”Rarely has a bull market been so unloved. Since March 2009, the Standard & Poor’s 500 stock

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November 5, 2017

Podcast: November 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

Category iconCommodity Research,  Monthly Oil Market Report,  Podcast Tag iconAndy Lebow,  commodity research,  eia,  Jim Colburn,  oil prices,  oil trading,  podcast

November 3, 2017

Cleveland Fed’s Nowcast for inflation…

Note the “Core PCE” measure, which is the “data dependent” Fed’s go to number is expected to be well under target for the current quarter: Here

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November 3, 2017

Fatih Birol, IEA, Jason Bordoff talk energy…

This is excellent! “In celebration of the Columbia Energy Exchange's 100th episode, host Jason Bordoff sits down with Dr. Fatih Birol, Executive

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November 3, 2017

Atlanta Fed 4Q GDP Nowcast comes back to earth…

Here is the Atlanta Fed: ”The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2017 is 3.3

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November 2, 2017

Distillate stocks continue to decline… EIA

From This Week in Petroleum, distillates stocks are getting tight: And here is the IEA’s supply/demand outlook for world balances (note

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November 2, 2017

Larger share of US distillate production is exported… EIA

From This Week in Petroleum: ”While the January-through-July average distillate product supplied (a proxy for demand) increased slightly, from 3.8

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