Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Jill Mislinski, Advisor Perspectives on gasoline consumption…
Jill Mislinski, at Advisor Perspectives, posts some interesting charts on gasoline consumption which show a sharp decline in per capita consumption...
Our latest podcast on Energy Markets…
EIA expects an oil market in balance…
Despite the recent increase in estimates of US oil production, the EIA is only looking for a build in world inventories of .2 mbd for 2018 and
Volatility in crude oil is up, but not that much…
Here is an implied volatility chart based on at the money strikes, using the second nearby option (the current data is based off of options on April
Crude Oil/Dollar Correlation…Market Realist
Gordon Kristopher at Market Realist includes an interesting chart on the dollar vs. the price of crude oil: Eyeballing this chart suggests that
Wages, interest rates on the rise… WSJ, FRED
Two data points released this week suggest that wages and compensation are on the rise... Here, from the Wall Street Journal, is the employment cost
Dueling Fed GDP Nowcasts…
The Atlanta Fed raised some eyebrows with its updated “nowcast” of +5.4% for 1Q2018: However the New York Fed updated its “nowcast” today, to
6 reasons pay has lagged job growth… NYTimes
These charts are before today’s jobs report, but wage growth has lagged... Here is today’s NYTimes (an underrated business section, by the