David Beckworth of Macro Musings talks with Jim Hamilton on econometrics, energy markets and low interest rates here... ”Jim Hamilton is a
Fuel theft in Mexico… The Economist
Here is The Economist on Mexico’s problem with fuel theft (and soaring murder rates): “Gangs from nearby Jalisco and Michoacán moved into the state
Podcast: May 2018 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Moneyball meets horse racing… Bloomberg
The whole thing is excellent: https://www.bloomberg.com/news/features/2018-05-03/the-gambler-who-cracked-the-horse-racing-code
Stock levels vs. 5 year averages… EIA
Here is an update of oil, gasoline and distillate stocks from This Week in Petroleum...
New York State ISO Market Data…
Here is a snap shot of marginal power prices in different areas of NY State... Anyone know what causes this? (Here is the link to
30 year Vol chart (VIX)… M&G
Nice vol chart from M&G here...
Oil benchmark needs more oil… WSJ
Here are Sarah McFarlane and Christopher Alessi, WSJ, on the decline in oil production streams that support the Brent futures contract: ”The widely