After listening to a CME podcast on oil options signaling long term uncertainty (what else is new), here, I did a shallow dive into what implied vols
Ed Yardeni on bonds…
Dr. Ed has a nice piece on bonds doing the unexpected, here... “Last year, I surmised that the bond yield might be “tethered” to the near-zero
Fed GDP Nowcast…
The Atlanta Fed is now looking at +2.7 for 4Q18, updated yesterday, while NY is at +2.61 (updated last Friday)...
China’s Slowdown and the World Economy… Brad Setser
Brad Setser, Council of Foreign Relations, discusses the slowdown in China and how it relates to the world economy, here... ”China, it now seems,
March/April gas…
The March/April natural gas futures spread is sometimes called the “widowmaker” due to its excessive volatility (and, over the years, many traders
Columbia Energy Exchange on the Venezuelan political crisis…
Here is a description of the excellent podcast... “Venezuela's political crisis has reached a boiling point amid growing efforts to unseat
Goldman plans cuts in commodities trading… WSJ
Here is Liz Hoffman, Wall Street Journal: ”Investors don’t value volatile trading operations as highly as they once did, preferring more
Podcast: Talkin’ EIAs, Venezuela, and Metals with Edward Meir
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
One year after VIX blowup… WSJ
Amrith Ramkumar, WSJ, has a nice piece on the trading the VIX, one year later, here... ”Speculators, a group that includes hedge-fund investors,