From today’s The Daily Shot... Real rates and M2....
A look at inflation… Carpe Diem
Here is a look at the blog Carpe Diem’s most popular chart:
Ed Meir quote in the WSJ on copper…
CRG’s Ed Meir is quoted in the WSJ, here... ”It’s (the rally in copper) taken us by surprise,” said Edward Meir, a consultant focused on metals at
The Fog of Numbers… SF Fed
The Federal Reserve Bank of San Francisco writes how revisions in GDP data can be substantial, here... ”But by the fourth quarter of 2008, the
Oil supply/demand balance… OPEC
From today’s release of OPEC’s Monthly Oil Market Report, here...
Some good news?
From Bloomberg:
Natural gas prices… EIA
The EIA looks at record low natural gas prices in Today in Energy, here... ”Prices started the year low because of mild winter weather, which
Podcast: July 2020 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Supply/Demand balances… IEA, EIA
The IEA and the EIA released their monthly oil reports this week... In pictures, here is how they see supply/demand unfolding through 2021.. First is