Here is Gavyn Davies, FT: “In the latest monthly report on global economic activity, the Fulcrum nowcast models continue to identify a rebound in
Trump wants more oil… WSJ
Georgi Kantchev and Benoit Faucon, Wall Street Journal, summarize what is going on in oil markets, here... ”Supply disruptions in major producers
Why CTA Strategies Are Failing Investors… Instituional Investor
Here is one takeaway: ”Since the financial crisis, the enormous amount of liquidity pumped into global markets by the Federal Reserve and other
Fed’s GDPNowcasts decline…
Both the Atlanta and NY Feds’ estimates for current quarter GDP declined this week: Here is the Atlanta Fed: “The GDPNow model estimate
Petroleum and products stock levels… EIA
From the EIA’s This Week in Petroleum, here are petroleum and product stock levels compared to five year highs and lows:
Some oil fundamentals… WSJ
Christopher Alessi, WSJ, lays out factors driving recent price moves in oil here: “The shutdown of a major oil-sands facility in Canada, known
A Natural Gas Giant Awakens… Columbia/SIPA
Here is the conclusion of a nice piece by David Sandalow, Akos Losz and Shang Yan from Columbia’s SIPA Center on Global Energy Policy on growing
What’s the yield curve… NY Times
Matt Phillips, The NY Times, does an excellent job explaining the yield curve and it’s importance as a predictor of recessions, here... ”...if
The times, they are changing, again… WSJ
Stephanie Yang, Wall Street Journal, reports on the changing nature of commodity funds, here... “In 2017, closures of commodities hedge funds