Do read the whole thing... https://www.ft.com/content/39db4fd0-49e8-11e7-919a-1e14ce4af89b
Rusty Braziel, President RBN Energy interview..
The excellent Jason Bordoff interviews Rusty Braziel of RBN Energy here:
Good news on wage growth… SF Fed
The Federal Reserve Bank of San Francisco shows that "wage growth for continuously full-time employed workers (blue dashed line) has been rising and
Natural gas trade gone wrong… WSJ
Liz Hoffman at the Wall Street Journal does a nice job getting into some details of a natural gas trade gone bad here... "Goldman wagered that gas
Prices should be higher… Amrita Sen via The WSJ
One of the top oil analysts in the world is quoted in today's WSJ here... ""Prices should be $10 higher given where the fundamentals are,” said
World PMI’s indicate expansion…
World Purchasing Managers Index are in expansion mode... Check out Dr. Ed Yardeni's world PMI charts
Crude oil implied volatility update…
August 16th implied vol for crude oil settled at 27.5, basis October, the second nearby option month... Here is a long term chart of implied vol based
Don’t sneak up on a wheat trader…
They're probably a bit on edge these days:
Some random charts from The Daily Shot…
The Wall Street Journal's The Daily Shot contains many interesting charts... I pulled out a few: The US is probably far to the left on this