By Hunter Clark, Maxim Pinkovskiy and Xavier Sala-a-Martin... Here is the abstract (my bolds): "Concerns about the quality of China’s official GDP
Crude Oil Options Update…
Here is the chart of implied volatility for WTI going back long enough to show the big spike in 2008 (not a record high...135.4 on 1/14/91 is the
Dueling Fed GDPNowcasts, revisited…
The Atlanta and New York Feds put out separate estimates of GDP using up to date information... On Friday, each estimate was revised lower due to the
US Oil Production…
These numbers are based on the weekly estimates from the EIA... Currently, US Oil production is at 9.235 mbd... Here is a long term chart of US
Debunking commodities as an asset class… WSJ, Campbell Harvey
Ira Iosebashvili and Timothy Puko report in the Wall Street Journal on Duke University's finance professor Campbell Harvey: "His next project is
Expected stock draws, IEA vs. OPEC…. Bloomberg
Bloomberg compares OPEC's outlook to the IEA's (from recent monthly reports): "The outlook for the current quarter is no clearer. The IEA sees
Nasser Bullish on Oil Demand… WSJ
From the WSJ: "In a discussion at the Center on Global Energy Policy at Columbia University, Amin Nasser, the top executive of Saudi Arabian Oil
Crude, gasoline, distillates days of supply, US… EIA
From the EIA's This Week in Petroleum, charts showing days of supply (stock levels divided by demand) indicate a "tighter" situation compared to last
A bear market by any definition….
From CarpeDiem: