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Jim Colburn

June 17, 2016

Inflation, GDP update…

From Calculated Risk, here are a few measures of inflation: While the core CPI is within the Fed's target range, the core PCE is not...  Current

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June 16, 2016

The commodity cycle at work…

From the FT (http://app.ft.com/cms/s/ccad0710-32b8-11e6-ad39-3fee5ffe5b5b.html?sectionid=home): Economic forces are at work... Low prices create

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June 14, 2016

When Barometers Go Wrong… The Economist

The recent jobs data belies underlying strength, from The Economist: http://www.commodityresearchgroup.com/wp-admin/post-new.php On wages, The

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June 14, 2016

5 Questions for Janet Yellen… Tim Duy

Econ professor, U. Of Oregon, and fed watcher, Tim Duy, asks 5 questions of Janet Yellen in an excellent piece from

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June 14, 2016

Supply/Demand balanced 2H16…. IEA

Stronger than expected demand plus unexpected supply outages lead the IEA to expect a market in balance sooner, now in

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June 13, 2016

Ed Yardeni interview… Ritholz

Ed Yardeni, long time Wall Street economist and analyst is excellent in a podcast with Barry

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June 13, 2016

Monthly Oil Market Report…OPEC

OPEC's excellent monthly supply/demand report is

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June 13, 2016

Coal production… EIA

Here is the EIA on coal production: (http://www.eia.gov/todayinenergy/detail.cfm?id=26612) "Coal production has declined because of increasingly

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June 10, 2016

Labor Market Conditions Index… St. Louis Fed

Here is the St. Louis Fed's "Change in Labor Market Conditions Index" updated chart: Some of what goes into this index is pulled from the JOLTS

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