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
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
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
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
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
Ed Yardeni interview… Ritholz
Ed Yardeni, long time Wall Street economist and analyst is excellent in a podcast with Barry
Monthly Oil Market Report…OPEC
OPEC's excellent monthly supply/demand report is
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
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