Joe Wallace, Wall Street Journal, has a nice piece on rhodium, here... “The price of rhodium, a precious metal that strips pollutants out of
Hedge fund money flows… BarclayHedge via WSJ
Money moved out of hedge funds in 2019... Here are some graphics from BarclayHedge via The Wall Street Journal:
700 years of interest rates… Quartz
And I think my chart of implied vol for oil going back to 1986 is long term... Here is a chart from Quartz:
Comparing supply/demand estimates for oil… Bloomberg
Julian Lee looks at the big three (OPEC, IEA, EIA) monthly oil reports, here... “OPEC’s latest forecast shows global oil inventories falling at an
Periodic table of commodity returns… Visual Capitalist
I look forward to this chart every year, from The Visual Capitalist, here..
The IEA’s Fatih Birol talks with Bloomberg…
The always worth listening to Fatih Birol talks to Bloomberg, here... He sees weak demand and a well supplied market keeping prices muted...
Currency vol at record levels… Bloomberg
Sam Potter and Anchalee Worrachate, Bloomberg, discuss record low volatility in currency markets, here...
Products build sharply this week… EIA
From the EIA’s This Week In Petroleum, gasoline and distillate stocks have moved sharply higher in the past 2 weeks (Andy mentioned this in our
EIA’s supply/Demand balance in a chart… EIA
Note the expected build in 1H of 2020... Here is the link...