Here is Reuters: ”According to the firms, which track tanker movements, between 4.4 million and 11 million barrels of Iranian crude were discharged
Oil prices rise… Reuters
Stephanie Kelly, Reuters, includes a nice chart in her excellent piece explaining Friday’s oil price move, here... “Oil prices rose more than $1 a
The IEA’s Monthly Oil Market Report, Summary… IEA
Here is the IEA on oil demand: "Oil demand growth estimates have already been cut back sharply: in 1H19, we saw an increase of only 0.6 mb/d, with
Updated vol chart, WTI…
The high of the year is still January 2nd, settling at 53%, the low, on April 18th, 22.1... Friday settled at 32.2...
Gross debt position… IMF
The US shares the honor of “gross debt over 100% of GDP” with an interesting group of countries.... Here is the heat map from the IMF:
A conversation with NYU’s Aswath Damodaran…
Victor Haghani interviews NYU professor Aswath Damodaran and its excellent... Here is a small piece: “And let’s face it, most active investing is
Optimist or pessimist?
Someone (s) bought/sold about 2,000 Dec $20 puts (2020)... Maybe a market maker protecting a short put positions at higher strikes? Here is the
Trade war, oil prices…. CNN
Here is Matt Egan, CNN Business: ”The tit-for-tat tariffs have already sent crude prices plunging because of fears of a severe global economic
German yield curve… FT
From the Financial Times, here...