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August 6, 2019

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

Category iconCommodity Research

August 6, 2019

German yield curve… FT

From the Financial Times, here...

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August 4, 2019

Chinese soybean imports… Ritholz

From Barry Ritholz’s mostly excellent The Big Picture, here...

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August 4, 2019

The Problem With Inflation…WSJ

Jon Sindreu, Wall Street Journal, has a thoughtful piece on inflation, here... ”Since the 1990s, prices have risen at totally different rates

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August 4, 2019

Iranian oil exports… The New York Times

Anjali Singhvi, Edward Wong and Denise Lu, NY Times, have a nice piece on Iran’s defiance of US sanctions, here... “China and other countries are

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August 2, 2019

Why the Fed Cut Rates… NY Times

Neil Irwin, NY Times, has a nice piece discussing the Fed move, here... (My bold)... ”So to make sense of what Mr. Powell and his colleagues did,

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August 2, 2019

Active day in WTI options…

Here is a summary of yesterday's increased activity in WTI oil options from the CME's Most Active Strike tool: Note that most volume was in

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August 1, 2019

Post debate betting odds… The Daily Shot

From The Wall Street Journal’s The Daily Shot via Predict It, here...

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August 1, 2019

Yesterday’s Fed announcement… WSJ

Jeffrey Sparshott and Nick Timaraos, Wall Street Journal, have a nice summary of yesterday’s Fed announcement, here...  I especially like the quote

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