Is the corn lobby more powerful than the oil lobby? Here is the always excellent Timothy Puko, Wall Street Journal... ”President Trump had
Negative-yielding debt… The Daily Shot
From The Daily Shot, here...
Gasoline cracks… EIA
More from today’s release of the EIA’s Short Term Energy Outlook, here... ”Despite the increase in the RBOB–Brent crack spread in recent weeks, it
Brent vs S&P, correlation… EIA
The EIA’s Short Term Energy Outlook is out, here... The summary includes a nice correlation chart showing Brent vs. the S&P with an
WTI options update…
Amazingly, a WTI oil option traded over 10,000 times... Volume has been extremely low since mid-December... Here is a snap shot from the CME's "Most
BP Energy Outlook… Spencer Dale
Spencer Dale, BP’s chief economist, did a great job presenting BP’s energy outlook at an event put on by Columbia University’s SIPA Center on Global
Podcast: Talkin’ Oil Markets, China & Metals with Ed Meir
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products.
CTA funds under management… BarclayHedge
I use data from barclayhedge.com for this chart showing CTA funds under management:
Commodities still dominate… The Capital Spectator
Of course, The Capital Spectator, here, is looking at asset classes from a “battered and bruised assets” perspective (and a long only