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January 11, 2019

The price of a cup of coffee… WSJ

in Venezuela: There is more at The Daily Shot, WSJ, here.... I guess I shouldn’t complain about my Starbucks addiction...

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January 10, 2019

Co-movement of the Dollar and Oil Prices… Liberty Street Economics

Liberty Street Economics is the excellent series from the New York Fed... Here is a recent posting:  Thomas Klitgaard, Paolo Pesenti, and Linda Wang,

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January 9, 2019

Performance chart, updated… Ben Carlson

Ben Carlson updates his asset performance chart here...

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January 8, 2019

US Carbon emissions +3.8% in 2018… NY Times

Brad Plumer, NY Times writes here... ““The big takeaway for me is that we haven’t yet successfully decoupled U.S. emissions growth from economic

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January 8, 2019

Constrained New England… RBN Energy

The always excellent RBN Energy has a nice piece on the problems of generating power in New England, here... ”...New England’s power sector in the

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January 7, 2019

Natural gas, 2018 summary… EIA

The EIA’s Today in Energy is in summary mode, but I’m very happy they continue to publish... Here are some excellent charts showing natural gas

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January 7, 2019

The Year in Charts…Pension Partners

Charlie Bilello has a nice chart book on 2018, here... via Ritholtz, here...

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January 6, 2019

Give Trump credit for lower energy prices? WSJ

Yes, says Jason Bordoff, Columbia University, quoted in Spencer Jakab’s piece in the Wall Street Journal, here... ”In a decidedly backhanded

Category iconCommodity Research

January 5, 2019

NY Fed’s GDP Nowcast remains about unchanged after jobs report….

The NY Fed latest update, here, shows 4Q GDP growth now at +2.49%, +.01 from its last estimate... Yesterday’s jobs numbers were mostly a wash with

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