Jesse Newman, Wall Street Journal, highlights the rally in corn and soybeans, here... ”Now, China’s push to increase pork production and fulfill
Herd immunity by July?… Marginal Revolution
From the excellent Marginal Revolution blog:
Active WTI options…
I was just talking to someone about how rarely we see WTI options trade over 10,000 contracts on one strike... Yesterday, April $40 and $45 puts
Oil demand estimates from the IEA, EIA and OPEC… Bloomberg
Julian Lee, Bloomberg, has an excellent piece today which shows how the three agencies overestimated demand throughout last year... CRG’s Andy Lebow
Less power generation from natural gas expected in 2021… EIA
From the EIA’s Today in Energy: ”In its latest Short-Term Energy Outlook (STEO), released on January 12, the U.S. Energy Information Administration
Contrarian signs?…. Bloomberg
Alex Longley, Bloomberg, has a piece about investors moving into oil to play the reflation trade... But should this make bulls nervous?: “Crude has
Oil Market Report… IEA
The IEA’s Oil Market Report was released today... This is from the summary: ”But it will take more time for oil demand to recover fully as renewed
David Beckworth interviews Scott Sumner… Macro Musings
It’s a very good chat on monetary policy, here... “Scott Sumner is the Ralph G. Hawtrey Chair of Monetary Policy at the Mercatus Center and a
Not good risk management advice… The Economist
The Economist points out that option trading is soaring due to an increase of retail customers trading them: But, there is this: ”There are