I was wondering when Calculated Risk would bring back this excellent chart showing job losses during post WWII recessions:
GDPNow revised higher… Atlanta Fed
Economic data released from September 26 thru today increased the Atlanta Fed’s GDPNow model estimate by +2.6 percentage points... Here is the
Smoke risk…
From the EIA’s excellent Today in Energy series... ”In the first two weeks of September 2020, average solar-powered electricity generation in the
NBA finals expectations… Fivethirtyeight
Nate Silver’s excellent website, Fivethirtyeight, suggests the Miami Heat have a high probability of winning the NBA championship: But Vegas
CTA AUM…. Barclayhedge.com
From Barclayhedge.com, here is a chart showing assets under CTA management through end of June, 2020...
Lebow quote… WSJ
Andy Lebow was quoted in the Wall Street Journal, here... ”It doesn’t look like there’s going to be the type of growth in demand that producers
The New Geopolitics of Energy… Daniel Yergin
The always excellent Daniel Yergin has a piece in the Wall Street Journal, here... ”Two years ago, the CEO of a Middle Eastern oil company stopped
Oil demand, again… Bloomberg
Yet another piece on shaky oil demand, this time from Bloomberg’s Elizabeth Low and Alex Longley, here... “The oil market, however, still faces an
Demand for oil… Bloomberg
Julian Lee, Bloomberg, discusses oil markets in his latest piece, here... I focused in on his charts on IEA and OPEC revisions in demand because Andy