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August 29, 2020

Beating Expectations… The Big Picture

The Big Picture has a nice chart showing Citi’s economic surprise index...

Category iconCommodity Research

August 27, 2020

Jet fuel consumption… EIA

Here is a look at world jet fuel consumption from the EIA’s This Week in Petroleum:

Category iconCommodity Research

August 27, 2020

Oil market’s vol decline… WSJ

I have some problems with this article in the WSJ on the decline of volatility... The article starts with this: “When Laura and Marco barreled

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August 26, 2020

The inflation debate… Bloomberg

Bloomberg has an excellent piece on the inflation debate, here... Here are a few charts, but do read the whole thing...

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August 25, 2020

3 reasons why oil won’t rally… OilPrice.com

Alex Kimani, OilPrice.com, makes the argument against higher prices, here... Here are 3 reasons why oil prices might remain in limbo for much

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August 25, 2020

China’s economy is back… WSJ

From today’s Wall Street Journal Newsletter, here... “China's economy is bouncing back—and gaining ground on the U.S. Across China, restaurants and

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August 24, 2020

5 year returns… The Capital Spectator

Here is a look at 5 year returns for selected asset classes from The Capital Spectator... (Hat tip to Abnormal Returns)...

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August 24, 2020

Floating storage… Reuters

Julia Payne, Reuters, discusses the decline of floating storage of oil in the world except China, here...

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August 24, 2020

Some high frequency indicators… Calculated Risk

From the excellent Calculated Risk, here are some high frequency economic indicators:

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