From Carpe Diem (https://www.aei.org/publication/blog/carpe-diem/): "Another data point: Spending on “energy goods and services” as a share of total
Markets rally on Saudis, Russians “talking”…
From Reuters (http://www.reuters.com/article/us-global-oil-idUSKCN10N03T): "On Monday, Russian Energy Minister Alexander Novak bolstered hopes that
Record US fuel exports to Latin America… Bloomberg
From Bloomberg (http://www.bloomberg.com/news/articles/2016-08-11/u-s-refiners-reap-rewards-from-latin-american-gasoline-shortage-irr37msr): "From
World liquid fuels balance… EIA
This is from the EIA's Short Term Energy Outlook released earlier this week... The EIA continue to expect stock draws starting in the second half of
US oil exports increase volume, destinations…. EIA
From the EIA: "In the first five months of 2016, U.S. crude oil exports averaged 501,000 barrels per day (b/d), 43,000 b/d (9%) more than the
Are Negative Rates Backfiring? … WSJ
The Wall Street Journal suggests there are some unintended consequences of negative rates: "Policy makers in Europe and Japan have turned to negative
Are markets efficient?
A dialogue with Eugene Fama and Richard Thaler: http://review.chicagobooth.edu/economics/2016/video/are-markets-efficient
Rare summer net storage draw, natural gas… Today in Energy
From the EIA's excellent "Today in Energy: "Working natural gas storage inventories posted a rare summer net withdrawal of 6 billion cubic feet (Bcf)
Employment comments….
Here is the bottom line from CalculatedRisk (for more, including many charts, visit the site here: http://www.calculatedriskblog.com): "The headline






