The excellent John Kemp summarizes hedge funds’ positions in energy markets here: ”Hedge funds and other money managers had amassed a net bullish
Geopolitical tensions in the Middle East… WSJ
The Saudi-Iran Cold War intensifies... Here is the Wall Street Journal: ”The latest salvo in the Iran-Saudi struggle came Saturday, when Lebanese
Investors not happy with this bull market… NY Times
From Landon Thomas, Jr. of The New York Times: ”Rarely has a bull market been so unloved. Since March 2009, the Standard & Poor’s 500 stock
Cleveland Fed’s Nowcast for inflation…
Note the “Core PCE” measure, which is the “data dependent” Fed’s go to number is expected to be well under target for the current quarter: Here
Fatih Birol, IEA, Jason Bordoff talk energy…
This is excellent! “In celebration of the Columbia Energy Exchange's 100th episode, host Jason Bordoff sits down with Dr. Fatih Birol, Executive
Atlanta Fed 4Q GDP Nowcast comes back to earth…
Here is the Atlanta Fed: ”The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2017 is 3.3
Distillate stocks continue to decline… EIA
From This Week in Petroleum, distillates stocks are getting tight: And here is the IEA’s supply/demand outlook for world balances (note
Larger share of US distillate production is exported… EIA
From This Week in Petroleum: ”While the January-through-July average distillate product supplied (a proxy for demand) increased slightly, from 3.8
CME to launch bitcoin futures contract…
Here is