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October 16, 2018

European GDP comparison… WSJ

Here is a chart from the Wall Street Journal’s The Daily Shot which compares trajectories of European GDP since moving to the Euro:

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October 15, 2018

Real interest rates moving up…

Here is the chart from the Fed’s FRED: Moving higher, but still not at pre-2008 levels...

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October 15, 2018

Oil exports to China down to a trickle… WSJ

Georgi Kantchev and Rebecca Elliott, Wall Street Journal, comment on US exports to China which have declined sharply: All is not lost say the

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October 15, 2018

Lessons from Howard Marks’ New Book… 25iq

I enjoyed 25iq’s take on Howard Marks’ new book, here...  Here is one takeaway, but do read the whole thing, and check out at least one interview from

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October 13, 2018

Natural gas storage to enter winter at lowest levels since 2005… EIA

The link is here...

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October 11, 2018

Global fuel inventories… EIA

Here is what the EIA is saying about global inventories: “In 2018, EIA forecasts total global liquid fuels inventories to decrease by 200,000 b/d

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October 11, 2018

The EIA on Iranian crude oil production…

From “This Week In Petroleum”, the EIA discusses assumptions on Iranian production, here: “The October STEO assumes that the effects of sanctions

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October 8, 2018

Tyler Cowen On Romer, Nordhaus… Bloomberg

Here is the link: https://www.bloomberg.com/view/articles/2018-10-08/romer-nordhaus-are-deserving-picks-for-economics-nobel

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October 8, 2018

Natural gas prices surging… CNBC

Here is what’s been going on in natural gas (the lower chart is implied volatility): Tom DiChristopher at CNBC has a nice piece explaining why,

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