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June 4, 2017

The Economist’s Market Index…

FYI... The top 5 performing equity markets this year as of May 31st, from the back of The Economist are Poland, +30.2%; Argentina, +29.6; Greece,

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June 2, 2017

Companies expect little change… WSJ

State regulations, shareholders, and customers all put pressure on companies to become more energy efficient and greener... The Wall Street Journal

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June 1, 2017

Atlanta Fed’s GDPNow cast is at 4.0% after today’s economic data…

The Atlanta Fed just updated real GDP growth for 2Q17 to 4.0%....  Here is the Atlanta Fed: "The GDPNow model forecast for real GDP growth

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May 31, 2017

Some oil demand scenarios… Bloomberg

Bloomberg organizes in one chart some oil demand scenarios that are around from the IEA, OPEC, Exxon and BP: But the IEA suggests another

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May 30, 2017

Oil production that could flood the natural gas market… WSJ

The Wall Street Journal discusses the spillover gas production expected to come from new oil production in the Permian: "The oil-rich Permian Basin

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May 30, 2017

Why is wage growth so high? Neil Irwin, NY Times

Neil Irwin of the New York Times suggests we are asking the wrong question about wages: "Over the last 24 months through March, inflation has come

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May 27, 2017

Economic Bump Looking Less Likely… NYTimes

The underrated NYTimes business section lays out US GDP possibilities here:

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May 25, 2017

“Days supply” tightens for crude oil and distillates…

"Days supply" is simply stocks divided by daily demand... It is a useful measure that puts stock levels into context with consumption...  Crude oil

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May 25, 2017

Gasoline prices moderate heading into Memorial Day… EIA

Here is the price chart from This Week In Petroleum: "Gasoline demand has fallen from last year, putting further downward pressure on prices.

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