Furman does an excellent job on how to look at and interpret macro data here:
Brent spreads… Reuters
Oil timespreads tend to be traded from a fundamental perspective (meaning an analysis of supply/demand conditions), while flat price trading includes
Nigerian Oil Exports Rebounding… FuelFix
Here is the chart: And here is the site: http://fuelfix.com/blog/2016/10/20/market-currents-nigerian-oil-exports-rebounding/
US Oil stocks… EIA
Recent draws in US petroleum stocks can be put in perspective by the EIA's weekly chart showing stock levels compared with 5 year highs and
Shale drillers getting more efficient… Bloomberg
Shale drillers continue to innovate: "The unique geologic makeup of the Permian, consisting of multiple layers of oil- and gas-trapping shale that
10-year US Treasury Yields, History… Vox
In an excellent post at Vox, Timothy Lee writes about "27 charts that will change how you think about the American economy"... Here is the long term
Peak oil demand getting closer? … WEC via Bloomberg
Bloomberg reports on a World Energy Council's paper that peak oil demand is getting closer: "If rapid improvements continue in renewable energy,
Summary of Friday’s Boston Fed conference… NY Times
Binyamin Apllebaum does a nice job summarizing Friday's conference here:
GDPNow forecast drops to 1.9%…. Atlanta Fed
The data dependent GDPNow forecast is in free fall: "The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the third