I especially liked Jim Lentz's answer to Rose's question, "What keeps you up at night?": the forward price of gasoline (I'm paraphrasing)... Lentz
WTI Implied Vol, update…
Implied volatility in crude oil has dropped about 8 points from it's recent high of 41.7 on September 26th... The OPEC meeting/agreement was a main
Analysts express skepticism by not raising price expectations… WSJ
This makes sense to me: "A survey of 13 investment banks by The Wall Street Journal predicts that Brent crude, the international oil-price gauge,
A data dependent Fed?
Recent economic data has moved the Atlanta Fed's GDP Nowcast sharply lower to +2.2%: Treasury note futures have actually moved lower (rates
Chartbook… JP Morgan
JP Morgan put out its quarterly Guide to the Markets chartbook
Libyan production +500,000… Reuters
From Reuters: "Ibrahim Alawami, head of the NOC's measurement department, said it was hoped that national production, which was between 450,000 and
Four things the Fed should do… Larry Summers
Here is his bottom line: "This is no time for the Fed to be creating uncertainty by raising the specter of interest rate increases at a time when
GDPNow plummets… Atlanta Fed
Today's economic data dropped the Atlanta Fed's GDP nowcast to +2.4%, down .4... Note the estimate started out at over 3.5% and is below Blue Chip
Ed Morse/Daniel Yergin on the OPEC deal… Bloomberg
Two tip top oil analysts, Daniel Yergin and Ed Morse are interviewed here: