Today’s “The Daily Shot” has lots of good stuff (as usual), here... This chart shows the net selling going on by managed money in corn
Dueling GDP Nowcasts… Atlanta, NY Feds…
the Atlanta Fed’s 1Q GDP nowcast is soaring, at 2.8%... However, the NY Fed is still a sluggish 1.37...
Hedging contributions… EIA
The EIA’s always excellent “This Week In Petroleum” includes a very interesting chart showing hedging contributions to revenue for oil producers,
Record energy consumption in the US in 2018… The EIA
Here a recent entry from the EIA’s excellent Today in Energy series... ”Primary energy consumption in the United States reached a record high of
What spread traders know… The Fed
Spread traders are smarter and/or have better information than the rest of us? I’m not sure I’ll get to read the whole thing, but I’m guessing that
S&P growth/nominal GDP… Lydia Boussour, Oxford Economics via WSJ
Lydia Boussour, Oxford Economics has a nice chart showing S&P revenue versus nominal GDP growth in today’s The Daily Shot (Wall Street Journal),
Chevron/Anadarko… Financial Times
Ed Crooks, Financial Times, quoting Jarand Rystad, here... “Jarand Rystad, the firm’s founder and chief executive, argues that the large companies
Podcast: April 2019 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Mixed Signals… IEA
The IEA released its monthly Oil Market Report, yesterday... Demand is resilient so far, but risks are to the downside, they say...The summary is