It is always worthwhile to check in on the Wall Street Journal’s The Daily Shot, here...
US oil in Europe… Reuters
Olga Yagova and Devika Krishna Kumasi, Reuters, have an excellent piece, here, discussing U.S. crude oil exports into Europe: “Now shipments of
WTI options comments…
After listening to a CME podcast on oil options signaling long term uncertainty (what else is new), here, I did a shallow dive into what implied vols
Ed Yardeni on bonds…
Dr. Ed has a nice piece on bonds doing the unexpected, here... “Last year, I surmised that the bond yield might be “tethered” to the near-zero
Fed GDP Nowcast…
The Atlanta Fed is now looking at +2.7 for 4Q18, updated yesterday, while NY is at +2.61 (updated last Friday)...
China’s Slowdown and the World Economy… Brad Setser
Brad Setser, Council of Foreign Relations, discusses the slowdown in China and how it relates to the world economy, here... ”China, it now seems,