The Economist explains why bond yields predict recessions here... ”AS NAMES for market phenomena go, “inverted yield curve” lacks a certain punch.
Rob Arnott talks with Barry Ritholz…
I found this podcast by Barry Ritholtz to be excellent... Here is a summary: ”This week, we chat with Rob Arnott, the founder and chairman
Americans are driving less… Daily Shot
The excellent Daily Shot at the Wall Street Journal has a nice chart that shows flagging gasoline demand:
US Oil stock levels… EIA
From today’s release of This Week In Petroleum, here is an overview of US oil stocks: And here are stock levels in Cushing, Oklahoma, the
The EIA comments on what hedgers are doing…
From the EIA’s This Week in Petroleum: “As of the first quarter of 2018, oil companies have also increased the production volumes hedged for the
WTI volatility down to 23%…
That is despite major uncertainty over how much oil Iran will actually get to market... Here is Barchart.com: The yellow line is implied vol;