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October 6, 2016

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,

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October 6, 2016

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

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October 5, 2016

Chartbook… JP Morgan

JP Morgan put out its quarterly Guide to the Markets chartbook

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October 3, 2016

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

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October 1, 2016

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

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September 30, 2016

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

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