From Ryan Dezember, WSJ, on the recent rise in lumber prices, here: "Lumber prices are making an unusual late-season climb, thanks to
US stocks, days supply for oil, gasoline, distillates… EIA
Here are some charts from the EIA’s This Week in Petroleum showing stock levels compared to 5 year averages and days supply compared to last year...
Atlanta Fed GDPNOW…
Here is the Atlanta Fed’s updated GDP for Q4... +5.6%!
The widowmaker, updated…
After reading the EIA's assessment of natural gas which is looking for a sharp drawdown in stock levels over the winter (should winter be a more
Soybeans… WSJ
The bullish soybean chart makes sense when you consider a major exporter of soybeans is now importing... Here are Ryan Dezember and Kirk Maltais, Wall
Digital commerce… WSJ
Here is a look at digital commerce as a per cent of retail sales from the Wall Street Journal...