David Fickling, Bloomberg, suggests that increasing exposure to gasoline sales is against the trend, here... ”Seven & i Holdings Co. has a
Petroleum days supply… EIA
These charts show oil, gasoline and diesel stocks as they relate to demand.. Note that gasoline and crude oil are moving lower while diesel remains
Dueling Nowcasts…
The latest estimates for 2Q GDP from the NY and Atlanta Feds’ “nowcast” models show quite a divergence... Atlanta is looking at -35% which is close to
Emissions market update… WSJ
Joe Wallace, Wall Street Journal, has a nice piece on the EU’s emissions market, here... “Prices for European Union carbon credits jumped 66% from
S&P performance by day of the week… WSJ
From the Wall Street Journal’s The Daily Shot, here is a look at S&P performance: Note that the best days for new deaths by Covid tend to be
Gold vs. real yields… Bloomberg
John Authers, Bloomberg, has a nice piece on gold including this chart showing the close relationship of gold and real yields: