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July 17, 2020

Implied vs. historical vol, WTI…

Our CRG colleague, Bill Perlman, compared implied and historical (realized) volatility for WTI through the craziness of this year... The red line

Category iconCommodity Research

July 17, 2020

Two amazing charts from The Daily Shot… WSJ

From today’s The Daily Shot... Real rates and M2....

Category iconCommodity Research

July 16, 2020

A look at inflation… Carpe Diem

Here is a look at the blog Carpe Diem’s most popular chart:

Category iconCommodity Research

July 16, 2020

Ed Meir quote in the WSJ on copper…

CRG’s Ed Meir is quoted in the WSJ, here... ”It’s (the rally in copper) taken us by surprise,” said Edward Meir, a consultant focused on metals at

Category iconCommodity Research

July 16, 2020

The Fog of Numbers… SF Fed

The Federal Reserve Bank of San Francisco writes how revisions in GDP data can be substantial, here... ”But by the fourth quarter of 2008, the

Category iconCommodity Research

July 14, 2020

Oil supply/demand balance… OPEC

From today’s release of OPEC’s Monthly Oil Market Report, here...

Category iconCommodity Research

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