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;
The $20 Billion Question for Guyana… NY Times
Clifford Krauss of the New York Times writes on the coming oil boom in Guyana, here... “In the last three years, ExxonMobil has drilled eight
Trump’s tweets affect soybeans… Business Insider
I thought the soybean market would just reroute supplies with the overall effect being producers recieve a little bit lower price, consumers pay a
Byron Wien… RealClearMarkets
Byron Wien has a nice piece at RealClearMarkets, here... “For most of the post–World War II period the world has forged constructive trade