The dueling GDP Nowcasts of the NY and Atlanta Feds show robust growth for 4Q17: Here is Atlanta at 3.3%: New York is at
$70 Oil, but OPEC Should Keep Cool… Bloomberg
From Julian Lee, at Bloomberg: ”To be sure, stronger-than-expected demand growth helped producers to drain excess stockpiles in 2017, and OPEC is
Crude oil volatility… Market Realist
Here is a nice chart from Market Realist showing an inverse relationship between crude oil prices and implied volatility: Of course, the record
Record natural gas withdrawals… EIA
From the EIA’s Today in Energy: “During the recent cold weather event that affected much of the eastern United States, more natural gas was
The EIA’s Short Term Energy Outlook…
There are lots of tasty morsels in the EIA’s monthly Short Term Energy Outlook, here are just a few: On WTI/Brent price spreads: ”EIA estimates
The Global Economy’s Output Gap Has Closed… WSJ/World Bank
Josh Zumbrun, WSJ, summarizes the World Bank’s Global Economic Prospects here... The 10-year note has noticed... Here are Tnote futures from
World stock markets.. The Economist
The Economist magazine has a feature called “Markets” where various stock markets from around the world are tallied... The most recent is as of
My Favorite Charts…Michael Batnick/The Irrelevant Investor
Michael Batnick put together an interesting chart book here... (here is the JP Morgan site with
Podcast: January 2018 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group