This makes sense to me: "A survey of 13 investment banks by The Wall Street Journal predicts that Brent crude, the international oil-price gauge,
A data dependent Fed?
Recent economic data has moved the Atlanta Fed's GDP Nowcast sharply lower to +2.2%: Treasury note futures have actually moved lower (rates
Chartbook… JP Morgan
JP Morgan put out its quarterly Guide to the Markets chartbook
Libyan production +500,000… Reuters
From Reuters: "Ibrahim Alawami, head of the NOC's measurement department, said it was hoped that national production, which was between 450,000 and
Four things the Fed should do… Larry Summers
Here is his bottom line: "This is no time for the Fed to be creating uncertainty by raising the specter of interest rate increases at a time when
GDPNow plummets… Atlanta Fed
Today's economic data dropped the Atlanta Fed's GDP nowcast to +2.4%, down .4... Note the estimate started out at over 3.5% and is below Blue Chip
Ed Morse/Daniel Yergin on the OPEC deal… Bloomberg
Two tip top oil analysts, Daniel Yergin and Ed Morse are interviewed here:
More on the OPEC deal… Bloomberg
Bloomberg does a nice job describing how the OPEC deal came to fruition
Wealth Transfer… CarpeDiem
The Carpe Diem blog (https://www.aei.org/publication/blog/carpe-diem/) put together a nice chart showing the share of consumer spending on