U.S. Petroleum Weekly – December 15, 2011
The rumors are that Saudis had to unload record amounts of physical crude to the markets (from their hedges) because of lack of able counter parties to roll the positions due to shortage of credit.
Daily Reading – Wednesday, December 14, 2011
Macro Man: De-xia Vu
FT Alphaville: The Saudi production puzzle
FT Alphaville: Collateral crunch, commodity financing edition
FT Alphaville: As Chinese apartments go, so goes China
FT Alphaville: European banks ‘need tons of money’, says GMO
FT Alphaville: FOMC statement, 13 December 2011
FT Alphaville: You have 24 months to comply
FT Alphaville: At home with Ben
The Big Picture: Flight to Quality Funding of the U.S. Budget Deficit
Daily Reading – Tuesday, December 13, 2011
Calculated Risk: Retail Sales increased 0.2% in November
Calculated Risk: A little better GDP Growth in Q4
The Big Picture: FOMC will tell us what they really think
FT Alphaville: Sino-Forest admits default
An American Perspective from China: China Data, Part 1: Real Estate Downturn
Rig Count Monthly – December 13, 2011
Number of crude oil drilling rigs in the U.S. rose for 28 in the last month; Number of natural gas drilling rigs fell for 57.
Daily Reading – Monday, 12 December, 2011
The Slope Of Hope: Quote of the Year
Macro Man: TMM announce the late running of The End of The World
FT Alphaville: Central banks fire the second barrel of QE
FT Alphaville: Fines all round?
FT Alphaville: A sub-optimal solution to the Euromess
The Big Picture: Monday morning quarterback
The Big Picture: How to Pay For Financial Advice
The Big Picture: The Myth Of Cash On The Sidelines – An Update
FT BeyondBRICs: Indian IP: the slowdown cometh
The New York Times: In Euro Era, Opening Bell Is a 2:30 A.M. Alarm
Dry Bulk Weekly – December 12, 2011
Baltic dry index rose 3.0% last week; Capesize Index was up 8.4%; Panamax Index rose 0.7%; Supramax Index was down 7.9%; Handysize Index fell 3.4%.
Tanker Weekly – December 12, 2011
Baltic Dirty Tanker Index rose 8.1%; Baltic Clean Tanker Index rose 2.1%.
Order-book is shrinking fast with high delivery count and abundant cancellations looming. We are probably looking at couple catastrophic years for the industry ahead.
China November CPI Inflation At 4.2%; PPI Inflation At 2.7%
China Consumer Price Index was up 4.2% in November, vs. 4.5% consensus and 5.5% October reading. Food inflation eased from 11.9% to 8.8%..
China Producer Price Index fell to 2.7% from 5.0% in October. Consensus was at 3.4%.
U.S. Natural Gas Weekly – December 9, 2011
Massive oversupply.
Daily Reading – Friday, December 9, 2011
Gavyn Davies: Eurozone crisis might move from acute to chronic phase
The Big Picture: Kumbaya yes but horse already out of the barn
The Big Picture: ECRI’s Achuthan: U.S. Economic Outlook, Labor Market
Calculated Risk: Trade Deficit declines in October
FT BeyondBRICs: China: inflation tamed
Daily Reading – Thursday, December 8, 2011
The Economist: Expect the unexpected
FT Alphaville: The ECB’s new non-standard measures…
FT Alphaville: Hors d’oeuvres from the ECB
FT Alphaville: Not even in Japan…
The Big Picture: Dr. Copper Flashes a Warning
The Big Picture: Trading Rules, Aphorisms & Books (Updated)
FT Beyond BRICs: Deutsche: if you think 2011 was bad for EM equities, just wait for 2012
FT Beyond BRICs: Goldman Sachs: Brics in 2050
U.S. Petroleum Weekly – December 8, 2011
Crude oil market looks well balanced. Future economic conditions and consequent commodity demand are key here.
Daily Reading – Wednesday, December 7, 2011
The Big Picture: QOTD: Ratings Agencies Jobs
The Big Picture: If S&P follows thru, what will it mean for EFSF?
FT BeyondBRICs: Could Indonesia face Brazil-style slowdown?
Daily Reading – Tuesday, December 06, 2011
The Big Picture: Do Ratings Agencies Still Matter?
FT Alphaville: The S&P statement
FT Alphaville: Signor Monti, sensazionale [updated]
FT Alphaville: ‘This economy is no place for young men’
FT Alphaville: Spot the Dog let off the leash
FT Alphaville: Post-euro currencies, charted
FT BeyondBRICs: Brazil’s GDP stalls in 3rd qtr
The Conscience Of A Liberal (Paul Krugman): Things That Never Happened In The History Of Macroeconomics
Daily Reading – Monday, November 5, 2011
The Big Picture: This is the week, again
The Big Picture: At Hedge Funds, Breakeven is the New Black
Gavyn Davies: Fed bazooka aimed at the eurozone
FT Alphaville: The Fed hath spoken
FT Alphaville: Employment since the 2008 Peak
FT Alphaville: Le plan, negatifs taux d’intérêt, redux