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Monthly Archives: May 2022
The San Quentin Giants, Inflation & Donnie J.
If you’re wondering why we’ve been pounding the table, warning of the evils of inflation over the past 24 months, I received a text from an old college baseball buddy this weekend, which encapsulates the fiery coals and burning sulfur … Continue reading
Posted in Uncategorized
1 Comment
CK Chart Funday
1. Crack Spreads At Record High The traditional relationship between crude and refined products is broken. WTI is anchored around $100-$110 a barrel, suggesting that — in barrel terms — gasoline, diesel and jet-fuel prices shouldn’t be much higher, once … Continue reading
Posted in Uncategorized
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Are Wage Pressures Structural?
We vote both cyclical and structural. When it rains, it pours. The COVID and Ukraine shock has ripped the veil from the “Wizard of Oz” economy. Follow the crypto brick road. Deglobalization Cometh Americans are beginning to experience what a … Continue reading
Posted in Inflation/Deflation
5 Comments
QOTD: Adaptive Expectations
QOTD = Quote of the Day There’s a tendency for markets to focus on the present and extrapolate it forever – Olivier Blanchard
Posted in Quote of the Day, Quotes
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Beating Shipping Containers Into Penthouses
They shall beat their swords into plowshares, spears into pruning hooks, [and shipping containers into homes] – Book of Isaiah (paraphrased). According to shipping analytics firm Windward, 20% of the world’s roughly 9,000 active container ships are currently sitting in traffic … Continue reading
Posted in Uncategorized
9 Comments
The Smoking Crack Spread
Right now, the traditional relationship between crude and refined products is broken. WTI is anchored around $100-$110 a barrel, suggesting that — in barrel terms — gasoline, diesel and jet-fuel prices shouldn’t be much higher, once you add the average refining margin. In reality, they are a lot more … Continue reading
Posted in Crude Oil
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County Median Home Prices
The map [below] allows you to see the median home price for each county. Applying the House Price Index growth from FHFA to the latest housing data from the American Community Survey (ACS), we calculated a median home value for … Continue reading
The Washington Sausage Factory
Click here for better resolution of the above graphic.
Posted in Policy, Politics, Uncategorized
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Global Macro Monitor 