Category Archives: Crude Oil

Shanghai Watch

We’re are watching to see if the Shanghai Composite can hold its 200-day moving average right around 2,800.  There is widespread speculation the People’s Bank of China will raise interest rates this weekend for the second time in the tightening … Continue reading

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December 7th – A Rate Move Which Will Live In Infamy

CNBC puts an interesting spin on the stock market sell-off and reversal in almost all commodities today, blaming the SEC insider trading probe.  We have a different view, believing it was the historic rise in long-term rates. Today’s 23 bps … Continue reading

Posted in Black Swan Watch, Bonds, Budget Deficit, Charts, Commodities, Credit, Crude Oil, Economics, Equities, Fiscal Policy, Gold, Politics, Sovereign Risk | Tagged , , | 3 Comments

China Rate Hike This Weekend?

The China Securities Journal, not citing a source,  says the timing is right for a rate hike this weekend.  It would be the second of the current tightening cycle.   Reuters reports, “With reference to the central bank’s record of … Continue reading

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Jeremy Grantham CNBC Interview

Run don’t walk to CNBC’s extended interview with Jeremy Grantham, chief investment strategist at Grantham Mayo Van Otterloo (GMO).  Click here for the interview. He begins commenting on the Fed’s attempt to stimulate growth through the  “wealth effect,” noting that … Continue reading

Posted in BRICs, China, Commodities, Crude Oil, Currency, Equities, Gold, Monetary Policy, Policy, Whales | Tagged , , | 1 Comment

Chart of the Day: Crude Oil Production & Energy Demand

This is a fairly informative graph from Gregor.us, which gives a fundamental sense of which way crude prices are heading in the next few years.   NORF!

Posted in Crude Oil | Tagged , | 4 Comments