Monthly Archives: December 2015

January 2nd graphics

Case Shiller A-L: Case Shiller M-Z: Saudi FX reserves under various scenarios: past 21 years of oil production: past year of oil production: rig count: Advertisements

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US oil prices reach parity with global prices and then some, et al..

several times over the past year we warned that if the ban on exports of crude oil from the US was lifted, US oil prices would rise to the level of the international benchmark price, and we’d all end up … Continue reading

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3rd quarter GDP revision, November income and outlays, durable goods, new and existing home sales, et al

this week’s key reports were the 3rd estimate of 3rd quarter GDP and the November report on Personal Income and Spending, both from the Bureau of Economic Analysis, which were released on Tuesday and Wednesday respectively…other widely watched reports included … Continue reading

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December 26th graphics

3rd qtr GDP: November Income and Outlays:

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US oil export ban lifted as oil imports surge to 2 year high, natural gas hits an all time low

most of you probably know by now that a provision to repeal the 40 year old ban on US oil exports was included in the bipartisan budget bill that passed this week…as you’ll recall from our discussion last week, this … Continue reading

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November consumer prices, industrial production, new housing, state jobs, et al

  major releases of this past week were the November Consumer Price Index from the Bureau of Labor Statistics, the November report on Industrial Production and Capacity Utilization from the Fed, and the November report on New Residential Construction from … Continue reading

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December 19th graphics

WTI vs Brent historical: shale gas production history: WTI: Brent: natural gas:

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