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:

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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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November retail sales, producer prices; October business inventories, job openings, Mortgage Monitor

the key reports of this past week were on retail sales for November and on business inventories report for October, both from the Census bureau, and the Producer Price Index for November from the Bureau of Labor Statistics, and they … Continue reading

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oil and gas prices tank again, oil exports on the table, global rig counts, and Fault Lines: Earthquake State

in the aftermath of last Friday’s OPEC meeting, oil prices crashed to a 7 year low on Monday and continued falling from there, while natural gas prices fell below $2 for the first time since early 2012 on forecasts of … Continue reading

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December 12th graphics

November retail sales: October mortgage loan counts: oil prices: natural gas prices: Halliburton statehouse: Oklahoma, one of the most seismically active states in the country, is left without a state seismologist. As the earthquakes persist

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