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March 19, 2021
Bond Market is Not Buying What the Fed Keeps Selling
Well, not literally, because that is surely still happening. Rather, this title figuratively refers to the Federal Reserve’s official release, through its Federal Open Market Committee (FOMC) and through the…
February 26, 2021
Treasuries Set for Biggest Monthly Yield Surge Since 2016
The U.S. economy appears primed to recover from the COVID-19 slump much faster than others, causing havoc in the bond markets this week and potentially exacerbating the kind of imbalances…
February 12, 2021
Cushing, PADD 3 Stocks Decline As Refineries Soak Up Crude in January
Crude inventories at Cushing have decreased by over 10 MMBbls or 300 MBbl/d during January, while PADD 3 (Gulf Coast) inventories also declined by 12 MMBbls. Collectively, Cushing and PADD…
November 25, 2020
Positive News Sends Crude Prices To Eight-Month High
Crude prices have soared about $10/Bbl or 27% in November after positive vaccine news and an anticipated delay to OPEC+ supply releases. The shape of the WTI forward curve has…
November 6, 2020
With Election Results All But Decided, Additional Fiscal Stimulus Remains Uncertain
Democrat and former Senator and Vice President Joe Biden looks as if he has the advantage in reaching the 270 Electoral College votes required to become the next President of…
October 16, 2020
Stimulus Plans Remain on Life Support
The chances for a pre-election stimulus for the U.S. economy from Congress are all but over, with Treasury Secretary Steven Mnuchin pointing to political dynamics undermining the months-long negotiations. With fiscal…
October 9, 2020
To Stimulate or Not to Stimulate, That is the Question
No soap opera has had the daily twists and turns seen in American politics and markets over the past ten days. Market volatility has picked up while investors are whiplashed…
October 2, 2020
Real Problem if New Fiscal Package Starts with a “2”
U.S. markets were whipsawed this week by speculation over whether a fiscal stimulus deal would be reached, along with the news of President Trump’s case of the coronavirus. Talks between…
