Charts of the Week
A Long-Term Look at Crude Oil
June 10, 2022
A long-term look at crude oil
A long-term look at crude oil
Some interesting charts from our recent posts.
The economy can fall off a cliff, but if we continue to see positive job growth, the Fed will keep hiking until inflation stalls.
Today's topics include inflation forecasts never miss, the Fed is no longer your 'friend 'til the end', what level of yields begins to attract investors?, ECB lays out its rate hike plan, discussing oil price controls via insurers, Draghi blames supply shocks rather than demand, rising housing costs driving away prospective buyers, crude oil & recessions, and updating stablecoin market share after Terra's collapse
In the two years since the pandemic began, data suggests activity has fully recovered to what is a very different economy and a very different consumer.
Today's topics include the yen's slide, how much will balance sheet reductions tighten financial conditions?, the anatomy of a bear market, growth vs. value, the optimistic case for the markets, more on the problems facing retailers, the World Bank downgrades global growth forecast, the dollar's effect on global oil markets, and Yellen sees inflation sticking around a while
Demand is up, refining capacity is falling, imports are hard to come by, and China and Air Travel are expected to increase.
Today's topics include what does a soft landing mean for profits?, poor liquidity, signs of fading inflation, a sign of higher rates hurting real estate, profiling the average recession, lawsuits piling up against the LME, retail's inventory problem, and keeping up with crypto legislation
Inflation is not going down without extreme policy intervention to force it lower. It is not going down by itself. And that extreme policy has a high probability of causing a recession.