U.S. Energy Balance Leads Oil-Dollar Correlation

U.S. Energy Balance Leads Oil-Dollar Correlation Interesting chart suggesting that the U.S. real energy balance leads the oil-dollar correlation by three years. Image: Oxford Economics, Macrobond

U.S. Core PCE vs. Fed Target

U.S. Core PCE vs. Fed Target The U.S. core personal consumption expenditures price index, which excludes food and energy, rises to 1.6% in June. Inflation trending back up toward the Fed’s 2% target is good news. You may also like “U.S. Core Inflation Expected Over the Next 21 Months.”

S&P 500 Low Volatility Stocks Are the Best Performing Asset YTD

S&P 500 Low Volatility Stocks Are the Best Performing Asset YTD This chart shows that S&P 500 low volatility stocks are the best performing asset year-to-date (outside of GSCI energy). Actually, high-quality stocks are a good way to protect against a weak economy. Image: Goldman Sachs Global Investment Research

Why Are Oil and Gas Companies Making Massive Investments for the Next 10 Years?

Why Are Oil and Gas Companies Making Massive Investments for the Next 10 Years? Oil and gas companies are making massive investments for good reasons. The energy demand will flatten after 2030 and the oil and gas industry will go through a transition over the next decades. Below is the oil and gas forecast to 2050.…

Why Is Core Inflation So Low Compared to Previous Business Cycles?

Why Is Core Inflation So Low Compared To Previous Business Cycles? The Consumer Price Index Less Food & Energy (Core CPI) is very low compared to previous business cycles in the US, for several reasons: – not fast-rising money supply – globalization: inflation is a global phenomenon – lack of wage acceleration – increase in…