Posts Tagged ‘unemployment’

0 Jan 24 2013 @ 10:55am by Matt Smith in Capital Markets, Economy, Global Energy, Random, risk management, Risk Strategy

Everything But Energy

Sometimes it is useful to take a look at the bigger picture, or a completely different picture, when trying to assess the vibe (man) of a certain market (i.e., energy), especially given some of the negative vibes swirling in the markets at the moment. As regular burrito readers know, the foundation of this blog is built on the belief that financial markets influence and are influenced by each other. Therefore, by taking a look at current trends in equities, commodities, bonds, economic data, and currencies – basically everything but energy – it can help us get a more rounded view on the subject that is most dear to us. » read more

0 Jul 26 2012 @ 4:22pm by Matt Smith in Crude Oil, Economy, energy consulting, Global Energy

10 Potential Perpetrators For Weak Gasoline Demand

Hey, so I know I ranted about the conundrum of strong gasoline prices versus weak demand earlier in the year (in From Target to Twitter to Tanks and 2 Bugbears, 5 Reasons, 1 Reality), but I felt it worth revisiting this proposition because although gas prices have fallen, demand still remains weak. So here are ten reasons to explain why gasoline demand is in a structural decline: » read more

1 May 3 2012 @ 10:55am by Matt Smith in Capital Markets, Economy, Risk Strategy

Everything’s Going A Bit Van Halen

You know those people that look at clouds and see shapes (no? oh, ok…), well recently every time I see charts of the latest economic data, I see the Van Halen logo. And it’s not even like I’m a Van Halen fan (I’m way too young, obviously). So to prove I am not one sandwich short of a picnic, here is the evidence – through exhibits 1 to 4 – to affirm my sanity. » read more

0 Mar 10 2011 @ 7:43am by Matt Smith in Crude Oil, Economy, Global Energy

Are we K.O.’d or O.K.?

Ok, I’m not messing about this week; the gloves are off. I am cutting straight to the chase the wheat from the chaff and straight to the quick. There are two key issues in the US economy which are delicately poised to potentially either save or sink us. And these are unemployment and gasoline prices. (Well, there is a third, but a double dip in housing is a done deal). So below I have given some background on these two issues, hopefully illustrating their potential threat to a sustained economic recovery. So first up, employment:  » read more

2 Mar 4 2011 @ 10:59am by Matt Smith in Capital Markets, Crude Oil, Economy, energy consulting, Global Energy, Natural Gas

Burrito bites

This picture makes my life better by its very existence. I bid you good day and welcome to another Nonfarm Friday. We have prevailed through what has been another doozie of a week in the Middle East, the comeuppance of which has been further instability and little resolution (okay, none). Crude markets have reflected this by creeping higher, while back in naturalgasworld™, the impending end of winter and a flip-flop back to a surplus for storage levels (vs last year) has restrained prompt prices below $4. It’s been a great week for interesting tidbits, so let’s get stuck in: » read more