Posts filed under “Energy”

German Equities Up 40% Over Past Five Months

German stocks have increased 40% over the past five months. Combined with the euro depreciation and lower oil prices it all points to more upside risk to the economic outlook for Europe.


Source: Torsten Sløk, Deutsche Bank Research

Category: Currency, Energy, Markets

Do Lower Gasoline Prices Boost Confidence?

Do Lower Gasoline Prices Boost Confidence? Aditya Aladangady and Claudia R. Sahm FEDS Notes, March 6, 2015     A gallon of gasoline currently costs one third less than it did last summer, as shown by the solid line in Figure 1. Gasoline makes up 5 percent of average family spending, so lower prices at the pump…Read More

Category: Energy, Federal Reserve, Sentiment, Think Tank

What do falling oil prices mean for the U.S. in the short and long term Barry Ritholtz Washington Post, February 14 2015       Since early 2014, the price of oil has plummeted. It peaked last year at $105 a barrel and is now about $50.The consumption and production of energy is a major…Read More

Category: Apprenticed Investor, Economy, Energy

Falling Oil Prices & Your Portfolio

    My Sunday Washington Post Business Section column is out, where we look at the impact of energy on the Economy. The print version had the full headline “The oil supply, energy demand and a rip-roaring U.S. dollar: What it means for your portfolio” while online had the shorter What do falling oil prices mean for…Read More

Category: Apprenticed Investor, Commodities, Energy

Are Oil Price Declines Good for the Economy?

Are Oil Price Declines Good for the Economy? Kevin L. Kliesen Federal Reserve Bank of St. Louis Economic Synopses, 2015, No. 3     As expected, falling crude oil prices lead to falling gasoline prices and lower inflation. Since mid-June, the spot price of the U.S. benchmark for crude oil, West Texas Intermediate (WTI), has…Read More

Category: Energy, Inflation, Think Tank

Spectrum of Pain from Oil Price Decline

With the price of crude oil plummeting, why some countries are faring much better than others.

Oil Prices’ ‘Spectrum of Pain’

Category: Energy, Video

Job Recovery All Oil & Fracking ? Hardly

  “All of the job growth from 2007 to today can easily be attributed to the shale oil fracking situation and the oil Renaissance. If you take Texas and North Dakota out of the data series for job employment, what you see is that we haven’t added any jobs in the United States other than…Read More

Category: Bad Math, Data Analysis, Employment, Energy, Really, really bad calls

Global Monetary Policy Changes in a Map

Source: Deutsche Bank via Business Insider

Category: Economy, Energy, Inflation

The Plunge in Petroleum

Source: The Economist

Category: Energy, Markets

My Forecast Free Wish List for 2015

U.S. markets have declined in the new year. This isn’t necessarily a bad thing. When markets go straight up without pause and sentiment becomes excessive, it rarely ends well. A little dose of fear might be a good thing. Which brings me to today’s listicle. These aren’t forecasts, but events I’d like to see happen….Read More

Category: Energy, Markets, Real Estate