Research & News
Weekly Energy Update (May 13, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF Tightening supplies have lifted crude oil prices toward the top of the recent trading range. (Source: Barchart.com) Crude oil inventories declined 0.4 mb compared to the 1.8 mb build expected. The SPR fell 1.4 mb, meaning without the addition from the reserve, commercial inventories… Read More »
Daily Comment (May 12, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with an update on the Colonial Pipeline ransomware hack and the panic buying of gasoline that it has sparked in the Southeast. We next cover various news related to U.S. fiscal policy, the energy industry,… Read More »
Daily Comment (May 11, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with the latest on the Colonial Pipeline ransomware hack. We then turn to a variety of news items relating to the global energy industry, international relations, eurozone monetary policy, Chinese population data, and the Israeli-Palestinian… Read More »
Weekly Geopolitical Report – The Geopolitics of Taiwan: Part II (May 10, 2021)
by Bill O’Grady | PDF In Part I, we covered the history of Taiwan, current relations between the People’s Republic of China (PRC) and the Republic of China (ROC), and closed with the end of strategic ambiguity. This week, we will analyze the geopolitical importance of Taiwan and the PRC’s military options with regard to… Read More »
Daily Comment (May 10, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, and happy Monday! What an active weekend! After spending time watching the skies, worried about falling Chinese space debris, U.S. equity futures are mostly higher this morning. We begin with the Colonial Pipeline cyberattack. Up next are some… Read More »
Daily Comment (May 7, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, all! U.S. equities are expected to open higher this morning as the jobs report continues to support market optimism; we will go into further detail in the economic releases section of this report. Our report starts off with… Read More »
Asset Allocation Weekly (May 7, 2021)
by the Asset Allocation Committee | PDF Yogi Berra is famous for various quotes. He famously said, “Always go to other people’s funerals, otherwise, they won’t come to yours.” He also noted that, “A nickel isn’t worth a dime anymore.” The one we deal with most in asset allocation is the saying, “It’s tough to… Read More »
Daily Comment (May 6, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning. U.S. equity futures are mostly steady this morning. Our coverage starts with Facebook. Next is coverage of the U.K. local elections along with other international news followed by our pandemic coverage, including a look at the Biden administration’s… Read More »
Weekly Energy Update (May 6, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF Tightening supplies have lifted crude oil prices toward the top of the recent trading range. (Source: Barchart.com) Crude oil inventories declined 8.0 mb compared to the 2.0 mb draw expected. The SPR fell 1.0 mb, meaning without the addition from the reserve, commercial inventories… Read More »