Category Archives: Uncategorized
Hamilton’s Net Oil Price (WTI) Variable
Assuming April value persists into May and June.
How’s That Trade War Going for Wisconsin?
Nominal and real exports are down.
EIA Gasoline and Diesel Fuel Update, 5 May 2026
From EIA today. Look not only at gasoline, but also diesel
Naval Deployment As of 5/4 … to What End?
From USNI:
Four Measures of Aggregate Economic Activity
Output is still rising smartly according to one index (2.1% m/m annualized):
Consumer Vibes Two Months into the War
Gallup and U.Michigan way down, Conference Board trending sideways.
GDP, Personal Income and other Business Cycle Indicators as of May Day
GDP grows 2% SAAR in the Q1 advance release (see Jim’s discussion here). Real personal income ex-transfers is flat.
The Last Month’s June Brent and Kalshi Hormuz Re-opening Odds
As of 2pm CT today:
Brent Front Month above $111
Gas at all time high, according to Gasbuddy, as of today: