Jason Schenker
Jason Schenker
changing closer ivan moved production storm trajectory
The trajectory of the storm is changing and been moved closer to production but it is still no Ivan at this point.
appear inflation pressures
Is inflation dead? Not yet. If this moderating of inflationary pressures were to appear in the other reports, it could bode well for the economy.
decide market month outcome possible stock takes worst
The worst possible outcome for the stock market is that it takes a month to decide the election,
call establish likely
The call to establish more refineries is likely to be sounded again.
people shoe waiting
People are waiting for the shoe to drop. Which shoe it is doesn't matter. They just want it to be done.
accurately captures couple hope market months
After a couple of months of overestimating, we redid our modeling. We hope this more accurately captures what's going on in the market place.
average couple higher last likely moving prices saw toward volatile weeks year
A couple of weeks ago we saw prices were moving toward $70 again. This is a very volatile marketplace but I think on the whole we are likely to see the average price this year higher than last year.
aircraft defense sky
The sky isn't falling, just new non-defense aircraft orders.
disruption few nigerian past physical prices supply
The tangible, physical disruption of Nigerian supply has propped up prices over the past few weeks.
disruption issue number physical premium supply
The supply disruption premium has overwhelmed fundamental physical supply in the marketplace as issue number one.
caused expected factors higher likely market next prices volatility year
Prices went a lot higher than most of us expected a year ago. The factors that caused prices to surge aren't likely to go away next year. The volatility of the market may even increase.
held prices worries
Prices are being held up by worries about gasoline.
both dispute high led prices pricing quite reaches resolution risk sides table
The saber-rattling on both sides of the table has led to some pricing in of risk, but it's quite conceivable we could see prices go back to $60, even the high $50s, if this dispute reaches a resolution or even a stalemate.
declining employment orders performed prices sector service
The service sector performed well, with new orders rising, prices declining and employment inching up.