by aedens » Tue Jun 02, 2026 9:18 pm
Unsynchronized expansion, with countries in various phases of the business cycle amid a range of fiscal, monetary, and geopolitical crosscurrents. The U.S. demonstrated a mix of cycle dynamics, with solid economic activity, despite lingering softness in the labor market. While China has yet to display clear signs of cyclical improvement, most developed-market economies showed early signs of strengthening, with favorable policies providing incremental support.
Sigma 9 Jolt report.
BLS and Quants report.
Node zone structures in self inflicted stupidity's.
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Asset Allocation Research Team examined business cycle approach.
One day it just stopped. Concentration risk was noted.
Iran is pissing up a rope and no sane regime cares.
Summary of Weekly Petroleum Data for the week ending May 29, 2026
U.S. crude oil refinery inputs averaged 16.9 million barrels per day during the week ending May
29, 2026, which was 90 thousand barrels per day less than the previous week’s average.
Refineries operated at 94.7% of their operable capacity last week. Gasoline production decreased
last week, averaging 9.4 million barrels per day. Distillate fuel production increased, averaging
5.2 million barrels per day.
U.S. crude oil imports averaged 6.4 million barrels per day last week, increased by 1.2 million
barrels per day from the previous week. Over the past four weeks, crude oil imports averaged
about 5.9 million barrels per day, 4.5% less than the same four-week period last year. Total
motor gasoline imports (including both finished gasoline and gasoline blending components) last
week averaged 780 thousand barrels per day, and distillate fuel imports averaged 121 thousand
barrels per day.
U.S. commercial crude oil inventories (excluding those in the Strategic Petroleum Reserve)
decreased by 8.0 million barrels from the previous week. At 433.7 million barrels, U.S. crude oil
inventories are about 3% below the five-year average for this time of year. Total motor gasoline
inventories increased by 3.4 million barrels from last week and are 5% below the five-year
average for this time of year. Both finished gasoline and blending component inventories
increased last week. Distillate fuel inventories increased by 1.5 million barrels last week and are
about 3% below the five-year average for this time of year. Propane/propylene inventories
increased by 2.1 million barrels from last week and are 39% above the five-year average for this
time of year. Total commercial petroleum inventories decreased by 2.6 million barrels last week.
Total products supplied over the last four-week period averaged 20.4 million barrels per day, up
by 3.0% from the same period last year. Over the past four weeks, motor gasoline product
supplied averaged 8.8 million barrels per day, up by 0.6% from the same period last year.
Distillate fuel product supplied averaged 3.6 million barrels per day over the past four weeks, up
by 1.2% from the same period last year. Jet fuel product supplied was up 0.4% compared with
the same four-week period last year.
Unsynchronized expansion, with countries in various phases of the business cycle amid a range of fiscal, monetary, and geopolitical crosscurrents. The U.S. demonstrated a mix of cycle dynamics, with solid economic activity, despite lingering softness in the labor market. While China has yet to display clear signs of cyclical improvement, most developed-market economies showed early signs of strengthening, with favorable policies providing incremental support.
Sigma 9 Jolt report.
BLS and Quants report.
Node zone structures in self inflicted stupidity's.
==================================
Asset Allocation Research Team examined business cycle approach.
One day it just stopped. Concentration risk was noted.
Iran is pissing up a rope and no sane regime cares.
Summary of Weekly Petroleum Data for the week ending May 29, 2026
U.S. crude oil refinery inputs averaged 16.9 million barrels per day during the week ending May
29, 2026, which was 90 thousand barrels per day less than the previous week’s average.
Refineries operated at 94.7% of their operable capacity last week. Gasoline production decreased
last week, averaging 9.4 million barrels per day. Distillate fuel production increased, averaging
5.2 million barrels per day.
U.S. crude oil imports averaged 6.4 million barrels per day last week, increased by 1.2 million
barrels per day from the previous week. Over the past four weeks, crude oil imports averaged
about 5.9 million barrels per day, 4.5% less than the same four-week period last year. Total
motor gasoline imports (including both finished gasoline and gasoline blending components) last
week averaged 780 thousand barrels per day, and distillate fuel imports averaged 121 thousand
barrels per day.
U.S. commercial crude oil inventories (excluding those in the Strategic Petroleum Reserve)
decreased by 8.0 million barrels from the previous week. At 433.7 million barrels, U.S. crude oil
inventories are about 3% below the five-year average for this time of year. Total motor gasoline
inventories increased by 3.4 million barrels from last week and are 5% below the five-year
average for this time of year. Both finished gasoline and blending component inventories
increased last week. Distillate fuel inventories increased by 1.5 million barrels last week and are
about 3% below the five-year average for this time of year. Propane/propylene inventories
increased by 2.1 million barrels from last week and are 39% above the five-year average for this
time of year. Total commercial petroleum inventories decreased by 2.6 million barrels last week.
Total products supplied over the last four-week period averaged 20.4 million barrels per day, up
by 3.0% from the same period last year. Over the past four weeks, motor gasoline product
supplied averaged 8.8 million barrels per day, up by 0.6% from the same period last year.
Distillate fuel product supplied averaged 3.6 million barrels per day over the past four weeks, up
by 1.2% from the same period last year. Jet fuel product supplied was up 0.4% compared with
the same four-week period last year.