Author: sdfanalytics

Graphics

• Oil Inventories. (Bespoke)
• EU Inflation. (Reuters/Scott Barber)
• Weekly Crude Oil Stocks. (EIA)

Central Banks

• EU Seeks Lender Levy, Debt Losses As Step To Banking Union. (Business Week)
• Germany Opens To Banking Coordination In Drive For Fiscal Union. (Bloomberg)
• RBA: Cuts Cash Rate, 25bps. (RBA)
• ECB: Rates Unchanged. (ECB)
• Brazil: Interest Rates & Currency Driven Lower By Policymakers. (FT Beyond BRICs)

Geo-Politics

• US Role To Fade With China Calling Shots As Creditor. (RT)
• Turkey Steeply Cuts Iran Crude Imports. (Reuters)
• 10 Things To Remember About A Banking Union. (FT Brussels Blog)

Supply/Demand & Markets

• Brent Rebounds Above $99 On Dollar & G7 Talks. (Reuters)
• API: -1.75mil v -500k exp. (Reuters)
• EIA: -111k v -1mil exp. (EIA)
• Seaway Pipeline  Makes First Delivery Of Crude Oil To Texas Gulf Coast. (MarketWatch)
• Does China Still Need 8% Growth? (FT Beyond BRICs)

Graphics

• Record Long USDollar Futures Position. (John Kicklighter)
• Record Short Euro Futures Position. (John Kicklighter)
• BRICs Currency v USDollar, 2011-Present. (Reuters/VanTsui)
• Weekly Crude Oil Stocks. (EIA)

Central Banks

• Draghi Calls For Centralized Banking Control. (Business Week)
• German Banks Reject Euro Deposit Guarantee Proposal. (Reuters) 
• UK Praying Spain Sorts Its Banking Crises. (Telegraph)
• Top Officials Drafting “Master Plan” For Eurozone, Sunday Release. (Nasdaq)

Geo-Politics

• Instead Of Eurobonds, Eurobills? (FT Brussels Blog)
• Ireland Votes Yes To EU Fiscal Pact. (Telegraph)
• US Unleashed Stuxnet On Iran To Appease Israel. (RT)
• Free Trade Pact That’s Impacting Brent Costs. (Reuters)
• India Continues Commitment To Iranian Oil Trade. (RT)

Markets & Supply/Demand

• API: -350k v -400k exp. 
• EIA: +2.2mil v +1mil exp. (EIA)
• Changing Patterns In US Crude Imports. (EIA)
• China PMI. (FT Beyond BRICs)