Thursday, July 25, 2019

Notes From All Over, Part 3 -- July 25, 2019; Another Great Jobs Report And It Won't Even Get Any Coverage

Jobs. Link here to first time unemployment claims --
  • prior: 216K
  • consensus: 219K
  • actual: 206K
  • so, first time unemployment claims drop by 10,000; consensus was for a jump of 3,000
  • won't even get mainstream media coverage
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US Natural Gas

From twitter:

 
Natural gas fill rate, link here. Even with the glut of natural gas production in every oil and gas basin in the US, the country cannot keep up. Note the leveling off of the infill rate when it should be increasing:

 
From twitter today: