Running Out of Gas?

(1) Deep freeze freezes economy. (2) An icy soft patch. (3) Weather may not be the only reason for economic weakness. (4) Real GDP outlook: Slow H1, faster H2. (5) Slowing global oil demand suggests slower global economic growth, depressing revenues growth. (6) Oil demand slowing mostly among EMs, especially China. (7) Oil demand rising in US. No longer falling in Europe. (8) After ice melts, there will still be plenty of potholes. (9) How do positive revenues surprises square with near-zero growth? (10) Focus on underweight-rated S&P 500 Energy.