06
May

Z4 Research Test Drive

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28
Jun

Wednesday Morning

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Market Sentiment Watch: News flow in energyland remains rare.  In today's post please find an updated ZLT Pie and other ZLT stats in the Holdings Watch section (we sold our RICE position taken in 2014 yesterday in the wake of last week's EQT buyout announcement), the oil inventory preview (elevated risk of a miss this week for shorter term minded readers), the natural gas inventory preview (much smaller than average injection expected), multiple comments on the Permian players, and some other odds and ends. 

Ecodata Watch:

  • We get Advance Trade in Goods at 8:30 am EST (F = -$65.8 B, last read was -$67.6 B),
  • We get Pending Home Sales at 10 am EST (no forecast, last read was -1.3%). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - Permian items, HAL
  4. Odds & Ends

Click the link directly below this to ...  Continue Reading »


27
Jun

Tuesday Morning

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Market Sentiment Watch: It's Tuesday and we're back a day earlier than expected so this post will be thin as we got in late. Energy company news flow remains at a standstill. In today's post please some odds and ends. 

Ecodata Watch:

  • We get Case-Shiller at 9 am EST (no forecast, last read was 5.8%),
  • We get consumer confidence at 10 am EST (F = 116.0, last read was 117.9).​

The Week Ahead: 

  • Wednesday - Advance trade in goods, pending home sales, 
  • Thursday - Jobless claims, GDP revision for 1Q, 
  • Friday - Personal income, consumer spending, core inflation, Chicago PMI, consumer sentiment.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today – Subscriber Mailbag
  5. Odds & Ends

Click the link directly below this to ...

Continue Reading »


21
Jun

Thursday Morning Plus Post – Oil Review and Natural Gas Preview

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Market Sentiment Watch: Energy groups remain unsupported by oil and in search of traction. Group and both oil and natural gas need more data (inventories and rigs) to gain traction. 

In today's post please find:

  • The oil inventory review: 1) more than double the expected crude draw,  2) an unexpected gasoline draw on the big bounce in demand we were looking for (record for this week of the year), and 3) a slightly higher than expected distillate injection despite strong time of year demand due to rising production levels - (gasoline production was up as well and likely points to a rebound in throughput next week),
  • The natural gas preview (smaller than average and year ago injection expected on heat),
  • And some other odds and ends.
  • Please see the Housekeeping Watch at the end of today's post. 

Click the link directly below this to read further...  Continue Reading »


21
Jun

Wednesday Morning – WIOWIO Part 3

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Market Sentiment Watch: Energy land remains nervous and in need of more supportive data as news flow remains typically light.  In today's post please find the oil inventory preview (API after the close was modestly positive), the natural gas inventory preview (consensus for tomorrow's injection now well below year ago and five year average levels on heat, solid exports), the WIOWIO Part 3, and some other odds and ends.  Please see the Housekeeping Watch at the end of today's post. 

Ecodata Watch:

  • We get Existing Home Sales at 10 am EST (no forecast, last read was 5.57 mm). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - WIOWIO Part 3
  4. Odds & Ends

Click the link directly below this to ...  Continue Reading »


20
Jun

Tuesday Morning

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Market Sentiment Watch: Oil remains weak in front of data this week that's unlikely to be inspiring. A more medium term focus for data (beyond a couple of weeks and into 3Q when demand soars) would be appropriate but traders remain impatient and technical remain non supportive. Group trying to find traction but again, patience is required.  In today's post please find an updated ZLT Pie in light of recent portfolio additions and deletions, some follow up data and comments on the EQT /RICE deal with some peer data, the Permian Short Form Update table, and some other odds and ends.  Please see the Housekeeping Watch at the bottom of this post. 

Ecodata Watch:

  • We get the Current Account Deficit at 8:30 am EST (no forecast, last read was -$112 B, slow economic news week)

In Today’s Post:

  1. Holdings Watch - updated ZLT Pie
  2. Commodity Watch
  3. Stuff We Care About Today – Gassy Comps, Permian Short Form Table (adds REN), SRCI (archived under SYRG)
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »

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