19
May

Tuesday Morning

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Market Sentiment Watch: In energyland, things remain fairly quiet post quarter and we would not expect a lot of news between now and the holiday. Please see comments on oil in today's Commodity Watch section (things are moving largely as expected). In today's post please find some additional post quarter catch up cheat sheets and some other odds and ends. 

Ecodata Watch:

  • We get Housing Starts at 8:30 am EST (F 1.03 mm, last read was 926,000),
  • We get Building Permits at 8:30 am EST (no forecast, last read was 1.04 mm). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  MRD, CRZO, EOX, 
  4. Odds & Ends

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18
May

Monday Morning

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Market Sentiment Watch: The 1Q15 reporting season has ground to a close and the group is digesting Spring gains.  Oil inventories are in the process of peaking and the chatter regarding tank tops is fading into the background (it will resurface in the fall of 2015). Oil prices continue to move roughly in line with our expectations. If you missed the wrap please check it out here.  In today's post please find The Week That Was (in you're in the habit of skipping this section each week, we'd suggest taking the time to peruse it as it does change each and every week and it gives you a window into our expectations in the near, medium, and longer time frames. Also in the post please find a cheat sheet wrap on LPI and a few other odds and ends. 

Ecodata Watch:

  • We get the Home Builders' Index at 10 am EST (no forecast, last read was 56)

The Week Ahead:

  • Tuesday 5/19: Housing starts, building permits, 
  • Wednesday 5/20: FOMC minutes, 
  • Thursday 5/21: Jobless claims, Chicago Fed, existing home sales, Philly Fed, leading indicators
  • Friday 5/22: CPI, Markit Flash PMI

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. The Week That Was
  4. Stuff We Care About Today - LPI
  5. Odds & Ends

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17
May

Wrap – Week Ended 5/15/15

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Questions and comments will be addressed in the Monday post. 

The Blotter is updated

If you have questions about the site, please feel free to email us at zman@zmansenergybrain.com.

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wrap 051515


15
May

Friday Morning

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Market Sentiment Watch: Option expiry for May is today so normally we'd say expect a dull session.  In today's post please find the natural gas inventory slide show (record but in line with expectations injection shrugged off by the market as gas eye's coming bigger demand and exports, the increasing chances for a 2H15 slide in U.S. production and storage levels that are still 2% below the five year average), a cheat sheet update on CPE, and some other odds and ends. 

Ecodata Watch: 

  • We get Empire State at 8:30 am EST (F = 5.5, last read was -1.2),
  • We get Industrial Production at 9:15 am EST (F = -0.2%, last read was -0.6%),
  • We get Capacity Utilization at 9:15 am EST (F = 78.2%, last read was 78.4%), 
  • We get Consumer Sentiment at 10 am EST (F = 94.5, last read was 95.9). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Natural Gas Inventory Review
  4. Stuff We Care About Today - Cheat Sheet - CPE, SDCJF
  5. Odds & Ends

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14
May

Thursday Morning – Oil Review and Natural Gas Preview Plus Cheat Sheet Updates

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Market Sentiment Watch: Sideways trading reestablished. In today's post please find the natural gas inventory preview, the oil inventory review (moving in the right direction with flatting oil production that wil roll soon and strong product demand), a number of post quarter cheat sheet updates as we play catch up after last week's avalanche of earnings as the season winds to a close this week (today we include two Permians), comments on the NOG deal with a fresh cheat sheet, and some other odds and ends.

 

Ecodata Watch: 

  • We get jobless claims at 8:30 am EST (F = 275,000, last read was 265,000),
  • We get PPI at 8:30 am EST (F = 0.0%, last read +0.2%).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch - with natural gas storage preview
  3. Oil Inventory Review
  4. Stuff We Care About Today - Cheat Sheet Updates - (PE, RSPP), NOG
  5. Odds & Ends

Please click the link right below this to Continue Reading »

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