04
Oct

T.G.I.F.

Housekeeping Watch:  Are we using the correct email for you?  If you're not getting ZBLAST's or are getting them at the wrong address contact zmanalpha@gmail.com 

In today's post please find:

  • The natural gas storage slide show and some key charts for thought, 
  • A "Trade Only" idea update,
  • Comments on SND (inaugural special dividend and buyback authorization),
  • An important housekeeping watch after coming Z4 developments,
  • And some other odds and ends.

Ecodata Watch:

  • We get Nonfarm payrolls at 8:30 am EST (F = 150,000; last read was 142,000),
  • We get the unemployment rate at 8:30 am EST (F = 4.2%, flat with last month),
  • We get hourly wages at 8:30 am EST (F = 0.3%, last month was 0.4%). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h 
  3. Natural Gas Inventory Review
  4. Stuff We Care About Today - Trade Only Idea Update, SND, PTEN, Housekeeping Watch 
  5. Odds & Ends

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03
Oct

Thursday Morning – EE

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Housekeeping Watch:

In today's post please find:

  • the oil inventory snapshot - Slide Show link at left  
  • the natural gas inventory preview,
  • EE and LNG trade comments and a cheat sheet update,
  • Housekeeping Watch,
  • and some other odds and ends.

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 220,000, last read was 218,000),
  • We get ISM services at 10 am EST (F = 51.5%, flat with last month),
  • We get factory orders at 10 am EST (F = 0.0%, last month was +5.0%),
  • We get the EIA natural gas storage report at 10:30 am EST,
  • We get Nonfarm Payrolls tomorrow.

In Today’s Post:

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

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02
Oct

Wednesday Morning

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Housekeeping Watch:

In today's post please find:

  • a ZLT Pie for 10/1/24,
  • the oil inventory preview, 
  • the natural gas inventory preview,
  • comments on PED,
  • the unowned table,
  • the first iteration of our 3Q24 energy earnings calendar,
  • and some other odds and ends.

Ecodata Watch:

  • We get ADP employment at 8:15 am EST (F = 128,000, last read was 99,000),
  • We get speeches from 4 fed heads this morning, 
  • We get the EIA oil inventory report at 10:30 am EST.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - PED, Unowned, 3Q24 Calendar, Housekeeping Watch (2 items), 
  4. Odds & Ends

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01
Oct

Tuesday Morning – Natural Gas Macro

In today's post please find:

  • the early read on natural gas storage, 
  • electricity generations share,
  • the natural gas macro update (parts 1 to 4) (this post archived under "Gas Macro" for ease of access using the pull down menu at left, 
  • and some other odds and ends.

Ecodata Watch:

  • We get ISM manufacturing at 10 am EST (F = 47.2%, last read was 47.2%),
  • We get construction spending at 10 am EST (F = 0.2%, last read was -0.3%),
  • We get job openings at 10 am EST (no forecast, last read was 7.7 mm), 
  • We get car sales over the course of the day (no forecast, last read was 15.1 mm). 
  • We get API Oil Inventories at 4:30 pm EST.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch - Early read on gas storage, Generation share watch,
  3. Stuff We Care About Today – New Z Portfolio, Natural gas macro update
  4. Odds & Ends

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30
Sep

Monday Morning

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Housekeeping Watch  

    In today's post please find:

    • The Week That Was,
    • The week ahead,  
    • and some other odds and ends.

    In case you missed The Wrap.

    Eco Data Watch: 

    • We get Chicago PMI at 9:45 am EST (forecast = 45.3; last read was 46.1).

    The Week Ahead: 

    • Tuesday - ISM manufacturing, construction spending, job openings, car sales, 
    • Wednesday - ADP employment, EIA Oil Inventories
    • Thursday - Jobless claims, ISM services, factory orders, EIA Natural Gas Storage,
    • Friday - Nonfarm payrolls, unemployment rate, hourly wages

    In Today’s Post:

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

    Click the link directly below this to ...

    Continue Reading »

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