02
Dec
.
The ZLT ended up 0.5% on the week this week. We are travelling so have a good weekend and we'll see you on Monday.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site may be directed to zmanalpha@gmail.com
01
Dec
.
.
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,
- our read on next week's storage report,
- comments and a cheat sheet update for BSM,
- and some other odds and ends.
Ecodata Watch:
- We get ISM manufacturing at 10 am EST (F = 47.7%, last read was 46.7%),
- We get construction spending at 10 am EST (F = 0.3%, last read was 04%),
- We get car sales over the course of the day, no forecast, last read was 15.5 mm annual rate.
In Today’s Post:
- Holdings Watch
- Commodity Watch - OPEC+ Watch, ST natural gas supply demand balance sheet, assorted supply and demand graphs,
- Natural Gas Inventory Review
- Stuff We Care About Today - BSM, GRNT (bigger insider add), VWDRY, RRC
- Odds & Ends
Click the link directly below this to ... 
Continue Reading »
30
Nov
Housekeeping Watch:
In today's post please find:
- the oil inventory slide show,
- the natural gas inventory preview,
- comments and a cheat sheet update for AR,
- and some other odds and ends.
Ecodata Watch:
- We get jobless claims at 8:30 am EST (F = 220,000; last week was 209,000),
- We get personal income at 8:30 am EST (F = 0.2%, last read was 0.3%),
- We get personal spending at 8:30 am EST (F = 0.2%, last read was 0.7%),
- We get the PCE Index at 8:30 am EST
- Core forecast at 0.2% vs 0.3% last month,
- Core YoY forecast at 3.5% vs 3.7% last month,
- Headline - no forecast - last reads were 0.2% last month with YoY at 3.4%.
- We get pending home sales at 10 am EST (F = -2.0%; last read was 1.1%).
- We get the EIA natural gas storage report at 10:30 am EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - with oil inventory slide show and natural gas inventory previews
- Stuff We Care About Today - AR
- Odds & Ends
Click the link directly below this to ... Continue Reading »
29
Nov
.
.
Housekeeping Watch:
In today's post please find:
- the natural gas inventory preview,
- the oil inventory preview,
- comments and a cheat sheet update for RRC,
- and some other odds and ends.
Ecodata Watch:
- We get the first 3Q23 GDP revision at 8:30 am EST (F = 5%, initial was 4.9%),
- We get the EIA oil inventory report at 10:30 am EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - with oil and natural gas inventory previews
- Stuff We Care About Today - RRC
- Odds & Ends
Click the link directly below this to ... Continue Reading »
28
Nov
Housekeeping Watch: If you sent us an email and didn't get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page.
In today's post please find:
- the early read on natural gas inventories,
- generation share graphs - Natural Gas continues to be the big winner of 2023.
- comments and a cheat sheet update for CRK,
- a requested quick look at SD,
- and some other odds and ends.
Ecodata Watch:
- We get S&P Case-Shiller home prices at 9 am EST (no forecast, last read was 2.2%),
- We get consumer confidence at 10 am EST (F = 101, last read was 102.6),
- We get API Oil Inventories at 4:30 pm EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - Generation share graphs
- Stuff We Care About Today – CRK, SD quick thoughts, GRNT
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
