04
Oct
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:
- Holdings Watch
- Commodity Watch
- Natural Gas Inventory Review
- Stuff We Care About Today - Trade Only Idea Update, SND, PTEN, Housekeeping Watch
- Odds & Ends
Click the link directly below this to ... 
Continue Reading »
03
Oct
.
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:
- Holdings Watch
- Commodity Watch - with oil inventory slide show and natural gas inventory previews
- Stuff We Care About Today - EE, Housekeeping Watch
- Odds & Ends
Click the link directly below this to ... Continue Reading »
02
Oct
.
.
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:
- Holdings Watch
- Commodity Watch - with oil and natural gas inventory previews
- Stuff We Care About Today - PED, Unowned, 3Q24 Calendar, Housekeeping Watch (2 items),
- Odds & Ends
Click the link directly below this to ... Continue Reading »
01
Oct
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:
- Holdings Watch
- Commodity Watch - Early read on gas storage, Generation share watch,
- Stuff We Care About Today – New Z Portfolio, Natural gas macro update
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
30
Sep
.
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:
- Holdings Watch
- Commodity Watch
- The Week That Was
- Stuff We Care About Today – The week ahead.
- Odds & Ends
Click the link directly below this to ...
Continue Reading »