. . The ZLT was up 2.6% last week and is down 16.5% on the year. The XOP was up 2.1% last week and is down 17.7% YTD. . Questions and comments under The Wrap will be addressed in the Monday post. . The Monday post will contain the Natural Gas Macro Slideshow update and […]
. Market Sentiment Watch: Expecting a quiet Friday. In today's post please find comments on the natural gas storage report (smaller than expected injection and we expect an even smaller build next week), a quick cheat sheet on OMP with a few additional comments and a link back to last week's first comments on them, comments on […]
. . Market Sentiment Watch: Resilient / traction continues. Interesting trend change. In today's post please find the oil inventory review (unexpected crude draw brought about by tame imports, a bigger than expected bounce in throughput, and record exports while product stock changes were less bullish due to higher output and gasoline imports), the natural gas […]
. . Market Sentiment Watch: In today's post please find the oil and natural gas inventory previews (we anticipate the possibility of a significantly larger than expected oil stock build), comments on levered names that could run quickly with modestly higher oil prices, and some other odds and ends. Ecodata Watch: We get durable goods at 8:30 am […]
. . Market Sentiment Watch: Oil officially in bull market. Group continues to find traction. In today's post please find the early reads on oil and natural gas inventories, comments and a cheat sheet with mini-model for SJT, short interest stats graphs for the ZLT, and some other odds and ends. Ecodata Watch: We get Case-Shiller […]
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