Archive for May, 2019


31
May

Friday Morning

. . Market Sentiment Watch: Trade war fears on multiple fronts continue to worry markets and oil. Overnight China's PMI contracted and the Trump Administration threatened a 5% tariff on ALL imports to the U.S. from Mexico (far reaching impacts from cars to vegetables to we assume oil needed by U.S. refiners) with the potential for […]


30
May

Thursday Morning

. . Market Sentiment Watch: China trade war fear remains front and center. In today's post please find the oil inventory preview (API weekly was a bit more positive last night), the natural gas inventory preview (Street expecting an injection that is in line with last week and a bit below our own read), comments and […]


29
May

Wednesday Morning – Gassy Players Update

. . Market Sentiment Watch: Broad market focused on heightened fear of recession as some Street firms downgrade near quarter US GDP, bond market flashes warning, and U.S. officials note we may or may not get a deal with a China. In energyland, this is typically a slow week for energy news flow and that appears […]


28
May

Tuesday Morning

. . Housekeeping Watch:  Our host is experiencing technical difficulties. Please see today's post here if this site does not function from time to time today: https://zmanbackup.wordpress.com/2019/05/28/monday-morning-3/ Market Sentiment Watch: Trump says U.S. is "not ready" to make a deal with China. All energy eyes on U.S. inventory levels as everyone awaits higher throughput near […]


27
May

Wrap – Week Ended 05/24/19

. . The Blotter is updated. Questions and comments under The Wrap will be addressed in the Tuesday post.   

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