31
Oct
Wrap – Week Ended 10/30/20
. . Questions and comments under The Wrap will be addressed in the Monday post. Have a good weekend, Z .
Archive for October, 2020
31
Oct
30
Oct
Friday Morning – More Gassy Player Reports
. . Market Sentiment Watch: Eyes on last economic data before the election, tech earnings, the polls, Covid, and maybe terrorism concerns. In today’s post please find: the natural gas review (smaller than expected by Street and just above the upper end of our thoughts from last Friday … no change to our long held […]
29
Oct
Thursday Morning – Mini Earnings Avalanche + Vestas
. . Market Sentiment Watch: Market and energy eyes on Covid and lockdowns (France and German announced new ones yesterday). In today’s post please find: the oil inventory review (mixed bag – the crude build was smaller than year ago, refiner through didn’t drop as some feared, exports jumped, and distillate stocks continued rapidly back […]
28
Oct
Wednesday Morning
. . Market Sentiment Watch: Energy eyes on earnings, China later this week (5 year plan details start emerging tomorrow) Energy eyes also on inventories and the election polls along with the broader market. Market eyes on Covid, Covid, Covid. In today’s post please find: the oil inventory preview, the natural gas inventory preview, several […]
27
Oct
Tuesday Morning – EOG
. . Market Sentiment Watch: Energy eyes on earnings this week. Market eyes on election polls and Covid. In today’s post please find: the very early read on natural gas inventories, EOG requested look, and some other odds and ends. Ecodata Watch: We get Durable goods at 8:30 am EST (F = 0.0%, last report […]