Archive for the 'chk' Category


07
Jun

Tuesday Morning – Natural Gas Price Deck Adjustment, Gassy Players Update, CRK

. . In today’s post please find: the very early read on natural gas inventories (early consensus is in line with our thoughts), gassy players update – natural gas price deck revision, and some other odds and ends. Ecodata Watch: We get the foreign trade balance at 8:30 am EST (F = -$90.3 B, last […]


17
May

Tuesday Morning – One Last 1Q22 Earnings Surge

. . In today’s post please find: the very early read on natural gas inventories, comments on quarterly reports from: SHLS, HPK, REE, and some other odds and ends. Ecodata Watch: We get retail sales at 8:30 am EST (no forecast, last read was 0.8% headline, 1.5% ex autos), We get industrial production at 9:15 […]


05
May

Thursday Morning – Another 1Q22 Earnings Avalanche Day

. . Housekeeping Watch: Very busy day on tap. Please note that some of our comments may be more brief than usual. If something is not clear please ask. In today’s post please find: the oil inventory review (positive side of neutral), the natural gas preview (injection expectation has been creeping higher all week; now […]


25
Mar

T.G.I.F.

. . Ukraine Watch:  We donated here.  Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and continue to scrub our contact list.  Some former subscribers who have been receiving ZBLASTs are being from the notification list. If they wish to continue receiving emails […]


25
Feb

Monday Morning – More Earnings On The Way

  Market Sentiment Watch:  Chinese PMI disappointed overnight the dip is still near a 2 year high and is being taken in stride by global markets early. Busy week on the ecodata front focused squarely on the consumer. Oh, and the Sequester arrives at week's end. Expect volatility. We have another busy week of earnings […]

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