Archive for the 'CPE' Category


16
Jun

Thursday Morning – CPE, NEX

.  . Market Sentiment Watch:  Fed hangover. In today’s post please find: the oil inventory review (pretty neutral as weeklies go; we’d be drawing hard were it not for the SPR), the natural gas preview (consensus in line with our thoughts), CPE – requested comments and cheat sheet update, and some other odds and ends.  […]


24
Feb

Thursday Morning – War in Ukraine, More Earnings, Oil and Natural Gas Inventory Reports

. . Our thoughts are with the people of Ukraine and Europe.  Very busy week on the earnings front. Some our comments on the quarterly snapshots may be more brief than usual. If something isn’t clear please ask.  Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning […]


06
May

Thursday Morning – More Earnings

. . In today’s post please find: the oil inventory review (positive report, crude, gasoline, distillates now all below the five year average), the natural gas preview, comments on several names reporting 1Q21 results, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 527,000, last read was […]


19
Nov

Thursday Morning – CPE

. . Market Sentiment Watch: Vaccine hopes vs near term closures, weak travel in the holidays, and lack of near term stimulus. Another vaccine out with news this morning showing good results, this time in older adults. In today’s post please find: the oil inventory review (modestly better than expected, good to see the throughput […]


11
Jun

Thursday Morning

. . Market Sentiment Watch: Covid-19 – market has not seemed to care about second wave but today appears to: 21 states are now, as many expected, showing spikes with many of those at new highs for hospitalizations and patients on vent. U.S. cases surpassed 2 mm. States continue to ease up and further re-open […]

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