Archive for the 'Gassy' Category


30
Jun

Tuesday Morning

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. . Market Sentiment Watch: China June PMI came in at 50.9 vs 50.4 expected and 50.6 for May. Biden said he will roll back most Trump tax cuts (no surprise there). China also said it has discovered a swine flu (the G4 virus, in pigs but can cross to humans) that has pandemic potential.  […]


16
Jun

Tuesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Futures keying off $1 T U.S. infrastructure potential proposal Market watching Covid numbers in U.S. and again in China now, Flight data shows a slow bumpy ride higher, One Fed governor yesterday noted U.S. labor market showing signs of stabilization, Iran is not responding to requests by the IAEA to […]


05
Jun

T.G.I.F.

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. . Market Sentiment Watch: Market eyes on employment and the steps ahead, Energy eyes on OPEC+ which decided overnight to hold their meeting tomorrow. In today’s post please find: the natural gas review (smaller than expected build, expect a similar sized build next week), peak storage 2020 (assumptions and levels), and some other odds […]


27
May

Wednesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Reopening optimism in play. China / India should be watched. Upcoming OPEC+ meeting will garner increasing attention. In today’s post please find: the early read on oil inventories (benign set of numbers expected) (note that due to the holiday we don’t get the weekly report until tomorrow), the very early […]


29
Apr

Wednesday Morning

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. . Market Sentiment Watch: Fed speak day. Market eying state re-openings … would not expect a bump in cases if they result from re-openings for about 2 weeks. Meanwhile Germany is seeing rising cases and may go tighter again. In today’s post please find: the oil inventory preview (more monster builds expected but less […]

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