Archive for the 'JAG' Category


12
Aug

Monday Morning

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. . Market Sentiment Watch:  China remains in market focus.  In today’s post please find our thoughts on what’s working, The Week That Was, an updated cheat sheet for JAG, and some other odds and ends.   In case you missed The Wrap click here.   Ecodata Watch: We get the federal budget at 2 pm […]


09
Aug

Friday Morning – JAG

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. . Market Sentiment Watch:  In today’s post please find the the natural gas review (slightly smaller than expected injection; look for a similar sized build next week), comments on the IEA report, comments on the JAG quarter (see detailed comments below), a trade notice in the Holdings Watch section, and some other odds and […]


16
May

Thursday Morning – JAG

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral report, throughput moving in right direction, exports moving better, EIA took its view of Lower 48 production down for a second consecutive report), the natural gas preview (slightly larger than year ago injection expected), comments and a […]


10
May

Friday Morning – JAG, MGY

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. . Market Sentiment Watch: China deal influenced week comes to a head today. In today's post please find the the natural gas review (in line, expect a slightly bigger build next week but note power burn and LNG in the table in the Commodities Watch section below), comments on the JAG quarter (miss on timing, […]


12
Mar

Tuesday Morning – Permians

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. . Market Sentiment Watch: CERAWeek – tidbits of information emerging including notes that while U.S. shale has seen strong investment other regions are more than neglected (HES noting the Gulf of Mexico is on life support). In today's post please find the oil inventory preview (directionally normal headline numbers expected (crude build, product draws), the […]

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