Archive for the 'JAG' Category


08
Nov

Friday – MR, BE, JAG, FLMN

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. . Market Sentiment Watch: Doubts over trade deal resurface. In today’s post please find the the natural gas review (smaller than expected injection with draws in 2 regions; look for a smaller build next week as our long held end of season storage peak estimate starts to look a bit conservative), comments on the […]


15
Oct

Tuesday Morning – PE for JAG Pro Forma

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. . Market Sentiment Watch: Market eyes China trades deals with wary eye, with one story labeling $50 B in Chinese farm purchases as “meaningless” while Germany downgrades 2020 GDP growth to 1.0%. In today’s post please find: the early read on oil inventories, the early read on natural gas inventories, comments and a pro […]


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 […]

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