. . Market Sentiment Watch: Energy eyes on earnings, China later this week (5 year plan details start emerging tomorrow) Energy eyes also on inventories and the election polls along with the broader market. Market eyes on Covid, Covid, Covid. In today’s post please find: the oil inventory preview, the natural gas inventory preview, several […]
. . Market Sentiment Watch: Energy eyes are on oil inventories today with Laura suppressing both sides of the supply / demand ledger. That’s fine but other than a potential gap fill for WTI to $44 we don’t see a lot of near term upside potential and oil has remained mired in our near term […]
. . Market Sentiment Watch: Many market eyes on the NFP at week’s end and then the three day weekend. China manufacturing sector grew at fastest pace in 10 years in August. In today’s post please find: the early read on oil inventories (more draws expected), the very early read on natural gas inventories (lower […]
. . Market Sentiment Watch: Covid and Tech antitrust hearings on the market’s mind. In today’s post please find: the oil inventory preview (benign expectations; for what it’s worth, API reported a mixed set of numbers headlined by a large crude draw), the natural gas inventory preview, a number of natural gas weekly data slides, […]
. . Market Sentiment Watch: China partially locking back down. Big jump in U.S. mortgage demand. Some airlines reporting June revenues now expected to be not quite as bad as previously expected. U.S. gasoline demand continues to creep higher. Housekeeping Watch: A bored Z is a terrible thing to waste. He’s lazy and unproductive. Both […]
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