. . Market Sentiment Watch: Market eyes economic speeches by Trump (11 pm EST – focus on his tariff comments) and Powell today. In today’s post please find the very early read on natural gas inventories (both the oil and natural gas inventories will be released on Thursday due to the holiday), comments, updated modeling, […]
. . Market Sentiment Watch: Busy earnings day. In today’s post please find the early read on oil inventories, comments on the MGY quarter, comments on the HPR quarter, and some other odds and ends. Ecodata Watch: We get the trade deficit at 8:30 am EST (F = -$52.4 B, last read was -$454.9 […]
. . Market Sentiment Watch: D.C. and China front and center. In today’s post please find the oil inventory review (mixed bag, crude stocks in line with 5 year average as net imports continue to make week of year record lows, both products improved vs their year ago and five year average levels), the natural […]
. . Market Sentiment Watch: More August than usual August; no one cares about anything at the moment, we continue to plan some changes (Holdings Watch) with an eye towards high grading. In today’s post please find the OPEC Monthly summary (they referred to oil fundamentals as bearish for the rest of the year after […]
. . Market Sentiment Watch: Tariff war fears weighing on energy sentiment more than anything at this time (for commodities (worry over demand) and equities(dislocated from commodities already)). In today’s post please find the oil inventory preview (consensus looking for more crude draws, Cushing coming down and API reflected in line draws on both oil […]
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