. Market Sentiment Watch: NY, NJ, CT prepare to reopen fully in May with the UK set to follow in June. Vaccine application set to broaden to include younger kids. . Housekeeping Watch: A busy day, with more to come in energy earnings this week. Some of our comments may be more brief than usual. […]
. . Housekeeping Watch: Are we using the correct email for you? If you’re not getting ZBLAST’s or are getting them at the wrong address contact zman@zmansenergybrain.com In today’s post please find: the natural gas review (in line build this week; likely a 40 to 50 Bcf build next week, lower than the year ago […]
. . Market Sentiment Watch: Election Day. Vote. Be cool. See our election comments in The Five Things section of the Monday post. In today’s post please find: the early read on oil inventories (benign report expected, the very early read on natural gas inventories (first withdrawal of the season expected), comments on the FANG […]
. . Market Sentiment Watch: Still waiting on stimulus and employment assistance deal from DC (both sides said Monday’s talks were productive), Please note this is a busy earnings week for us. Some of our comments may be more brief than usual. If something is not clear please ask in the comment section below and […]
. . Market Sentiment Watch: Yesterday futures were focused on reopening concerns, Today the same headlines for reopening but the word has changed to hopes. In today’s post please find: the early read on oil inventories (small builds expected this week as throughput and gasoline demand both continue to get up off the floor), the […]
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