Archive for the 'VWDRY' Category


09
Sep

Wednesday Morning – VWDRY

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. . Market Sentiment Watch: Nervous market conditions with little in the way of fresh market data. At 10% off in 3 sessions tech was looking to take a break from the selling overnight. Green space names got linked to tech in the slide. As a reminder the oil inventory report is pushed until tomorrow […]


12
Aug

Wednesday Morning – Wind, PLUG

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. . Market Sentiment Watch: EIA STEO showed further large reductions to U.S. output yesterday and revised global oil demand higher, Natural gas sentiment continues to show grudging improvement and we note the supply / demand set up there continues to improve at pace, OPEC – Modestly negative monthly update.  See table in the Commodities […]


11
Aug

Tuesday Morning – Vestas, GDP, NIO, CXO

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. . Market Sentiment Watch: U.S. / China relations sink a little further as the U.S. retaliates (no specifics) and Trump says a Phase 1 deal with China means very little to him now and that’s he’s not sure if he wants to make a deal with China now. Russia says it has registered its […]


09
Jul

Thursday Morning – More Wind

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. . Market Sentiment Watch: All eyes on jobless claims today to make sure we don’t see an uptick (initial claims have been grinding lower for weeks now), Covid-19.  We’re seeing more countries and U.S. states rollback re-openings. In the U.S. new case highs have been set almost daily this week and our sense is […]


02
Jul

Thursday Morning

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. . Market Sentiment Watch: U.S. announces 50,000 cases in a day, California is rolling back most bar and restaurant openings for another 3 weeks; not great for gasoline demand when you look at Texas and Florida rollbacks but again the data will be telling over the next few weeks. Fauci highlight the Oxford vaccine […]

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