Archive for the 'WIND' Category


01
Jul

Wednesday Morning – Wind

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. . Market Sentiment Watch: Caixin China PMI came in ahead of expectations the day after China official PMI did, All eyes on ADP and U.S. car sales today and NFP and the unemployment rate tomorrow. Covid-19 – new high case total yesterday. Market kind of watches this off and on. More rollbacks are likely […]


23
Jun

Tuesday Morning – JKS, Wind

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. . Market Sentiment Watch: WHO reported a single day record for new Covid cases yesterday, Market continues to largely shrug off new case rises in the U.S. (despite spikes in large states from east to west and comments about re-closings), China deal concern overnight prompted a brief market dip (until Navarro reversed his comment […]


19
Jun

T.G.I.F.

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. . Market Sentiment Watch: Powell comments at 1 pm EST Covid-19 spikes, Bolton pre book release comment drip, poll numbers (see Iran watch below). In today’s post please find: the natural gas review (in line report; much larger build implied for next week though the power burn figure looks anomalously low; no change to […]

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