Archive for the 'WIOWIO' Category


16
Oct

T.G.I.F.

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. . Market Sentiment Watch: Equity and oil market eyes on Covid news (US (case spikes in a majority of states), Europe (semi locking down in some places), India (big case counts but showing some positive consumption signs)). Market eyes also watching the Fed’s balance sheet. U.S. could use some less mixed, more positive economic […]


15
Oct

Thursday Morning – Dualing inventory reports

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. . Market Sentiment Watch: Covid news of the last 24 hour cycle leans more negative in my view (over 2/3rds of U.S. states are seeing spikes in new cases and several are at new case highs, France announced a curfew, and just globally new cases are at high, while a therapeutic trial paused a […]


14
Oct

Wednesday Morning – WIOWIO Part 3

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. . Market Sentiment Watch: Market eyes on financials’ 3Q20 earnings (big GS beat on bond trading), Covid developments (mixed bag, but trends look poor to us), and D.C. and the campaign. Energy inventory reports arrive tomorrow, a day late due to the holiday. In today’s post please find: the early read on oil inventories […]


13
Oct

Tuesday Morning – WIOWIO Part 2, Subscriber Mailbag

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. . Market Sentiment Watch: China scored record import and exports in September on post Covid rebound; China retail sales are showing a strong rebound in the EV space as well, Covid news – rising U.S. cases, a confirmed re-infection in the U.S. (45 days apart, two genetically different strains), and temporary suspension of one […]


09
Oct

T.G.I.F.

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. . Market Sentiment Watch: Energy eyes on GOM and GC infrastructure. Good Luck / Stay Safe Lake Charles and gulf coast people in general. GOM curtailments surpassed the single day record this season yesterday (more shut in than under Laura or Sally on a single day basis), Energy eyes also on Saudi and early […]

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