. . Several readers have sent generous donations to the Ukraine Crisis Relief Fund here. The need will be immense. Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and are scrubbing our contact list this week. Some former subscribers who have […]
. . Market Sentiment Watch: Stories out yesterday regarding common steroid efficacy in severe Covid cases helped drive the equity market rally. Today and tomorrow all market eyes will be on jobless claims and payrolls. Energy eyes should be focused on improvements in oil storage and some signs of improvements in distillate demand and in […]
. . Market Sentiment Watch: Yet another pile of earnings reports; more of a mixed today. In today’s post please find the oil inventory preview, the natural gas inventory preview, comments on the LPI quarter (strong numbers on pre-announced volume beat, interesting acquisition), comments on the PE quarter (good quarter, Street missed, good guidance all […]
. . Market Sentiment Watch: In today’s post please find the oil inventory review (better than expected headline numbers, internals a little less bullish; expect better demand next few reports – notably oil stocks are now down on the year), the natural gas preview, and some other odds and ends. Due to the number of […]
. . Market Sentiment Watch: All energy eyes focused on EIA inventories today OPEC and IEA Thursday and Friday. In today's post please find comments on the STEO (they actually cut forecast oil production), the oil inventory preview (consensus again expects benign readings but API was again bearish), the natural gas inventory preview (consensus is falling […]
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