. . Market Sentiment Watch: Mexico Tariffs, NFP, and a likely roll of OPEC+ cuts in focus. In today's post please find the the natural gas review (bigger than expected injection, storage remains 10% above last year's levels, 11% below the five year average; next week we again expect a smaller injection as generation picks up), a note […]
. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market. In today's post please find the oil inventory review (negative as weeklies go, see Oil […]
. . Market Sentiment Watch: Markets should be watching U.S. economic data today and especially tomorrow. In today's post please find the oil inventory review (big unexpected crude build, significant gasoline and distillate withdrawals resulting in both improving vs their five year averages), the natural gas preview (consensus edged higher yesterday but still looking for a […]
. . Market Sentiment Watch: Focus on China and markets also eying oil prices and economic data in the rest of the week (car sales today but payrolls tomorrow and Friday are the real points of interest). In today's post please find comments on requested name WTI, the early read on oil inventories, the very early […]
. . Market Sentiment Watch: Market can focus on the EU and China as Fed becomes more patient and less of a concern. In today's post please find the natural gas inventory preview (Street looking for a bigger number than we are), the oil inventory preview (API pointed to products dropping, especially gasoline, a trend we […]
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