01
Jun
.
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Housekeeping Watch:
In today's post please find:
- the oil inventory preview,
- the natural gas inventory preview,
- the liquids rich Gassy Players Update,
- and some other odds and ends.
Ecodata Watch:
- We get ADP employment at 8:15 am EST (F = 180,000; last month was 296,000),
- We get jobless claims at 8:30 am EST (F = 235,000; last read was 229,000),
- We get productivity at 8:30 am EST (F = -2.7%, flat with last month),
- We get ISM manufacturing at 9:45 am EST (F = 47.0%, last read was 47.1%),
- We get construction spending at 10 am EST (F = 0.1%; last read was 0.3%),
- We get EIA Natural Gas Storage at 10:30 am EST.
- We get the EIA oil inventory report at 11:00 am EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - with oil and natural gas inventory previews
- Stuff We Care About Today - Gassy Players Update
- Odds & Ends
Click the link directly below this to ... 
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31
May
Housekeeping Watch: If you sent us an email and didn't get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page.
In today's post please find:
- the early read on natural gas inventories,
- comments and a cheat sheet update for AR,
- and some other odds and ends.
Ecodata Watch:
- We get job openings at 10 am EST (F = 9.5 mm; last read was 9.6 mm),
- We get the Beige Book at 2 pm EST,
- We get API Oil Inventories at 4:30 pm EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- Stuff We Care About Today – AR, RRC
- Odds & Ends
Click the link directly below this to ...
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30
May
.
In today's post please find:
- The Week That Was,
- and some other odds and ends.
In case you missed The Wrap
As of this morning odds of a Fed Funds hike in June have increased to 61% hike vs 39% pause.
Eco Data Watch:
- We get Case-Shiller home prices at 9 am EST (no forecast, last read was 0.4%)
The Week Ahead:
- Wednesday - ADP employments, job openings, Beige Book, API Oil Inventories,
- Thursday - Jobless claims, productivity, ISM manufacturing, construction spending, EIA Oil Inventories, EIA Natural Gas Storage,
- Friday - Nonfarm payrolls, unemployment rate, hourly wages.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- The Week That Was
- Stuff We Care About Today
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
28
May
.
On this and every Memorial Day we remember and learn again that we owe a debt of gratitude we cannot repay. We thank those who fought and sacrificed to create and defend the Unite States of America. Have a happy, safe, and peaceful Memorial Day weekend.
Holdings Watch:
Free Stuff:
Questions and comments under The Wrap will be addressed in the Tuesday post.
Questions about the site may be directed to zman@zmansenergybrain.com
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26
May
.
.
Housekeeping Watch: Are we using the correct email for you? If you're not getting ZBLAST's or are getting them at the wrong address contact zman@zmansenergybrain.com
In today's post please find:
- the natural gas review (smaller than expected build; next week look for a larger build - probably the largest of the spring shoulder season),
- comments and a cheat sheet update for CHRD,
- and some other odds and ends.
Ecodata Watch:
- We get durable goods at 8:30 am EST (F = -0.8%, last read was 3.2%),
- We get personal income at 8:30 am EST (F = 0.4%, last read was 0.3%),
- We get the PCE index at 8:30 am EST:
- Headline - no forecast, last read was 0.1%,
- Core forecast = 0.3%, flat with last month,
- PCE YoY - no forecast, last read was 4.2%,
- Core PCE YoY forecast = 4.6%, also flat vs last read.
- Note the Fed Funds probability for the June 14th meeting has moved to a 45% chance of a 25 bp hike. This was close to 2% 3 weeks ago.
- We get consumer sentiment at 10 am EST (F = 57.7, last read was 57.7).
In Today’s Post:
- Holdings Watch
- Commodity Watch - ST natural gas supply demand balance sheet, NGL prices,
- Natural Gas Inventory Review
- Stuff We Care About Today - CHRD
- Odds & Ends
Click the link directly below this to ... Continue Reading »
