19
May

Wrap – Week Ended 5/17/19

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Questions and comments under The Wrap will be addressed in the Monday post. 

The Blotter is updated. 

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17
May

Friday Morning

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Market Sentiment Watch: Trade worries in focus, still.  In today's post please find the the natural gas review (in line with Street expectations injection; next week look for a smaller injection as LNG exports hit  new highs this week), the state and region U.S. oil production charts with rig counts, comments and an updated cheat sheet on MTDR, and some other odds and ends. 

 

Ecodata Watch:

  • We get consumer sentiment at 10 am EST (F = 97.1, last read was 97.2),
  • We get leading economic indicators at 10 am EST (no forecast, last read was 0.4%).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Natural Gas Inventory Review 
  4. Stuff We Care About Today - MTDR
  5. Odds & Ends

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16
May

Thursday Morning – JAG

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Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral report, throughput moving in right direction, exports moving better, EIA took its view of Lower 48 production down for a second consecutive report), the natural gas preview (slightly larger than year ago injection expected), comments and a post quarter cheat sheet update for JAG, and some other odds and ends. 

Ecodata Watch:

  • We get Jobless Claims at 8:30 am EST (F = 217,000, last read was 228,000),
  • We get housing starts at 8:30 am EST (F = 1.209 mm, last read was 1.139 mm),
  • We get building permits at 8:30 am EST (F = 1.296 mm, last read was 1.288 mm),
  • We get Philly Fed at 8:30 am EST (F = 10.1, last read was 8.5). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - JAG
  5. Odds & Ends

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15
May

Wednesday Morning – PE

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Market Sentiment Watch: Nervous market conditions persist. In today's post please find the oil inventory preview (consensus expects a benign report out of EIA; API was bearish and this wasn't much of a surprise given issues along the Gulf Coast last week), the early read on natural gas inventories, comments and a cheat sheet on PE, and some other odds and ends. 

Ecodata Watch:

  • We get retail sales at 8:30 am EST (headline F = 0.2%, last read was 1.6%; ex autos F = 0.7%, last read was 1.2%),
  • We get Empire State at 8:30 am EST (no forecast last read was 10.1),
  • We get industrial production at 9:15 am EST (F = -0.1%, last read was -0.1%),
  • We get capacity utilization at 9:15 am EST (F = 78.6%, last read was 78.8%),
  • We get business inventories at 10 am EST (no forecast, last read was 0.3%).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - PE
  4. Odds & Ends

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14
May

Tuesday Morning – HPR, OPEC Monthly

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Market Sentiment Watch: Nervous broad and energy markets (see Saudi and U.S. Watches in the Commodities Watch section below). In today's post please find the early read on oil inventories, comments on the OPEC Monthly (delayed until just after post time, we will update the section below when it becomes available), post quarter comments and an updated cheat sheet for HPR,  and some other odds and ends.

Ecodata Watch:

  • NFIB came in at 103.5 for April vs 101.8 in March,
  • We get the import price index at 8:30 am EST (no forecast, last read was 0.6%).  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – HPR
  4. Odds & Ends

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Continue Reading »

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