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Sunday Setup

Sunday Setup: still hot, but much less supportive

Bias: BearishModels agreement: Mixed

Change: EPS loses -9.0 TDD vs Friday, near-week cools, but the next two weeks stay well above normal

Natural gas sold off Thursday and Friday after another larger-than-expected storage injection - 32B vs 29B. Friday still left bulls a weather argument: the next two weeks were substantially hotter than the 30-year mean.

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