22
Oct

Monday Morning – HAL

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Market Sentiment Watch: In energy land all eyes remain focused on U.S. / Saudi relations. In today's post please find The Week That Was, comments on the HAL quarter (penny beat), the 3Q18 Energy Earnings Week 2 Calendar, and some other odds and ends. 

Ecodata Watch:

  • We get Chicago Fed at 8:30 am EST (no forecast, last read was 0.18).

The Week Ahead: 

  • Tuesday - no economic data release scheduled,
  • Wednesday - new home sales, Beige Book, 
  • Thursday - Jobless claims, durable goods, core capex orders, pending home sales index, 
  • Friday - 3Q GDP, consumer sentiment.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  HAL, 3Q18 Energy Earnings Week 2 Calendar (archived on Calendar tab at upper left as well)
  5. Odds & Ends

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21
Oct

Wrap – Week Ended 10/19/18

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

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19
Oct

Friday Morning – SLB

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Market Sentiment Watch: Volatile broad market conditions meet the boring conditions of option expiry. In today's post please find the the natural gas review (in line injection; large deficit to average levels maintained, smaller inject next week), comments on the SLB quarter (in line with some better than expected elements), comments on an XOG guidance update (miss and downshifted guidance), and some other odds and ends. 

Ecodata Watch:

  • We get existing home sales at 10 am EST (F = 5.27 mm, last read was 5.34 mm).

In Today’s Post:

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

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18
Oct

Thursday Morning – HK

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Market Sentiment Watch: Markets remain volatile. In today's post please find the oil inventory review (mixed bag: 1) much bigger than expected crude build on a yoyo lower in exports, better than expected gasoline stock move and in line distillates: look for export rebound near term and improving (already record) throughput levels), the natural gas preview (benign), a brief requested look at HK, comments on the big ESTE buy in the Midland (big for them), and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 210,000, last read was 214,000),
  • We get Philly Fed at 8:30 am EST (F = 20.5, last read was 22.9),
  • 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. Oil Inventory Review 
  4. Stuff We Care About Today - HK, ESTE
  5. Odds & Ends

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17
Oct

Wednesday Morning – Permian

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Market Sentiment Watch: More sawing action ahead of earnings season. In today's post please find the oil inventory preview (another benign report expected, SPR pull but also a production hit from Michael adding noise), the natural gas inventory preview (smaller than last week, roughly in line with the 5 year average; expect a smaller build next week as demand for heat picks up), the Permian Bar and Scatter Graphs, and some other odds and ends. 

Ecodata Watch:

  • We get Housing Starts at 8:30 am EST (no forecast, last read was 1.28 mm),
  • We get Building Permits at 8:30 am EST (no forecast, last read was 1.25 mm),
  • We get the FOMC minutes for the September meeting at 2 pm EST. 

In Today’s Post:

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

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