18
Sep

Tuesday Morning – WPX

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Market Sentiment Watch: Tariffs dominating headlines today (10% tariff on $200 B of U.S. imports from China coupled with a warning not to retaliate). In energy land, company level news flow remains light. In today's post please find the early read on oil inventories, comments on the EIA DPR (EIA's model is rapidly decelerating), requested comments and a cheat WPX (increasingly interesting), and some other odds and ends. 

Ecodata Watch:

  • We get the home builders' index at 10 am EST  (no forecast, last read was 67). 

In Today’s Post:

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

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17
Sep

Monday Morning

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Market Sentiment Watch: Trade worries again in the spotlight with China talking about skipping trade talks and restricting some key tech parts for export to the U.S. In energyland, news flow is starting the week quietly. In today's post please find The Week That Was and some other odds and ends. 

Ecodata Watch:

  • We get Empire State at 8:30 am EST (no forecast, last read was 25.6).

The Week Ahead: 

  • Tuesday - Home builders' index, 
  • Wednesday - Housing starts, building permits, current account deficit,
  • Thursday - Jobless claims, Philly Fed, existing home sales, leading economic indicators,
  • Friday - Markit Flash PMI (manufacturing and service). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  LBRT, HPR
  5. Odds & Ends

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16
Sep

Wrap – Week Ended 9/14/18

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

Busy week last week in the ZLT. The Blotter is updated. 

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14
Sep

Friday Morning

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Market Sentiment Watch: Quiet tone in the energy groups.  In today's post please find the the natural gas review (in line storage build increases deficits both YoY and to the five year average; look for a modestly larger build next year), comments and an updated cheat sheet for REI, the Permian Players Group 1 Update table, and some other odds and ends. 

Ecodata Watch:

  • We get retail sales at 8:30 am EST (headline forecast = 0.3%, last read 0.5%; ex autos forecast = 0.4%, last read was 0.6%),
  • We get import prices at 8:30 am EST (no forecast, last read was -0.3%),
  • We get industrial production at 9:15 am EST (F = 0.3%, last read was 0.1%),
  • We get capacity utilization at 9:15 am EST (F = 78.2%, last read was 78.1%),
  • We get consumer sentiment at 10 am EST (F = 97.0, last read was 96.2). 

In Today’s Post:

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

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13
Sep

Thursday Morning

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Market Sentiment Watch: In today's post please find the oil inventory review (positive side of neutral report with record for week of year throughput and gasoline demand - see details in the oil inventory review section below), comments on the IEA monthly report, the natural gas preview (expect further growth in the YoY and 5 year storage deficits), comments on the MTDR BLM bolt on,  MGY (another day, another significant set of insider buys), and some other odds and ends. 

 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 209,000, last read 203, 000),
  • We get CPI at 8:30 am EST (headline forecast = 0.3%, last read was 0.2%; core CPI forecast = 0.2%, flat with last month). 

In Today’s Post:

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

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