20
Jul

Friday Morning

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Market Sentiment Watch: In today's post please find the the natural gas review (smaller than expected, expanded the deficit to the 5 year average, and we expect a smaller injection next week), comments on the SLB quarter (in line, increasingly upbeat tone regarding international but again, improvement is always just around the corner there and increasingly positive oil macro comments), calendars for the next two weeks, and some other odds and ends. Please see the Housekeeping Watch at the end of today's post. 

Ecodata Watch:

  • No economic data release scheduled.
  • James Bullard speaks at 8:20 am EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Natural Gas Inventory Review 
  4. Stuff We Care About Today - SLB, next two week's Earnings Calendars
  5. Odds & Ends

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19
Jul

Thursday Morning – SWN

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Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral with headline unexpected crude build again largely a function of an unlikely to be sustained imports ramp and exports slump while products improved on record for time of year demand ... see slide show below for details, the natural gas preview (expecting further widening of the deficit to the five year average - half a Tcf and rising), an updated catalyst list page and cheat sheet for gassy player SWN, comments on SM's Permian and overall oil price realization during the quarter (strong stuff, may get noticed for other Permians as well), and some other odds and ends.  Please see the Housekeeping Watch at the end of today's post. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 224,000, last read was 214,000),
  • We get Philly Fed at 8:30 am EST (F = 21.5, last read wsa 19.9),
  • We get leading economic indicators at 8:30 am EST (no forecast, last read was 0.2%). 

In Today’s Post:

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

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18
Jul

Wednesday Morning – COG

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Market Sentiment Watch:  In today's post please find the oil inventory preview (another week, another expected draw), the natural gas preview (as expected, consensus is forming up close to last week's report (maybe a bit high)), an updated catalyst list table and cheat sheet for COG, and some other odds and ends.  Please see the Housekeeping Watch at the end of today's post. 

Ecodata Watch:

  • We get housing starts at 8:30 am EST (F = 1.303 mm, last read 1.35 mm),
  • We get building permits at 8:30 am EST (no forecast, last read was 1.301 mm).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - COG,  CXO/ RSPP, TPGE (MGY), NOG
  4. Odds & Ends

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17
Jul

Tuesday Morning – MTDR

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Market Sentiment Watch: Expect continued sawing action as we approach 2Q18 reporting season. News flow remains low in energyland but will pick up at the end of this week and grow next week.  In today's post please find the early read on oil inventories, an updated Catalyst List for MTDR, an updated cheat sheet for MTDR, subscriber mailbag comment, and some other odds and ends. Please see the Housekeeping Watch at the end of today's post. 

Ecodata Watch:

  • We get industrial production at 9:15 am EST (F = 0.6%, last read was -0.1%),
  • We get capacity utilization at 9:15 am EST (F = 78.3%, last read was 77.9%),
  • We get home builders' index at 10 am EST (no forecast, last read was 68). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – MTDR, Subscriber Mailbag (flow and hedge comments)
  4. Odds & Ends

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16
Jul

Monday Morning

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Market Sentiment Watch: All eyes on Helsinki. Expect news flow to start to pick up more this week and note that energy earnings for 2Q18 kicks off Friday with the SLB report. In today's post please find The Week That Was and some other odds and ends.  Please see the Housekeeping Watch at the end of today's post. 

Ecodata Watch:

  • We get retail sales at 8:30 am EST (headline forecast = 0.5% vs 0.8% last month; ex autos forecast = 0.3% vs 0.9% last month),
  • We get Empire state index at 8:30 am EST (no forecast, last read was 25.0),
  • We get business inventories at 10 am EST (no forecast, last read was 0.3%). 

The Week Ahead: 

  • Tuesday - industrial production, capacity utilization, home builders' index,    
  • Wednesday - housing starts, build permits, Beige book, 
  • Thursday - jobless claims, Philly Fed, leading indicators, 
  • Friday - no release scheduled.  

In Today’s Post:

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

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