05
May

Thursday Morning – Earnings Avalanche Day 2

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Market Sentiment Watch: Market eyes should be turning to tomorrow's nonfarm Payrolls and associated data. In today's post please find comments on another busy day of 1Q16 energy earnings. Our comments are in some cases briefer than usual due to time constraints and will be followed up as usual in coming days with wrap and cheats where necessary.  

Ecodata Watch:

  • We get Jobless Claims at 8:30 am EST (F = 265,000, last read was 257,000).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - LPI, GPOR, CPE, CXO, ECR, PE, CLR, RICE, WPX, SYRG
  5. Odds & Ends

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04
May

Wednesday Morning – Earnings Avalanche Day 1

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Market Sentiment Watch: Nervous broad market conditions. In today's post please find the oil and natural gas inventory previews and then comments on a flood of reporting names and know that some of our comments will be briefer than usual and that we will follow up with wrap comments and cheat sheets where needed in coming days.  

Ecodata Watch:

  • We get ADP employment at 8:15 am EST (no forecast, last read was 200,000), 
  • We get Productivity at 8:30 am EST (F = -1%, last read was -2.2%), 
  • We get ISM non manufacturing at 10 am EST (F = 54.5%, last read was 54.5%),
  • We get factory orders at 10 am EST (F = 0.6%, last read was -1.7%). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - MTDR, CRZO, FANG, NFX, VNOM, SYRG
  4. Odds & Ends

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03
May

Tuesday Morning – RSPP

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Market Sentiment Watch: The China Caixin manufacturing PMI fell to 49.4 in April, down from 49.7 in March. Also, China temporarily halts commodity statistics data releases to crack down on officials who have been selling it to front runners. Markets fear the lack of transparency. In today's post please find the early read on oil inventories, a state and region break down of US monthly oil production data, comments on the RSPP quarter (modest miss on volumes slightly short of Street (they'd don't guide quarterly and there was a known outage), reaffirmed borrowing base, reiterated spending, volumes and cost guidance), the HAL quarter, and some other odds and ends. 

Ecodata Watch:

  • We get U.S. car sales data over the course of the day (F = 17.5 mm, last read 16.5 mm). 

In Today’s Post:

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

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02
May

Monday Morning

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Market Sentiment Watch:   In energyland, we get an avalanche of earnings and expect a pause in oil prices. In today's post please find The Week That Was, the calendar for week 3 of the 1Q16 energy reporting season (busy, busy, busy), and a few other odds and ends. 

Ecodata Watch:

  • We get ISM at 10 am EST (F = 51.4%, last read was 51.8%), 
  • We get Construction Spending at 10 am EST (F = 0.7%, last read was -0.5%).

The Week Ahead:

  • Tuesday 5/3: Car sales, 
  • Wednesday 5/4: ADP, trade deficit, productivity, unit labor costs, ISM nonmanufacturing, factory orders, 
  • Thursday 5/5: Jobless claims, 
  • Friday 5/6: Nonfarm payrolls, unemployment rate, average hourly earnings, consumer credit. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. The Week That Was
  4. Stuff We Care About Today - 1Q16 Energy Earnings Calendar Week 3, HAL
  5. Odds & Ends

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01
May

Wrap – Week Ended 04/29/16

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

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wrap 042916

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