Archive for July, 2016


25
Jul

Monday Morning

. . Market Sentiment Watch: Fed week. Expecting no change in the fed funds with this meeting (chance of a raise this week are just three percent and don't rise to better than 33% until the December meeting due in large part to Brexit).  In today's post please find the 2Q16 Energy Earnings calendar for week […]


23
Jul

Wrap – Week Ended 7/22/16

. . The ZLT was off 1% last week and is up 26% in 2016. The XOP was off 1% and is up 13% YTD.   The Trading Blotter is updated.  2Q16 earnings season began with Service taking the lead (largely as expected – see comments under HAL, SLB, and CLB in this last week's […]


22
Jul

Friday Morning – SWN, SLB, OII, and the Natural Gas Inventory Review

. . Market Sentiment Watch: Busy day today as we have a number of reports from names we care about. As always we will have live notes from the calls when possible and notes later in the day for any overlapping calls. In today's post please find comments on SWN (reported better than expected 2Q16 volumes, upped guidance, […]


21
Jul

Thursday Morning – CLB

. . Market Sentiment Watch: Market weighing ECB decision. In energyland, the group continues to tread water ahead of the bulk of earnings season. In today's post please find comments on the oil inventory review (bigger than expected crude draw driven by higher than expected refiner demand and a back-on-trend drop of 29,000 bopd Lower 48 oil […]


20
Jul

Wednesday Morning – HAL

. . Market Sentiment Watch: Slowly wading into 2Q16 energy earnings season but with little in the way of economic data the market is likely to continue to be a dull boy until early August. In today's post please find comments on the HAL quarter (solid quarter with a very light at the end of the […]

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