Archive for February, 2017


Friday Morning

. . Market Sentiment Watch: Energy group appears set to fill OPEC gap. In today's post please find the natural gas inventory slide show (slightly bigger than expected withdrawal but current mildness clouds sentiment), the oil inventory review (big drop in imports and big spike in crude exports along with better looking gasoline and distillate draw […]


Thursday Morning – Earnings Avalanche Plus Dualing Inventory Reports

. . Market Sentiment Watch: Sentiment remains poor. Energy sector continues into third month of under-performance after a strong 2016.  We are now in the middle of earnings season and we have not received the expected ramp into the reports that was expected with higher prices, a ramp that would normally make sense given the lack of real […]


Wednesday Morning

. . Market Sentiment Watch: Short post today as we are traveling until mid day. In today's post please find comments on the NFX quarter, comments on the CXO quarter and some other odds and ends.  Ecodata Watch: We get Existing Home Sales at 10 am EST (F = 5.55 mm, last read was 5.49 […]


Tuesday Morning

. . Market Sentiment Watch:  In energy land the 4Q16 reporting season heats up and we have a dozen owned names reporting between Wednesday and Friday.  In today's post please find The Week That Was, this week's energy earnings calendar, and some other odds and ends.  Ecodata Watch: We get Markit Manufacturing PMI at 9:45 […]


Wrap – Week Ended 02/17/17

. . The ZLT was off 1.3% last week and is down 3.6% year to date. The XOP was down 2.6% last week and is down 5.1% year to date. The energy space subsectors are down from 3.0% (oil service) to 5.0% (oil majors) year to date after posting strong performances in 2016 (well, all but the […]

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