Archive for the 'CPE' Category


07
Aug

Tuesday Morning – CPE, OAS, and more

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. . Market Sentiment Watch: Busy day on the earnings front.  Our comments may be more bullet point oriented than normal. If something isn't clear, please ask in the comments section.  In today's post please find the early read on oil inventories (we expect a bounce in exports this week to help with the headline crude […]


10
Jul

Tuesday Morning – CPE

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. . Market Sentiment Watch: Energy groups, especially upstream, seeing increasing in front of 2Q18 continues. In today's post please find the oil inventory preview and  catalyst list update and cheat sheet update for CPE as we prepare for the coming 2Q18 reporting season, and some other odds and ends.  Ecodata Watch: The NFIB small business index came […]


25
May

T.G.I.F.

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. . Market Sentiment Watch: OPEC+ attempting soft landing with message to market this week shifting to "cool it". Expecting a slow second half to the day today if not the full session. Expect bargain hunting to kick in in the group in the near term.  In today's post please find the the natural gas review […]


03
May

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Moving through the 1Q18 reporting season with another strong set of numbers today (more variability today vs yesterday though which were on the whole quite strong). Sentiment remains strong and the bigger Permians are brushing aside the Mid-Cush blowout with a thing called planning.  In today's post please find the oil […]


06
Apr

Payrolls Friday

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. . Market Sentiment Watch: Volatile, unsettled market conditions persist as tit for tat trade war proposals weigh on futures … again.  Energyland remains quiet but we expect news flow to begin picking up over the next two weeks. In today's post please find the natural gas inventory review, an updated cheat sheet for CPE, and […]

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