Archive for the 'GDP' Category


01
Oct

Wednesday Morning – Natural Gas Macro Slide Shows Plus GDP

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. . Market Sentiment Watch: ADP was in line and most eyes are likely focused on Friday's NFP number and an expected good sized bounce in the data then.   In energyland, we're not expecting action in the group to be like a light switch was flipped (back to the on position) but we do anticipate […]


19
Aug

Tuesday Morning – CRZO

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. . Market Sentiment Watch: YoYo market conditions remain in place with market participants alternatively eyeing domestic and European data while waiting on Yellen's speech later this week. We see this as pre-end-of-summer-and-wish-I-was-on-the-beach noise. We're using the relative quiet to update files and look towards some balancing and re-alignment trades.  In today's post please find […]


07
Aug

Thursday Morning – MTDR, AR, LPI, GPD, SDCJF, FTK and More

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. . Market Sentiment Watch: More Earnings  In today's post please find the oil inventory review, the natural gas inventory preview, more 2Q14 report coverage (AR (pre announced volumes, miss on price), MTDR (nice beat), FTK (miss with stronger second half trends), and some other odds and ends including a couple of misses by GDP and LPI.  GDP […]


18
Jun

Wednesday Morning – A Little Permian Update

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. . Market Sentiment Watch: All market eyes on Yellen's comments today with the energy markets also focused on Iraq and to a much lessor extent Ukraine (when it rains, it pours on the geopolitical front). News flow in the group is again stepping up in one last flurry of pre end quarter operations updates. […]


02
Jun

Monday Morning – Welcome to June

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. .    Market Sentiment Watch: Settling into the slow days of summer. We do have a number of names presenting at a handful of conferences this week and that could and should generate a bit of news flow including from the TMS players as we approach another round of well announcements from at least […]

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