Archive for the 'GDP' Category


20
Feb

Thursday – Dualing Oil and Natural Gas Inventory Reports Plus Earnings Avalanche

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. . Market Sentiment Watch: Ugly numbers out of China with HSBC flash PMI falling to 48.3 vs 49.5 final for January. Most talking heads will start jabbering about "risk off" now.  We find that too simple and remind readers that our names do not need nor do we want or expect ever spiraling higher oil […]


05
Nov

Tuesday – Earnings Flood

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Market Sentiment Watch: All eyes should be on payrolls at the end of the week. All eyes should be on the oil numbers tomorrow for a near term direction on the commodity. In today's post please find an avalanche of earnings reports as noted below.  Ecodata Watch: We get ISM nonmanufacturing at 10 am EST […]


16
Oct

Wednesday Morning – U.S. Default Eve

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Market Sentiment Watch: And the shutdown continues. As we noted a few weeks back, and we were just voicing common sense for those that watch these things, the House and Senate don't get things done until the last posible minute. It's still uncertain if they be able to pass a bill that will pass both […]


07
May

Tuesday – Lots More Earnings

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Market Sentiment Watch: Aussie rate cut and German goods orders buoy and otherwise somewhat bored looking (no really good ecodata until later in the week) U.S. market.  Another very busy day in energy earnings today. In the post please find quarterly comments from a half dozen names of interest including a blow out quarter from EOG and a […]


07
Nov

Wednesday Morning – Back To More Earnings.

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  Market Sentiment Watch: Futures off slightly after "as expected" election results. All eyes to refocus on the economy and the fiscal cliff after weeks of poll watching. In energy land I have already seen doom and gloom stories about coming heavy handed regulation for the sector in general. To a limited extent I agree […]

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