Archive for the 'GDP' Category


Wednesday Morning – GDP

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. . Market Sentiment Watch: Market treading water in front of data.  In today's post please find requested comments on unowned GDP, comments on the updated EIA Drilling Productivity Report, the oil and natural gas inventory previews (both due out tomorrow due to the holiday), and some other odds and ends.  Ecodata Watch: We get Retail Sales at 8:30 […]



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. .   Market Sentiment Watch: Friday wraps an extremely busy week for 4Q14 E&P reporting.  In today's post please find the natural gas inventory slide show (below expectations despite bitter widespread cold in the places that are gas intensive) and comments on several key to the ZLT names.  Ecodata Watch:  We get the 4Q14 GDP revision at 8:30 am […]


Tuesday Morning – EOX, ROSE and More

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. . Market Sentiment Watch: Nervous market conditions continue with elections today, payrolls coming into focus at week's end, a new tumble lower for oil, and lots of energy earnings today and this week that may or may not get a lot of attention depending on whether or not bigger picture headlines dominate thinking. See comments on […]


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 […]


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 […]

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