Archive for the 'hk' Category


Payrolls Friday

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. .   Market Sentiment Watch: Better employment data combined with lower prices should continue to support reawaken US product demand. Energyland continues to trade in fairly tractionless fashion. In today's post please find the natural gas inventory slide show, comments on the HK budget slashing, and comments on another strong quarter out of SYRG. Ecodata Watch:  Nonfarm Payrolls came […]


Tuesday Morning

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. . Market Sentiment Watch: Thank you veterans. One of my favorites happens to be Pop, my wife's grandfather and a former B17 navigator over Italy. Our thoughts are with him today.  Nervous group market conditions persist as E&P and Service continue to closely eye oil prices as the energy markets in general continue to largely form […]


Wednesday Morning

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. . Market Sentiment Watch: Extreme energy group nervousness continues. In energy land yesterday, we saw more of what we have come to expect from October as fairly indiscriminate selling in the E&P and Oil Service spaces continued as oil retreated further on apparent OPEC complacence. We continue to largely sit on our hands awaiting the sideways trade that will […]


Friday post 2

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. .   Market Sentiment Watch: Yoyo market in progress.  In today's post please find the natural gas inventory slide show (bigger than expected injection adds noise to the noise) and some comments and a fresh cheat sheet on HK. Apologies for the short post, we've been without internet access for several hours now and am transmitting over a […]


Thursday Morning – Lots More 2Q14 Earnings

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. . Market Sentiment Watch: Most eyes on Payrolls tomorrow after a weak showing by ADP yesterday. Argentina defaulted last night so that's on the market's mind as well.   In today's post please find the oil inventory review, the natural gas inventory preview, comments on 2Q14 reports from HK (volume based beat with upped guidance), […]

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