Archive for the 'JAG' Category


18
May

Friday Morning

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. . Market Sentiment Watch: Lighter day on the economic data front.  Positive energy sentiment continues to broaden / ZLT moving back to the 2016 highs. In today's post please find the natural gas inventory review (in line, next week's build appears to be smaller), a number of post quarter cheat sheet updates with post quarter updates […]


11
May

Friday Morning – JAG, PE

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. . Market Sentiment Watch:  In today's post please find the natural gas storage review (in line injection, light to our thoughts; next week's injection is set to be bigger), comments on the JAG quarter (in line to slight beat, 2Q guidance above Street, full year guidance affirmed, balance sheet below 1x, operations increasingly efficient, guidance […]


26
Apr

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]


23
Apr

Monday Morning – HAL

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. . Market Sentiment Watch: Busy week ahead as energy earnings accelerate.  In today's post please find The Week That Was, comments on the HAL quarter (in line), the 1Q18 Energy Earnings Week 2 Calendar (getting busy), JAG debt offering (first set of senior notes), and some other odds and ends.  Ecodata Watch: We get Chicago Fed […]


26
Mar

Monday Morning

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. . Market Sentiment Watch: Unsettled Markets, still. In today's post please find The Week That Was, an updated cheat sheet for JAG, and some other odds and ends.  Please see comments in the the Holdings Watch section.  Ecodata Watch: We get Chicago Fed at 8: 30 am EST (no forecast, last read was 0.12). […]

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