Archive for the 'oas' Category


01
Apr

Tuesday Morning – Welcome To April 2014

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. . Market Sentiment Watch: Overnight Chinese PMI came in 50.3 vs 50.2 expected but the HSBC reading went the other way, contracting further to 48. In the U.S. the "L-shaped economic recovery" continues with the Fed out yesterday bascially saying everything will be OK, we just need to keep the stimulative sauce flowing for a […]


26
Feb

Wednesday Morning – More Earnings

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. . Market Sentiment Watch: Theme of the E&P 4Q season so far has been to guide flat for 1Q14 if not 1H14.  Not altogether a rare thing but given recent weather it's not surprising that the turn of the calendar didn't forestall lingering impacts early in the year.  Market is largely taking this in […]


05
Feb

Wednesday Morning

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. . Market Sentiment Watch: Broad market still quite nervous with Payrolls due on Friday. In today's post please find the oil inventory preview, a wrap with cheat sheet and other items including the historical TEV/forward EBITDA chart for OAS, RRC reserves, a GST update, and several other odds and ends.  Ecodata Watch: We get ADP […]


04
Feb

Tuesday Morning – Natural Gas Macro Update Plus

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. . Market Sentiment Watch: Ecodata continues to disappoint and "baby and bath water" conditions abound inside and outside of our group. Underlying commodities not paying attention to the action in the equity markets. Our sense is that the move is overdone and have been overdone for some time but that these conditions won't right […]


04
Dec

Wednesday Morning – OPEC Holds Flat

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Market Sentiment Watch: Big week for economic data releases continues today with importance of the numbers growing into Friday's Payrolls data. Yesterday's weakness in the broad markets was attributed to taper fears which is fair if a bit silly but lackluster action after 8 weeks of nothing but up, in the last month of the […]

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