Archive for the 'PE' Category


10
Mar

Friday Morning

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. . Market Sentiment Watch: Payrolls Friday. In today's post please find a requested quick group table, updated cheat sheets for PE and RSPP, comments on the AREX quarter, and some other odds and ends.  Next week we get an updated version of the OPEC monthly.    Ecodata Watch: We get Nonfarm Payrolls at 8:30 am EST […]


24
Feb

Friday Morning

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. . Market Sentiment Watch: Energy group appears set to fill OPEC gap. In today's post please find the natural gas inventory slide show (slightly bigger than expected withdrawal but current mildness clouds sentiment), the oil inventory review (big drop in imports and big spike in crude exports along with better looking gasoline and distillate draw […]


09
Feb

Thursday Morning – PE

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (bearish headline crude number is a low quality miss due to anomalous imports build, oil rallied on the return of "reported" gasoline demand and an unexpected drop in gasoline stocks … right on cue), the natural gas preview (much better week […]


08
Feb

Wednesday Morning – JAG, PE

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. . Market Sentiment Watch: Digestive action in the energy space continues and we note that last February behaved in very similar fashion. This morning seat belts will be required given API's monster crude stock build noted after the close yesterday. In today's post please find the oil and natural gas inventory previews, comments on Permian […]


12
Jan

Thursday Morning – Oil Inventory Review, PE

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. . Market Sentiment Watch: In today's post please find the oil inventory review (another week filled with end of year noise that trader's largely ignored), the natural gas preview (a sub average withdrawal expected), comments on PE, comments on SYRG, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F […]

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