Archive for the 'rexx' Category


11
May

Wednesday Morning

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. . Market Sentiment Watch: Another eco-data light day. In today's post please find comments on the STEO, comments on the REXX quarter, a wrap and cheat for OAS, comments on the LPI secondary and budget and volume guidance boost with updated wrap, WLL, and some other odds and ends.  Ecodata Watch: We get the Federal Budget at 2 […]


26
Apr

Tuesday Morning – PXD

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. . Market Sentiment Watch: Market eyes focused on FOMC announcement tomorrow. Few expect a move then but that it may be setting the stage for a summer hike and they will looking for signs of that in the release. Expect volatility, more tomorrow than today. In today's post please find comments on PXD's 1Q16 results […]


01
Apr

Macro Friday

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. . Market Sentiment Watch: China PMI came in above estimates at 50.2 vs last month's 49.0 and consensus of 49.3. Big economic data day in the U.S. headlined by the decent set of NFP figures noted just below. In energyland, we got data updates (January) last night for oil (December revised slightly lower, January down 0.6% […]


16
Mar

Wednesday Morning – REXX, GPOR

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. . Market Sentiment Watch: All eyes on Yellen and the flood of economic data noted below. In energyland oil is refocused on inventories (at least for the next few hours) and the production freeze agreement, now redubbed the Doha Initiative. In today's post please find a wrap and cheat for GPOR, comments on the REXX 4Q15 […]


15
Mar

Tuesday Morning – Shopping List Update

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. . Market Sentiment Watch: From here the week gets a lot busier on the economic data front with tomorrow's Yellen press conference likely the peak of volatility for the week. In energyland all eyes remain on oil and will transition from paying attention to the the positive and negative chatter back to US inventories before today's close. Sources indicate refinery […]

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