Archive for the 'rexx' Category


12
Sep

Monday Morning

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. . Market Sentiment Watch: No economic data today and a broad market close at LOD on Friday is leading to opening weakness. In energyland we expect a partial reversal of last week's biggest crude draw down in 17 years as imports rebound.  Combined with a bit of new found broad market fear this may lead to […]


03
Aug

Wednesday Morning – 2Q16 Earnings Tsunami Day 1

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. . Market Sentiment Watch: Busy day. In today's post please find comments on seven names of interest reporting today. As usual at the peak of earnings season our comments become more bullet point like than usual in the interest of time. IF we don't cover anything fully please ask and we will circle back to answer or […]


25
Jul

Monday Morning

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. . Market Sentiment Watch: Fed week. Expecting no change in the fed funds with this meeting (chance of a raise this week are just three percent and don't rise to better than 33% until the December meeting due in large part to Brexit).  In today's post please find the 2Q16 Energy Earnings calendar for week […]


05
Jul

Tuesday Morning

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. . Market Sentiment Watch: Short week but with big economic data news flow including Fed minutes and nonfarm payrolls at week's end. After last week's post Brexit bounce we would expect more sideways trading and a volatile Friday. In energyland this holiday shortened week is generally a quiet one. We plan to take advantage of any […]


22
Jun

Wednesday Morning

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. . Market Sentiment Watch: The doldrums of summer continue and the markets continue to hold their breath in front of tomorrow's Brexit vote. Overnight energy futures trended modestly higher on the back of last night's strong API report. In today's post please find comments and a pro forma cheat sheet on REXX, comments on another […]

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