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Market Sentiment Watch: China official April PMI came in at 50.6 vs 50.9 last month overnight and ADP's jobs number this morning sets up a fearful tone going into payrolls on Friday. In today's post please find comments on the natural gas macro with slide shows for supply (production + net imports) and demand and [...]
Market Sentiment Watch: Sequester seen as a given and most eyes really focusing on economic data and the end of month budget talks. Italy seems to be rearview mirror again but could rise on a big bad red day near you soon. We continue to be quite long but also continue to largely sit [...]
Market Sentiment Watch: Economic data front remains paltry and news flow out of E&P and Service land remains on the subdued land. We have a number of names speaking at two conferences today so look for updates as the day progress. In today's post please find our holding pattern thoughts for REXX and the natural [...]
Market Sentiment Watch: Troika reaches yet another Greek deal that reduces debt levels and allows financial aid to flow with the group commenting that they are satisfied with Greece's financial reforms to date. And the U.S. markets are yawning. Eyes turn back to domestic economy and the Cliff. Action very much a mixed bag at [...]
Market Sentiment Watch: Noisy. Group and market remain highly nervous. Yesterday in the group amounted to another day of very tentative and noisy trading with E&P largely skewed green led by the gassier players moving up off recent lows with the commodity (see Commodities Watch below). Weak charts continue to rule the day and thoughts [...]
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