Archive for the 'Uncategorized' Category


28
Jul

Thursday Morning – Oil Review, Natural Gas Preview plus WLL, PXD

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. . Market Sentiment Watch: Yesterday the Fed took a pass on a hike as expected but outlined a bit stronger economic picture and you can see the differences between the prior month's statement and this one here. In today's post please find the oil inventory review headline by: (a) an unexpected oil inventory build on the […]


27
Jul

Wednesday Morning – RRC

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. . Market Sentiment Watch: Fed decision day. Expect no change. In energyland, earnings move back to center stage for the upstream space while product inventories will be the primary focus of today's EIA report.  In today's post please find comments on the RRC 2Q16 results (strong, reiterating guidance but big increase in well recoveries), comments […]


26
Jul

Tuesday Morning – SRAQ/CDEV, VNOM

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. . Market Sentiment Watch: Economic data picks up today and into the rest of the week.  Fed meets today and tomorrow but that should be a non event. In energy land, earnings announcements begin to pick up again today and accelerate Wednesday before the real tsunami of earnings hit by mid next week in […]


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 […]


23
Jul

Wrap – Week Ended 7/22/16

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. . The ZLT was off 1% last week and is up 26% in 2016. The XOP was off 1% and is up 13% YTD.   The Trading Blotter is updated.  2Q16 earnings season began with Service taking the lead (largely as expected – see comments under HAL, SLB, and CLB in this last week's […]

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