Archive for the 'Uncategorized' Category


27
Mar

T.G.I.F.

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. .   Market Sentiment Watch: Nervous broad market conditions persist and while they do the energy sector is seeing a bit of traction. While we are constructive on the group near and medium terms we see some of this as simply created by war in the Middle East. We have from time to time year […]


26
Mar

Thursday – Oil Review and Natural Gas Preview

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. . Market Sentiment Watch: Nervous market conditions for the broad market and a continuation of the sideways trade for the energy markets appear to be in effect. Energy eyes on Yemen (see Commodities Watch below for thoughts).  In today's post please find the natural gas inventory preview, the oil inventory review (another bigger than […]


25
Mar

Wednesday Morning Short Form Post

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. . Market Sentiment Watch: Out of pocket on break but will be around a bit more today. Back to normal tomorrow. In today's post please find the oil and natural gas inventory previews and some comments on WLL.  Ecodata Watch: We get Durable Goods at 8:30 am EST (F = 0.1%, last read was 2.8%) In […]


20
Mar

Spring Break Friday

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. .   Market Sentiment Watch: In today's post please find the natural gas inventory slide show (essentially inline withdrawal lands us in lower half of expected 2015 trough storage), some state oil production graphs of interest, and some other odds and ends. Please see the Housekeeping Watch at the bottom of the post. People Say […]


19
Mar

Thursday Morning – OAS

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. . Market Sentiment Watch: Fed out of the way after giving the market pretty much exactly what it wanted yesterday (that's debatable but market reaction to comments was not). Our sense was that the Fed for the first time in recent history may have been talking to tame the dollar and it makes one wonder […]

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