13
Apr

Monday Morning

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Housekeeping Watch: Apologies, we conducted a software "upgrade" on Friday and one of the changes to the site is apparently the removal of the login link at upper left. We made the site open today so you could see this and the solution (for the moment) is to click the Admin button at upper right if you are not logged in and that will bring up a log in screen. 

Market Sentiment Watch: Broad market largely focused on financial sector earnings this week. In energyland, the weekly energy data reports become more important this month as we approach peak storage for oil and start to develop the steeper path upwards for gas storage injections. Reports will be closely watched for signs of faltering domestic production but the writing there is on the wall with Bakken, Eagle Ford and Permian rig counts now well below maintenance levels.  In today's post please find The Week That Was, comments on the LPI update, and a few other odds and ends. 

Ecodata Watch:

  • We get the federal budget at 2 pm EST (no forecast, last month was -$37 B)

The Week Ahead:

  • Tuesday 4/14: Retail sales, PPI, business index,
  • Wednesday 4/15: Empire State index, industrial production, capacity utilization, Beige Book, 
  • Thursday 4/16: Jobless claims, housing starts, Philly Fed, OPEC Monthly
  • Friday 4/17:  CPI, consumer sentiment, leading indicators

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. The Week That Was
  4. Stuff We Care About Today - LPI, NOG 
  5. Odds & Ends

Click the link directly below this to ...  Continue Reading »


11
Apr

Wrap – Week Ended 4/10/15

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Questions and comments will be addressed in the Monday post. Have a great weekend. 

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10
Apr

Friday Morning

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Market Sentiment Watch: Should be a fairly quiet day with limited economic data and company news flow. Expect news in the group to accelerate further next week as we approach 1Q15 earnings season and our names begin to release more operational updates and pre announce 1Q15 volumes.  In today's post please find the natural gas inventory slide show (bigger than expected build but that's noise during the early shoulder season that will grow much louder over the next 4 to 6 weeks), the Catalyst List update part II, some post quarter comments on SYRG, and some other odds and ends. 

Ecodata Watch: 

  • We get the import price index at 8:30 am EST (F = -0.2%, last read was +0.4%),
  • We get the federal budget at 2 pm EST (no forecast, last read was -$37 B). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Natural Gas Inventory Review
  4. Stuff We Care About Today - Catalyst List Update Part II, SYRG, MTDR
  5. Odds & Ends

Please click the link right below this to Continue Reading »


09
Apr

Thursday Morning – Oil Inventory Review and Natural Gas Preview

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Market Sentiment Watch: In energyland, rally mode turned to profit taking mode after a bigger than expected build in crude stocks, in large part driven by a blip up in imports, was released by EIA (please see the Oil Inventory Review for a detailed break down there)  In today's post please find the natural gas inventory preview, the oil inventory review, the first in a series of Catalyst List updates in front of the 1Q15 reporting season and some other odds and ends.

 

Ecodata Watch: 

  • We get jobless claims at 8:30 am EST (F = 285,000, last read was 268,000),
  • We get wholesale inventories at 10 am EST (no forecast, last read was +0.3%),
  • Tomorrow reverts back to less relevant economic data releases with the imports price index and the federal budget. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch - with natural gas storage preview
  3. Oil Inventory Review
  4. Stuff We Care About Today - Catalyst List Part I,
  5. Odds & Ends

Please click the link right below this to Continue Reading »


08
Apr

Wednesday Morning – Oil Inventory Preview

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Market Sentiment Watch: Another day of little real economic data for the market to sink it's teeth into until the parsing of the Fed minutes, which are from before the last oddball Nonfarm Payrolls number and as such may get less than their usual amount of scrutiny.  In energyland, the names continued to mount an oil based sideways trade recovery yesterday in anticipation of a small build at Cushing today (API did not confirm that post close yesterday) and with help from the EIA's STEO report which yesterday saw a reversal of the prior month's read on U.S. production, going to a decline over current levels as an average for 2015 U.S. volumes (see the Commodity Watch section below).  In today's post please find the oil inventory preview, comments on CWEI, and some other odds and ends. 

Ecodata Watch:

  • We get the FOMC minutes at 2 pm EST. 

 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - CWEI, AMZG
  4. Odds & Ends

Click the link directly below this to ...  Continue Reading »

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