08
Dec

Friday Morning

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Market Sentiment Watch:  In today's post please find the natural gas review (small build vs a small expected draw, stocks remain in deficit territory and we expect the first in a series of larger-sized draws after next week, comments on BBG, and some other odds and ends. We expect group news flow to pick up next week. 

Ecodata Watch:

  • We get Nonfarm payrolls at 8:30 am EST (F = 200,000, last month was 261,000),
  • We get the unemployment rate at 8:30 am EST (F = 4.1%, last read was 4.1%),
  • We get average hourly earnings at 8:30 am EST (F = 0.3%, last read was 0.0%$),
  • We get consumer sentiment at 10 am EST (F = 99, last read was 98.5),
  • We get wholesale inventories at 10 am EST (no forecast, last read was 0.3%). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Natural Gas Inventory Review 
  4. Stuff We Care About Today - BBG, -----
  5. Odds & Ends

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07
Dec

Thursday Morning – CRZO

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Market Sentiment Watch:  Three day loss of traction post OPEC. In today's post please find the oil inventory review (bigger than expected crude draw and larger than expected but not larger than average distillate build lead to both measures falling vs their year ago and five year average levels while gasoline built more than expected dampening crude sentiment even as mogas stocks remain in good shape), the natural gas preview (much smaller than average report before the cold sets in), comments on CRZO, and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 240,000, last read was 238,000),
  • We get consumer credit at 3 pm (no forecast, last read was $21 B). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - CRZO
  5. Odds & Ends

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06
Dec

Wednesday Morning – SWN

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Market Sentiment Watch: All energy eyes back to focusing on data. In today's post please find the oil inventory preview, the natural gas inventory preview (much weaker than average withdrawal expected this week but a turn for the better is again in the offing ... medium term production concerns to persist), a cheat sheet update for SWN, comments on BBG, and some other odds and ends. 

Ecodata Watch:

  • We get ADP employment at 8:15 am EST (no forecast, last read was 235,000),
  • We get productivity at 8:30 am EST (F = 3.3%, last read 3.0%),
  • We get unit labor costs at 8:30 am EST (F = 0.2%, last read 0.5%).

In Today’s Post:

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

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05
Dec

Tuesday Morning

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Market Sentiment Watch: Look for energy group news flow to begin to pick up this week and especially next.  In today's post please find the early read on oil inventories, some Non OPEC major producer supply graphs, another note on oil price decks, some Oil Service comments, and some other odds and ends. 

Ecodata Watch:

  • We get the trade deficit at 8:30 am EST (F = -$47 B, last read -$43.5 B),
  • We get ISM nonmanfacturing at 10 am EST (F = 59.1%, last read 60.1%). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch - Non OPEC producers. 
  3. Stuff We Care About Today –  Oil Service
  4. Odds & Ends

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04
Dec

Monday Macro

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Market Sentiment Watch: Last big week of the year for economic data but D.C. news could hold more sway on the market into the final stretch. After OPEC did what we and many others expected last week we expect the sellside to begin easing 4Q17 and 2018 oil price decks and estimates higher. In today's post please find comments on Texas oil production, The Week That Was, the natural gas macro slide shows (good exports, good demand, but rising production continues to curb our enthusiasm for gas prices in 2018 (with caveats)), our plans for the coming week in terms of research, and some other odds and ends.  If you missed The Wrap, please click here

Ecodata Watch:

  • We get Factory Orders at 10 am EST (F =  -0.4%, last read was 1.4%)

The Week Ahead: 

  • Tuesday - trade deficit, Markit services PMI, ISM nonmanufacturing index, 
  • Wednesday - ADP employment, productivity, unit labor costs,
  • Thursday - Jobless claims, consumer credit, 
  • Friday - Nonfarm payrolls, unemployment rate, average hourly earnings, consumer sentiment, wholesale inventories.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Natural Gas Production 
  5. Natural Gas Net Imports 
  6. Natural Gas Demand 
  7. Stuff We Care About Today
  8. Odds & Ends

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