24
May

Friday Morning – SWN

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Market Sentiment Watch: Nervous market conditions to persist near term over the global GDP growth impacts of no clear end in sight to the trade war. We are adding here and there with a slow hand. In today's post please find the the natural gas review (slightly smaller than Street expected injection; look for a modestly larger build next week), brief comments and a cheat sheet update for SWN, and some other odds and ends. 

Ecodata Watch:

  • We get Durable Good at 8:30 am EST (F = -2.3%, last read was 2.6%),
  • We get core capital goods orders at 8:30 am EST (F = -0.3%, last read was 1.4%).

In Today’s Post:

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

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23
May

Thursday Morning – RRC

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Market Sentiment Watch:  In today's post please find the oil inventory review (negative report as weeklies go, see details in review section), the natural gas preview, comments and a cheat sheet update for RRC, comments on FANG's Rattler offering, and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 217,000, last read was  212,000),
  • We get new home sales at 10 am EST (F= 670,000, last was 692,000).

In Today’s Post:

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

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22
May

Wednesday Morning – MR

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Market Sentiment Watch:  In today's post please find the oil inventory preview (after the close API reported a modestly bearish update as weeklies go ... we expect this week's EIA report to be distorted by Gulf Coast related noise), the natural gas inventory preview (one of the last big injections of 2019), comments and a cheat sheet for MR (super cheap), 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 - MR, Gassy Players YTD/2QTD
  4. Odds & Ends

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21
May

Tuesday Morning – VNOM

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Market Sentiment Watch: Light day on the economic data front.  Huawei restrictions are eased and futures rise. In today's post please find the early read on oil inventories (consensus calls for across the board draws), comments and an updated cheat sheet with forecast distributions for 2019 and 2020 for VNOM, and some other odds and ends. 

Ecodata Watch:

  • We get Existing Home Sales at 10 am EST (F = 5.38 mm, last read was 5.21 mm). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – VNOM, TPIC, MR
  4. Odds & Ends

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20
May

Monday Morning

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Market Sentiment Watch: Broad markets still focused on China (trade talks are reportedly entirely halted at the moment). Energy markets focused on OPEC (Saudi vs Iran) and the directionality of 2H19 OPEC+ output.  In today's post please find The Week That Was, our week ahead, and some other odds and ends. 

Ecodata Watch:

  • We get the Chicago Fed at 8:30 am EST (no forecast, last read was -0.15).

The Week Ahead: 

  • Tuesday - Existing home sales, 
  • Wednesday - FOMC minutes, 
  • Thursday - Jobless claims, new home sales, 
  • Friday - Durable goods, core capital goods. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  Our week ahead
  5. Odds & Ends

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