23
Aug

Friday Morning – Powell, G7, China

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Market Sentiment Watch: Jerome Powell watch; G7 watch (ahead of the G7 meeting China announced retaliatory tariffs on $75 B of U.S. products including U.S. autos ... I think they need to update the G7 membership list). In today's post please find the the natural gas review (in line number, expect a similar sized injection next week as well), comments and a cheat sheet update for BCEI, and some other odds and ends.

Ecodata Watch:

  • Jackson Hole headlines - all day long,
  • Jerome Powell speaks at 10 am EST,
  • We get new home sales at 10 am EST (F = 650,000, last read was 646,000).

In Today’s Post:

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

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Posted in BCEI by: zman
83 Comments


22
Aug

Thursday Morning – WPX

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Market Sentiment Watch: All eyes turn to Jackson Hole, Powell's speech tomorrow, and thoughts on rates. Energy news flow remains at summer low levels. In today's post please find the oil inventory review (positive side of neutral report, see details in the oil inventory slide show below), the natural gas preview, comments and a cheat sheet on WPX, and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 215,000, last read was 220,000),
  • We get leading indicators at 10 am EST (no forecast, last read was -0.3%).

In Today’s Post:

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

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Posted in Uncategorized, wpx by: zman
55 Comments


21
Aug

Wednesday Morning – Gassy Players Update

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Market Sentiment Watch:  In today's post please find the oil inventory preview (API was more positive this week), the natural gas inventory preview, the Gassy Players Short Form update (updated for 2Q19, expanded with more detailed looks at costs and 2020 spending), and some other odds and ends. 

Ecodata Watch:

  • We get existing home sales at 10 am EST (F = 5.4 mm, last read was 5.27 mm),
  • 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 - Gassy Players Update
  4. Odds & Ends

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Posted in Gassy, Uncategorized by: zman
58 Comments


20
Aug

Tuesday Morning – Gassy Cheat Sheets

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Market Sentiment Watch:  In today's post please find updated cheat sheets for MR, RRC, and SWN along with some brief post quarter comments, the early read on oil inventories, the very early read on natural gas inventories, and some other odds and ends including more insider buying.  Look for the Gassy Players Short Form update with the Thursday post. 

Ecodata Watch:

  • No economic data release scheduled. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch - early read on oil inventories, very early read on natural gas inventories, 
  3. Stuff We Care About Today –  MR, SWN, RRC, Our week ahead, COG
  4. Odds & Ends

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Continue Reading »

Posted in MR, RRC, swn by: zman
43 Comments


19
Aug

Monday Morning

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Market Sentiment Watch: Much lighter week from an economic data perspective and from an oil macro data perspective. In today's post please find The Week That Was and some other odds and ends.  Last week we updated notes and cheat sheets for a number of our larger names. This week we focus on Gassy names and will have three Gassy Player cheat sheet updates in the Tuesday post and the Gassy Player Short Form Update later in the week.  

Ecodata Watch:

  • No economic data release scheduled. 

The Week Ahead: 

  • Tuesday - No economic data release scheduled, 
  • Wednesday - Existing home sales, FOMC minutes, 
  • Thursday - Jobless claims, leading indicators, 
  • Friday - Jackson Hole, new home sales.  

In Today’s Post:

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

Click the link directly below this to ...

Continue Reading »

Posted in Uncategorized by: zman
53 Comments

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