Archive for July, 2014


Thursday Morning – Lots More 2Q14 Earnings

. . Market Sentiment Watch: Most eyes on Payrolls tomorrow after a weak showing by ADP yesterday. Argentina defaulted last night so that's on the market's mind as well.   In today's post please find the oil inventory review, the natural gas inventory preview, comments on 2Q14 reports from HK (volume based beat with upped guidance), […]


Wednesday Morning – More 2Q14 Earnings

. . Market Sentiment Watch: Focus is split between Payrolls later this week and Ukraine and probably to a lessor extent Gaza. In today's post please find comments on the NFX quarter (stronger than it will likely get credit for this morning), SM (big beat and a Bakken acreage add) and some other odd and ends.  […]


Tuesday Morning – RRC, REXX, RSPP

. . Market Sentiment Watch: Economically busy week starts to come into focus today after yesterday's noise(less) session. "Not feeling rushed" is likely to be the mantra for the 2Q14 reporting season. In today's post please find comments on the RRC quarter (soild aside from those differentials), another positive REXX operations update, a few comments on […]


Monday Morning

. . Market Sentiment Watch: Really big week on the ecodata front with GDP, the Fed statement, reads on the consumer and homes, and nonfarm payrolls. In energyland, 2Q14 earnings season so far can be characterized as fairly uneventful. Look for a big pick up in E&P earnings reports (see Calendar in the Stuff section) […]


Wrap – Week Ended 07/25/14

So far the quarter can be characterized as "in line with few surprises". E&P 2Q14 earnings accelerate next week; please see last Friday's quick snap shot on names we care about that are reporting.  The calendar with conference call times and estimates will be included in the Monday post.   All questions under the wrap will […]

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