Archive for April, 2019


30
Apr

Tuesday Morning – More Earnings

. . Market Sentiment Watch: Markets continue to eye a very big week for ecodata while energy eyes waiver on 5/2 and a number of supply disruptions (Nigeria, Sudan, North Sea, Iran, Venezuela, and potentially Libya). In today's post please find the early read on oil inventories, comments on the OII quarter (nice beat, guidance tightened higher, […]


29
Apr

Monday Morning

. . Market Sentiment Watch: Monster week for economic data and energy earnings. Likely a big week also for noise out of D.C. In today's post please find The Week That Was, the 1Q19 Week 3 earnings calendar (today we have the calm before the storm but things get much busier mid week), a quick […]


26
Apr

Wrap – Week Ended 4/26/19

. . The ZLT was down 2.6% this week and is up about 22% YTD.  . The trading blotter is updated.  . Questions and comments under The Wrap will be addressed in the Monday post.  . Please see yesterday's post or the calendar page for next week's energy earnings calendar.  .


26
Apr

Friday Morning – COG

. . Market Sentiment Watch:  In today's post please find the the natural gas review (in line injection; expect a bigger, likely record build next Thursday as we continue to wade into the slack demand prompted by the mildness of this spring), comments on the SWN quarter (beat, no change to guidance, story continues to […]


25
Apr

Thursday Morning – More Earnings

. . Market Sentiment Watch: Market eyes are on 3M.  Our eyes are on energy earnings (refiners, oil service, big cap gassy and more in focus today before things get busier tomorrow and especially next week). In today's post please find the oil inventory review (bigger than expected crude build but it's a low quality miss […]

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