Archive for October, 2019


Wednesday Morning – CPE/CRZO

. . Market Sentiment Watch: China making a number of dovish sounding comments this morning. In today’s post please find the oil inventory preview (oil weaker this morning on more of a mixed bag from API), the natural gas inventory preview (consensus looks a bit light to us), updated comments on CPE/CRZO, and some other odds […]


Tuesday Morning – More Earnings Previews

. . Market Sentiment Watch: S&P500 earnings cut last week by most of any week since the start of 2019. Market continues to watch news items from China as they offering trade olive (soy) branches. In today’s post please find our 3Q19 Earnings Part 2 Preview, an updated calendar for earnings season, and some other […]


Monday Morning – HAL

. . Market Sentiment Watch: Market eyes on Brexit and China talks comments out of DC. In today’s post please find The Week That Was, comments on the HAL 3Q19 results (soft), and some other odds and ends. In case you missed The Wrap please click here.  Ecodata Watch: No economic data release. The Week […]


Wrap – Week Ended 10/18/19

. . Please see the 3Q19 Week 1 previews here.  . The Blotter is updated. . Questions and comments under The Wrap will be addressed in the Monday post. .


Friday Morning – Oil Inventory Slide Show, Natural Gas Inventory Slid Show, SLB

. . Market Sentiment Watch: Welcome to 3Q19 earnings season. Please see our week one previews here including SLB which is outline below. Eyes of China data today. 6.0% GDP vs 6.1% expected; retail sales in line at 7.8% yoy; industrial output up 5.8% vs 5.0% estimate, (all government massaged data so grain of salt […]

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