. . Market Sentiment Watch: Getting busier. In today's post please find the oil inventory review (positive report as weeklies go with a smaller than expected crude build (low quality beat as it was highly imports driven) and unexpected gasoline draw down on record for time of year demand), the natural gas preview (bigger than average […]
. . Market Sentiment Watch: Extreme broad market volatility continues. We've done a whopping 3 trades in October (see blotter, all adds) and continue to largely sit on hands. In today's post please find the oil inventory review (mixed bag: 1) another bigger than expected oil build (hey, it is maintenance season, builds of size are […]
. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]
. . Market Sentiment Watch: Economic data likely less important this week than tax headlines and earnings. Energy land for the stocks looks traction less in the face of oil and natural gas resilience. Moves yesterday looked technical reflecting light volumes on a dearth of news ahead of 3Q report season which slowly gets underway next […]
. . Market Sentiment Watch: In energy land news flow is increasing. In today's post please find the oil inventory preview (more draws expected across the board), comments on the Macro and quarter for CLB (miss and lower guidance but we largely pay attention for the macro), comments on SRCI (monster beat pre announced; guidance jacked higher), […]
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