. . Market Sentiment Watch: Sloppy market conditions to continue after the U.S. announces first apparent community transmission of the virus. Administration officials put a vaccine at 12 or more months out. International spread also breading additional market panic. Meanwhile, in the energy space oil continues to sink as demand continues to slow and we […]
. . Market Sentiment Watch: Fed cut as expected, back to China focus now which is said to have cast doubt on a comprehensive deal with the U.S. overnight. In energy land another busy earnings day. In today’s post please find the oil inventory review (low quality miss on crude due to reversal off decades […]
. . Market Sentiment Watch: All eyes on China situation (no further devaluation overnight has futures off the lows currently but situation remains troubled). In today’s post please find the early read on oil inventories, comments on the WPX quarter(beat on volumes, in line on EBITDA, beat on EPS; guides oil and full year above […]
. . Market Sentiment Watch: Erratic markets. Daily swings from thoughts of a Fed cuts and easing of trade war tensions to worry over demand. In energy land the near term focus is and will remain on U.S. inventories. In today's post please find brief comments and an updated OAS cheat sheet, an updated CLR cheat […]
. . 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, […]
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