. . 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, […]
. . Market Sentiment Watch: Market largely focused on China trade talk and U.S. data (which has been turning more mixed of late). Energy land in the heart of earnings. In today's post please find The Week That Was, the 4Q18 Energy Earnings Week 6 Calendar, comments on the PES quarter, comments on the CLR quarter, […]
. . Z4 Sentiment Watch: Part of the sentiment problem for small and mid cap E&Ps is that the same general group of analysts covering them also cover their large cap peers making it pretty easy to be jaded about promises of cash flow neutrality a few quarters out and relatively smallish free cash generation. […]
. . Market Sentiment Watch: Payrolls, China, Shutdown in focus. Today we get both EIA inventory reports. News flow form energy names should pick up next week. In today's post please find the oil inventory preview (report likely to contain end of year noise), the natural gas storage preview (consensus continues to hover near where we expected […]
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