Archive for the 'CLR' Category


31
Oct

Thursday Morning – Earnings Avalanche

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. . 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 […]


06
Aug

Tuesday Morning – WPX, HPR and More

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. . 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 […]


05
Jun

Wednesday Morning – OAS, CLR

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. . 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 […]


30
Apr

Tuesday Morning – More Earnings

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. . 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, […]


19
Feb

Tuesday Morning – PES, CLR

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. . 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, […]

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