Archive for the 'CPE' Category


05
Nov

Tuesday Morning – MGY, HPR

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. . Market Sentiment Watch: Busy earnings day. In today’s post please find the early read on oil inventories, comments on the MGY quarter, comments on the HPR quarter, and some other odds and ends.     Ecodata Watch: We get the trade deficit at 8:30 am EST (F = -$52.4 B, last read was -$454.9 […]


23
Oct

Wednesday Morning – CPE/CRZO

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. . 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 […]


16
Jul

Tuesday Morning

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. . Market Sentiment Watch: Fed speaks galore today with Bowman, Kaplan, Powell, and Evans speaking over the course of the day. In today's post please find comments and a CPE/CRZO pro forma cheat sheet, the early read on oil inventories (more crude and gasoline draws expected though Barry may exaggerate impacts on both sides […]


15
Jul

Monday Morning – Another Permian Merger

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. . Market Sentiment Watch: Market eyes on a slowing China (lowest quarterly GDP growth in 27 years but June refiner record set a new record). In today's post please find The Week That Was, comments on a Permian smid-cap hookup, and some other odds and ends. Click here in case you missed The Wrap.  Ecodata Watch: […]


18
Jun

Tuesday Morning

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. . Market Sentiment Watch: Energy eyes on inventories tonight and tomorrow, the Fed, and then thoughts on the global economy (Trump casing a negative eye back towards Europe this morning?). In today's post please find new charts and some notes in the Holdings Watch section, a requested cheat sheet update for CPE, and some other […]

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