Archive for the 'CPE' Category


19
Nov

Thursday Morning – CPE

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. . Market Sentiment Watch: Vaccine hopes vs near term closures, weak travel in the holidays, and lack of near term stimulus. Another vaccine out with news this morning showing good results, this time in older adults. In today’s post please find: the oil inventory review (modestly better than expected, good to see the throughput […]


11
Jun

Thursday Morning

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. . Market Sentiment Watch: Covid-19 – market has not seemed to care about second wave but today appears to: 21 states are now, as many expected, showing spikes with many of those at new highs for hospitalizations and patients on vent. U.S. cases surpassed 2 mm. States continue to ease up and further re-open […]


27
Feb

Thursday Morning – Earnings Avalanche in the face of Virus Fear Market Drop

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. . 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 […]


23
Jan

Thursday Morning – Dualing Inventory Reports

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. . Market Sentiment Watch: Oil markets fearful of new coronavirus and leery of early year inventory reports. In today’s post please find the oil inventory preview (easy comps for oil and gasoline both YoY and to the 5 year average), the natural gas preview (tepid, better next week but still sub normal and this […]


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 […]

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