Archive for the 'CPE' Category


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 […]


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 […]

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