Archive for the 'CPE' Category


08
Jan

Tuesday Morning – CPE

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. . Market Sentiment Watch: China trade hopes, tech worries (Samsung warned), and shutdown in focus. In today's post please find our first Catalyst Update of the 4Q18 season, an updated CPE cheat sheet to go with it, some comments on electricity, and some other odds and ends.  Ecodata Watch: The NFIB small business came in […]


26
Nov

Monday Morning – The Week That Was, CPE

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. . Market Sentiment Watch: All eyes on the G20 and OPEC player comments prior to and at the meeting on November 30th. On the oil side, energy continued to swoon last week on fears that OPEC would continue to sit on hands and pump oil as directed by D.C. On the natural gas side, […]


07
Nov

Wednesday Morning – More Earnings Plus Prop 112

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. . Market Sentiment Watch: In energy land most eyes are focused on inventories as refiners climb back out of maintenance season and after oil fell for a rare 7 consecutive seasons going into the U.S. midterms.  In today's post please find comments on the FANG quarter, comments on the PXD quarter (beat; rising Permian only production […]


04
Sep

Tuesday Morning – SWN, CPE, Gas Macro Slide Show Update

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. . Market Sentiment Watch: Short but busy week on the economic data front. Canadian trade talk outcome may loom over the week.  In today's post please find The Week That Was, comments on SWN's sale of the FS (on the surface the price tag looks light but improves with transportation obligation assumption), comments on CPE […]


07
Aug

Tuesday Morning – CPE, OAS, and more

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. . Market Sentiment Watch: Busy day on the earnings front.  Our comments may be more bullet point oriented than normal. If something isn't clear, please ask in the comments section.  In today's post please find the early read on oil inventories (we expect a bounce in exports this week to help with the headline crude […]

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