Archive for the 'CPE' Category


Thursday Morning – More Earnings

. . In today’s post please find: the oil inventory review (positive report, crude, gasoline, distillates now all below the five year average), the natural gas preview, comments on several names reporting 1Q21 results, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 527,000, last read was […]


Thursday Morning – CPE

. . 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 […]


Thursday Morning

. . 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 […]


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

. . 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 […]


Thursday Morning – Dualing Inventory Reports

. . 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 […]

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