Archive for the 'CPE' Category


09
Apr

Tuesday Morning – HPR

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. . Market Sentiment Watch: Slow news day at the company level. Oil is above our near term expected range. Russia is pointing to all options being on the table for OPEC+ in June (a little cooling action language) and the U.S. is threatening to sanction the European Union. In today's post please find an […]


27
Feb

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy, busy day. In today's post please find the oil inventory preview, the early read on natural gas storage, and comments on seven names that reported overnight along with a number of other odds and ends. Our comments on some names today may be briefer than normal given the high call volume of the […]


12
Feb

Tuesday Morning – VNOM, OPEC

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. . Market Sentiment Watch: Deal to prevent another shut down is in the works. In energyland, the OPEC Monthly was benign (slight negative on modest dip for forecast demand and modest bumps for Non OPEC supply but OPEC output is now much closer to the "Call on OPEC"). In today's post please find comments […]


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, […]

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