Archive for the 'CXO' Category


28
Oct

Wednesday Morning

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. . Market Sentiment Watch: Energy eyes on earnings, China later this week (5 year plan details start emerging tomorrow) Energy eyes also on inventories and the election polls along with the broader market. Market eyes on Covid, Covid, Covid. In today’s post please find: the oil inventory preview, the natural gas inventory preview, several […]


20
Oct

Tuesday Morning – COP, PE, FANG

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. . Market Sentiment Watch: Market eyes watching stimulus machinations, and to a lessor extent Covid numbers in the States, Europe. Air traffic data are holding the line instead of retreating seasonally. In today’s post please find: the early read on oil inventories (Street sees more draws; we think they are light on the crude […]


14
Oct

Wednesday Morning – WIOWIO Part 3

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. . Market Sentiment Watch: Market eyes on financials’ 3Q20 earnings (big GS beat on bond trading), Covid developments (mixed bag, but trends look poor to us), and D.C. and the campaign. Energy inventory reports arrive tomorrow, a day late due to the holiday. In today’s post please find: the early read on oil inventories […]


11
Aug

Tuesday Morning – Vestas, GDP, NIO, CXO

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. . Market Sentiment Watch: U.S. / China relations sink a little further as the U.S. retaliates (no specifics) and Trump says a Phase 1 deal with China means very little to him now and that’s he’s not sure if he wants to make a deal with China now. Russia says it has registered its […]


30
Jul

Thursday Morning – AR, CXO, OII, VLO, COP

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. . Market Sentiment Watch: Harvard says 34 states should not travel; market appears to be concerned about rising Covid numbers.  Market is concerned about coming July nonfarm payrolls at the end of next week. More late stage vaccine trials are getting underway. Valero highlighted rising refined product demand. In today’s post please find: the […]

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