Archive for the 'CXO' Category


14
Aug

Wednesday Morning – CXO

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. . Market Sentiment Watch: Most eyes on the 10 year. Group still looking for traction with volumes at summer typical low. Oil did find traction on trade hopes yesterday confirming demand (trade thoughts related to China) is in charge now relative to supply (potential disruptions). Names that have found traction are free cash flow […]


01
Aug

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: In today’s post please find the oil inventory review (better than expected headline numbers, internals a little less bullish; expect better demand next few reports – notably oil stocks are now down on the year), the natural gas preview, and some other odds and ends.  Due to the number of […]


20
Jun

Thursday Morning – CXO

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. . Market Sentiment Watch: Energy up on increased U.S. / Iran tensions. In today's post please find the oil inventory review: better than expected report highlighted by across the board draw downs, a further move up in throughput (high historically, still low to last year), all time record weekly gasoline demand, a second consecutive week […]


01
May

Wednesday Morning – Earnings Avalanche Part 1

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. . Market Sentiment Watch: Fed day.  Powell is said to be walking a fine line with today's press conference so as not to draw the ire of the White House. Weird. Venezuela "coup" appears to have fizzled. In today's post please find the oil inventory preview, the early read on natural gas inventories, comments on […]


20
Feb

Wednesday Morning – FANG, CXO, PES

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (we don't get EIA figures until Thursday due to the holiday), the natural gas inventory preview, comments on the FANG quarter, comments on the CXO quarter, brief follow up comments and an updated cheat sheet for PES, and some other odds […]

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