. . Market Sentiment Watch: Energy eyes on earnings this week. Market eyes on election polls and Covid. In today’s post please find: the very early read on natural gas inventories, EOG requested look, and some other odds and ends. Ecodata Watch: We get Durable goods at 8:30 am EST (F = 0.0%, last report […]
. . Market Sentiment Watch: Ridiculous. Sentiment in the space at new 2019 low after tweet driven oil slump. We see that as overdone and technical. In today’s post please find the the natural gas review (bigger than expected by Street or Z4, comments on the EOG quarter (in line, may get hit early but […]
. . Market Sentiment Watch: Ecodata in focus. In today's post please find the the natural gas review (bigger than expected injection (though not vs our implied level from Friday's and Monday's post; flow data suggests a smaller injection next Thursday), comments on the EOG quarter (beat and maintain), comments on the CRC quarter (beat and spoke to […]
. . 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 […]
. . Market Sentiment Watch: Payrolls Friday but it's U.S. and China at the G20 later this month that everyone cares about as the White House seeks to arrive at a trade deal by then. In the energy space we've seen three lackluster deals in a week. We've owned none of the names in question having […]
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