. . Market Sentiment Watch: Nervous market / erratic trading conditions continue. News flow from the group remains set at summer slow. In today's post please find the early read on oil inventories, an updated cheat sheet for FANG with comments and estimate changes, special notes in the Holdings Watch section, and some other odds […]
. . Market Sentiment Watch: In today's post please find the oil inventory review (negative report as weeklies go, see details in review section), the natural gas preview, comments and a cheat sheet update for RRC, comments on FANG's Rattler offering, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST […]
. . Market Sentiment Watch: Light load on the economic data release front. Market to be focused on China (U.S. threatened China to not retaliate) in the wake of no deal last week. China said it will retaliate on June 1 and equity futures are off sharply in response. In energy land we get monthly reports […]
. . Market Sentiment Watch: China in focus. In energy land inventories and Iran in focus. Another busy day in earnings calls for us. In today's post please find comments on another set of upstream reports and reports from two wind names, the oil inventory preview, the natural gas inventory preview (injections set to roll lower […]
. . Market Sentiment Watch: CERAWeek – tidbits of information emerging including notes that while U.S. shale has seen strong investment other regions are more than neglected (HES noting the Gulf of Mexico is on life support). In today's post please find the oil inventory preview (directionally normal headline numbers expected (crude build, product draws), the […]
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