28
Jan
. . Market Sentiment Watch: The Fed struck us increasingly concerned about the economy and potentially about the drag on the economy from foreign markets but tried to maintain a neutral if not optimistic tone so as not to be an additional source of concern. Good luck to them with that. In today's post please find the […]
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Posted in AR, CLB, CRR, ftk, oas, Uncategorized | 116 Comments »
23
Jul
. . Market Sentiment Watch: Baby and bathwater action continues in the group against he backdrop of renewed, strengthened negativity for oil prices in the near and ongoing apathy for natural gas. In today's post please find the natural gas inventory preview, the oil inventory review (pretty neutral – build due to imports, production held flat […]
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Posted in BCEI, CLB, ftk, OII, Uncategorized | 107 Comments »
23
Apr
. . Market Sentiment Watch: Energy group trading in somewhat nervous sideways fashion as we approach the peak in U.S. oil inventories over the next weeks. In today's post please find the natural gas inventory preview (looking for a record injection for this week of the year), the oil inventory review (mixed bag), the Orange Charts, comments on […]
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Posted in btu, CLB, ftk, Orange Charts, Uncategorized, ZLT Stats | 81 Comments »
23
Oct
. . Market Sentiment Watch: Nervous market continues. In energyland we get another dose of Service earnings (we find today's less information laden in general) and are looking forward to the first E&Ps of the season on tomorrow and then into next week. For now, all eyes are still focused on what OPEC will or won't do […]
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Posted in CLB, EOX, ftk, swn, Uncategorized | 107 Comments »
07
Aug
. . Market Sentiment Watch: More Earnings In today's post please find the oil inventory review, the natural gas inventory preview, more 2Q14 report coverage (AR (pre announced volumes, miss on price), MTDR (nice beat), FTK (miss with stronger second half trends), and some other odds and ends including a couple of misses by GDP and LPI. GDP […]
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Posted in AR, ftk, GDP, LPI, MTDR, REN, RSPP, sdcjf, SJT, Uncategorized | 197 Comments »