Archive for the 'GDP' Category


13
May

Wednesday Morning – GDP, BWEN

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. . Market Sentiment Watch: Market watching for further signs of deflation. Nice bump in BWEN yesterday, more comments below but if you missed our free piece last week please take a look here as well. In today’s post please find: the oil inventory preview, the natural gas inventory preview, the OPEC MOMR table (bigger […]


07
May

Thursday Morning – Earnings Avalanche Day 2

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. . Market Sentiment Watch: Did not know yesterday was National Nurses Day.  Definitely a loud shout out to all nurses with a big thank you! This is a high volume reporting day. Some of our comments are more brief than usual. If something is not clear please ask in the comments section. In today’s […]


16
Apr

Thursday Morning – GDP

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. . Market Sentiment Watch: Covid-19 Economy at peak slump. More peak slump data today. Airlines pointing to current travel levels likely being at trough; some plan to have smaller footprints on the other side of reopening (United in particular) and fall layoffs. Germany has a roadmap to reopening that begins cautiously next week with […]


22
Nov

Friday – CRK, GDP, AREX

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. . Market Sentiment Watch:  In today’s post please find the the natural gas review (slightly bigger than expected withdrawal, our preliminary expectation is for a more modest withdrawal (but a pull, not a build) next Thursday), a cheat sheet update for CRK, a cheat sheet update for GDP, closing comments on oh so long […]


06
Aug

Tuesday Morning – WPX, HPR and More

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. . Market Sentiment Watch: All eyes on China situation (no further devaluation overnight has futures off the lows currently but situation remains troubled).  In today’s post please find the early read on oil inventories, comments on the WPX quarter(beat on volumes, in line on EBITDA, beat on EPS; guides oil and full year above […]

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