Archive for the 'HPR' Category


26
Nov

Tuesday Morning – HPR, JKS, Inventory Previews

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. . Market Sentiment Watch: Low news flow.In today’s post please find the early read on oil inventories, the early read on natural gas inventories (we get them on Wednesday instead of Thursday due to the holiday, comments and a cheat sheet update for HPR, comments on a large order by JKS, and some other […]


05
Nov

Tuesday Morning – MGY, HPR

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. . Market Sentiment Watch: Busy earnings day. In today’s post please find the early read on oil inventories, comments on the MGY quarter, comments on the HPR quarter, and some other odds and ends.     Ecodata Watch: We get the trade deficit at 8:30 am EST (F = -$52.4 B, last read was -$454.9 […]


08
Oct

Tuesday Morning – HPR

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. . Market Sentiment Watch: China. Waiting for traction (although we made one addition yesterday) as markets await clarity on trade and demand forecasts. In today’s post please find an updated cheat sheet and more in depth comments on HPR including a 2020 model update, the early read on oil inventories, and some other odds […]


07
Oct

Monday Morning

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. . Market Sentiment Watch: Quieter week on the economic data front after last week’s poor number fest. In energyland we get the STEO (expect downward production forecast revisions) followed later in the week by the OPEC Monthly (potential for an upward revision to the Call on OPEC on a downward revision to non OPEC […]


26
Aug

Monday Morning – HPR

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. . Market Sentiment Watch: Global economy in focus as Trump says China wants to talk and the U.S. will have further comments later today; U.S. consumer in focus in this week’s eco data. In today’s post please find The Week That Was, comments and an updated cheat sheet for HPR with 2020 estimates, comments […]

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