Archive for the 'HPR' Category


27
Feb

Thursday Morning – Earnings Avalanche in the face of Virus Fear Market Drop

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. . Market Sentiment Watch: Sloppy market conditions to continue after the U.S. announces first apparent community transmission of the virus. Administration officials put a vaccine at 12 or more months out.  International spread also breading additional market panic. Meanwhile, in the energy space oil continues to sink as demand continues to slow and we […]


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 […]

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