. . Market Sentiment Watch: China, China, China. We are on vacation today. In this short post please find the oil and natural gas inventory tables, a few key graphs (rig counts, imports, rigs vs production and some others and we may add a few during the morning), a comment on OAS, and a few […]
. . 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 […]
. . Market Sentiment Watch: Increased concern over the if/when/how of a China/US phase 1 trade deal with comments now leaning towards an effort by China to expand the scope of Phase I and threats by the US of higher tariffs if a deal can’t be reached. In today’s post please find the oil inventory […]
. . Market Sentiment Watch: In today’s post please find an updated cheat sheet for MR, comments on the JKS quarter (sizable beat, 4Q guide is big but light to Street on timing push, 2020 strong), and some other odds and ends. Ecodata Watch: We get Housing Starts at 8:30 am EST (no forecast, last […]
. . Market Sentiment Watch: Weaker data in Europe and Japan. In today’s post please find the early read on oil inventories, the early read on natural gas inventories, a cheat sheet and comments for JKS, comments on MR, and some other odds and ends. Ecodata Watch: We get Case-Shiller home prices at 9 am […]
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