Archive for the 'kog' Category


Thursday Morning – BCEI

. . Market Sentiment Watch: Most market eyes focused on the NFP data tomorrow. Energy continues to remain on edge over near term oil pricing. In today's post please find the natural gas inventory preview, the oil inventory review (end of maintenance season has seen better than expected rise in refiner utilization driving a 1.2 mm bopd upward […]


Friday Morning – Economic Data Tsunami

. . Market Sentiment Watch: Payrolls missed and unemployment eased and you've got a couple of Fed members out this morning calling current Fed policy inappropriate with rates needing to rise sooner rather than later. All eyes will be focused on the swarm of economic data to be released over the course of this morning in the […]


Tuesday Morning

. . Market Sentiment Watch: Eyes return to economic data briefly this morning before Yellen tries to reassure congress that the economy is on some sort of track.  In today's post please find some comments on a pro forma look at WLL and some other odds and ends.  Ecodata Watch: We get Retail Sales at 8:30 am […]


Merger Monday – Bye Bye KOG

. . Market Sentiment Watch: Bigger week on the economic data front after today's lull.  The energy groups should be noisy after this weekend's takeout of KOG by WLL (KOG you will sincerely be missed) and in front of 2Q14 earnings season that kicks off on Friday with SLB. Nerves of Hot Money types are likely frayed […]


Thursday Morning – Oil Review Plus Gas Preview Plus KOG 2Q14 Preview

. . Market Sentiment Watch: Euro / China induced overnight global melt. Weaker than expected Chinese exports and poor industrial production data out of France and Italy send European markets and U.S. futures skidding. The deteriorating situation in Israel / Gaza may be getting increasing market notice as well. We've been sitting on our hands pre […]

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