. . Market Sentiment Watch: Covid-19 response on the market’s mind. We had a number of things to say on our group, natural gas, employment in the space and renewables area at the top of posts last Monday, and Wednesday to Friday. Please take a look if you missed them. OPEC + remained MIA over […]
. . Market Sentiment Watch: Coronavirus impacts in the market driver’s seat. The market is focused on congressional doctor’s comment of 70 to 150 mm Americans potentially contracting Covid-19. Futures again tumbling this morning. U.S. suspends travel to the EU for the next 30 days. In today’s post please find: the oil inventory review (mixed […]
. . Market Sentiment Watch: Getting busier as earnings season rolls along. People want upstream to increase dividends and so far this season that’s a go where feasible (FANG, CXO, DVN all increased yesterday). In today’s post please find: the oil inventory preview (API was a mixed bag) (11 am EST), the natural gas inventory […]
. . Market Sentiment Watch: All eyes on the Middle East. In today’s post please find the natural gas preview (report at 10:30 am EST today), the oil inventory preview (report today at 11 am EST, and the Gassy Players update. We also had two calls with companies yesterday and our notes on the first […]
. . Market Sentiment Watch: Market eyes economic speeches by Trump (11 pm EST – focus on his tariff comments) and Powell today. In today’s post please find the very early read on natural gas inventories (both the oil and natural gas inventories will be released on Thursday due to the holiday), comments, updated modeling, […]
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