. . Market Sentiment Watch: Rally rally mode for Upstream and Service but it will be a volatile ride and when the momentum fades you’ll want to be long quality. Market eyes likely to turn to hopes for China talks set to resume on Thursday, In today’s post please find the early read on oil […]
. . Market Sentiment Watch: Tariff war fears weighing on energy sentiment more than anything at this time (for commodities (worry over demand) and equities(dislocated from commodities already)). In today’s post please find the oil inventory preview (consensus looking for more crude draws, Cushing coming down and API reflected in line draws on both oil […]
. . Market Sentiment Watch: Erratic markets. Daily swings from thoughts of a Fed cuts and easing of trade war tensions to worry over demand. In energy land the near term focus is and will remain on U.S. inventories. In today's post please find brief comments and an updated OAS cheat sheet, an updated CLR cheat […]
. . Market Sentiment Watch: China in focus. In energy land inventories and Iran in focus. Another busy day in earnings calls for us. In today's post please find comments on another set of upstream reports and reports from two wind names, the oil inventory preview, the natural gas inventory preview (injections set to roll lower […]
. . Market Sentiment Watch: Busy, busy day. In today's post please find the oil inventory preview, the early read on natural gas storage, and comments on seven names that reported overnight along with a number of other odds and ends. Our comments on some names today may be briefer than normal given the high call volume of the […]
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