. . Market Sentiment Watch: Fed cut as expected, back to China focus now which is said to have cast doubt on a comprehensive deal with the U.S. overnight. In energy land another busy earnings day. In today’s post please find the oil inventory review (low quality miss on crude due to reversal off decades […]
. . Market Sentiment Watch: Energy earnings season starting to heat up. In today’s post please find the oil inventory review (slightly positive side of neutral report, crude improved to both year ago and five year average levels but this was a Barry impact skewed report and production which drove the monster crude draw will […]
. . Market Sentiment Watch: Energy up on increased U.S. / Iran tensions. In today's post please find the oil inventory review: better than expected report highlighted by across the board draw downs, a further move up in throughput (high historically, still low to last year), all time record weekly gasoline demand, a second consecutive week […]
. . Market Sentiment Watch: Markets continue to eye a very big week for ecodata while energy eyes waiver on 5/2 and a number of supply disruptions (Nigeria, Sudan, North Sea, Iran, Venezuela, and potentially Libya). In today's post please find the early read on oil inventories, comments on the OII quarter (nice beat, guidance tightened higher, […]
. . Market Sentiment Watch: China data kicking the year off much better than expected with January exports rising 9.1% (a drop of 3.2% was the consensus forecast) while imports were only off 1.5% (a 10% drop was expected; though imports from the U.S. tanked 41%). In energyland, due to reserve reporting requirements, 4Q earnings are spread […]
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