Archive for the 'Orange Charts' Category


Thursday Morning – Oil Review and Natural Gas Preview Plus Orange Charts

. . Market Sentiment Watch: Energyland needs more obviously good, not ambiguously good data for the group to find traction in 3Q17. We anticipate global inventory reductions but the market wants to see U.S. weekly reductions and soon. In today's post please find the oil inventory review (OK oil inventory draw offset by unexpected gasoline build […]


Monday Morning

. . Market Sentiment Watch: Fed in focus for the broad markets. In energyland, investors continue to exhibit extreme concern over E&P leverage and OPEC over production. We see mid leverage names getting lumped in with (sold heavily) the truly strapped names. Hedges being disregarded, even ones that are strongly hedged in 2016. We see M&A chances increasing […]


Thursday Morning

. . Market Sentiment Watch: Big day on the economic front as double the data gets jammed in due to the 3 day weekend. In energyland, we saw what really looked like a capitulation day in the groups yesterday but with no key reversal yet.   In today's post please find the natural gas inventory preview, the […]


Tuesday Morning – HK

. . Market Sentiment Watch: All eyes remain on Greece with futures propped by hopes over a last minute deal.  Window dressing impact should dry up in the group as we head to quarter end today. In today's post please find comments on HK, an updated set of Orange Charts, and  some other odds and ends.  Ecodata Watch: We get […]


T.G.I. Long Weekend

. . Market Sentiment Watch: Yellen speaks at a conference today which could be market moving but we would otherwise expect summer like trading as traders stretch the 3 day weekend.  In today's post please find the natural gas inventory slide show (smaller than expected injection), the Orange Charts, and some other odds and ends.  This Memorial […]

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