Archive for the 'PES' Category


10
Jun

Monday Morning

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. . Market Sentiment Watch: Mexico tariffs called off. Markets should breath a quick sigh of relief before returning to China concerns. Big week on the energy macro front as we get the EIA STEO, the IEA monthly (IEA's first look at 2020 supply and demand in the Monthly), and the OPEC Monthly (we have to […]


31
May

Friday Morning

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. . Market Sentiment Watch: Trade war fears on multiple fronts continue to worry markets and oil. Overnight China's PMI contracted and the Trump Administration threatened a 5% tariff on ALL imports to the U.S. from Mexico (far reaching impacts from cars to vegetables to we assume oil needed by U.S. refiners) with the potential for […]


02
May

Thursday Morning – Earnings Avalanche Part 2

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. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market.  In today's post please find the oil inventory review (negative as weeklies go, see Oil […]


20
Feb

Wednesday Morning – FANG, CXO, PES

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (we don't get EIA figures until Thursday due to the holiday), the natural gas inventory preview, comments on the FANG quarter, comments on the CXO quarter, brief follow up comments and an updated cheat sheet for PES, and some other odds […]


19
Feb

Tuesday Morning – PES, CLR

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. . Market Sentiment Watch: Market largely focused on China trade talk and U.S. data (which has been turning more mixed of late). Energy land in the heart of earnings. In today's post please find The Week That Was, the 4Q18 Energy Earnings Week 6 Calendar, comments on the PES quarter, comments on the CLR quarter, […]

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