. . Market Sentiment Watch: Markets and energy especially have been tractionless. We expect oil to lead the way to traction in coming days/weeks. In the meantime, we are running 2019 decks at our $60 / $3.25 deck with sensitivities above and below and comparing vs valuations at current levels. Things generally look well overdone. In today's […]
. . Market Sentiment Watch: In energy land most eyes are focused on inventories as refiners climb back out of maintenance season and after oil fell for a rare 7 consecutive seasons going into the U.S. midterms. In today's post please find comments on the FANG quarter, comments on the PXD quarter (beat; rising Permian only production […]
. . Market Sentiment Watch: Markets will be listening to 5 Fed speakers today including Powell. Not expecting much new (good economy with low unemployment expected to continue). In energy land look for lots of headlines out of Russia's energy week meeting. In today's post please find the oil inventory preview (another benign looking report expected), […]
. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the natural gas preview, comments on the PE quarter(beat, raise on production and capex, best in show diffs), comments on the PXD quarter, comments on the XOG quarter(in line top line, miss on EBITDA due to hedge impacts), comments on the PVAC […]
. . Market Sentiment Watch: Moving through the 1Q18 reporting season with another strong set of numbers today (more variability today vs yesterday though which were on the whole quite strong). Sentiment remains strong and the bigger Permians are brushing aside the Mid-Cush blowout with a thing called planning. In today's post please find the oil […]
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