Archive for the 'REI' Category


30
Apr

Tuesday Morning – More Earnings

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. . 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, […]


27
Feb

Wednesday Morning – Earnings Avalanche

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. . 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 […]


22
Jan

Tuesday Morning – Bakken and Permian, HAL

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. . Market Sentiment Watch: China GDP, shutdown on market's mind relative to global and domestic GDP drags. Energy earnings slowly starting. In today's post please find The Week That Was, the Bakken Players update (expanded and archived under Bakken), the Permian Players update (archived under Permian), comments on the HAL quarter (beat but little red meat), comments […]


27
Dec

Thursday Morning – REI

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. . Market Sentiment Watch: Holiday market conditions persist, high volatility, low liquidity plus no clear path to end the shutdown just yet and China is showing more signs of slowing exports with tariff talks still up in the air.  In today's post please find the oil inventory preview (the very early read consensus in the […]


21
Dec

Friday Morning – PE

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. . Market Sentiment Watch: Busy day on the economic data front. Market could use some better than expected numbers. Sitting on hands.   In today's post please find the the natural gas review (bigger than expected withdrawal; as expected, preliminary data reflect a much much smaller withdrawal next week), an updated cheat sheet for PE, comments […]

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