. . Market Sentiment Watch: Volatility returns as the 10 year hits 3%. After two weeks of improving sentiment the group took a breather yesterday on market weakness and a re-expansion of the Mid-Cush spread. In today's post please find the oil inventory preview (consensus looking for across the board inventory declines), the natural gas inventory preview, […]
. . Market Sentiment Watch: Energy watching inventories more closely. In today's post please find the oil (API was bearish overnight but crude builds are normal this time of year) and natural gas inventory previews (much bigger number expected this week and the squeeze (in the front month) is on), comments on the RES quarter (big […]
. . Market Sentiment Watch: Market and group continue to trade more in line with the MSNBC news crawl than with the CNBC one. This will probably continue for a few weeks. News flow in the group continues at a steady pace but will likely move back to a lull after next week until we […]
. . Market Sentiment Watch: The sideways trade continues. In today's post please find the oil inventory preview, the natural gas inventory preview (mildness has pushed thoughts of near term injections to above average levels after a summer of smaller than average injections), comments on the RRC quarter (nice beat, strong guidance vs Street through 2018), comments on […]
. . Market Sentiment Watch: Fed decision day. Expect no change. In energyland, earnings move back to center stage for the upstream space while product inventories will be the primary focus of today's EIA report. In today's post please find comments on the RRC 2Q16 results (strong, reiterating guidance but big increase in well recoveries), comments […]
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