Archive for the 'SLB' Category


16
Oct

T.G.I.F.

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. . Market Sentiment Watch: Equity and oil market eyes on Covid news (US (case spikes in a majority of states), Europe (semi locking down in some places), India (big case counts but showing some positive consumption signs)). Market eyes also watching the Fed’s balance sheet. U.S. could use some less mixed, more positive economic […]


23
Jul

T.G.I.F.

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. . Market Sentiment Watch: China / U.S. relations putting a modest weight on U.S. futures. Trump noted that a deal with China is less important to him now than before. Housekeeping Watch: A bored Z is a terrible thing to see. Use me, I’m not on vacation and earnings season doesn’t really get busy […]


17
Apr

T.G.I.F.

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. . Market Sentiment Watch:  We continue to see lockdown extensions, many that were later April or May 1 now locked until May 15 including much of the east coast and the UK. However, there are positive news items on the treatment front (see Gilead news here; company immediately cautioned about anecdotal evidence and said […]


17
Jan

Friday Morning – SLB, HAL, Other Stuff

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. . Market Sentiment Watch: Four days of the week have made it through 3 big agency monthlies and the weekly oil report with oil up slightly. In today’s post please find the the natural gas review (bigger than expected pull but still quite small for time of year; look for another weak report next […]


16
Jan

Thursday Morning – 4Q19 Calendar, LNG, SLB

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. . Market Sentiment Watch:  In today’s post please find the oil inventory review (see details below), the natural gas preview, comments on the IEA monthly, the initial 4Q19 earnings calendar, the SLB earnings preview, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 220,000; last read […]

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