Archive for the 'SLB' Category


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 […]


18
Oct

Friday Morning – Oil Inventory Slide Show, Natural Gas Inventory Slid Show, SLB

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. . Market Sentiment Watch: Welcome to 3Q19 earnings season. Please see our week one previews here including SLB which is outline below. Eyes of China data today. 6.0% GDP vs 6.1% expected; retail sales in line at 7.8% yoy; industrial output up 5.8% vs 5.0% estimate, (all government massaged data so grain of salt […]


19
Jul

T.G.I.F.

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. . Market Sentiment Watch: In today’s post please find the the natural gas review (slightly better than expected; next week look for a smaller injection), requested comments and a short form cheat sheet on DVN, comments on the SLB quarter (strong quarter, revenue beat, in line EPS, solid macro outlook), and some other odds and ends.  Ecodata Watch: […]

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