. . Market Sentiment Watch: Fed speak day. Market eying state re-openings … would not expect a bump in cases if they result from re-openings for about 2 weeks. Meanwhile Germany is seeing rising cases and may go tighter again. In today’s post please find: the oil inventory preview (more monster builds expected but less […]
. . Market Sentiment Watch: Energy earnings season starting to heat up. In today’s post please find the oil inventory review (slightly positive side of neutral report, crude improved to both year ago and five year average levels but this was a Barry impact skewed report and production which drove the monster crude draw will […]
. . Market Sentiment Watch: Market eyes are on 3M. Our eyes are on energy earnings (refiners, oil service, big cap gassy and more in focus today before things get busier tomorrow and especially next week). In today's post please find the oil inventory review (bigger than expected crude build but it's a low quality miss […]
. . Market Sentiment Watch: Extreme broad market volatility continues. We've done a whopping 3 trades in October (see blotter, all adds) and continue to largely sit on hands. In today's post please find the oil inventory review (mixed bag: 1) another bigger than expected oil build (hey, it is maintenance season, builds of size are […]
. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]
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