29
Nov

Thursday – Friday Morning – Happy Thanksgiving

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Market Sentiment Watch: China, China, China. We are on vacation today. In this short post please find the oil and natural gas inventory tables, a few key graphs (rig counts, imports, rigs vs production and some others and we may add a few during the morning), a comment on OAS, and a few other odds and ends. Market closes at 1 pm EST today. The Wrap will be out on Sunday.

Ecodata Watch:

  • No economic data releases are scheduled.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Stuff We Care About Today - OAS, VWDRY, JKS
  4. Odds & Ends

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27
Nov

Wednesday Morning – RRC

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Market Sentiment Watch: Huge day for data (see below) including both the oil and natural gas inventory reports. Generally this is a slow day and week for energy sector news flow. In today's post please find comments and a cheat sheet update on RRC, the oil and natural gas inventory previews, and some other odds and ends.  Have a Happy Thanksgiving.

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 220,000, last read was 227,000),
  • We get the 3Q GDP revision at 8:30 am EST (F = 1.9%, flat),
  • We get durable goods at 8:30 am EST (F  = -1.1%, last read was -1.2%),
  • We get EIA oil inventories at 8:30 am EST (see below),
  • We get Chicago PMI at 9:45 am EST (no forecast, last read was 43.2),
  • We get personal income at 10 am EST (F = 0.3%, flat),
  • We get consumer spending at 10 am EST (F = 0.2%, flat),
  • We get the pending home sales index at 10 am EST (no forecast, last read was 1.5%),
  • We get EIA Natural Gas Storage at 12 pm EST (see below),
  • We get the Beige Book at 2 pm EST.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - RRC, VWDRY
  4. Odds & Ends

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26
Nov

Tuesday Morning – HPR, JKS, Inventory Previews

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Market Sentiment Watch: Low news flow.In today's post please find the early read on oil inventories, the early read on natural gas inventories (we get them on Wednesday instead of Thursday due to the holiday, comments and a cheat sheet update for HPR, comments on a large order by JKS, and some other odds and ends.

Ecodata Watch:

  • We get advance trade in goods at 8:30 am EST (F = - $71.8B vs last read of -$70.4 B),
  • We get Case-Shiller home prices at 9:00 am EST (no forecast, last read was 3.2%),
  • We get consumer confidence at 10 am EST (F = 128, last read was 125.9),
  • We get new home sales at 10 am EST (F = 711,000, last read was 701,000).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  HPR, JKS
  4. Odds & Ends

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25
Nov

Monday Morning – BCEI

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Market Sentiment Watch: No Phase II yet (we see this as a nonsense statement given that Phase I appears to be shaky but it's the news of last night). In today's post please find The Week That Was, the 5 Things, comments and a cheat sheet update for BCEI, another day, another harsh environment order for Vestas, and some other odds and ends. In case you missed The Wrap please click here.

 

Ecodata Watch:

  • We get Chicago Fed at 8:30 am EST.

The Week Ahead: 

  • Tuesday - Advance trade in goods, Case-Shiller home prices, consumer confidence, new home sales,
  • Wednesday - Jobless claims, 3Q GDP revision, durable goods, core capex orders, Chicago PMI, personal income, consumer spending, core inflation, pending home sales, Beige Book, EIA Natural Gas Storage (12 pm EST)
  • Thursday - Holiday, no release,
  • Friday - No economic data release scheduled.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  BCEI, The 5 Things, VWDRY
  5. Odds & Ends

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Continue Reading »


24
Nov

Wrap – Week Ended 11/22/19

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Questions and comments under The Wrap will be addressed in the Monday post.

The blotter is updated.

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