19
Jun

Tuesday Morning

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Market Sentiment Watch: Markets set to swoon on increasing trade war threats. T-Minus 4 days until OPEC. In today's post please find the early reads for oil and natural gas inventories, comments and an updated cheat sheet for gas giant COG, comments on FANG's flow assurance update, and some other odds and ends. 

Ecodata Watch:

  • We get housing starts at 8:30 am EST (no forecast, last read was 1.287 mm),
  • We get building permits at 8:30 am EST (no forecast, last read was 1.352 mm). 

In Today’s Post:

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

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18
Jun

It’s Good To Be Back Monday

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Market Sentiment Watch: Trade war fears loom larger (and closer to home, see China's threat in the Commodities Watch section below). In energyland, all eyes are on the OPEC+ attempt to engineer a soft landing at this Friday's meeting. Expect lots of volatility as tensions are elevated between Saudi and Iran and Venezuela. Rhetoric will be elevated and there may be an Iranian walkout.  In today's post please find The Week That Was,  and some other odds and ends. If we didn't fully address any questions from last week when I was out of pocket please let me know. 

Ecodata Watch:

  • We get the NAHB home builders' index at 10 am EST (no forecast, last read was 70).

The Week Ahead: 

  • Tuesday - Housing starts and building permits, 
  • Wednesday - Current account, existing home sales, 
  • Thursday - Jobless claims, Philly Fed, leading indicators,
  • Friday - Markit Flash PMI (manufacturing and services), 174th OPEC Meeting

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Odds & Ends

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17
Jun

Wrap – Week Ended 6/15/18

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

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12
Jun

Tuesday to Friday Post

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Market Sentiment Watch: North Korea, trade and OPEC/IEA/EIA on our minds. In today's post please find the Permian Players Group 1 table-, the Eagle Ford group 1 table, an updated cheat sheet for VNOM, comments on the OPEC monthly (TBA), and some other odds and ends. 

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11
Jun

Monday Morning

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Market Sentiment Watch: Trade and North Korea on most minds. Meanwhile, in energy land, this is a fairly busy pre-OPEC week with EIA's STEO and the monthly reports from OPEC and IEA all arriving early in the week. Permian concerns continue to weigh on a good portion of U.S. upstream sentiment but we'll have a much clear picture on both Permian throttle speed and stock name bifurcation for the second half in about three weeks as earnings start to roll forth. In today's post please find The Week That Was, a subscriber mailbag, and some other odds and ends. Please see the Housekeeping Watch at the end of this post. 

 

Ecodata Watch:

  • We get the Survey of Consumer Expectations at 11 am EST. 

The Week Ahead: 

  • Tuesday - NFIB small business, CPI, federal budget, OPEC Monthly, EIA STEO,
  • Wednesday - PPI, FOMC, IEA Monthly,
  • Thursday - Jobless claims, retail sales, import price index, business inventories,
  • Friday - Empire state, industrial production, capacity utilization, consumer sentiment. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today – Subscriber mailbag watch
  5. Odds & Ends

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