Monday, October 13, 2008

Bond markets are closed for the Columbus Day holiday
8:00am Treasury’s Kashkari speaks at banking event in Washington.
8:15am Fed’s Hoenig speaks on regulation in Washington.
8:30am Earnings Before the Open: FAST, TONS, KMGB.
4:00pm Earnings After the Close: CMG, ELS, JBHT.

Tuesday, October 14, 2008

8:30am Earnings Before the Open: ADTN, DPZ, GAP, IBNK, JNJ, PEP, PII, STLY, SVU, GWW.
10:00am October IBD/TIPP Economic Optimism (last 45.8)
12:00pm Earnings During Trading Hours: HCSG.
12:00pm ICSC/UBSW Chain Store Sales (7:45, last +0.1%). Redbook Retail Sales (8:55, last +1.0%). ABC Consumer Confidence (last -43).
12:00pm AAPL product announcement event.
12:00pm PG shareholder meeting.
12:30pm Fed’s Plosser speaks in Philiadelphia.
2:00pm Sept Monthly Budget Statement (last $112.9B)
4:00pm Earnings After the Close: ALTR, CHB, CSX, DNA, INTC, LLTC, PHHM, PNFP, RLI, STX, USNA.
8:30pm Fed’s Bullard speaks in Memphis.
10:00pm Fed’s Yellen speaks on the economic outlook in Palo Alto.

Wednesday, October 15, 2008

8:05am Fed’s Rosengren speaks on the economic outlook in Boston.
8:30am Earnings Before the Open: ABT, ASML, BLK, SCHW, KO, CBSH, DAL, DRH, JPM, NITE, LCRY, LUFK, MI, PJC, STJ, WFC.
8:30am Sept PPI (last m/m -0.9%, y/y 9.6%, ex food & energy last m/m 0.2%, y/y 3.6%), Sept Advanced Retail Sales (last -0.3%, ex auto -0.7%), Oct Empire Manufacturing (last -7.4)
10:00am August Business Inventories (last 1.1%)
12:00pm Earnings During Trading Hours: AMR.
12:15pm Fed Chairman Bernanke addresses the Economic Club of New York.
2:00pm Fed Beige Book
4:00pm Earnings After the Close: AMLN, ATR, BMI, CCK, DTLK, EBAY, EXFO, ISIL, KMP, LSTR, NVLS, NVEC, PLCM, SOV, SPSN, SPTN, STLD, TBI, UFPI, WDFC, XLNX.
7:00pm Fed’s Kohn speaks on the economy in New York.

Thursday, October 16, 2008

8:30am Sept CPI (last m/m -0.1%, y/y 5.4%; ex food & energy last m/m 0.2%, y/y 2.5%)
8:30am Initial Jobless Claims (last 478K), Continuing Claims (last 3.659M)
8:30am Earnings Before the Open: AOS, ALDN, AMB, AMFI, APH, BK, BAX, BBT, BGG, BBW, CIT, C, CAL, CY, DHR, FCS, HOG, HSY, HNI, HBAN, ITW, IIIN, KNSY, KNL, MEG, MTOX, MER, MTG, NOK, NUE, ORB, PH, PNC, PPG, RS, SHW, SON, LUV, SPWRA, TXT, UTEK, UMPQ, UTX, USAK, WSO, WERN, WTNY, WGO.
9:00am Aug Net Long-Term TIC Flows (last $6.1B), Aug Total Net TIC Flows (last -$74.8B)
9:15am Sept Industrial Production (last -1.1%), Sept Capacity Utilization (last 78.7%)
9:30am Fed’s Bullard speaks on US growth potential.
10:00am Oct Philadelphia Fed (last 3.8),
10:35am Natural Gas Inventories
11:00am Crude Oil/Gasoline/Distillate Inventories
12:00pm Fed’s Stern speaks in Michigan.
12:00pm Earnings During Trading Hours: CBSH.
1:00pm Oct NAHB Housing Market Index (last 18)
4:00pm Earnings After the Close: INTV, NINE, RVI, PAY.
8:00pm Fed’s Rosengren speaks about foreclosures in Boston.

Friday, October 17, 2008

Options Expiration
8:30am Sept Housing Starts (last 895K), Sept Building Permits (last 857K)
8:30am Earnings Before the Open: ACO, ACI, CMA, DSL, FHN, GPC, HON, LAB, MBFI, NVR, OSTK, PRSP, SLB, SXT, VFC, WL.
9:55am Oct Preliminary U. of Michigan Confidence (last 70.3)
12:45pm Fed’s Bullard to moderate panel on economic policy.
2:00pm Fed’s Evans speaks on economic outlook in Wisconsin.