Weekly Calendar: Feb 2 – Feb 6

Monday, February 02, 2009

• 8:30am Dec Personal Income (last -0.2%), Dec Personal Spending (last -0.6%), Dec PCE Deflator y/y (last 1.4%), Dec PCE Core (last m/m 0.0%, y/y 1.9%)
• 8:30am Earnings Before the Open: BEAV, CPO, DSPG, DEP, EPD, FSNM, HAE, HUM, MAT, OHB, PJC, ROK, SPP, SYY.
• 10:00am Jan ISM Manufacturing (last 32.9), Jan ISM Prices Paid (last 18), Dec Construction Spending m/m (last -0.6%)
• Credit Suisse Energy Conference.
• Merrill Lynch India Investor Conference.
• JP Morgan High Yield and Leveraged Finance Conference.
• 4:00pm Earnings After the Close: ACTU, AFL, APC, ARRY, ATHR, BPL, CCK, HOLX, ICUI, ITMN, LDSH, MKL, MSTR, MSPD, OTTR, PRE, PBI, PCL, RCII, SNDK, TSRA, TRID, UNCA.

Tuesday, February 03, 2009

• 8:00am FDA Cardiovascular and Renal Drugs Advisory Committee meeting.
• 8:30am Earnings Before the Open: AFAM, AMSC, AXE, ADM, ADP, AVP, BP, CAM, CE, CEVA, CME, COCO, CMI, DOW, DHI, EMR, ETR, HW, HNT, HEP, IACI, KSU, LDR, LPX, MMP, MAN, MRO, HZO, MLM, MDU, MRK, MOT, MYGN, NNN, NOC, ORCT, PTRY, PNR, PBG, PRGO, PNC, PEG, COL, RTI, SGP, SMG, TECH, TPP, TDG, TYC, UPS, VSAT, WEC.
• 10:00am Dec Pending Home Sales m/m (last -4.0%)
• Financial Times Energy Conference.
• ICSC/UBSW Chain Store Sales (7:45, last -1.8%).
• Redbook Retail Sales (8:55, last -2.3%).
• ABC Consumer Confidence (last -54).
• BCSI Strategy Update Webcast.
• January vehicle sales data.
• 4:00pm Earnings After the Close: ACE, ACTL, ADVS, AJG, ATO, BYI, BRE, CTX, EW, ERTS, FOE, FISV, GHDX, SOLR, ILMN, IVAC, JKHY, JLL, LEG, MEE, MET, NLC, NETL, NBIX, NEWP, PSEM, PEC, PXD, PLNR, RSYS, RENT, RVBD, SLGN, SUMT, TZOO, TRMB, TUP, UTI, UNM, USNA, VASC, VIGN, VOCS, DIS, YUM.
• 4:30pm API Crude Oil/Gasoline/Distillate Inventories

Wednesday, February 04, 2009

• 7:30am Jan Challenger Job Cuts y/y (last -274.5%)
• 8:15am Jan ADP Employment Change (last -693K)
• 8:30am Earnings Before the Open: ALU, AXB, AGN, AHCI, ALVR, ARJ, ARM, ATMI, BCO, BRS, CACH, CATM, CRNT, CLX, CEG, DVN, DHX, FNF, RAIL, GLG, GR, NRGY, ITT, KEI, KFT, LAZ, LFUS, MKTX, MDCI, MKSI, MNC, MGAM, NOV, NSTC, NI, NJR, PAS, PM, RL, PPL, RBC, ROH, R, SLE, SVVS, SCUR, SLAB, SNA, TMO, TNB, TWX, TWC, WIN, WWW.
• 9:00am Treasury’s quarterly refunding announcement
• 10:00am Jan ISM Non-Manufacturing (last 40.1)
• 10:30am DoE Crude Oil/Gasoline/Distillate Inventories
• Cowen Aerospace/Defense Conference.
• Credit Suisse Financial Services Conference.
• Deutsche Bank Russia Conference.
• Terrapinn Real Estate Investment World Conference.
• MBA Mortgage Applications (7:00, last -38.8%).
• EK Institutional Investor Meeting.
• 4:00 Earnings After the Close: AKAM, ADS, AGNC, NLY, AIZ, ATML, ATW, AVB, BMI, BBBB, BMC, BWY, CBL, CSCO, COHR, CVLT, CNQR, EXBD, DTLK, XRAY, DLB, DSCM, DCP, WIRE, EOG, EPIC, EFX, EQR, FMC, HAIN, HAR, HRS, HSTX, HRC, HMN, HHGP, IRF, LVS, MTSN, MEAS, MDTH, EGOV, NVLS, NWSA, OIIM, ONNN, OPNT, POWI, PRU, PHM, RAX, REG, RJET, RNOW, SGMO, SCSS, SFLY, SSTI, SPTN, SFN, SPRD, SUN, SYMM, TLEO, TMA, THQI, TMK, TBI, UFPI, VARI, V, WGL.
• Same-store sales after the close.

Thursday, February 05, 2009

• 7:00am BoE Rate Decision
• 8:30am Q4 Preliminary Non-Farm Productivity (last 1.3%), Q4 Preliminary Unit Labor Costs (last 2.8%)
• 8:30am Initial Jobless Claims (last 588K), Continuing Claims (last 4.776M)
• 8:30am Fed’s Plosser speaks at conference in Philadelphia.
• 8:30am Earnings Before the Open: ABMD, ATG, LNT, ANR, AHII, AHG, STST, ARIA, ARTG, ASPM, BDC, BLC, BHE, BPO, BW, BG, BKC, CRR, CAH, CSL, CENT, CHD, CI, CBB, CINF, CNMD, CUB, DWSN, DTPI, DO, DRAD, UFS, DHT, DDE, DUK, EXP, ELNK, ELON, RDEN, EL, FLIR, FLO, IT, HGG, ITWO, IEX, RX, IDEV, IPCC, IFF, KBW, K, KIM, KNL, KVHI, LII, LZ, MHO, MAG, MA, MMS, MNI, MF, MEND, MCO, MPS, NCR, TNDM, NOOF, CHUX, OPXT, OFG, PMTI, PARL, PTI, MALL, PDX, PENN, POL, PBH, QCCO, RVSN, ROLL, RGC, RSTI, RTIX, SBH, SNI, SIRO, SNN, SON, SE, SEP, SPR, SPH, TEN, THOR, TBL, WBC, WMG, WW, WU, WNS, WATG.
• Same-store sales before the open.
• 10:00am Dec Factory Orders (last -4.6%)
• 10:30am Natural Gas Inventories
• Raymond James Growth Airline Conference.
• 1:00pm Fed’s Bullard speaks to financial analysts in Missouri.
• 2:00pm Fed’s Stern speaks on financial policy in Minnesota.
• 4:00pm Earnings After the Close: APKT, AATI, AEIS, ALKS, ALNY, AMX, ATR, AGO, AVNX, BEZ, RATE, BEBE, BLKB, CENX, CPHD, COHU, CPII, CCI, DAC, DBTK, ENTR, ESE, ESLR, FALC, FEIC, GNW, GCOM, HIG, HWAY, NSIT, IN, XXIA, JDSU, LQDT, LMNX, MTD, MCRS, MAA, MIL, MTX, MFLX, NFG, NAVR, NFX, NOA, OMTR, OMI, PDFS, PNSN, PMC, PFWD, PWER, PWAV, RAH, RMD, ROP, RTEC, SLRY, SIMG, SIMO, SSD, SWKS, SNIC, SPC, SRX, SRCL, SXCI, SNCR, TWLL, TKLC, TSYS, TMRK, TRLG, ULTI, VRSN.

Friday, February 06, 2009

• 8:30am Jan Nonfarm Payrolls (last -524K), Jan Unemployment (last 7.2%), Jan Manufacturing Payrolls (last -149K), Jan Average Hourly Earnings (last m/m 0.3%, y/y 3.7%), Jan Average Weekly Hours (last 33.3)
• 8:30am Earnings Before the Open: ANDE, AOC, AIV, BECN, BIIB, SUR, CREL, HPOL, HI, KBALB, LPNT, NUS, SXT, TE, VVI, WY.
• 3:00pm Dec Consumer Credit (last -$7.9B)
• 4:00pm Earnings After the Close: None seen.
• 5:45pm Fed’s Yellen addresses bank directors in Hawaii.