Weekly Calendar: May 4 – May 8

By
Craig
– May 3, 2009Posted in: Intraday Commentary

Monday, May 04, 2009

Economic
10:00am March Pending Home Sales m/m (last 2.1%), March Construction Spending m/m (last -0.9%)
Events
12:30pm Fed’s Hoenig speaks on the economic crisis in New York. 2:00pm Fed’s Lacker speaks on the economy in Charlottesville, VA. American Gas Assn. Financial Forum. Offshore Technology Conference. Financial Executives International Summit. Trades Ex-dividend: CYN $0.10, EOC $0.819, LINE $0.63, RGA $0.09.
Earnings
Before the Open: ASF, ATRO, B, CNA, DISCA, DSPG, DCO, ETR, HAE, HSIC, MCY, NAFC, GAS, OZM, OSG, POR, PEG, RDWR, SOHU, S, SYY, TSTY, TSN. After the Close: AIMC, AFG, AGII, ARRY, BAS, BWY, TAST, CHK, CGNX, CNB, CRK, EXBD, CUTR, DEPO, DW, DFT, EOG, EPIC, EXR, FMC, FST, HAIN, HLIT, HCN, HLS, HLF, HRC, HOLX, IMMR, IPHS, IPCM, KND, LF, MGM, MKL, MCK, MIG, MYGN, NATL, N, EGOV, OTTR, PKY, PPS, PFG, PRA, PSB, QGEN, RJET, SBAC, SM, STAN, SYKE, TXRH, TRMA, VMC, WWWW.

Tuesday, May 05, 2009

Economic
10:00am April ISM Non-Manufacturing (last 40.8), TAF auction
4:30pm API Crude Oil/Gasoline/Distillate Inventories
1:00pm Treasury’s 3-year note auction
Events
10:00am Fed Chairman Bernanke testifies before Congress’s Joint Economic Committee. 1:15pm Fed’s Stern speaks in Minneapolis. 10:30pm Fed’s Yellen speaks on the US recession in Berkeley, CA. Credit Suisse Technology Conference. Goldman Sachs Mid/Small Cap Symposium. Scotia Capital Transportation & Logistics Conference. ICSC/UBSW Chain Store Sales (7:45, last -0.7%). Redbook Retail Sales (8:55, last 0.6%). ABC Consumer Confidence (last -45). CTXS Analyst Meeting. Trades Ex-dividend: INTC $0.14, FE $0.55, KBH $0.063, ENI $0.391.
Earnings

Before the Open: ALU, AYE, AHCI, ARJ, ADM, ATRC, ADP, AVP, BBG, BAM, BRKR, FUN, CEVA, CHD, XEC, CBB, CTSH, CEG, CVS, CYNO, DNR, DRH, DUF, DUK, EE, EMS, EMR, ENG, FE, FCL, RAIL, FTEK, GET, GGC, WOLF, HHS, HW, HNT, HEW, ICON, ICE, IPGP, KFT, LDR, LPX, MAC, MVL, MXGL, MAXY, TAP, TYPE, NSTC, NGPC, OMPI, PTRY, PAG, PER, PQ, PNW, PCP, PGN, RDN, RVSN, RRI, RMG, RBA, SRE, SIRO, SKH, SAH, SE, JOE, SHOO, SWSI, THC, TX, TEVA, TDW, TDG, GTS, UNT, VRX, VTR, WTI, WLK, WY, WEC, ZBRA. After the Close: PAR, ARAY, ABCO, ARG, AMMD, AUDC, BIDZ, BBND, BIO, BRE, CBM, CDR, CTX, CEPH, CRL, COGT, CUZ, DENN, DM, DEI, ERTS, ESE, XCO, FEIC, GHDX, SOLR, GUID, HRS, HSTX, HE, HLX, HIL, ICFI, INXI, JCOM, JKHY, KFRC, KGC, LNC, LVS, MNKD, MASI, MFLX, NCIT, ONNN, PACR, PZZA, PXD, PBI, PLT, PLXT, PHM, RACK, RHB, SLXP, SIRF, SPSS, SUPX, TIE, TNS, TRLG, UDR, UPL, UNTD, UTI, VCLK, VM, DIS, WBMD, WNR, GB, XNPT, ZIPR, ZGEN.

Wednesday, May 06, 2009

Economic
7:30am April Challenger Job Cuts y/y (last 180.7%)
8:15am April ADP Employment Change (last -742K)
10:00am TAF results
10:30am DoE Crude Oil/Gasoline/Distillate Inventories
1:00pm Treasury’s 10-year note auction
Events
9:30am Fed’s Stern speaks before Senate Banking Committee. 5:30pm Fed’s Yellen speaks to Australian economists. Merrill Lynch Asian Stars Conference. Private Equity International Global Energy Forum. Deutsche Bank Customer Conference. Oppenheimer Regional Bank Conference. MBA Mortgage Applications (7:00, last -18.1%). Same-store sales after the close. Trades Ex-dividend: PFE $0.16, AA $0.03, CMS $0.125, FII $0.24, EQT $0.22.
Earnings
Before the Open: ACIW, ACOR, ADES, AGU, AFAM, ANR, ALVR, ACAS, WTR, STST, AUXL, BXC, BYD, CSE, GIB, CWEI, CTB, DVN, DTG, RRD, ENB, EXLS, FNM, FWLT, GRMN, GEL, NRGY, IRC, IART, ID, LCRY, LM, LINC, MMP, ME, MMC, MLM, MITI, NGS, NURO, NEWS, PKD, HK, PCG, POL, POWL, PWR, KWK, RIGL, SBGI, SKYW, SEP, SPNC, TTI, TICC, RIG, TRW, VNO, XTO. After the Close: TDSC, ACTS, AMRI, ALJ, AEL, ARII, APC, ATW, CAR, BGCP, BBBB, NILE, SAM, BEXP, CAMD, CECO, CHDN, CSCO, CNL, COGO, RIO, CPII, CCRN, EGLE, ECLP, ENH, ENOC, EQY, EXEL, EXPD, FRT, FBN, ROCK, GCA, GLBL, GCOM, GDP, GXP, HT, HME, HPT, INSP, IRF, IO, IPCS, KNDL, KCP, LHCG, LLNW, LPSN, LMIA, MCHX, MXWL, MDTH, MBLX, MIDD, MUR, NCMI, NSR, NHWK, NVEC, OCNW, ONXX, OTEX, OSUR, OEH, OFIX, VITA, PVA, PAA, PPO, PRU, PSSI, QLTY, RBC, REG, SVNT, SENO, SMSI, SGY, SNHY, SUN, SURW, SYMC, SYMM, SNCR, TS, TSO, THQI, URS, USU, VTAL.

Thursday, May 07, 2009

Economic
7:00am BoE rate decision
7:45am ECB rate decision
8:30am Preliminary Q1 Nonfarm Productivity (last -0.4%), Q1 Unit Labor Costs (last 5.7%), Initial Jobless Claims (last 631K), Continuing Claims (last 6.271M)
10:30am Natural Gas Inventories
3:00pm March Consumer Credit (last -$7.5B)
1:00pm Treasury’s 30-year note auction
Events
9:15am Fed’s Evans addresses banking conference. 9:30am Fed Chairman Bernanke speaks on financial regulation in Chicago. BoJ minutes. US Treasury publicly discloses bank stress test results (later in the day, no time specified). Dow Jones Infrastructure Summit. VAR mid-year review. Same-store sales before the open. Trades Ex-dividend: ALTR $0.05, COF $0.05, PPG $0.53, SUN $0.30, EBTC $0.095.
Earnings
Before the Open: AAON, ACM, AER, AYR, ATK, ALD, ALY, AMSC, ABV, AIG, AOB, AHII, ANSS, ARD, ARCC, ARIA, ATPG, FLY, BCE, BCRX, BVF, BPZ, BRNC, CVC, CAM, LSE, CRZO, CKP, LNG, CNK, CGX, CNSL, CEP, CLR, CPA, CXW, COWN, CXR, DWSN, DK, DGIT, DTPI, DTV, DHI, DRQ, DYN, RDEN, ETM, ENZN, EL, FTK, FIG, FTR, FTO, GLG, GG, GPX, GAP, GPOR, HEES, HWK, HOC, HDIX, HWCC, HRP, ITWO, IDA, INCY, ISPH, ISIS, JMP, KEG, KNOL, KOP, KSWS, LAMR, LNY, LEAP, LXP, LINE, MIC, MMS, MCCC, MPW, PCS, MEND, MINI, MNTA, NDAQ, NRP, NCI, NICE, NRF, NOVN, NPSP, OMG, PCAP, PRFT, PRGO, PDC, PXP, PGNX, RSTI, RDC, RGLD, RRST, SLE, SNH, SMBL, TRK, SRT, STXS, STE, STRL, SPH, SUI, SUP, SUSS, SFY, SXCI, SMA, NGLS, TKLC, TDS, TNC, TDC, TRI, TWGP, THS, TRMS, RMIX, USPH, USM, WMG, WW, WEN, WNS, WWE. During Trading Hours: DIOD, THI. After the Close: ATVI, ADPT, AES, AIRM, AMCN, ARE, ALL, ALNY, APEI, ARP, AHS, ANDE, ANH, ARNA, AGO, BYI, RATE, BEBE, CELL, BRKS, CAP, CPKI, CPE, CNQ, CBOU, CBS, CHRD, COHR, CSTR, COMV, CROX, CUB, DAR, DPM, DCT, DPTR, DXCM, DIVX, BAGL, EBS, ERII, FCH, FVE, FSYS, GNW, GOK, HANS, HLYS, HMIN, IDSY, INWK, PODD, IDCC, INAP, IPI, ISTA, LOCM, MVSN, MMLP, MSSR, MCGC, MRX, MAA, MIL, MOVE, MSCS, NABI, NHP, NWSA, NVTL, NVDA, OIS, OWW, PRX, PDLI, PEGA, POM, PCR, PEC, POWR, PRO, PL, PRSC, PSA, RAH, RNWK, RSCR, RMD, ROSE, RRR, RTEC, SD, SAPE, SGMS, SCI, SHOR, BID, SRX, SRSL, SHO, SVR, TBSI, KNOT, THOR, UEIC, YSI, VRSN, VVUS, VOLC, WTW, INT.

Friday, May 08, 2009

Economic
8:30am April Nonfarm Payrolls (last -663K), Unemployment Rate (last 8.5%), Manufacturing Payrolls (last -161K), Average Hourly Earnings (last m/m 0.2%, y/y 3.4%)
10:00am March Wholesale Inventories (last -1.5%)
Events
1:00pm Fed’s Lacker speaks about the US economy at Washington, DC Chamber of Commerce. 1:15pm Fed’s Evans addresses banking conference. Trades Ex-dividend: ISIL $0.12, OSG $0.438.
Earnings
Before the Open: ACET, BECN, BZH, CCOI, CODI, XTEX, TRAK, EIX, EP, EPB, EVEP, IT, HUN, VTIV, LRN, MAG, MDC, MIR, NXG, SNI, WR, WIN. After the Close: CCIX, PCLN.

About Craig

Stubborn Bear from Boston