TRADING RADAR 6/18-6/22
Monday, June 18
US Economics (Time Zone: EDT)
10:00 NAHB Housing Market Index – consensus 28, prior 29
11:00 Fed to purchase $1.5b-$2.25b notes in 25 to 30-year range
11:30 Treasury selling $30b 3-month bills, $27b 6-month bills
2:00 Fed to sell $8b-$8.75b in 1-year range
Global Economics (Time Zone: GMT)
01:30 CNY China May Property Prices
05:00 JPY BoJ Monthly Economic Report
13:30 Germany to sell EU4b 6-mo bills
14:00 France to sell bills
Earnings
Before:
No major reports
After:
IHS (FNSR) EPS 94c, revs $383.84M
Tuesday, June 19
US Economics (Time Zone: EDT)
08:30 Housing Starts – consensus 721K, prior 717K
08:30 Building Permits – consensus 729K, prior 723K
11:00 Fed purchasing $1.5b-2b in 6 to 19-year range
11:30 Treasury selling 4-week bills
Global Economics (Time Zone: GMT)
01:30 AUD Reserve Bank Board June Minutes
05:00 JPY Leading Index
08:30 GBP CPI
08:30 GBP Retail Price Index
09:00 EUR German ZEW Survey
22:45 NZD Current Account Balance
23:50 JPY BOJ to Publish Meeting Minutes
12:30 UK to sell GBP4.75b 5-year bonds
Earnings
Before:
Barnes and Noble (BKS) EPS -95c, revs $1.48B
Carnival (CCL) EPS 7c, revs $3.57B
Discover Financial (DFS) EPS 97c, revs $1.85B
Fedex (FDX) EPS $1.92, revs $11.13B
Jefferies (JEF) EPS 31c, revs $715.05M
After:
Adobe (ADBE) EPS 59c, revs $1.11B
Jabil Circuit (JBL) EPS 65c, revs $4.29B
Wednesday, June 20
US Economics (Time Zone: EDT)
07:00 MBA Mortgage Purchase Index
2:00 FOMC Rate Decision
Global Economics (Time Zone: GMT)
01:30 AUD Dwelling Starts
04:30 JPY All Industry Activity Index
06:00 EUR German Producer Prices
08:30 GBP BoE Minutes
08:30 GBP Jobless Claims Change
09:00 CHF ZEW Economic Survey Expectations
22:45 NZD GDP
11:30 Germany to sell 2-yr notes
Earnings
Before:
No major reports
After:
Bed Bath & Beyond (BBBY) EPS 84c, revs $2.24B
Micron (MU) EPS -19c, revs $2.02B
Thursday, June 21
US Economics (Time Zone: EDT)
08:30 Initial Jobless Claims – consensus 380K, prior 386K
08:30 Continuing Claims – consensus 3275K, prior 3278K
08:58 Markit Preliminary US PMI – consensus 53.0, prior 53.9
10:00 Philadelphia Fed – consensus 0.0, prior -5.8
10:00 Existing Home Sales – consensus 4.57M, prior 4.62M
10:00 House Price Index – consensus 0.4%, prior 1.8%
10:00 Leading Indicators – consensus 0.1%, prior -0.1%
11:00 Fed to purchase $4.25b-5.25b in 6 to 8-year bonds
11:30 U.S. to sell $7b in 30-yr TIPS
Global Economics (Time Zone: GMT)
06:00 CHF Trade Balance
07:15 CHF Industrial Production
07:30 EUR German PMI
08:00 EUR Eurozone PMI
08:30 GBP Retail Sales
12:30 CAD Leading Indicators
14:00 EUR Consumer Confidence
9:30 Spain to sell bonds
10:00 France to sell bonds/notes
10:30 U.K. to sell bonds
Earnings
Before:
CarMax (KMX) EPS 54c, revs $2.85B
ConAgra (CAG) EPS 50c, revs $3.40B
Rite Aid (RAD) EPS -5c, revs $6.47B
After:
Oracle (ORCL) EPS 78c, revs $10.88B
Friday, June 22
US Economics (Time Zone: EDT)
No major economic reports
11:00 Fed to purchase $1.5b-$2.25b notes in 25 to 30-year range
Global Economics (Time Zone: GMT)
01:00 NZD NBNZ Business Confidence
08:00 EUR German IFO Business Climate
12:30 CAD CPI
11:10 UK to sell bills
Earnings
Before:
Darden Restaurants (DRI) EPS $1.16, revs $2.11B
