Trading Radar 8/27 to 8/31
Monday, August 27
US Economics (Time Zone: EDT)
08:30 Dallas Fed - consensus -7.0, prior -13.2
11:00 Fed to purchase $1.5b-$2b notes in 25 to 30-year range
11:30 Treasury selling $32b 3-month bills, $28b 6-month bills
Global Economics (Time Zone: GMT)
01:30 CNY Industrial Profits YTD
06:00 JPY Machine Tool Orders
08:00 EUR German IFO- Business Climate
10:30 Germany selling EU3b 12-month bills
Earnings
Before:
Tiffany's (TIF) EPS 73c
Samsonite (SMSOF) EPS 6c
After:
Tuesday, August 28
US Economics (Time Zone: EDT)
09:00 S&P/Case Shiller 20 City Index MoM - consensus 0.30%, prior 0.91%
09:00 S&P/Case Shiller 20 City Index YoY - consensus -0.10%, prior -0.66%
10:00 Consumer Confidence - consensus 65.9, prior 65.9
10:00 Richmond Fed - consensus -11, prior -17
11:00 Fed selling $4.5b-$5.5b in 8 to 10-year range
11:30 Treasury selling 4-week bills
1:00 U.S. to sell $35b 2-year notes
Global Economics (Time Zone: GMT)
CNY Leading Index
01:00 AUD HIA New Home Sales
06:00 EUR German GFK Consumer Confidence
06:00 CHF UBS Consumption Indicator
9:30 Spain to sell 3-month,6-month bills
10:00 Italy to sell coupon bonds
Earnings
No major reports
Wednesday, August 29
US Economics (Time Zone: EDT)
07:00 MBA Mortgage Purchase Index
08:30 GDP QoQ (Annualized) - consensus 1.7%, prior 1.5%
08:30 Personal Consumption - consensus 1.5%, prior 1.5%
08:30 GDP Price Index - consensus 1.6%, prior 1.6%
08:30 Core PCE - consensus 1.8%, prior 1.8%
10:00 Pending Home Sales - consensus 1.0%, prior -1.4%
10:00 Pending Home Sales YoY - consensus 9.0%, prior 8.4%
2:00 Fed's Beige Book
11:00 Fed purchasing $4.25b-$5b in 6 to 8-year range
1:00 U.S. to sell $35b 5-year notes
Global Economics (Time Zone: GMT)
07:00 CHF KOF Swiss Leading Indicator
12:00 EUR German CPI
23:50 JPY Large Retailer Sales
10:00 Italy to sell bills
Earnings
Before:
Joy Global (JOY) EPS $1.89
Fresh Market (TFM) EPS 27c
Heinz (HNZ) EPS 80c
After:
Pandora (P) EPS -3c
TiVo (TIVO) EPS -24c
Vera Bradley (VRA) EPS 35c
Thursday, August 30
US Economics (Time Zone: EDT)
08:30 Initial Jobless Claims – consensus 370K, prior 372K
08:30 Continuing Claims – consensus 3306K, prior 3317K
08:30 Personal Income - consensus 0.3%, prior 0.3%
08:30 Personal Spending - consensus 0.5%, prior 0.0%
08:30 PCE Deflator - consensus 1.4%, prior 1.5%
08:30 PCE Core - consensus 1.7%, prior 1.8%
11:00 Kansas City Fed - consensus 0, prior 5
11:00 Fed buying $1.5b-$2b Treasuries in 25 to 30-year range
1:00 Treasury selling $29b 7-year notes
Global Economics (Time Zone: GMT)
01:00 NZD NBNZ Business Confidence
07:55 EUR German Unemployment Change
08:30 GBP Net Consumer Credit
09:00 EUR Eurozone Consumer Confidence
23:30 JPY Household Spending
23:30 JPY CPI
10:00 Italy to sell bonds (floating, zero coupon)
Earnings
Before:
Ciena (CIEN) EPS -2c
After:
Friday, August 31
US Economics (Time Zone: EDT)
09:45 Chicago PMI - consensus 53.5, prior 53.7
09:55 University of Michigan Confidence 2nd Revision - consensus 73.6, prior 73.6
10:00 Factory Orders - consensus 1.5%, prior -0.5%
10:00 Bernanke speaks at Jackson Hole
1:15 BoE's Posen speaks on monetary policy at Jackson Hole
2:30 IMF's Lagarde speaks at Jackson Hole
Global Economics (Time Zone: GMT)
05:00 JPY Housing Starts
06:00 EUR German Retail Sales
06:00 GBP Nationwide House Prices
09:00 EUR Eurozone CPI
09:00 EUR Eurozone Unemployment Rate
12:30 CAD GDP
11:10 UK to sell bills
