b]Trading Radar 7/23- 7/27
Monday, July 23
US Economics (Time Zone: EDT)
08:30 Chicago Fed National Activity –prior -0.45
11:00 Fed to purchase $4.25b-$5b notes in 8 to 10-year range
11:30 Treasury selling $30b 3-month bills, $27b 6-month bills
Global Economics (Time Zone: GMT)
01:30 AUD Producer Price Index
14:00 EUR Eurozone Consumer Confidence
12:30 Germany to sell EU3b in 12-mo bills
14:00 France to sell bills
Earnings
Before:
Haliburton (HAL) EPS 75c
Coca-Cola (KO) EPS $1.09
Hasbro (HAS) EPS 24c
McDonalds (MCD) EPS $1.38
After:
Texas Instruments (TXN) EPS 34c
VMWare (VMW) EPS 66c
Tuesday, July 24
US Economics (Time Zone: EDT)
08:58 Markit US PMI – consensus 52.1, prior 52.9
10:00 Richmond Fed Manufacturing – consensus -1, prior -3
10:00 House Price Index – consensus 0.5%, prior 0.8%
11:00 Fed buying $1.5b-2b in 25 to 30-year range
11:30 Treasury selling 4-week, 52-week bills
1:00 Treasury selling $35b 2-yr notes
Global Economics (Time Zone: GMT)
07:30 EUR German PMI
08:00 EUR Eurozone PMI
12:30 CAD Retail Sales
22:45 NZD Trade Balance
10:30 Spain to sell 3-month, 6-month bills
Earnings
Before:
Lockheed Martin (LMT) EPS $1.91
Du Pont (DD) EPS $1.46
EMC (EMC) EPS 39c
Under Armour (UA) EPS 5c
AT&T (T) EPS 63c
After:
Netflix (NFLX) EPS 5c
Panera Bread (PNRA) EPS $1.43
Aflac (AFL) EPS $1.61
Apple (AAPL) EPS $10.40
Buffalo Wild Wings (BWW) EPS 68c
Broadcom (BRCM) EPS 67c
Wednesday, July 25
US Economics (Time Zone: EDT)
07:00 MBA Mortgage Purchase Index
10:00 New Home Sales – consensus 372K, prior 369K
10:00 New Home Sales MoM – consensus 0.8%, prior 7.6%
11:00 Fed to purchase $4.5b to $5.5b notes in 8 to 10-year range
11:00 Treasury to sell $35b 5-yr notes
Global Economics (Time Zone: GMT)
01:30 AUD CPI
08:00 EUR German IFO –Business Climate
08:30 GBP GDP
21:00 NZD Reserve Bank of New Zealand Rate Decision
12:00 Germany to sell 11-year inflation linked bonds
12:30 Germany to sell EU3b 30-yr bonds
Earnings
Before:
General Dynamics (GD) EPS $1.74
Corning (GLW) EPS 31c
Radioshack (RSH) EPS 5c
Wyndham (WYN) EPS 84c
Caterpillar (CAT) EPS $2.29
Boeing (BA) EPS $1.10
ConocoPhillips (COP) EPS $1.27
Pepsi (PEP) EPS $1.10
Ford (F) EPS 29c
After:
Zynga (ZNGA) EPS 6c
Las Vegas Sands (LVS) EPS 60c
Visa (V) EPS $1.45
Delta Airlines (DAL) EPS 68c
Whole Foods (WFM) EPS 61c
AOL (AOL) EPS 20c
Thursday, July 26
US Economics (Time Zone: EDT)
08:30 Initial Jobless Claims – consensus 380K, prior 386K
08:30 Continuing Claims – consensus 3300K, prior 3314K
08:30 Durable Goods – consensus 0.3%, prior 1.3%
08:30 Durable Goods Ex Transport – consensus 0.0%, prior 0.7%
08:30 Cap Goods Orders Nondef Ex Air – consensus -0.5%, prior 1.6%
10:00 Pending Home Sales MoM– consensus 0.9%, prior 5.9%
11:00 Kansas City Fed – consensus 3, prior 3
11:00 Fed to purchase $1.5b-2.b in 25 to 30-year bonds
1:00 U.S. to sell $29b in 7-yr notes
Global Economics (Time Zone: GMT)
06:00 EUR German GfK Consumer Confidence
23:30 JPY CPI
23:50 JPY Retail Trade
Earnings
Before:
Dunkin Brands (DNKN) EPS 33c
Dow Chemical (DOW) EPS 64c
Exxon-Mobil (XOM) EPS $1.95
McGraw-Hill (MHP) EPS 76c
After:
CA (CA) EPS 60c
Amazon (AMZN) EPS 2c
Starbucks (SBUX) EPS 45c
Expedia (EXPE) EPS 72c
3M (MMM) EPS $1.65
Facebook (FB) EPS 11c
Friday, July 27
US Economics (Time Zone: EDT)
08:30 2Q GDP 1st Estimate (Annualized) – consensus 1.4%, prior 1.9%
08:30 Personal Consumption – consensus 1.4%, prior 2.5%
08:30 GDP Price Index – consensus 1.6%, prior 2.0%
08:30 Core PCE – consensus 1.9%, prior 2.3%
09:55 University of Michigan Confidence Statement – consensus 72.5, prior 72.0
11:00 Fed to sell $7b-$8b notes in 3-year range
Global Economics (Time Zone: GMT)
01:30 CNY Industrial Profits
07:00 CHF KOF Swiss Leading Indicator
12:00 EUR German CPI
11:00 Italy to sell bills
11:10 UK to sell bills
Earnings
Before:
Merck (MRK) EPS $1.01
Newmont Mining (NEM) EPS 96c
Legg-Mason (LM) EPS 18c
Chevron (CVX) EPS $3.22
