Trading Radar 8/20-8/24
Monday, August 20
US Economics (Time Zone: EDT)
08:30 Chicago Fed National Activity Index – prior -0.15
11:00 Fed to purchase $4.25b-$5b notes in 6 to 8-year range
11:30 Treasury selling $32b 3-month bills, $28b 6-month bills
Global Economics (Time Zone: GMT)
05:00 JPY Leading Index
11:00 Netherlands to sell EU2b 100-day bills, up to EU2b 190-day bills
14:00 France to sell bills
Earnings
Before:
Lowe’s (LOW) EPS 70c
After:
Urban Outfitters (URBN) EPS 33c
Tuesday, August 21
US Economics (Time Zone: EDT)
No major reports
11:00 Fed selling $7b-8b in 2 to 3-year range
11:30 Treasury selling 4-week bills, $25b in 52-week bills
Global Economics (Time Zone: GMT)
01:30 AUD RBA Minutes
03:00 NZD Credit Card Spending
04:30 JPY All Industry Activity Index
08:30 GBP Public Sector Net Borrowing
9:30 Spain to sell 12-month,18-month bills
Earnings
Before:
Barnes & Nobles (BKS) EPS -$1.00
Best Buy (BBY) EPS 31c
After:
Dell (DELL) EPS 45c
Williams-Sonoma (WSM) EPS 41c
Wednesday, August 22
US Economics (Time Zone: EDT)
07:00 MBA Mortgage Purchase Index
10:00 Existing Home Sales – consensus 4.52M, prior 4.37M
2:00 FOMC Minutes
11:00 Fed purchasing $1.5b-$2b in 25 to 30-year range
Global Economics (Time Zone: GMT)
12:30 CAD Retail Sales
11:30 Germany to sell EU5b 2-yr notes
Earnings
Before:
Toll Brothers (TOLL) EPS 16c
After:
American Eagle Outfitters (AEO) EPS 21c
Hewlett Packard (HPQ) EPS 98c
Thursday, August 23
US Economics (Time Zone: EDT)
08:30 Initial Jobless Claims – consensus 364K, prior 361K
08:30 Continuing Claims – consensus 3300K, prior 3332K
08:58 Markit US Flash PMI – consensus 51.5
10:00 New Home Sales – consensus 365K, prior 350K
10:00 House Price Index – consensus 0.5%, prior 0.8%
11:00 Fed buying $1.5b-$2b Treasuries in 10 to 20-year range
1:00 Treasury selling $14b in 5-year TIPS
Global Economics (Time Zone: GMT)
02:30 CNY HSBC Flash Manufacturing PMI
06:00 CHF Trade Balance
06:00 EUR German GDP
07:30 EUR German PMI
08:30 EUR PMI
14:00 EUR Eurozone Consumer Confidence
Earnings
Before:
No reports
After:
Aruba Networks (ARUN) EPS 17c
Salesforce.com (CRM) EPS 39c
Friday, August 24
US Economics (Time Zone: EDT)
08:30 Durable Goods Orders – consensus 2.5%, prior 1.3%
08:30 Durable Goods Ex Transport – consensus 0.5%, prior -1.4%
08:30 Cap Goods Orders Nondef Ex Air – consensus -0.4%, prior -1.4%
08:30 Cap Goods Ship Nondef Ex Air – consensus -0.5%, prior 1.2%
Global Economics (Time Zone: GMT)
00:00 AUD Conference Board Leading Index
08:30 GBP GDP
11:10 UK to sell bills
Earnings
Before:
Madison Square Garden (MSG) EPS 18c
