Heavy on earnings, the week ahead promises to be a busy one with several keys issues on the agenda.
Here again from Minyanville is as good of a summary of next week's offering that we can find. Enjoy it and if you get the chance pay their site a visit or two.
Monday, July 28
US Economics (Time Zone: EST)
10:00 Pending Home Sales YoY (June) - expected 0.2%, prior 6.1%
10:30 Dallas Fed - exp 12.0, prior 11.4
11:00 Fed to purchase $1b-$1.25b bonds in 22-30 year range
11:30 Treasury to sell $27b 3-month bills and $24b 6-month bills
1:00 Treasury to sell $29b 2-year notes
Global Economics (Time Zone: GMT)
No major reports scheduled
Earnings
Before:
Cummins (CMI)
Tyson Foods (TSN)
After:
Eastman Chemical (EMN)
Masco (MAS)
Range Resources (RRC)
Herbalife (HLF)
American Capital Agency Corp (AGNC)
Tuesday, July 29
US Economics (Time Zone: EST)
09:00 S&P/Case Shiller 20 City MoM (May) - expected 0.30%, prior 0.19%
09:00 S&P/CS YoY - exp 9.8%, prior 10.82%
10:00 Consumer Confidence Index (July) - exp 85.5, prior 85.2
10:00 Existing Home Sales (June) - exp 4.99M, prior 4.98M
11:00 Fed to purchase $300m-$450m notes in 10 to 19-year range
11:30 Treasury to sell 4-week bills
1:00 Treasury to sell $35b 5-year notes
Global Economics (Time Zone: GMT)
JPY Employment Statistics
05:00 JPY Small Business Confidence
08:30 GBP Mortgage Lending
Earnings
Before:
Corning (GLW)
Eaton (ETN)
International Paper (IP)
Merck (MRK)
Pfizer (PFE)
AGCO (AGCO)
AK Steel (AKS)
Arch Coal (ACI)
Wynn Resorts (WYNN)
HCA Holdings (HCA)
Aetna (AET)
Sirius XM (SIRI)
UPS (UPS)
Ally Financial (ALLY)
After:
Aflac (AFL)
American Express (AXP)
Anadarko Petroleum (APC)
Newmont Mining (NEM)
US Steel (X)
Panera (PNRA)
Express Scripts (EXPR)
Buffalo Wild Wings (BWLD)
Twitter (TWTR)
Wednesday, July 30
US Economics (Time Zone: EST)
07:00 MBA Mortgage Apps
08:15 ADP Employment Change (July) - expected 235K, prior 281K
08:30 GDP Annualized QoQ (2Q advance) - exp 3.0%, prior -2.9%
08:30 Personal Consumption - exp 1.9%, prior 1.0%
08:30 GDP Price Index - exp 1.8%, prior 1.3%
08:30 Core PCE QoQ - exp 1.9%, prior 1.2%
2:00 FOMC Rate Decision (no post meeting press conference or econ projections)
11:30 Treasury to sell $15b 2-year FRN
1:00 Treasury to sell $29b 7-year notes
Global Economics (Time Zone: GMT)
JPY Industrial Production
01:45 CNY Westpac-MNI Consumer Sentiment
09:00 EUR Eurozone Consumer and Economic Confidence
12:00 EUR German CPI (July prelim)
Earnings
Before:
Hess (HES)
Lorillard (LO)
Carlyle Group (CG)
Valero Energy (VLO)
Humana (HUM)
Wellpoint (WLP)
American Tower Corp (AMT)
Sprint (S)
Phillips 66 (PSX)
After:
Kraft Foods (KRFT)
Allstate (ALL)
Tesoro (TSO)
Western Digital (WDC)
Whole Foods Market (WFM)
Shutterfly (SFLY)
Metlife (MET)
ServiceNow (NOW)
Lifelock (LOCK)
Yelp (YELP)
BioMarin Pharma (BMRN)
Akamai (AKAM)
Thursday, July 31
US Economics (Time Zone: EST)
07:30 Challenger Job Cuts YoY - prior -20.2%
08:30 Initial Jobless Claims - exp. 305k, prior 284k
08:30 Continuing Claims - prior 2500k
09:00 ISM Milwaukee - exp 63.0, prior 62.6
09:45 Chicago PMI (July) - exp 63.0, prior 62.6
11:00 Fed to purchase $1b-$1.25b bonds in 22 to 30-year range
Global Economics (Time Zone: GMT)
Japan Investors Purchases of Foreign Stocks/Bonds
01:30 AUD Building Approvals
05:00 JPY Housing Starts
07:55 EUR German Unemployment Change
09:00 EUR Eurozone CPI Estimate (July)
12:30 CAD GDP
Earnings
Before:
Avon Products (AVP)
Cigna (CI)
Colgate-Palmolive (CL)
Exxon Mobil (XOM)
ConocoPhillips (COP)
McKesson (MCK)
Walter Energy (WLT)
Ocwen Financial (OCN)
CME Group (CME)
Time Warner Cable (TWC)
Mastercard (MA)
T-Mobile (TMUS)
Legg Mason (LM)
Mosaic (MOS)
Discovery Communications (DISCA)
Apache (APA)
Kellogg (K)
After:
Kodiak Oil & Gas (KOG)
LinkedIn (LNKD)
Expedia (EXPE)
Tesla Motors (TSLA)
3D Systems (DDD)
DirecTV (DTV)
Marathon Petroleum (MPC)
Friday, August 1
US Economics (Time Zone: EST)
08:30 Nonfarm Payrolls (July) - expected 230K, prior 288K
08:30 Private Payrolls - exp 228K, prior 262K
08:30 Manufacturing Payrolls - exp 15K, prior 16K
08:30 Unemployment Rate - exp 6.1%, prior 6.1%
08:30 Average Hourly Earnings YoY - exp 2.2%, prior 2.0%
08:30 Average Weekly Hours - exp 34.5, prior 34.5
08:30 Personal Income (June) - exp 0.4%, prior 0.4%
08:30 Personal Spending (June) - exp 0.4%, prior 0.2%
08:30 PCE Deflator YoY (June) - exp 1.6%, prior 1.8%
08:30 PCE Core YoY (June) - exp 1.4%, prior 1.5%
09:55 University of Michigan Consumer Confidence (July final) - exp 81.5, prior 81.3
10:00 ISM Manufacturing (July) - exp 56.0, prior 55.3
10:00 ISM Prices Paid - exp 58.0, prior 58.0
10:00 Construction Spending (June) - exp 0.5%, prior 0.1%
5:00 Domestic Vehicle Sales (July) - exp 13.2M, prior 13.25M
5:00 Total Vehicle Sales - exp 16.79M, prior 16.92M
Global Economics (Time Zone: GMT)
01:00 CNY Manufacturing PMI
01:45 CNY HSBC China Manufacturing PMI (July final)
08:00 EUR Eurozone manufacturing PMI (July final)
08:30 GBP Manufacturing PMI
13:30 CAD RBC Canadian Manufacturing PMI
07:30 BoJ's Kuroda speaks at research institute in Japan
Earnings
Weyerhauser (WY)
Procter & Gamble (PG)
Chevron (CVC)
Southwestern Energy (SWN)
Twitter: @MichaelSedacca
Follow the markets all day every day with a FREE 14 day trial to Buzz & Banter. Over 30 professional traders share their ideas in real-time. Learn more.
US Economics (Time Zone: EST)
10:00 Pending Home Sales YoY (June) - expected 0.2%, prior 6.1%
10:30 Dallas Fed - exp 12.0, prior 11.4
11:00 Fed to purchase $1b-$1.25b bonds in 22-30 year range
11:30 Treasury to sell $27b 3-month bills and $24b 6-month bills
1:00 Treasury to sell $29b 2-year notes
Global Economics (Time Zone: GMT)
No major reports scheduled
Earnings
Before:
Cummins (CMI)
Tyson Foods (TSN)
After:
Eastman Chemical (EMN)
Masco (MAS)
Range Resources (RRC)
Herbalife (HLF)
American Capital Agency Corp (AGNC)
Tuesday, July 29
US Economics (Time Zone: EST)
09:00 S&P/Case Shiller 20 City MoM (May) - expected 0.30%, prior 0.19%
09:00 S&P/CS YoY - exp 9.8%, prior 10.82%
10:00 Consumer Confidence Index (July) - exp 85.5, prior 85.2
10:00 Existing Home Sales (June) - exp 4.99M, prior 4.98M
11:00 Fed to purchase $300m-$450m notes in 10 to 19-year range
11:30 Treasury to sell 4-week bills
1:00 Treasury to sell $35b 5-year notes
Global Economics (Time Zone: GMT)
JPY Employment Statistics
05:00 JPY Small Business Confidence
08:30 GBP Mortgage Lending
Earnings
Before:
Corning (GLW)
Eaton (ETN)
International Paper (IP)
Merck (MRK)
Pfizer (PFE)
AGCO (AGCO)
AK Steel (AKS)
Arch Coal (ACI)
Wynn Resorts (WYNN)
HCA Holdings (HCA)
Aetna (AET)
Sirius XM (SIRI)
UPS (UPS)
Ally Financial (ALLY)
After:
Aflac (AFL)
American Express (AXP)
Anadarko Petroleum (APC)
Newmont Mining (NEM)
US Steel (X)
Panera (PNRA)
Express Scripts (EXPR)
Buffalo Wild Wings (BWLD)
Twitter (TWTR)
Wednesday, July 30
US Economics (Time Zone: EST)
07:00 MBA Mortgage Apps
08:15 ADP Employment Change (July) - expected 235K, prior 281K
08:30 GDP Annualized QoQ (2Q advance) - exp 3.0%, prior -2.9%
08:30 Personal Consumption - exp 1.9%, prior 1.0%
08:30 GDP Price Index - exp 1.8%, prior 1.3%
08:30 Core PCE QoQ - exp 1.9%, prior 1.2%
2:00 FOMC Rate Decision (no post meeting press conference or econ projections)
11:30 Treasury to sell $15b 2-year FRN
1:00 Treasury to sell $29b 7-year notes
Global Economics (Time Zone: GMT)
JPY Industrial Production
01:45 CNY Westpac-MNI Consumer Sentiment
09:00 EUR Eurozone Consumer and Economic Confidence
12:00 EUR German CPI (July prelim)
Earnings
Before:
Hess (HES)
Lorillard (LO)
Carlyle Group (CG)
Valero Energy (VLO)
Humana (HUM)
Wellpoint (WLP)
American Tower Corp (AMT)
Sprint (S)
Phillips 66 (PSX)
After:
Kraft Foods (KRFT)
Allstate (ALL)
Tesoro (TSO)
Western Digital (WDC)
Whole Foods Market (WFM)
Shutterfly (SFLY)
Metlife (MET)
ServiceNow (NOW)
Lifelock (LOCK)
Yelp (YELP)
BioMarin Pharma (BMRN)
Akamai (AKAM)
Thursday, July 31
US Economics (Time Zone: EST)
07:30 Challenger Job Cuts YoY - prior -20.2%
08:30 Initial Jobless Claims - exp. 305k, prior 284k
08:30 Continuing Claims - prior 2500k
09:00 ISM Milwaukee - exp 63.0, prior 62.6
09:45 Chicago PMI (July) - exp 63.0, prior 62.6
11:00 Fed to purchase $1b-$1.25b bonds in 22 to 30-year range
Global Economics (Time Zone: GMT)
Japan Investors Purchases of Foreign Stocks/Bonds
01:30 AUD Building Approvals
05:00 JPY Housing Starts
07:55 EUR German Unemployment Change
09:00 EUR Eurozone CPI Estimate (July)
12:30 CAD GDP
Earnings
Before:
Avon Products (AVP)
Cigna (CI)
Colgate-Palmolive (CL)
Exxon Mobil (XOM)
ConocoPhillips (COP)
McKesson (MCK)
Walter Energy (WLT)
Ocwen Financial (OCN)
CME Group (CME)
Time Warner Cable (TWC)
Mastercard (MA)
T-Mobile (TMUS)
Legg Mason (LM)
Mosaic (MOS)
Discovery Communications (DISCA)
Apache (APA)
Kellogg (K)
After:
Kodiak Oil & Gas (KOG)
LinkedIn (LNKD)
Expedia (EXPE)
Tesla Motors (TSLA)
3D Systems (DDD)
DirecTV (DTV)
Marathon Petroleum (MPC)
Friday, August 1
US Economics (Time Zone: EST)
08:30 Nonfarm Payrolls (July) - expected 230K, prior 288K
08:30 Private Payrolls - exp 228K, prior 262K
08:30 Manufacturing Payrolls - exp 15K, prior 16K
08:30 Unemployment Rate - exp 6.1%, prior 6.1%
08:30 Average Hourly Earnings YoY - exp 2.2%, prior 2.0%
08:30 Average Weekly Hours - exp 34.5, prior 34.5
08:30 Personal Income (June) - exp 0.4%, prior 0.4%
08:30 Personal Spending (June) - exp 0.4%, prior 0.2%
08:30 PCE Deflator YoY (June) - exp 1.6%, prior 1.8%
08:30 PCE Core YoY (June) - exp 1.4%, prior 1.5%
09:55 University of Michigan Consumer Confidence (July final) - exp 81.5, prior 81.3
10:00 ISM Manufacturing (July) - exp 56.0, prior 55.3
10:00 ISM Prices Paid - exp 58.0, prior 58.0
10:00 Construction Spending (June) - exp 0.5%, prior 0.1%
5:00 Domestic Vehicle Sales (July) - exp 13.2M, prior 13.25M
5:00 Total Vehicle Sales - exp 16.79M, prior 16.92M
Global Economics (Time Zone: GMT)
01:00 CNY Manufacturing PMI
01:45 CNY HSBC China Manufacturing PMI (July final)
08:00 EUR Eurozone manufacturing PMI (July final)
08:30 GBP Manufacturing PMI
13:30 CAD RBC Canadian Manufacturing PMI
07:30 BoJ's Kuroda speaks at research institute in Japan
Earnings
Weyerhauser (WY)
Procter & Gamble (PG)
Chevron (CVC)
Southwestern Energy (SWN)
Twitter: @MichaelSedacca
Follow the markets all day every day with a FREE 14 day trial to Buzz & Banter. Over 30 professional traders share their ideas in real-time. Learn more.
Read more: http://www.minyanville.com/business-news/markets/articles/earnings-reports-economic-data-earnings-fomc/7/25/2014/id/55611#ixzz38X7vSC92
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