The bond market may be closed next week on Tuesday for Veteran's Day, but there is still much on the menu. The hawk-dove sideshow continues as Plosser (hawk) and Kocherlokota (dove) speak on Wednesday, Plosser in London and Kocherlokota in Wisconsin.
More earnings are on the agenda as retailers Macy's, Wal-Mart , Kohl's and JC Penny report along with the University of Michigan Confidence report. Winding up the week are those 3Q GDP numbers for the three largest EU economies, Germany, France and Italy.
So it should be an interesting week.
Monday, November 10
US Economics (Time Zone: EST)
10:00 Labor Market Conditions Index (LMCI)
11:30 Treasury to sell $24b 3-month bills and $30b 6-month bills
1:00 Treasury selling $26b 3-year notes
Fedspeak
5:10pm Rosengren (moderate, nonvoter) speaks at Washington and Lee University
Global Economics (Time Zone: GMT)
CNY New Yuan Loans
00:30 AUD Home Loans
01:30 CNY CPI & PPI
09:30 EUR Eurozone Sentix Investor Confidence
13:15 CAD Housing Starts
Earnings
Before:
Dean Foods (DF)
After:
Forest Oil (FST)
Sotheby's (BID)
3D Systems (DDD)
Rackspace (RAX)
WhiteWave Foods (WWAV)
Tuesday, November 11
US Economics (Time Zone: EST)
US bond markets closed for Veterans Day
10:00 NFIB Small Business Optimism - expected 95.6, prior 95.3
Global Economics (Time Zone: GMT)
JPY Trade Balance
05:00 JPY Consumer Confidence Index
Earnings
Before:
DR Horton (DRI)
After:
Fossil Group (FOSL)
Wednesday, November 12
US Economics (Time Zone: EST)
07:00 MBA Mortgage Apps
10:00 Wholesale Inventories MoM (Sep) - expected 0.2%, prior 0.7%
11:30 Treasury to sell 4-week bills, $25b 52-week bills
1:00 Treasury to sell $24b 10-year notes
Fedspeak
3:00am Plosser (hawk, voter) speaks in London
12:00pm Kocherlakota (dove, voter) speaks in Wisconsin
Global Economics (Time Zone: GMT)
09:30 GBP Jobless Claims
09:30 GBP ILO Unemployment Rate (3M Sep)
10:00 EUR Eurozone Industrial Production
10:30 GBP BoE Inflation Report
Earnings
Before:
Macy's (M)
ADT (ADT)
Seaworld Entertainment (SEAS)
After:
JC Penney (JCP)
NetApp (NTAP)
Cisco (CSCO)
Plug Power (PLUG)
Thursday, November 13
US Economics (Time Zone: EST)
08:30 Initial Jobless Claims, expected 280k, prior 278k
08:30 Continuing Claims - exp 2340K, prior 2348k
10:00 JOLTS Job Openings (Sep) - expected 4775K, prior 4835
2:00 Treasury Budget Statement - exp -$112.9B
1:00 Treasury to sell $16b 30-year bonds
Fedspeak
11:45am Yellen (dove, chair) gives welcoming remarks at Fed/ECB event
Global Economics (Time Zone: GMT)
JPY Japanese Investors Purchases of Foreign Bonds/Stocks
JPY Machine Orders
05:30 CNY Retail Sales, Industrial Production, Fixed Asset Investment
07:00 EUR German CPI (Oct final)
09:00 EUR ECB Monthly Report
13:30 CAD New Home Price Index
Earnings
Before:
Kohl's (KSS)
Wal-Mart (WMT)
After:
Nordstrom (JWN)
Applied Materials (AMAT)
Viacom (VIA)
Friday, November 14
US Economics (Time Zone: EST)
08:30 Advance Retail Sales (Oct) - expected 0.2%, prior -0.3%
08:30 Retail Sales ex Auto - exp 0.2%, prior -0.2%
08:30 Retail Sales ex Auto & Gas - exp 0.4%, prior -0.1%
08:30 Import Price Index YoY (Oct) - exp -1.6%, prior -0.5%
09:55 University of Michigan Confidence (Nov prelim) - exp 87.5, prior 86.9
10:00 Business Inventories (Sep) - exp 0.3%, prior 0.2%
Fedspeak
9:10am Bullard (unsure, nonvoter) speaks in St. Louis
2:00pm Fischer (dove, vice-chair) and Powell (moderate, voter) speak in Washington
Global Economics (Time Zone: GMT)
06:30 EUR French GDP (3Q prelim)
07:00 EUR German GDP (3Q prelim)
09:00 EUR Italian GDP
10:00 EUR Eurozone CPI (oct final)
10:00 EUR Eurozone GDP (3Q advance)
Earnings
No major reports
Twitter: @MichaelSedacca
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