The Week Ahead

After the big week last week, the coming week will have a much lighter earnings and economic calendar. I do believe last week could have been a peak in "good news" as generally the economic data came in better than expected and earnings with the big six companies I pointed out were also on balance better but some sold off on the news. The news channels will likely focus on Friday's drop and some more fallout with politics.

S&P 500 bullish sentiment has now dropped to 38% from a recent peak of 96% and I will have a lot more on this week's Daily Note on what to expect with many different markets that are likely to move. This is going to be an important time to follow closely all the changes that are happening with sentiment and technically.

Lastly, we have been very busy at Hedge Fund Telemetry changing over to more robust systems with more features and improved functionality. Please bear with us as we work out some potential tech gremlins. Have a great week and enjoy the Super Bowl tonight!

Monday 05-Feb:

Corporate:

Earnings:

Pre-open: ARNC, BMY, CHD, HES, SYY
Post-close: CRUS, FTNT, LEG, PINC, RBC, RE, SWKS

Brokerage Conferences:

CIBC Investment Ideas Conferences

Economic:

US: Services PMI (Jan), ISM non-manufacturing (Jan)
Europe: Euro-zone Composite PMI (Jan); Germany Composite PMI (Jan)
Asia: China Caixin services PMI (Jan)

Tuesday 06-Feb:

Corporate:

Earnings:

Pre-open: ABC, ACM, ADM, AGCO, AGN, ARMK, ARW, BDX, CFX, CMI, CNC, DNKN, EMR, FIS, FTT.CN, GM, IT, JHG, LH, LII, SPGI, TPR, WCG,
Post-close: AKAM, APC, ATGE, BLKB, CERN, CMG, DIS, GILD, JKHY, MANH, MODN, MTCH, MYGN, NEWR, OI, PAYC, PFPT, PXD, SGEN, SNAP, TCS, ULTI, ZEN

Analyst Meeting: EMN, EMR, SCHW
IPO: BIOX, TFIG

Economic:

US: Jolts Job openings (Dec), US trade balance (Dec), Fed speaker Bullard
Europe: Germany Factory Orders (Dec),

Wednesday 07-Feb:

Corporate:

Earnings:

Pre-open: BLL, CDW, CTSH, CVS, HAIN, HAS, HUM, ICE, JEC, KORS, STE,
Post-close: ALL, CCK, FISV, FLO, FOXA, FSCT, IAC, INFN, MTRX, ORLY, TSLA, XPO, YELP, YUMC, ZAYO, ZNGA,

Brokerage Conferences:

Keefe, Bruyette and Woods Winter Financial Services
Cowen & Co. Aerospace/Defense Conf

Analyst Meeting: DSPG
IPO: EOLS, GNPX, HMI, QES, VCTR, WHD

Economic:

US: Consumer Credit (Dec), Fed speakers Evans, Kaplan, Dudley, Williams
Europe: Germany Industrial Production (Dec), UK RICS House Price (Jan)
Asia: China FX reserves (Jan),

Thursday 08-Feb:

Corporate:

Earnings:

Pre-open: ALXN, BCE.CN, BWA, CAH, COTY, EPC, GPI, GRUB, GT, GWR, HBI, K, MAS, MDSO, MMS, NLSN, PAG, PENN, PM, PTEN, REGN, SBH, SEE, SNA, SPB, T.CN, TDC, TEVA, TSN, TWTR, UBNT, VIAB, WLTW, YUM
Post-close:
AAP, AIG, ATVI, BECN, BRKR, BRS, CALD, CPSI, DXC, EXPE, FEYE, FLT, GDOT, HDP, HUBG, IMPV, LGF.A, MHK, MTD, NCR, NUAN, NVDA, NWSA, PSDO, TRMB, VRSN, WEB, ZG

Brokerage Conferences:

BMO Capital Markets Infrastructure & Utilities
Keefe, Bruyette and Woods Winter Financial Services
Cowen & Co Aerospace Defense Conference

Analyst Meeting: DNKN
IPO CDLX, IPSC, MOTS

Economic:

US: Continuing jobless claims, Initial claims, Fed speakers, Harker, Kashkari, George
Europe: ECB economic bulletin, Germany trade balance (Dec)
Asia: Japan Bank lending (Jan), Current Account (Dec), China Trade Balance (Jan)

Friday 09-Feb:

Corporate:

Earnings:

Pre-open: AXL, CAE.CN, FET, IGM.CN, MCO, TEN,

Brokerage Conferences:

BMO Capital Markets Infrastructure & Utilities
Keefe, Bruyette and Woods Winter Financial Services

Analyst Meeting: AQXP

Economic:

US: Wholesale inventories (Dec-fin)
Europe: UK industrial production, Manufacturing production
Asia: China CPI (Jan), PPI (Jan), Japan M2 (Jan)

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