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Another Earnings dominated week ahead on the corporate calendar, with Apple on Tuesday afternoon (the last of the mega cap tech names) followed by Wednesday afternoon with the much anticipated Tesla report and conference call which will be entertaining.  The economic calendar will also be very busy with BoJ, BoE and FOMC rate decisions combined with inflation numbers with US ECI and Eurozone CPI for Jul, on Friday August 1st, we will get US jobs report.

All of the Central Bank meetings will be watched closely.  It is expected the Bank of England will raise rates from 0.50% to 0.75%.  The Bank of Japan has been hinting at making some changes in policy despite not being near the desired 2.0% inflation rate.  The Fed will likely not raise rates this meeting (September odds are 90%+) however any hints of moving up from "gradual" will be market moving.  

S&P bullish sentiment this past week hit an extreme 85% on Wednesday and finished Friday at 74%.  Will the market continue Friday's slide?  Will Apple save the day as they did after last quarterly earnings?  Will Friday's Job numbers matter if the Fed signals stronger than "gradual"?  Just a few questions we'll have answered this week.  Have a great week.  

Monday 30-Jul:
Corporate:
Earnings:
• Pre-open: AMG, BLMN, CAT, EXP, FDC, KBR, STX, VET.CN
• Post-close: ALSN, ATHN, BLKB, DENN, ILMN, INST, KLAC, RE, RIG, RRC, SBAC, TXRH, VRNS
Economic:
• US: Pending Home sales (Jun), Dallas Fed (Jul)
• Europe: Euro-zone: Economic Sentiment Indicator (Jul), Business Climate (Jul) Germany: CPI (Jul), UK: BoE Mortgage Approvals (Jun), M4 Money Supply (Jun) :
Tuesday 31-Jul:
Corporate:
Earnings:
• Pre-open: ADM, AGCO, AME, AMT, APTV, ARNC, CHTR, CMI, COMM, ECL, ETN, FIS, HRS, HUN, INCY, JCI, LL, MAS, PFE, PG, RL, SHOP, SLCA, VMC, WCG Post-close: AAPL, ACGL, APC, CAKE, CHRW, DVN, FISV, FTR, H, HOLX, MOH, NFX, NUVA, QLYS, SM, SMG, ULTI, WLL, ZEN
Brokerage Conferences:
• Keefe, Bruyette, & Woods Community Bank Investor Conference
• Analyst Meeting: CSII, CSS
Economic:
• US: ECI Q2 (Jul), Personal income / spending (Jun), PCE (Jun), Case Shiller home prices (May), Chicago PMI (Jul), Consumer confidence (Jul)
• Europe: Euro-zone: Flash CPI (Jul), GDP (Prelim Q2), Unemployment rate (Jun) Germany: Retail sales (Jun), Unemployment numbers (Jul)
• Asia (Mon PM / Tues AM): China: NBS Manufacturing / non-manufacturing PMI (Jul) Japan: Industrial Production (Jun), Shipments (Jun), Unemployment Rate (Jun), BoJ Monetary Base target (Jul), Consumer confidence (Jul)
Wednesday 01-Aug:
Corporate:
Earnings:
• Pre-open: ADP, AMC, AN, CHK, DIN, ECA, ENR, GIB.A.CN, GLPI, GRMN, HUM, IDXX, JHG, MDC, MTOR, QSR, SSYS, STRA, UTHR,
• Post-close: ALL, APA, AREX, CF, CXO, ESRX, EXAS, FEYE, FMC, FTNT, GPOR, HIVE, HK, HUBG, MRO, PKI, PRAH, SQ, SRCI, TRIP, TSLA, WPX, WYNN, XPO, YUMC
Brokerage Conferences:
• Keefe, Bruyette, & Woods Community Bank Investor Conference
• Credit Suisse Small & Mid cap one-on-one
• IPO: CWK, SONO
Economic:
• US: FOMC Rate decision, ADP Employment Report (Jul), Manufacturing PMI (Jul), ISM Manufacturing (Jul), Construction spending (Jun),
• Europe: Euro-zone: Manufacturing PMI (Jul), Germany: Manufacturing PMI (Jul) UK: Manufacturing PMI (Jul)
• Asia (Tues PM / Wed AM): China: Markit Caixin PMI Manufacturing (Jul) Japan: PMI Manufacturing (Jul)
Thursday 02-Aug:
Corporate:
Earnings:
• Pre-open: ABC, AET, AMAG, AMCX, APRN, AVP, BCE.CN, BDX, BLL, CHD, CI, CJ, CLX, CNQ.CN, CTSH, DWDP, FND, GIL,CN, GOLF, GPN, HFC, HII, ICE, K, MGM, PBF, PCRX, PH, PWR, REGN, SEE, SFM, SGMS, SYNH, TEVA, THS, WLTW, YUM, ZTS
• Post-close: AIG, ANET, ATUS, ATVI, BMRN, BNFT, BOJA, BRS, CBS, CERN, DATA, EOG, ESL, FLR, GDDY, MDRX, NE, NUS, OTEX, PODD, QSII, SHAK, SSNC, SYMC, TDC, TRUP, WU
Brokerage Conferences:
• Keefe, Bruyette, & Woods Community Bank Investor Conference
• Credit Suisse Small & Mid cap one-on-one
• Analyst Meeting: RXN
• IPO: ARLO
Economic:
• US: Factory orders (Jun), Durable goods (Jun),
• Europe: Euro-zone: PPI (Jun), UK: CIPS (Jul), BoE Bank Rate
Friday 03-Aug:
Corporate:
Earnings:
• Pre-open: KHC, LYB, NBL, NWHM, T.CN
• Analyst Meeting: NRE
Economic:
• US: Jobs report (Jul), Trade balance (Jun), Services PMI (Jul), non-manufacturing ISM (Jul)
• Europe: Euro-zone: Services PMI (Jul), Retail Sales (Jun) Germany: Services PMI (Jul) UK: Services PMI (Jul)
• Asia (Thurs PM / Fri AM): China: Caixin Services PMI Japan: PMI Services (Jul)

Any comments, suggestions, or questions - please email info@hedgefundtelemetry.com
Occasionally, an earnings report date could change, or could be incorrect. We rely on various sources including Street Account, Factset, and Bloomberg to compile this report.    

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