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8/26/18
Thomas Thornton
The Week Ahead - Key Events and Focus

Earnings will see a slight uptick in the week ahead with retailers continuing to report combined with some tech names. Notable earnings include but are not limited too: (BBY, DSW, TIF, BOX, HPE, AEO, DKS, EV, CRM, GES, PVH, TLYS, ANF, CPB, DLTR, DG, LULU, ULTA).

On the Economic front the week will be relatively quiet but we will get U.S. advance goods trade balance and inventories, Case-Shiller home prices, and a second look at Q2 GDP in the U.S. Abroad Euro-zone will report M3 money supply, and economic confidence numbers and in China we will see Industrial profits number at the beginning of the week.

After Fed Chairman Powell's "stick to the script" dovish speech at Jackson Hole where he signaled no changes to increasing the pace of rate hikes, the equity markets responded as usual.  The US Dollar fell with Treasuries, Oil, and Gold lifting.  

S&P bullish sentiment ended the week at 73% (elevated) vs 70% a week ago. Most of the major US indexes have now triggered upside DeMark exhaustion signals with S&P and Nasdaq Futures only remaining to sync with the others. These signals last triggered in January if you're new to Hedge Fund Telemetry.  Amazon, the most important stock in the world will have an upside Sequential Countdown 13 on Monday or Tuesday.  Have a great week and if you are still on vacation, have an even better week.  

Earnings, Conferences, Economic Reports

    Monday 27-Aug:
      Corporate:
        Earnings:
        • Post-close: HEI
        Brokerage Conferences:
        • Seaport Global Securities Farm Progress
      • PDUFA: BHC (Alereno)
      Economic:
      • US: Dallas Fed Manufacturing index (Aug)
      • Europe: Germany: Import price index (Jul), lfo Current assessment (Aug),
      • Asia (Sun PM / Mon AM): China: Industrial profits (Jul)
    Tuesday 28-Aug:
      Corporate:
        Earnings:
        • Pre-open: BBY, DSW, HAIN, TIF
        • Post-close: BOX, HPE, NCS, OOMA, SCVL
        Brokerage Conferences:
        • Seaport Global Securities Energy & Industrials
        • Jefferies Semiconductor/Hardware
      • Analyst Meeting: NTLA, HSY
      • PDUFA TTPH (Xerava)
      Economic:
      • US: Advance goods trade (Jul), Wholesale Inventory (Jul), retail inventories (Jul), Case-Shiller price index (Jun), Consumer Confidence (Aug)
      • Europe: Euro-zone: M3 money supply (Jul), UK: BRC Shop Price (Aug)
    Wednesday 29-Aug:
      Corporate:
        Earnings:
        • Pre-open: AEO, BF.B, CHS, DKS, EV, EXPR
        • Post-close:CRM, GEF, GES, HOME, PVH, TLYS
        Brokerage Conferences:
        • Seaport Global Securities Energy & Industrials
        • Jefferies Semiconductor/Hardware
      • Analyst Meeting: PS
      Economic:
      • US: GDP (Q2-2nd), Pending home sales (Jul)
      • Europe: Germany: GfK consumer conf (Sep), UK: Nationwide House Price (Aug)
      • Asia (Tues PM / Wed AM): China: Japan: Consumer Confidence (Aug),
    Thursday 30-Aug:
      Corporate:
        Earnings:
        • Pre-open: ANF, BURL, CIEN, CPB, DG, DLTR, KIRK, MIK, PDCO, SIG, TECD, TITN
        • Post-close: COO, LULU, NTNX, ULTA
      • Analyst Meeting: BOX
      • PDUFA: AKCA, IONS, PTCT (Waylivra)
      Economic:
      • US: PCE (Jul), Personal income / spending (Jul)
      • Europe: Euro-zone: Business climate (Aug), Confidence measures (Aug) Germany: ILO Unemployment (Jul), Unemployment (Aug), CPI (Aug) UK: Gfk Consumer Conf (Aug), M4 Money Supply (Jul), BoE Mortgage Approvals (Jul)
      • Asia (Wed PM / Thurs AM): China: Japan: Trade Balance (Aug), Retail Sales (Jul Prelim), Import / Export (Jul), Trade Balance (Jul)
    Friday 31-Aug:
      Economic:
      • US: Chicago PMI (Aug), Michigan Sentiment (Aug)
      • Europe: Euro-zone: Unemployment (Jul), CPI (Aug) Germany: Retail Sales (Jul)
      • Asia (Thurs PM / Fri AM): China: CFLP PMI manufacturing (Aug), Services PMI (Aug), Japan: CPI Tokyo (Aug), Unemployment rate (Jul), IP (Jul), Shipments (Jul), Housing Starts (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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