The Week Ahead

With the holiday shortened week, the corporate calendar will be relatively quiet from an earnings perspective notable reporters include but are not limited to: (WDAY, RH, HDS, VRA, DOCU, NAV, FIVE, ZUMZ) A significant number of brokerage conferences will be taking place through out the week. On the economic side the week will be relatively slow but will pick up with US ISM non manufacturing and PMI mid week and Jobs numbers at the end of the week, Euro-zone GDP on Friday, and China trade balance on Friday morning garnering most of the attention.

The Nafta deadline Friday for a deal done with Canada passed with talks to resume Wednesday. Expect continued concerns with emerging markets contagion from Argentina and Turkey. Vladimir Putin meets Turkey's Erdogan and Iran's Rouhani Friday in Iran to discuss Syria. There will be some comments on Thursday with the US China tariff trade war likely increasing levies on $200 billion of Chines products. Tech companies (Twitter's Jack Dorsey and Facebook's Sheryl Sandberg) will be in Washington with hearings regarding Russian meddling in US elections.

S&P bullish sentiment ended the week at 76% and remains elevated and the plethora of upside DeMark exhaustion signals remain in play.

Here is a link to my Yahoo Finance appearance late on Friday. Skip to 48.00

Monday 03-Sep

Holiday US labor Day - Markets Closed

Corporate:

PDUFA: AZN.LN (Moxetumomab), ADMP, NOVN.SW (SYMJEPI)

Economic

Europe: Euro-zone: Markit PMI (Aug) Germany: Markit PMI Manufacturing (Aug) UK: BRC retail sales (AUG) CIPS Manufacturing PMI (Aug)

Tuesday 04-Sep

Corporate

Pre-open: CONN
Post-close: WDAY, RH, CAL, COUP

Citi Global Technology

Economic

US: Markit PMI Manufacturing (Aug), Construction spend (Jul), ISM Manufacturing (Aug)
Europe: Euro-zone: PPI (Jul) UK: CIPS Construction PMI (Aug)

Wednesday 05-Sep

Corporate

Pre-open: HDS, VRA, DLTH, SCWX
Post-close: GWRE, OLLI, CLDR, AVAV, ATD.B.CN, MDB, DOCU, ZS, REVG

D. A. Davidson Deep Dive Vertical Tech Solutions
Royal Bank of Canada Global Industrial
UBS Global Chemicals & Paper and Packaging
Cowen Global Transportation
Citi Global Technology
Keefe, Bruyette, & Woods Insurance
Citi Biotech
Robert W. Baird Healthcare

Analyst Meeting: HUBS
PDUFA: ROG.SW (Tecentriq)

Economic

US: Auto sales SAAR (Aug), Trade Balance (Jul), Import / Export (Jul)
Europe: Euro-zone: Markit PMI Services (Aug), Retail sales (Jul) Germany: Markit PMI Services (Aug) UK: CIPS Services PMI (Aug)
Asia (Tues PM / Wed AM): China: Caixin Services PMI (Aug) Japan: PMI Services (Aug)

Thursday 06-Sep

Corporate

Pre-open: NAV, DCI
Post-close: AVGO, PANW, MRVL, FIVE, FNSR, ZUMZ, OKTA, ABM

Dougherty & Company Institutional Investor
Hart Energy A&D Strategies and Opportunities
Royal Bank of Canada Global Industrials
Citi Biotech
Robert W. Baird Healthcare
Cowen Global Transportation
Citi Global Technology
Keefe, Bruyette, & Woods Insurance
UBS Global Chemicals & Paper and Packaging

Analyst Meeting: INNT, ZAGG, NTGR, AL

Economic

US: ADP employment Survey (Aug), Markit PMI Services (Aug), Durable Orders / Shipments (Jul), Factory Inventories (Jul), ISM Non-Manufacturing (Aug), Core Capital goods orders (Jul)
Europe: Germany: PMI construction (Aug), Manufacturing orders (Jul)

Friday 07-Sep

Corporate

Pre-open: GCO

Citi Global Technology

Analyst Meeting: MDLZ, QSII, TECH
PDUFA: GSK.LN (Nucala)

Economic

US: Nonfarm payrolls (Aug), Manufacturing Payrolls (Aug), Unemployment rate (Aug), Consumer Credit (Jul)
Europe: Euro-zone: GDP (Q2 final), Import / Export Q2 Govt Expenditures (Q2), Household Consumption (Q2) Germany: Industrial production (Jul), Trade Balance (Jul), Current Account (Jul), UK: House price (Aug)
Asia (Thurs PM / Fri AM): China: FX Reserves (Aug), Trade Balance (Aug) Japan: Personal Consumption (Jul), Real Income (Jul), FX Reserves (Aug), Trade Balance (Aug), Leading index (Jul)

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