The Week Ahead

With the last week of the quarter we will have a busy week ahead. The corporate calendar will pick up a little steam with notable earnings including but not limited to ASNA, FDS, INFO, JBL, NEOG KBH, NKE, KMX, ATU, BBBY, ACN, CAG, and MTN. there will also be a notable uptick in analyst meetings and conferences.

The economic calendar will be busy with domestic data including Chicago and Dallas Fed activity and manufacturing meetings as well as S&P case Shiller home price index. Mid week we will see an important FOMC rate decision and Q2 final GDP and at the end of the week we will get a look at personal income / and spending reports. We will also see a fairly busy week abroad with Euro-zone reporting consumer confidence numbers and ECB economic bulletin and CPI data later in the week.

With the trade talks completely off between the US and China, expect this to weigh on the markets early in the week. About $200 billion of Chinese products will be subject to tariffs starting Monday.

Bullish sentiment for the S&P ended Friday at 78% down from the previous day of 83% in the extreme zone. The Nasdaq bullish sentiment is at 67% and notably diverging from price action. The big sentiment new is the USD bullish sentiment is at 11% and down from a recent peak of 96%. I'm not saying this is the now in the USD but we should be open to bounces.

I'm back on the desk tomorrow after my short trip to California and will have a full Daily Note.

Monday 24-Sep

Corporate

Post-close: ASNA

Johnson Rice Energy
Stephens Bank CEO Forum
Goldman Sachs Regional Community Bank

Analyst Meeting: ABMD, UTHR, AFE.CN, PFG, BSX, MDT, RBS
IPO: VIOT

Economic

US: Chicago Fed (Aug), Dallas Fed (Sep)
Europe: Germany: lfo data (Sep) UK: CBI trends (Sep)

Tuesday 25-Sep

Corporate

Pre-open: FDS, INFO, JBL, NEOG
Post-close: CTAS, KBH, NKE

Roth Capital Partners Solar & Storage
Stephens Bank CEO
Johnson Rice Energy
Oppenheimer Specialty Pharma & Rare Disease
LD Micro Investor
Credit Suisse Oilfield Services

Analyst Meeting: TNDM, NVCR
IPO ARCE, CBNK, ETTX, SVMK

Economic

US:S&P case- Shiller home Index (Jul), Consumer Confidence (Sep), Richmond Fed (Sep)
Europe: Germany: Wholesale prices (Aug)
Asia (Mon PM / Tues AM): Japan: BoJ monetary policy meeting minutes, Coincident Index (Jul), Leading Economic Index (Jul), BoJ Kuroda Speech

Wednesday 26-Sep

Corporate

Pre-open: ATU, KMX
Post-close: BBBY

CIBC Eastern Institutional Investor
Credit Suisse Oilfield Services
Johnson Rice Energy
Oppenheimer Specialty Pharma & Rare Disease
Stephens Bank CEO

Analyst Meeting: AFL, BAM, CRM, PRU, NNBR, EVRI, UIS, WOR,
IPO ARVN, LAIX, RMED, STRO, UROV

Economic

US: New Home Sales (Aug), FOMC Meeting
Europe: UK: CBI Distributive trades (Sep)

Thursday 27-Sep

Corporate

Pre-open: ACN, ANGO, CAG, CCL, MKC
Post-close: PRGS

Sidoti Emerging Growth Fall
Wells Fargo Securities Consumer Forum
Barrington Research Fall Investment
Oppenheimer Specialty Pharma & Rare Disease
CIBC Eastern Institutional Investor

Analyst Meeting: MET, PM, TDOC, INTU, CNAT,
IPO CTK, GRTS, YAYO
PDUFA: INSM (ALIS)

Economic

US: Continuing Jobless Claims (Sep) Initial Job claims, Durable goods orders (Aug), GDP (Q2 final), PCE price (Q2 final), Wholesale Inventories (Aug), Bending Home Sales (Aug), Goods Trade balance (Aug), Kansas Fed Manufacturing (Sep), Fed Speaker Kaplan
Europe: Euro-zone: ECB economic Bulletin, M3 Money Supply (Aug), Business Confidence (Sep) Consumer Confidence (Sep) Germany: Gfk consumer confidence (Oct), CPI NSA (Sep), CPI Harmonized NSA (Sep) UK: Nationwide house prices (Sep), Gfk consumer confidence,
Asia (Wed PM / Thurs AM): China: Industrial profits (Aug)

Friday 28-Sep

Corporate

Pre-open: BB, MTN

Seaport Global Securities Select
Wells Fargo Securities Consumer

Analyst Meeting: HUM
PDUFA ATRS (XYOSTED)

Economic

US: PCE price index (Aug), Personal Income (Aug), Chicago PMI (Aug) Michigan Sentiment (Sep)
Europe: Euro-zone: Core inflation rate flash (Sep), Inflation Rate flash (Sep) Germany: Unemployment rate (Sep) UK: GDP growht rate (Q2 final)
Asia (Thurs PM / Fri AM): China: Caixin Manufacturing PMI (Sept) Japan: Tokyo CPI (Sep), Industrial production (Aug), Retail Sales (Aug)

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