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11/25/18
Thomas Thornton
The Week Ahead - Key Events and Focus

The earnings calendar will see a relatively quiet week as Q3 continues to wind down, expect some data surrounding retailers as Black Friday and Cyber Monday sales will be in focus. Notable reporters include but are not limited to (BKE, CBRL EV, HIBB, CRM, CHS, DKS, JILL, SJM, TIF, GE, TLYS, BOX, ANF, DLTR, HPQ, VMW, WDAY).

A big week with many brokerage firms holding conferences over the course of the week with a broad range of sectors including healthcare, tech, energy, industrials, and leisure.  

The economic calendar is busy in US we will see Dallas and Chicago Fed numbers S&P Case-Shiller Home Price index, and consumer confidence data at the onset of the week with GDP price Index Wednesday with PCE Price Index (The Fed's favored inflation gauge), Personal Income spending, on Thursday. On Wednesday, Fed Chairman will be speaking in NYC and Vice Chairman will be speaking on Tuesday and Fed Minutes will be released on Thursday.  Any hint of a pause in rate hikes will send markets higher.  Abroad we will see IFO numbers and Import prices in Germany and Industrial profits in China to start the week followed by M3 money supply and loan growth data out of the Euro-zone mid week. The week will close with Euro-zone confidence and inflation data and Manufacturing PMI numbers from China.

The EU has approved PM Theresa May's Brexit plan as expected and now the hard work will be passing it passed through Parliament.  The G20 Summit starts on Friday and with both President Trump and President Xi saying both sides wants to reach an agreement on trade. Expect photo ops with hand shakes and positive comments which could move the markets.  Substance and details will not be discussed. Oil will be another topic at the G20 as Russian and Saudi ministers will be meet to discuss how to stabilize the oil market.  

Update on site disruption:  We have completed the further upgrades as we have migrated to the stronger AWS servers and will be testing later today.  We expect tomorrow the site will be up and running properly. Log in issues will be solved.  We are sorry for the inconvenience and appreciate your patience.  

Earnings, Conferences, Economic Reports

      Monday 26-Nov:
        Corporate:
          Earnings:
          • Post-close: BKE
          Brokerage Conferences:
          • Credit Suisse Technology, Media & Telecom
        • Analyst Meeting: BHVN, GNCA
        Economic:
        • US: Chicago Fed National Activity Index (Oct), Dallas Fed Manufacturing Index (Nov)
        • Europe: Euro-zone: ECB Speech, Praet, Nowotny, Coeure, Draghi Germany: lfo Current Conditions/ Business Climate/ Expectations (Nov), UK Finance Approvals (Oct), BoE Gov Carney Speech
        • Asia (Sun PM / Mon AM):Japan: Manufacturing PMI (Nov), Coincident Index (Sep), Leading Economic Index (Sep)
      Tuesday 27-Nov:
        Corporate:
          Earnings:
          • Pre-open: CBRL, EV, HIBB
          • Post-close: ATD.B.CN, CRM, NTNX, OOMA
          Brokerage Conferences:
          • Piper Jaffray Health Care
          • Credit Suisse Technology, Media & Telecom
          • Evercore ISI HealthconX
          • Credit Suisse Industrials
          • Jefferies Global Energy
        • Analyst Meeting: UNH, VET.CN, ALK
        Economic:
        • US: S&P/Case-Shiller Home Price (Sep), House Price Index (Sep), CB Consumer Confidence (Nov) Fed Speaker Clarida
        • Europe: Euro-zone: ECB Mersch Speech Germany: Import Prices (Oct) UK: Nationwide Housing Prices (Nov), CBI Distributive Trades (Nov)
        • Asia (Mon PM / Tues AM): China: Industrial Profits (Oct),
      Wednesday 28-Nov:
        Corporate:
          Earnings:
          • Pre-open: ATKR, BURL, CHS, DKS, JILL, SJM, SPWH, TIF
          • Post-close: BOX, GES, LZB, TLYS, VEEV
          Brokerage Conferences:
          • Piper Jaffray Health Care
          • Credit Suisse Technology, Media & Telecom
          • Credit Suisse Asset Accumulation
          • Evercore ISI HealthconX
          • Evercore ISI MedTools
          • Credit Suisse Industrials
          • Deutsche Bank Gaming, Lodging, Leisure & Restaurants One on One
          • Jefferies Global Energy
        • Analyst Meeting: TROX, REAL.CN, PPR.CN, RPM
        • PDUFA: BMRN, CPRX, JAZZ (Firdapse)
        Economic:
        • US: Adv Goods trade balance (Oct), Building Permits SAAR (Oct), GDP chain Price SAAR (Q3), Wholesale Inventories (Oct), New Home Sales (Oct), Richmond Fed Index (Nov), Fed Chair Powell Speech
        • Europe: Euro-zone: M3 Money Supply (Oct), Loan Growth (Oct) Germany: GfK Consumer Confidence (Dec), UK:
      Thursday 29-Nov:
        Corporate:
          Earnings:
          • Pre-open: ANF, DLTR, EXPR, PDCO, TITN
          • Post-close: GME, HPQ, PANW, PVH, SPLK, VMW, WDAY
          Brokerage Conferences:
          • Piper Jaffray Health Care
          • Credit Suisse Technology, Media & Telecom
          • Wolfe Research Global Quantitative & Macro Investment
          • Credit Suisse Industrials
          • Deutsche Bank Gaming, Lodging, Leisure & Restaurants One on One
          • Evercore ISI HealthconX
        • Analyst Meeting: ACIW, TROX, DGX, CVNA, BTO.CN, X.CN, T
        Economic:
        • US: Core PCE Price Index (Oct), PCE Price Index (Oct), Personal Income (Oct), Personal Spending (Oct), Pending Home Sales (Oct), FOMC Minutes
        • Europe: Euro-zone: Business Confidence (Nov), Services Sentiment (Nov), Consumer Confidence (Nov), Economic Sentiment (Nov), Industrial Sentiment (Nov) Germany: ILO Unemployment, CPI (Nov) UK: BoE Mortgage Approvals (Oct), M4 Money,
        • Asia (Wed PM / Thurs AM): China: Japan: Retail Sales (Oct), Trade balance (Oct)
      Friday 30-Nov:
        Corporate:
          Brokerage Conferences:
          • Credit Suisse Technology, Media & Telecom
          • Wolfe Research Global Quantitative & Macro Investment
        Economic:
        • US: Chicago PMI (Nov), Fed Speaker Williams
        • Europe: Euro-zone: CPI Core (Nov), Unemployment rate (Oct), Germany: Import Price index, (Oct), Retail Sales (Oct)
        • Asia (Thurs PM / Fri AM): China: NBS Manufacturing PMI (Nov), Non Manufacturing PMI (Nov) Japan: Tokyo CPI (Nov), Jobs Applications ratio (Oct), Unemployment rate (Oct), Industrial Production (Oct), Consumer Confidence (Nov), Construction Orders (Oct), Housing Starts ( Oct)







 


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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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