THIS WEEK'S MARKET MOVERS

 

Monday: 
Economic: Retail Sales (0.3% & 0.6% ex-auto), Empire (17.5), Business Inv's (0.5%) and NAHB (29). Reignited yield risks tied to Eurozone credit markets versus bullish China currency reform and wildcard of ongoing Middle East geopolitical / oil stresses. 

Earnings: Citigroup (C), M&T (MTB), Mattel (MAT), Gannett (GCI).

Tuesday: 
Economic:  Housing Starts & Permits (700K & 710K), IP & CU (0.2% & 78.5%).

Earnings: Goldman (GS), J&J (JNJ), Northern Trust (NTRS), State Street (STT), US Bank (USB).

After Hours: Cree (CREE), CSX (CSX), IBM (IBM), Intel (INTC), Intuitive (ISRG), Linear Tech (LLTC), Seagate (STX), Stryker (SYK), United Rentals (URI), Yahoo (YHOO).

Wednesday: 
Economic:  Weekly Crude, MBA Mortgage Index.

Earnings: BlackRock (BLK), Freeport M (FCX), Halliburton (HAL), Huntington (HBAN), PNC (PNC), ASML (ASML).

After Hours: Amex (AXP), Core Labs (CLB), eBay (EBAY), F5 (FFIV), Marriott (MAR), Noble (NE), Qualcomm (QCOM), Stanley BD (SWK), VMware (VMW), YUM! (YUM).

Thursday: 
Economic:  Weekly Claims (375K), Continuing Claims (3.27M), Existing Homes (375K), Philly Fed (10.3), Leading Indicators (0.2%).

Earnings: BofA (BAC), Danaher (DHR), Cypress (CY), DuPont (DD), EMC (EMC), Gen Parts (GPC), KeyCorp (KEY), Morgan (MS), Nucor (NUE), Peabody (BTU), Philip Morris (PM), Sherwin W (SHW), Southwest (LUV), Travelers (TRV), Union Pac (UNP), United Health (UNH), Verizon (VZ).

After Hours: AMD (AMD), Cap One (COF), Chipotle (CMG), Chubb (CB), Microsoft (MSFT), Riverbed (RVBD), SanDisk (SNDK), eTrade (ETFC), Altera (ALTR).
  
Friday: 
Economic: NA.

Earnings: General Electric (GE), Honeywell (HON), Ingersoll (IR), Johnson Controls (JCI), McDonalds (MCD), Schlumberger (SLB), Under Armour (UA).

THIS WEEK'S MARKET MOVERS

 

Monday: 
Economic: Digestion of Friday's disappointing BLS March jobs report. Ongoing Middle East geopolitical / oil stresses and potential wild card credit market drivers out of Europe. 

Earnings: Greenbrier (GBX), ENGlobal (ENG).

Tuesday: 
Economic:  Wholesale Inventories (0.5%).

Earnings: Supervalu (SVU).
After Hours: Alcoa (AA) kicks off Q1 earnings season. The aluminum giant and Dow constituent is expected to show a loss of ($0.03) compared to last year's profit of $0.28 per share.

Wednesday: 
Economic:  Weekly Crude, MBA Mortgage Index, Import / Export, Fed's Beige Book.

Earnings: Progressive (PGR), Titan (TITN).

Thursday: 
Economic:  Weekly Claims (355K), Continuing Claims (3.35M), PPI & Core (0.3% & 0.2%).

Earnings: Fastenal (FAST), LDK (LDK), Layne Christensen (LAYN), Rite Aid (RAD).

After Hours: Naz' giant Google (GOOG) is expected to produce earnings of $9.62 per share for bottom-line growth just north of 20%. Technically, shares look to be carving out a massive two-year, ascending base on the weekly chart with resistance of 670 – 680 and support from 550 – 565.

Other: JB Hunt (JBHT).

Friday: 
Economic: CPI & Core (0.3% & 0.2%), Michigan (76.1).

Earnings: Infosys (INFY), JPMorgan (JPM), Shaw (SHAW), Wells Fargo (WFC).

THIS WEEK'S MARKET MOVERS

 

Monday: 
Economic: ISM (53.0), Construction Spending (0.5%). Ongoing Middle East geopolitical / oil stresses and potential wild card credit market drivers out of Europe. 

Earnings: NA.

Tuesday: 
Economic:  Factory Orders (1.4%), FOMC Minutes, Auto & Truck Sales.

Earnings: NA.

Wednesday: 
Economic:  Weekly Crude, MBA Mortgage Index, ADP (213K), ISM Services (56.9).

Earnings: Acuity Brands (AYI), Monsanto (MON), MSC (MSM).

After Hours: Bed Bath & Beyond (BBBY), Global Payment (GPN), Ruby Tuesday (RT).

Thursday: 
Economic:  Weekly Claims (355K), Continuing Claims (3.35M), Challenger Jobs Survey.

Earnings: CarMax (KMX), Constellation Brands (STZ), Pier 1 (PIR), Schnitzer (SCHN).

Friday: 
Economic: BLS March Jobs Report (200K, private 215K, unemployment 8.3%), Consumer Credit ($14.0B).

Earnings: NA.

THIS WEEK'S MARKET MOVERS

 

Monday: 
Economic: Pending Home Sales (0.5%). Ongoing Middle East geopolitical / oil stresses and potential wild card credit market drivers out of Europe. 

Earnings: Apollo (APOL).

Tuesday: 
Economic:  Case Shiller (-3.8%), Consumer Confidence (70.0).

Earnings: Lennar (LEN), McCormick (MKC), Walgreens (WAG).

After Hours: Oxford (OXM), PVH (PVH), Synnex (SNX).

Wednesday: 
Economic:  Weekly Crude, MBA Mortgage Index, Durable Orders (2.5% & 1.0% ex transports).

Earnings: Commercial Metals (CMC), Family Dollar (FDO), Lindsay (LNN), Teavana (TEA). 

After Hours: Mosaic (MOS), Paychex (PAYX), Red Hat (RHT), Texas Ind (TXI).

Thursday: 
Economic:  Weekly Claims (350K), Continuing Claims (3.38M), GDP Q4 3^rd Est. (3.0%, 0.9% deflator).

Earnings: Best Buy (BBY), Shaw (SHAW), Worthington (WOR).

After Hours: RIM (RIMM), TIBCO (TIBX), Xyratex (XRTX).

Friday: 
Economic: Income & Spend (0.4% & 0.6%), PCE Prices Core (0.1%), Chicago PMI (62), Michigan (74.3).

Earnings: Finish Line (FINL).

THIS WEEK'S MARKET MOVERS

 

Monday: 
Economic: NAHB (31). Ongoing Middle East geopolitical / oil stresses and potential wild card credit market drivers out of Europe. 

Earnings: InterOil (IOC), Adobe (ADBE), Focus Media (FMCN).

Tuesday: 
Economic:  Housing Starts & Permits (705K & 695K).

Earnings: DSW (DSW), Tiffany (TIF), Jeffries (JEF).

After Hours: Cintas (CTAS), AAR (AIR), Jabil (JBL), Krispy Kreme (KKD), Oracle (ORCL), SAIC (SAI).

Wednesday: 
Economic:  Weekly Crude, MBA Mortgage Index, Existing Homes (4.61M).

Earnings: Actuant (ATU), General Mills (GIS).

After Hours: Discover (DFS), Herman Miller (MLHR), Sonic (SONC).

Thursday: 
Economic:  Weekly Claims (355K), Continuing Claims (3.36M), FFHA Housing Index, Leading Indicators (0.6%).

Earnings: ConAgra (CAG), Dollar General (DG), Gamestop (GME), Perry Ellis (PERY), Signet Jewelers (SIG), UTI Worldwide (UTIW).