THIS WEEK'S MARKET MOVERS

Monday, April 1

US Economics (Time Zone: EDT)

08:58 Markit US PMI Final - consensus 55.2
10:00 Construction Spending - consensus 0.8%, prior -2.1%
10:00 ISM Manufacturing - consensus 54.2, prior 54.2
10:00 ISM Prices Paid - consensus 59.5, prior 61.5
11:00 Fed buying $2.75b-$3.5b notes in 7 to 10-year range
11:30 Treasury selling $35b 3-month bills, $30b 6-month bills

Global Economics (Time Zone: GMT)

JPY Tankan Manufacturing Indexes
01:00 CNY Manufacturing PMI
01:45 CNY HSBC Manufacturing PMI

Earnings

No major earnings


Tuesday, April 2

US Economics (Time Zone: EDT)

09:45 ISM New York - prior 58.8
10:00 Factory Orders - consensus 2.5%, prior -2.0%
10:00 IBD/TIPP Economic Optimism - prior 42.2
5:00 Vehicle Sales - consensus 15.30M, prior 15.33M
5:00 Domestic Vehicle Sales - consensus 12.04M, prior 11.99M
11:00 Fed to buy $1.25b-$1.75b notes in 23 to 30-year range
11:30 Treasury selling 4-week bills, $25b 52-week bills

1:30 Fed's Lockhart speaking in Alabama
7:30 Fed's Evans and Lacker speaking in Virginia

Global Economics (Time Zone: GMT)

03:30 AUD Reserve Bank of Australia Decision
07:30 CHF SVME PMI
08:00 EUR Eurozone Manufacturing PMI
08:30 GBP Manufacturing PMI
09:00 EUR Eurozone Unemployment Rate
12:00 EUR German CPI

Earnings

No major earnings

Wednesday, April 3

US Economics (Time Zone: EDT)

07:00 MBA Mortgage Index
08:15 ADP Employment Change - consensus 198K, prior 198K
10:00 ISM Non-manufacturing Composite - consensus 56, prior 56
11:00 Fed buying $3b-$3.75b notes in 5.5 to 7-year range

3:30 Fed's Williams speaking in Los Angeles
5:00 Fed's Bullard lecturing in St. Louis

Global Economics (Time Zone: GMT)

01:00 CNY Non-manufacturing PMI
01:45 CNY HSBC Services PMI
08:30 GBP Construction PMI
09:00 EUR Eurozone CPI
10:30 Germany selling EU4b 5-year notes

Earnings

Before:
Monsanto (MON)
ConAgra Foods (CAG)


Thursday, April 4

US Economics (Time Zone: EDT)

07:30 Challenger Job Cuts - prior 7.0%
08:30 Initial Claims – consensus 340K, prior 336K
08:30 Continuing Claims – consensus 3042K, prior 3053K
11:00 Fed purchasing $1.25b-$1.75b notes in 23 to 30-year range

12:30 Fed's George speaking in Oklahoma
5:00 Yellen speaking in Washington

Global Economics (Time Zone: GMT)

JPY Bank of Japan Rate Decision
00:30 AUD Retail Sales
08:00 EUR Eurozone PMI (final estimate)
08:30 GBP Services PMI
09:00 EUR Eurozone PPI
11:00 GBP Bank of England Rate Decision
11:45 EUR ECB Rate Decision
8:30 Spain selling 3, 5, 8-year notes
8:50 France selling bonds

Earnings

No major earnings


Friday, April 5

US Economics (Time Zone: EDT)

08:30 Trade Balance - consensus -$44.6B, prior -$44.4B
08:30 Nonfarm Payrolls - consensus 190K, prior 236K
08:30 Private Payrolls - consensus 203K, prior 246K
08:30 Manufacturing Payrolls - consensus 10K, prior 14K
08:30 Unemployment Rate - consensus 7.7%, prior 7.7%
08:30 Avg Weekly Hourly Earnings - consensus 34.5, prior 34.5
3:00 Consumer Credit - consensus $16B, prior $16.151B

Global Economics (Time Zone: GMT)

05:00 JPY Leading Index
09:00 EUR Eurozone Retail Sales
10:00 EUR German Factory Orders
12:30 CAD Employment Figures

Earnings

No major earnings

THIS WEEK'S OUTLOOK

THIS WEEK'S MARKET MOVERS

Monday, March 18

US Economics (Time Zone: EDT)

10:00 NAHB Housing Market Index - consensus 47, prior 46
11:00 Fed buying $1.25b-$1.75b notes in 23 to 30-year range
11:30 Treasury selling $35b 3-month bills, $30b 6-month bills

Global Economics (Time Zone: GMT)

01:30 CNY China Property Prices
06:45 CHF SECO Economic Forecasts

Earnings

No major earnings


Tuesday, March 19

US Economics (Time Zone: EDT)

08:30 Housing Starts - consensus 915K, prior 890K
08:30 Building Permits - consensus 923K, prior 904K
11:00 Fed to buy $2.75b-$3.5b notes in 7 to 10-year range
11:30 Treasury selling 4-week bills

Global Economics (Time Zone: GMT)

00:30 AUD RBA Policy Meeting Minutes
05:00 JPY Leading Index
09:30 GBP PPI
09:30 GBP CPI
10:00 EUR Eurozone ZEW Economic Sentiment Survey
21:45 NZD Current Account Balance

Earnings

Adobe (ADBE)
Cintas (CTAS)


Wednesday, March 20

US Economics (Time Zone: EDT)

07:00 MBA Mortgage Index
2:00 FOMC Rate Decision
2:30 Fed press conference

Global Economics (Time Zone: GMT)

07:00 EUR German PPI
09:30 GBP BoE Minutes
09:30 GBP Employment numbers
10:00 CHF ZEW Expectations Survey
15:00 EUR Eurozone Consumer Confidence
21:45 NZD GDP
23:50 JPY Trade Balance
11:30 Germany selling EU4b 10yr notes

Earnings

Before:
General Mills (GIS)
Lennar (LEN)
FedEx (FDX)
After:
Jabil Circuit (JBL)
Oracle (ORCL)


Thursday, March 21

US Economics (Time Zone: EDT)

08:30 Initial Claims – consensus 342K, prior 332K
08:30 Continuing Claims – consensus 3075K, prior 3024K
08:58 Markit US PMI Preliminary - consensus 54.9
09:00 House Price Index - consensus 0.7%, prior 0.6%
10:00 Philly Fed - consensus -2.0, prior -12.5
10:00 Existing Home Sales - consensus 5M, prior 4.92M
10:00 Leading Indicators - consensus 0.3%, prior 0.2%
11:00 Fed purchasing $1.25b-$1.75b notes in 23 to 30-year range
1:00 Treasury selling $13b 10yr TIPS 1st reopening

Global Economics (Time Zone: GMT)

01:45 CNY HSBC Flash Manufacturing PMI
04:30 JPY All Industry Activity Index
07:00 CHF Trade Balance
08:00 EUR Eurozone Services/Manufacturing PMI (1st estimate)
09:30 GBP Retail Sales

Earnings

Before:
Ross Stores (ROST)
After:
Nike (NKE)
Conagra (CAG)
Micron Tech (MU)


Friday, March 22

US Economics (Time Zone: EDT)

No major reports
11:00 Fed buying $3b-$3.75b notes in 5.5 to 7-year range

Global Economics (Time Zone: GMT)

09:00 EUR German IFO Business Expectations

Earnings

Before:
Darden Restaurants (DRI)

THIS WEEK'S OUTLOOK

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THIS WEEK'S MARKET MOVERS

THIS WEEK'S MARKET MOVERS

Monday, February 25

US Economics (Time Zone: EDT)

08:30 Chicago Fed (Jan) – prior 0.02
10:30 Dallas Fed (Feb) – prior 5.5
11:00 Fed buying $2.75b-$3.5b notes in 7 to 10-year range
11:30 Treasury selling $35b 3-month bills, $30b 6-month bills
1:00 Treasury selling $35b 2-year notes

Global Economics (Time Zone: GMT)

01:45 CNY HSBC Flash Manufacturing PMI (Feb)
09:30 GBP BBA Loans for Home Purchases (Jan)

Earnings

Before:
3D Systems (DDD)
Dendreon (DNDN)
Hertz (HTZ)
Lowe's (LOW)
After:
Stifel Financial (SF)
Autodesk (ADSK)
Caesars Entertainment (CZR)

Tuesday, February 26
US Economics (Time Zone: EDT)
09:00 S&P/Case-Shiller 20 City MoM (Dec) – consensus 0.55%, prior 0.63%
09:00 S&P/Case-Shiller 20 Composite YoY (Dec) – consensus 6.60%, prior 5.52%
09:00 S&P/Case-Shiller Home Price Index – prior 145.82
09:00 House Price Index MoM (Dec) – consensus 0.6%, prior 0.6%
10:00 Richmond Fed (Feb) – consensus -2, prior -12
10:00 Consumer Confidence (Feb) – consensus 61.2, prior 58.6
10:00 New Home Sales SAAR (Jan) – consensus 380K, prior 369K
11:00 Fed to buy $1.25b-$1.75b notes in 23 to 30-year range
11:30 Treasury selling 4-week bills
1:00 Treasury selling $35b 5-year notes
10:00 Bernanke testifying to Senate Banking Committee on economy/mon policy

Global Economics (Time Zone: GMT)

02:00 NZD Reserve Bank of NZ 2-year Inflation Expectations (1Q)
05:00 JPY Small Business Confidence (Feb)
21:45 NZD Trade Balance (Jan)
23:50 JPY Retail Trade (Jan)

Earnings

Before:
Macy's (M)
AutoZone (AZO)
Home Depot (HD)
RadioShack (RSH)
HollyFrontier (HFC)
After:
Priceline (PCLN)
Gulfport Energy (GPOR)

Wednesday, February 27

US Economics (Time Zone: EDT)

07:00 MBA Mortgage Index
08:30 Durable Goods Orders (Jan) – consensus -4.0%, prior 4.6%
08:30 Durable Goods Ex Transport (Jan) – consensus 0.3%, prior 1.3%
08:30 Capital Goods Orders Nondef Ex Air (Jan) – consensus 0.5%, prior 0.2%
08:30 Capital Goods Shipments Nondef Ex Air (Jan) – consensus -0.8%, prior 0.3%
10:00 Pending Home Sales MoM (Jan) – consensus 2.0%, prior -4.3%
11:00 Fed buying $4.25b-$5.25b notes in 4.5 to 5.5-year range
1:00 Treasury selling $29b 7-year notes
10:00 Bernanke testifies to House Financial Services Committee

Global Economics (Time Zone: GMT)

07:00 CHF UBS Consumption Indicator (Jan)
08:00 CHF KOF Swiss Leading Indicators (Feb)
09:30 GBP GDP (4Q 1st est)
10:00 EUR Eurozone Consumer Confidence (Feb)
23:50 JPY Industrial Production (Jan 1st est)

Earnings

Before:
Cincinnati Bell (CBB)
Target (TGT)
Joy Global (JOY)
Stillwater Mining (SWC)
Starwood Property Trust (STWD)
Fortress Investment Group (FIG)
After:
JCPenney (JCP)
Liberty Media (LBTYA)
Sturm & Ruger (RGR)
Monster Beverage (MNST)
Universal Display (PANL)
Groupon (GRPN)

Thursday, February 28

US Economics (Time Zone: EDT)

08:30 Initial Claims – consensus 356K, prior 341K
08:30 Continuing Claims – consensus 3147K, prior 3114K
08:30 GDP QoQ (Annualized) 4Q 2nd estimate – consensus 0.5%, prior -0.1%
08:30 Personal Consumption 4Q 2nd estimate – consensus 2.3%, prior 2.2%
08:30 GDP Price Index 4Q 2nd estimate - consensus 0.6%, prior 0.6%
08:30 Core PCE QoQ 4Q 2nd estimate – consensus 0.9%, prior 0.9%
09:45 Chicago PMI (Feb) – consensus 54.1, prior 55.6
11:00 Kansas City Fed (Feb) – prior -2

Global Economics (Time Zone: GMT)

00:00 AUD HIA New Home Sales (Jan)
00:01 GBP GfK Consumer Confidence (Feb)
00:30 AUD Private Capital Investment (4Q)
05:00 JPY Housing Starts (Jan)
06:45 CHF GDP (4Q)
08:55 German Unemployment Rate (Feb)
10:00 EUR Eurozone CPI (Jan)
10:00 CHF CPI (Jan)
13:00 EUR German CPI (Feb 1st est)
13:30 CAD Current Account Balance (4Q)
23:30 JPY Unemployment Rate (Jan)

Earnings

Before:
Barnes & Noble (BKS)
Ocwen Financial (OCN)
Sears Holdings (SHLD)
Kohl's (KSS)
After:
Gap (GPS)
Kodiak O&G (KOG)
Deckers (DECK)
Medivation (MDVN)
Salesforce.com (CRM)
Palo Alto Networks (PANW)
Splunk (SPLK)
Molycorp (MCP)

Friday, March 1

US Economics (Time Zone: EDT)

08:30 Personal Income (Jan) – consensus -2.3%, prior 2.6%
08:30 Personal Spending (Jan) – consensus 0.2%, prior 0.2%
08:30 PCE Deflator YoY (Jan) – consensus 1.2%, prior 1.3%
08:30 PCE Core YoY (Jan) – consensus 1.3%, prior 1.4%
08:58 Markit US PMI Final Est (Feb) – prior 55.2
09:55 University of Michigan Confidence (Feb 2nd estimate) – consensus 76.3, prior 76.3
10:00 Construction Spending MoM (Jan) – consensus 0.4%, prior 0.9%
10:00 ISM Manufacturing (Feb) – consensus 52.5, prior 53.1
10:00 ISM Prices Paid (Feb) – consensus 57, prior 56.5
5:00 Total Vehicle Sales (Feb) – consensus 15.10M, prior 15.23M
5:00 Domestic Vehicle Sales (Feb) – consensus 11.95M, prior 12.08M

Global Economics (Time Zone: GMT)

01:00 CNY Manufacturing PMI (Feb)
01:45 CNY HSBC Manufacturing PMI (Feb)
09:00 EUR Eurozone Manufacturing PMI (Feb final est)
09:00 EUR Italian Unemployment Rate (Jan 1st est)
09:30 GBP Manufacturing PMI (Feb)
10:00 EUR Eurozone CPI (Feb)
10:00 EUR Eurozone Unemployment Rate (Jan)
13:30 CAD GDP QoQ Annualized (4Q)

Earnings

Before:
Vanguard Natural Resources (VNR)

THIS WEEK'S MARKET MOVERS

• Monday: Seven companies didn't get the memo that markets are closed and are reporting earnings today, including Express Scripts (NASDAQ:ESRX) and Health South.

• Tuesday: Housing Market Index data will be released at 10:00 a.m. ET, likely setting the tone for the market. Marriott International (NYSE:MAR), and Northeast Utilities (NYSE:NU) will report earnings.

• Wednesday: Housing starts and producer price data are released at 8:30 a.m. ET. The maker of Sam Adams beer, Boston Beer Co (NYSE:SAM), and luxury home builder Toll Brothers (NYSE:TOL) will report earnings.

• Thursday: Consumer prices and jobless claims are reported at 8:30 a.m. ET, and existing home sales data will be reported at 10:00 a.m. ET. Nordstrom (NYSE:JWN) reports earnings, providing some additional insight into the higher end retail market.

• Friday: No major reports or earnings are set to be released.