THIS WEEK'S MARKET MOVERS

time (et)	report	period	Actual	CONSENSUS forecast	previous
MONDAY, MAY 12
2 pm	Federal budget	April		--	$113 bln
Tuesday, MAY 13
8:30 am	Retail sales	April		0.4%	1.1%
8:30 am	Retail sales ex-autos	April		0.6%	0.7%
8:30 am	Import price index	April		-0.1%	0.6%
10 am	Business inventories	March		0.4%	0.4%
WEDNESDAY, MAY 14
8:30 am	Producer price index	April		0.2%	0.5%
Thursday, May 15
8:30 am	Jobless claims	5/10		321,000	319,000
8:30 am	Consumer price index	April		0.3%	0.2%
8:30 am	Core CPI	April		0.2%	0.2%
8:30 am	Empire state index	May		5.0	1.3
9:15 am	Industrial production	April		-0.2%	0.7%
9:15 am	Capacity utilization	April		78.9%	78.9%
10 am	Home builders' index	May		48	47
10 am	Philly Fed	May		14.2	16.6
FRIDAY, MAY 16
8:30 am	Housing starts	April		980,000	946,000
9:55 am	UMich consumer sentiment	May		85.0	84.1

THIS WEEK'S MARKET MOVERS

time (et)	report	period	Actual	CONSENSUS forecast	previous
MONDAY, MAY 5
10 am	ISM nonmanufacturing	April	55.2%	54.2%	53.1%
2 pm	Senior loan officers' survey
Tuesday, MAY 6
8:30 am	Trade deficit	March		-$40.0 bln	-$42.3 bln
WEDNESDAY, MAY 7
8:30 am	Productivity	1Q		-1.1%	1.8%
8:30 am	Unit labor costs	1Q		--	-0.1%
10 am	Janet Yellen testimony
3 pm	Consumer credit	March		--	$16.5 bln
Thursday, May 8
8:30 am	Jobless claims	5/3		325,000	344,000
FRIDAY, MAY 9
10 am	Job openings	March		--	4.2 mln
10 am	Wholesale inventories	March		--	0.5%

THIS WEEK'S MARKET MOVERS

time (et)	report	period	Actual	forecast	previous
MONDAY, APRIL 28
10 am	Pending home sales	March		--	-0.8%
Tuesday, APRIL 29
9 am	Case-Shiller home prices	Feb.		--	13.2% y-o-y
10 am	Consumer confidence index	April		83.2	82.3
10 am	Rental vacancy rate	Q1		--	8.2%
WEDNESDAY, APRIL 30
8:15 am	ADP employment	April		--	191,000
8:30 am	GDP	1Q		1.0%	2.6%
8:30 am	Employment cost index	1Q		0.5%	0.5%
9;45 am	Chicago PMI	April		56.1	55.9
2 pm	FOMC statement
Thursday, May 1
8:30 am	Jobless claims	4/26		322,000	329,000
8:30 am	Personal income	March		0.4%	0.3%
8:30 am	Consumer spending	March		0.6%	0.3%
9:45 am	Markit PMI	April		--	N/A
10 am	ISM	April		54.4%	53.7%
10 am	Construction spending	March		0.5%	0.1%
TBA	Motor vehicle sales	April		16.3 mln	16.3 mln
FRIDAY, MAY 2
8:30 am	Nonfarm payrolls	April		218,000	192,000
8:30 am	Unemployment rate	April		6.6%	6.7%
10 am	Factory orders	March		1.3%	1.6%

THIS WEEK'S MARKET MOVERS

time (et)	report	period	Actual	CONSENSUS forecast	previous
MONDAY, APRIL 21
8:30 am	Chicago Fed national activity	March	0.0	--	-0.14 3-month
10 am	Leading indicators	March	0.8%	--	0.5%
Tuesday, APRIL 22
9 am	FHFA home price index	Feb.	6.9% y-o-y	--	7.2% y-o-y
10 am	Existing home sales	March	4.59 mln	4.55 mln	4.60 mln
WEDNESDAY, APRIL 23
9 am	Market "flash" PMI	April		--	55.5
10 am	New home sales	March		450,000	440,000
Thursday, APRIL 24
8:30 am	Jobless claims	4/19		315,000	304,000
8:30 am	Durable goods orders	March		1.8%	2.2%
FRIDAY, APRIL 25
9:55 am	UMich consumer sentiment	April		82.8	82.6

THIS WEEK'S MARKET MOVERS

time (et)	report	period	Actual	forecast	previous
MONDAY, APRIL 14
8:30 am	Retail sales	March		0.8%	0.3%
8:30 am	Retail sales ex-autos	March		0.4%	0.3%
10 am	Business inventories	Feb.		0.5%	0.4%
Tuesday, APRIL 15
8:30 am	Consumer price index	March		0.1%	0.1%
8:30 am	Core CPI	March		0.1%	0.1%
8:30 am	Empire state index	April		7.8	5.6
10 am	Home builders' index	April		51	47
WEDNESDAY, APRIL 16
8:30 am	Housing starts	March		995,000	907,000
9:15 am	Industrial production	March		0.4%	0.6%
9:15 am	Capacity utilization	March		78.7%	78.4%
12:25 pm	Yellen speech in New York
2 pm	Beige Book				--
Thursday, APRIL 17
8:30 am	Jobless claims	4/17		N/A	300,000
10 am	Philly Fed	April		9.8	9.0
FRIDAY, APRIL 18
10 am	Leading indicators	March		--	0.5%

THIS WEEK'S MARKET MOVERS

time (et)	report	period	Actual	forecast	previous
MONDAY, APRIL 7
3 pm	Consumer credit	Feb.		--	$13.7 bln
Tuesday, APRIL 8
7:30 am	NFIB small business index	March		--	91.4
10 am	Job openings	Feb.		--	4 mln
WEDNESDAY, APRIL 9
10 am	Wholesale inventories	Feb.		--	0.6%
2 pm	FOMC minutes	3/19			--
Thursday, APRIL 10
8:30 am	Jobless claims	4/10		N/A	326,000
8:30 am	Import price index	March		0.1%	0.9%
2 pm	Federal budget	March		--	-$107 bln
FRIDAY, APRIL 11
8:30 am	Producer price index	March		0.1%	-0.1%
9:55 am	UMich consumer sentiment	April		81.0	80.0

THIS WEEK'S MARKET MOVERS

time (et)	report	period	Actual	CONSENSUS forecast	previous
MONDAY, MARCH 31
9:45 am	Chicago PMI	March		60	59.8
TUESDAY, APRIL 1
9:45 am	Markit PMI	March		--	55.5
10 am	ISM	March		53.9%	53.2%
10 am	Construction spending	Feb.		-0.3%	0.1%
TBA	Motor vehicle sales	March		15.8 mln	15.3 mln
WEDNESDAY, APRIL 2
8:15 am	ADP employment	March		--	139,000
10 am	Factory orders	Feb.		1.2%	-0.7%
THURSDAY, APRIL 3
8:30 am	Weekly jobless claims	3-22		320,000	311,000
8:30 am	Trade deficit	Feb.		-39.6 bln	-$39.1 bln
10 am	ISM nonmanufacturing	March		53.2%	51.6%
FRIDAY, APRIL 4
8:30 am	Nonfarm payrolls	March		200,000	175,000
8:30 am	Unemployment rate	March		6.6%	6.7%