Global Macro Perspectives
Many big names reporting next week. Potential fireworks. Important U.S. earnings this week: Monday: Martin Luther King Jr. Day All Markets Closed Tuesday: Citigroup (C), CSX (CSX), International Business Machines (IBM) Wednesday: Coach (COH), Northern Trust (NTRS), US Bancorp (USB), eBay (EBAY), Wells Fargo & Company (WFC), Morgan Stanley (MS), The Bank of New York […]
Earnings season starts this week. Looks it will have the same flavor as last couple of earnings seasons. Important U.S. earnings this week: Monday: Bank Mutual (BKMU), Skyline (SKY), Alcoa (AA), Audiovox (VOXX), WD-40 (WDFC), Volt Information Sciences Inc. (VOL), Helen of Troy (HELE) Tuesday: The Great Atlantic & Pacific Tea Company (GAP), Supervalu (SVU), […]
We start with a busy week. Important U.S. earnings this week: Monday: Skyline (SKY), Audiovox (VOXX), Texas Industries (TXI), Matrix Service (MTRX), Calavo Growers (CVGW), Tuesday: Carter’s (CRI), SYNNEX (SNX), Sonic (SONC), Wednesday: Monsanto (MON), Immucor (BLUD), Zep (ZEP), RPM International (RPM), UniFirst (UNF), Acuity Brands (AYI), Christopher & Banks (CBK), Worthington Industries (WOR), Shaw […]
The last trading week of the year is ahead of us, only a few economic announcements and a couple of earnings announcements. Important U.S. earnings this week: Monday: Carter’s (CRI), Cal-Maine Foods (CALM) Important U.S. economic data: Tuesday: ICSC-Goldman Store Sales, S&P Case-Shiller HPI, Consumer Confidence Wednesday: MBA Purchase Applications, Chicago PMI, EIA Petroleum Status […]
Important U.S. earnings this week: Tuesday: Best Buy Co. (BBY), Adobe Systems (ADBE), Wednesday: Apogee Enterprises (APOG), Nordson (NDSN), Joy Global (JOYG) Thursday: Actuant Corporation (ATU), Darden Restaurants (DRI), FedEx Corporation (FDX), General Mills (GIS), Nike (NKE), Research In Motion (RIMM), Rite Aid (RAD), Winnebago Industries (WGO) Friday: CarMax (KMX) Important U.S. economic data: Tuesday: […]
Important U.S. earnings this week: Monday: Blyth (BTH), Casey’s General Stores (CASY), Pep Boys – Manny, Moe & Jack (PBY), Integral Systems (ISYS), Volt Information Sciences (VOL), Financial Federal (FIF) Tuesday: Comtech Telecommunications (CMTL), SAIC (SAI), Kroger (KR), The Cooper Companies (COO), H&R Block (HRB), AeroVironment (AVAV), CKE Restaurants (CKR), Korn/Ferry International (KFY), Sanderson Farms […]
Monday: Financial Federal (FIF), New Jersey Resources (NJR), Comtech Telecommunications (CMTL), Guess? (GES), Cantel Medical (CMN), Gerber Scientific (GRB), Volt Information Sciences (VOL), Thor Industries (THO), Steak n Shake (SNS) Tuesday: Calavo Growers (CVGW), Landauer (LDR), Universal Technical Institute (UTI), Staples (SPLS), Copart (CPRT) Wednesday: Cascade (CASC), Jo-Ann Stores (JAS), Aeropostale (ARO), Synopsys (SNPS), Collective […]
Important U.S. earnings this week: Monday: Analog Devices (ADI), Atwood Oceanics (ATW), Brocade Communications Systems (BRCD), Hewlett-Packard (HPQ), Nuance Communications (NUAN), Tech Data Corporation (TECD), Tyson Foods (TSN), Valspar (VAL) Tuesday: American Eagle Outfitters (AEO), Barnes & Noble (BKS), Blue Coat Systems (BCSI), H.J. Heinz Company (HNZ), Hormel Foods Corporation (HRL), J. Crew Group, Inc.(JCG), […]
Important U.S. earnings this week: Monday: Carter’s (CRI), Lowe’s (LOW) Tuesday: Concur Technologies (CNQR), Target (TGT), Autodesk (ADSK), TJX Companies (TJX), Home Depot (HD), Jacobs Engineering Group (JEC), Salesforce.com (CRM) Wednesday: BJ’s Wholesale Club (BJ), NetApp (NTAP), Jack in the Box (JACK), Chico’s FAS (CHS), Donaldson Company (DCI), Petsmart (PETM), Woodward Governor (WGOV), Phillips-Van Heusen […]
Crude oil stocks edged higher 1.8 million barrels; gasoline stocks up 0.8 million barrels; other oils down 4 million barrels; total stocks up 0.9 million barrels. Refinery utilization rate at 79.9% down from 80.6% last week; inputs into refineries hitting new low. Net imports up 0.4 million barrels, at lowest levels in this decade. To […]
Important U.S. earnings this week:
* Monday: Tesoro Corporation (TSO), Dril-Quip (DRQ), Rockwell Automation (ROK), Sempra Energy (SRE), Electronic Arts (ERTS), Priceline.com (PCLN), Hologic (HOLX), Quicksilver Resources (KWK), Windstream (WIN), Nationwide Health (NHP), Fluor (FLR), NBTY (NTY), Hospitality Property (HPT)
Important U.S. earnings this week:
* Monday: Sysco (SYY), Loews (L), Chesapeake Energy (CHK), Anadarko Petroleum (APC), Consolidated Edison (ED), Ford Motor (F)
With 85% reporting companies beating consensus, skeptical as I am it , I think that relates more to low expectations more than companies outperforming. It’s my impression that we have bubbles forming in many market segment, but no catalyst to reverse the process. Given the many times stated will by major central bankers to extend low interest rate environment the price disruptions could continue for some time and even higher levels.