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Macro Views: Week Ahead

FactSet StreetAccount Summary - Week Ahead: May 18-22
18 May 2015 12:32 pm

Snapshot:

First quarter earnings volume sees a modest uptick dominated by retail and tech reporters. Retail expectations remain muted on weather related concerns and a sluggish demand environment - names likely to be in focus include HD, LOW, INTU and CRM - a robust docket of analyst meetings and brokerage conferences round out the corporate schedule. Economic highlights include flash PMI, FOMC minutes and housing data here in the US; while flash PMI data out of Europe and China and Germany's Ifo survey round out the week overseas.

Monday 18-May:

Corporate:

  • Earnings:
    • Post-close: A, URBN
  • Brokerage conferences:
    • JP Morgan Global TMT
    • UBS Health Care
  • Analyst meeting: BAX, CSIQ, POL
  • PDUFA: ALKS, JNJ

Economic:

  • US: NAHB Housing Market Index
  • Asia: Japan Machinery Orders
Tuesday 19-May:

Corporate:

  • Earnings:
    • Pre-open: DKS, HD, RRGB, SSI, TJX, WMT
    • Post-close: ADSK, ADI, CSC, HEI, NDSN
  • Analyst meetings: BAX, CLGX, HAE, RGA
  • Brokerage conferences:
    • Barclays Americas Select
    • JP Morgan Global TMT
    • JP Morgan Consumer and Retail
    • SunTrust Financial Services
    • UBS Health Care

Economic:

  • US: Housing Starts, Building Permits
  • Europe: Eurozone HICP Inflation, Germany ZEW Index, UK CPI and RPI (Apr)
  • Asia: RBA policy meeting
Wednesday 20-May:

Corporate:

  • Earnings:
    • Pre-open: AEO, CTRN, EV, HRL, LOW, SPLS, TGT
    • Post-close: BRS, CRM, LB, NTAP, SCVL, SNPS, WSM
  • Analyst meetings: FAF, FE, GNRC, JNJ, TMO, TSS
  • Brokerage conferences:
    • Barclays Americas Select
    • JP Morgan Global TMT
    • JP Morgan Consumer and Retail
    • SunTrust Financial Services
    • UBS Health Care
  • IPO Pricing: BKFS, BZUN, CHCT, PGND, SHOP

Economic:

  • US: FOMC meeting minutes
  • Europe: BoE MPC minutes
  • Asia: Japan GDP (Q1-1st)
Thursday 21-May:

Corporate:

  • Earnings:
    • Pre-open: AAP, BBY, BKE, BONT, DLTR, KIRK, MNRO, PDCO, QSII, SMRT, TTC, VSAT
    • Post-close: ARO, BRCD, GPS, HPQ, INTU, ROST
  • Analyst meetings: AFL, AOS, FLIR, FLTX, TRS
  • Brokerage conferences:
    • Barclays Americas Select

Economic:

  • US: PMI (May-flash), Existing Home Sales, Philly Fed Survey
  • Europe: Eurozone Composite/Manufacturing/Services PMI (May-flash), Consumer Confidence, UK Retail Sales
  • Asia: China HSBC Manufacturing PMI (May-flash), Japan Manufacturing PMI (May)
Friday 22-May:

Corporate:

  • Earnings:
    • Pre-open: ANN, CPB, DE, FL, HIBB, MENT

Economics:

  • US: Consumer Prices (Apr), Core CPI (Apr)
  • Europe: Germany Ifo (May)
  • Asia: BOJ policy meeting/press conference