La semaine Macro Micro aux US

27 Octobre 2014 , Rédigé par Ylan CATTAN Publié dans #Gerant Privé, #gestion de portefeuille, #Gestion d'actifs, #Gestion Privée, #Profits and Benefits, #Private Banking, #Allocation d'actifs, #Audit portefeuille, #analyse fondamentale

October 27 - 31October 25, 2014 4:40:10 AM (GMT)

Snapshot:
- The third quarter earnings season continues forward as overall volume remains high for another week. Noteworthy releases from energy (COP and XOM), tech ( EXPE, LNKD) and pharma (MRK, and PFE) will be in focus. The economic calendar will also garner some attention as the week's FOMC meeting, durable goods, and core PCE look to be the primary focal points; while overseas attention will likely be centered on October flash CPI data out of Europe.
Monday 27-Oct:
- Corporate:
  - Earnings:
    - Pre-open: AWI, BEN, BKW, HUN, MRK, ROP, STX, TEN
    - Post-close: AMGN, BWLD, CF, DENN, HLS, MAS, MTW, TWTR, UHS
  - Analyst meeting: SCHW
- Economic:
  - US: Services PMI (Oct-flash), Pending Home Sales
  - Europe: Eurozone M3 Money Supply, Germany Ifo Survey
Tuesday 28-Oct:
- Corporate:
  - Earnings:
    - Pre-open: AET, AMG, ANG, COH, CMI, CVLT, DD, GLW, HCA, HOT, LH, MMC, NBL, PFE, PH, SHW, SIRI, SNCR
    - Post-close: APC, CHRW, EA, ESRX, FB, FISV, GILD, MAR, NCR, NFX, PNRA, SM, TSS, ULTI, VRTX, WDC
  - Analyst meeting: KR
  - IPO Pricing: SHLX
- Economic:
  - US: Durable Goods, Case-Shiller Index, Consumer Confidence
  - Europe: Italy Business Confidence
  - Asia: Japan Retail Sales
Wednesday 29-Oct:
- Corporate:
  - Earnings:
    - Pre-open: ADP, ETN, GRMN, HES, IACI, LVLT, MTH, PX, RL, TEL, TMUS, VSI, WLP, WM, XRAY
    - Post-close: AKAM, ALL, BIDU, CAR, CRL, EQIX, FFIV, FMC, HBI, JDSU, KRFT, NE, RRC, SFLY, V, VPRT
  - Analyst meeting: GCI, KSS
  - IPO Pricing: BOOT, SIEN
- Economic:
  - US: FOMC Policy Statement
  - Europe: Eurozone ECB Bank Lending Survey, UK Mortgage Approvals
  - Asia: Japan Industrial Production
Thursday 30-Oct:
- Corporate:
  - Earnings:
    - Pre-open: ABC, AMT, AVP, BWA, CAH, CI, COP, CME, JCI, K, LLL, MA, MO, MOS, MGM, NOV, TEVA, TWC, UTHR, UPL
    - Post-close: BYD, CCI, CROX, DRC, EMN, EXPE, FLR, GPRO, GRPN, IMPV, OIS, LNKD, MHK, SBUX, TPX, TRMB, TTS Analyst meeting: JNPR, KMX, MAT PDUFA: VELO.DC
- Economic:
  - US: Initial Jobless Claims, GDP (Q3-1st)
  - Europe: Eurozone Economic Sentiment, Germany HICP/CPI (Oct-1st), Spain GDP (Q3-1st)
Friday 31-Oct:
- Corporate:
  - Earnings:
    - Pre-open: AON, AXL, CHTR, COL, COMM, CVX, GWR, HLT, ITT, LM, NWL, RUTH, SPR, XOM, WY
    - PDUFA: MRK
- Economics:
  - US: ECI, Personal Spending, Core PCE Index, U of M Consumer Confidence
  - Europe: Eurozone HICP Inflation (Oct-flash), Unemployment, Italy HICP Inflation
  - Asia: China NBS non-manufacturing PMI / HSBC Manufacturing PMI (Sunday night), BOJ Policy Meeting/Rate Decision, Outlook Report, Core CPI