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FactSet StreetAccount Summary - Week Ahead: November 16-20

Nov 16, 2015

Snapshot:

Third quarter earnings volume sees a modest uptick dominated by retail and tech reporters; names likely to be in focus include HD, LOW, TGT, CRM and SPLK. Economic highlights include industrial production early in the week, followed by FOMC meeting minutes and housing data here in the US; while GDP data from Japan and ECB minutes from Europe round out the week overseas.

Monday 16-Nov:

Corporate:

  • Earnings:
    • Pre-open: DDS
    • Post-close: A, NORD, NUAN, URBN
  • Analyst meetings: GGP, HAS, ICPT, RAI
  • Brokerage conferences:
    • JP Morgan Global TMT
    • UBS Global Tech Conference

Economic:

  • Global: G20 Leaders Summit
  • US: Empire State Survey
  • Europe: Eurozone HICP inflation
  • Asia: Japan GDP (Q2-1st)

Tuesday 17-Nov:

Corporate:

  • Earnings:
    • Pre-open: DKS, HD, TJX, WMT
    • Post-close: JACK, LZB
  • Analyst meetings: CAT, HTZ, MDR, MON, QRVO, RDN, SYNA
  • Brokerage conferences:
    • Bank of America Merrill Lynch Banking and Financial Services
    • JP Morgan Global TMT
    • Morgan Stanley Global Consumer and Retail
    • Stifel Healthcare
    • UBS Global Tech

Economic:

  • US: Consumer Prices, Core CPI, Industrial Production, Fed's Tarullo speaks
  • Europe: Germany ZEW survey, UK CPI, RPI

Wednesday 18-Nov:

Corporate:

  • Earnings:
    • Pre-open: L.CN, LOW, MRU.CN, SPLS, TGT
    • Post-close: CRM, GMCR, LB, NTAP
  • Brokerage conferences:
    • Barclays Global Auto
    • Bank of America Merrill Lynch Banking and Financial Services
    • Jefferies Healthcare
    • Morgan Stanley Global Consumer
    • Stifel Healthcare
    • UBS Global Tech
  • Analyst meetings: CA, LGND, MON, OC, SGI, TSEM, WBS, WPP
  • IPO pricing: ABN.NA, CONG, MIME, MTCH, SQ

Economic:

  • US: Housing Starts, Building Permits, FOMC meeting minutes (Oct), Fed's Dudley, Mester and Lockhart speak
  • Asia: Japan BOJ Policy meeting and press conference, Exports

Thursday 19-Nov:

Corporate:

  • Earnings:
    • Pre-open: BBY, BKE, BONT, KIRK, LQDT, SJM, SMRT, SPB, SSI
    • Post-close: ADSK, ASYS, ESL, GPS, INTU, NGVC, NMBL, ROST, SPLK, ULTA, WSM
  • Brokerage conferences:
    • Barclays Global Auto
    • Jefferies Healthcare
    • UBS Global Tech
  • Analyst meetings: CAH, DWRE, INTC, RF, ROK, WBS
  • IPO Pricing: DLTH, NBLX, TRUK

Economic:

  • US: Philly Fed Survey
  • Europe: UK Retail sales, ECB meeting minutes

Friday 20-Nov:

Corporate:

  • Earnings:
    • Pre-open: ANF, DXLG, FL, GMAN, HIBB, SIRO
  • Analyst meeting: K

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