Sunday, October 5, 2003
Issue Contents:
| 13:53 | U.S. Economic Calendar |
| 15:25 | Headlines and Reaction |
Monday, October 6
Yom Kippur started at sunset, October 5. President George W. Bush hosts Kenyan President Mwai Kibaki at the White House for state visit.
- 11:00AM 5-Year Note Announcement
- 11:00AM 4-Week Bill Announcement
- 1:00PM 3-Month Bill Auction
- 1:00PM 6-Month Bill Auction
- 3:00PM Treasury STRIPS
Earnings Expected Today (BMO=Before Market Open):
|
GY GenCorp Inc. Q3 2003 -$ 0.06 6-Oct BMO |
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HTE.L HIT Entertainment plc Q5 2003 n/a 6-Oct BMO |
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ISIG Insignia Systems Q3 2003 $ 0.02 6-Oct BMO |
Tuesday, October 7
- 7:45AM BTM-UBSW Store Sales
- 8:55AM Redbook
- 1:00PM 4-Week Bill Auction
- 3:00PM Consumer Credit
- 5:30PM Dallas Federal Reserve Bank President Robert McTeer addresses the New York University Money Marketeers, in New York.
Earnings Expected Today (AMC = After Market Close):
|
AA ALCOA Q3 2003 $ 0.30 7-Oct |
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AMB AMB Property Corporation Q3 2003 $ 0.51 7-Oct AMC |
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APOL Apollo Group Q4 2003 $ 0.34 7-Oct BMO |
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FJC Fedders Q4 2003 n/a 7-Oct AMC |
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HRLY Herley Industries Q4 2003 $ 0.26 7-Oct BMO |
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MBWM Mercantile Bank Corporation Q3 2003 $ 0.41 7-Oct BMO |
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MTN.L Matalan plc Q6 2003 n/a 7-Oct BMO |
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PEP PepsiCo Q3 2003 $ 0.62 7-Oct BMO |
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RI Ruby Tuesday Q1 2004 $ 0.36 7-Oct BMO |
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YUM Yum! Brands, Inc. Q3 2003 $ 0.52 7-Oct AMC |
Wednesday, October 8
- 7:00AM MBA Purchase Applications
- 10:00AM Wholesale Trade
- 1:00PM 5-Year Note Auction
Earnings Expected Today:
|
BRO Brown & Brown Q3 2003 $ 0.37 8-Oct AMC |
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CIX.TO C. I. Fund Management Q1 2004 n/a 8-Oct |
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COST Costco Wholesale Corporation Q4 2003 $ 0.47 8-Oct BMO |
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DNA Genentech, Inc. Q3 2003 $ 0.25 8-Oct AMC |
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HARB Harbor Florida Bancshares Q4 2003 $ 0.42 8-Oct |
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ISCA International Speedway Q3 2003 $ 0.68 8-Oct BMO |
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JJB.L JJB Sports plc Q6 2003 n/a 8-Oct 2:00 AM |
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RBN Robbins & Myers Q4 2003 $ 0.36 8-Oct |
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RPM RPM INTL INC Q1 2004 $ 0.40 8-Oct BMO |
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SAAB.ST SAAB Q3 2003 n/a 8-Oct |
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SBL Symbol Technologies Inc. Q3 2003 $ 0.08 8-Oct |
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SONS Sonus Networks Q3 2003 -$ 0.01 8-Oct |
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SUMX Summa Industries Q4 2003 $ 0.21 8-Oct |
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SVU Supervalu Inc. Q2 2004 $ 0.46 8-Oct BMO |
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TKN.TO Teknion Corporation Q3 2003 n/a 8-Oct |
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WIN Winn-Dixie Stores Q1 2004 $ 0.00 8-Oct AMC |
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YHOO Yahoo, Inc. Q3 2003 $ 0.09 8-Oct AMC |
Thursday, October 9
- 7:00AM Bank of England Interest Rate Policy Annoucement
- 8:30AM Jobless Claims
- 11:00AM 3-Month Bill Announcement
- 11:00AM Chain Store Sales
- 11:00AM 6-Month Bill Annoucement
- 4:30PM Money Supply
Earnings Expected Today:
|
ABT Abbott Laboratories Q3 2003 $ 0.53 9-Oct BMO |
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ACN Accenture Q4 2003 $ 0.25 9-Oct BMO |
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ADX Adams Express Q3 2003 n/a 9-Oct |
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AMHC American Healthways Q4 2003 $ 0.27 9-Oct AMC |
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ARA ARACRUZ CELULOSE S A Q3 2003 $ 0.57 9-Oct |
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ARIS.OB ARI Network Services Q4 2003 n/a 9-Oct AMC |
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AWRE Aware, Inc Q3 2003 -$ 0.07 9-Oct AMC |
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CACB Cascade Bancorp Q3 2003 $ 0.27 9-Oct |
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CBSH Commerce Bancshares, Inc. Q3 2003 $ 0.73 9-Oct BMO |
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DFS.L DFS Furniture Company plc Q5 2003 n/a 9-Oct BMO |
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ESIO Electro Scientific Industries, Inc. Q1 2004 n/a 9-Oct AMC |
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FELE Franklin Electric Q3 2003 $ 0.91 9-Oct AMC |
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FNFG First Niagara Financial Group, Inc. Q3 2003 $ 0.15 9-Oct BMO |
|
HAND Handspring, Inc. Q1 2004 -$ 0.09 9-Oct AMC |
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HBHC Hancock Holding Company Q3 2003 $ 0.79 9-Oct AMC |
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INDB Independent Bank Corp. Q3 2003 $ 0.48 9-Oct AMC |
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INFY Infosys Technologies LTD Q2 2004 $ 0.45 9-Oct AMC |
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JNPR Juniper Networks Q3 2003 $ 0.03 9-Oct AMC |
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MAR Marriott International Q3 2003 $ 0.38 9-Oct BMO |
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MDC M.D.C Holdings Q3 2003 $ 1.68 9-Oct BMO |
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MTCH Metron Technology Q1 2004 -$ 0.26 9-Oct AMC |
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NTWK Netsol Technologies Q1 2004 n/a 9-Oct |
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PTNX Printronix Q2 2004 $ 0.00 9-Oct AMC |
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STI SunTrust Q3 2003 $ 1.17 9-Oct BMO |
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STRT Strattec Security Corp. Q1 2004 $ 1.00 9-Oct |
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VIS.OL VISMA ASA Q3 2003 n/a 9-Oct |
Friday, October 10
Early close for bonds, ahead of the U.S. Columbus Day/Canadian Thanksgiving long weekend.
- 8:30AM International Trade
- 8:30AM Producer Price Index
Earnings Expected Today:
|
BEZ Baldor Electric Q3 2003 $ 0.20 10-Oct BMO |
|
DDS.TO Labopharm Inc. Q3 2003 n/a 10-Oct |
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GE General Electric Q3 2003 $ 0.40 10-Oct BMO |
|
INFT Inforte Q3 2003 $ 0.02 10-Oct BMO |
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MTB M&T Bank Corporation Q3 2003 $ 1.37 10-Oct BMO |
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NOR.OL Norman ASA Q3 2003 n/a 10-Oct |
|
OCENY Océ N.V. Q3 2003 n/a 10-Oct BMO |
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PERG.ST Pergo AB Q3 2003 n/a 10-Oct |
We've got a big week ahead of us in earnings on the U.S. Market Calendar. Let's take a look at the headlines. Here we go again...
Reuters: Earnings May Drive Stocks Higher
NEW YORK — Stocks are expected to rise next week as investors focus on the start of the third-quarter earnings reporting season, which has generated a good buzz.The market should build on its gains this week as corporate profits may be better than expected, analysts say. With very few earnings warnings in the run-up to the reporting period, it could turn into a good quarter.
WSJ.com: Economic growth and corporate earnings are expected to boom in the third quarter. But whether all the money the government has thrown at the economy will have lasting effects into 2004 remains in question.
REACTION: Short memories. As quickly as they wrote off the market two weeks ago after the Dollar tumbled, they've changed their minds because of three up days. Of course, it's a test of top on the daily charts.
WSJ.com: The U.N. called an emergency meeting of the Security Council after Israeli warplanes bombed an alleged Islamic Jihad training base deep in Syria. Arafat named Qureia prime minister and appointed an emergency cabinet. Arab leaders warned that violence could spread through the region.
REACTION: Duh! Violence has been going on in the region for the last 2,000 years! And what do we supposed the U.N. is going to do about anything? Perhaps they can organize a cocktail party. After all, it's officially United Nations Day on October 24.