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The Week Ahead

Snapshot:

Corporate activity increases with the start of the first quarter earnings season as AA reports Monday after the close.

Financials dominate the balance of the notable releases for the week, including JPM, BAC, BLK, PNC, WFC, C and SCHW.

An early read from the technology sector may come from ADTN and TSM, with additional industrials CSX and DAL reporting this week.

On the economic front, industrial production, consumer prices, and March CPI should get much of the attention in the US.

Overseas the week will see a host of data out of China, including industrial production, CPI/PPI, and Q1 GDP – while Eurozone inflation data is also due to be released.

Monday 11-Apr:

Corporate:

  • Earnings:
    • Post-close: AA, OZRK
  • Brokerage Conferences:
    • IPAA Oil & Gas Symposium
  • Analyst Meeting:
    • SOY.CN, TIF

Economic:

  • US: NY survey of consumer expectations (Mar)
  • Europe: Italy Industrial production (Feb)
  • Asia: China CPI (Mar), Japan machinery orders (Feb)

Tuesday 12-Apr:

Corporate:

  • Earnings:
    • Pre-open: FAST
    • Post-close: ADTN, CSX, DTEA, LAYN
  • Brokerage Conferences:
    • Needham Healthcare
    • IPAA Oil & Gas Symposium
  • Analyst Meeting:
    • AYR, DLPH, FLO, GME

Economic:

  • US: Import prices, and ex-petroleum (Mar), Budget statement (Mar)
  • Europe: Germany HICP inflation (Mar-final), U.K. CPI and RPI (Mar)
  • Asia: India CPI (Mar), India industrial production (Feb)

Political:

  • Primaries: AL

Wednesday 13-Apr:

Corporate:

  • Earnings:
    • Pre-open: CBSH, CRJ.B.CN, JPM
    • Post-close: CCA.CN
  • Brokerage Conferences:
    • BMO Capital Markets Fixed Income Real Estate
    • Needham Healthcare
  • Analyst Meeting:
    • LAYN

Economic:

  • US: Retail sales (Mar), Fed Beige book, PPI (Mar)
  • Europe: France HICP inflation (Mar-final), Euro area industrial production (Feb)
  • Asia: China exports & trade balance (Mar), Japan PPI (Mar), Japan M2 (Mar)

Thursday 14-Apr:

Corporate:

  • Earnings:
    • Pre-open: BAC, BLK, DAL, FRC, PNC, SJR.B.CN, TSM, WFC
    • Post-close: INFY
  • Brokerage Conferences:
    • CIBC Real Estate
    • Morgan Stanley Triple Net REIT
    • Morgan Stanley Infectious Disease Diagnostics
    • EnerCom Oil & Gas

Economic:

  • US: Consumer prices (Mar), Core CPI (Mar)
  • Europe: Euro area HICP inflation (Mar-final), U.K. BoE policy rate meeting (Apr)
  • Asia: Australia employment (Mar)

Friday 15-Apr:

Corporate:

  • Earnings:
    • Pre-open: C, FHN, RF, SCHW
  • Brokerage Conferences:
    • EnerCom Oil & Gas Conference
    • PUDFA
    • Mycapssa – CHMA

Economic:

  • US: Empire state survey (Apr), Industrial Production (Mar), Univ. of Michigan consumer sentiment
  • Asia: China GDP (Q1), China Industrial production (Mar) 
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