News, analysis and personal reflections on the markets & the financial sector

Monday, December 1, 2008

The Week Ahead

Tuesday, December 2:
Earnings: Beazer Homes (BZH), Sears Holdings (SHLD), Staples (SPLS),
Marvell (MRVL)

Economic Data: Auto and Truck Sales (Nov.)

Events: General Electric (GE) gives general business update on GE
Capital

Conferences: Credit Suisse Global Airline Conference... Credit
Suisse Tech Conference (Day 1 of 4)... FBR Capital Markets Investor
Conference (Day 1 of 2)... Piper Jaffray Health Care Conference (Day
1 of 2)... Citi Chemicals Conference... Merrill Lynch Global Energy
Conference (Day 1 of 2)

Fed Speakers: Philadelphia Fed President Plosser speaks about U.S.
economic outlook (12:30 PM ET)... Treasury Secretary Paulson speaks
about the U.S.-China economic dialogues to take place on Thursday and
Friday

Wednesday, December 3:
Earnings: Del Monte (DLM), Aeropostale (ARO)

Economic Data: ADP Employment Report (Nov.)... Revised Productivity
(Q3)... ISM Services (Nov.)... Fed's Beige Book

Events: Weekly Crude Inventories (week ended Nov. 29)

Conferences: Credit Suisse Tech Conference (Day 2 of 4)... FBR
Capital Markets Investor Conference (Day 2 of 2)... Piper Jaffray
Health Care Conference (Day 2 of 2)... Merrill Lynch Global Energy
Conference (Day 2 of 2)... Standard & Poor's Bank Conference

Fed Speakers: Richmond Fed President Lacker to speak about U.S.
financial conditions; CEOs of Bank of America, Wachovia and Duke
Energy are also participating (12:30 PM ET)

Thursday, December 4:
Earnings: Toll Brothers (TOL), Williams-Sonoma (WSM), Novell (NOVL)

Economic Data: Factory Orders (Oct.)... Weekly Initial Jobless Claims
(week ended Nov. 29)

Events: Retailers report same-store sales... Merck (MRK) fourth
quarter guidance call... DuPont (DD) 2009 update... Treasury
Secretary Paulson leads Strategic Economic Dialogue talks in China
(Day 1 of 2)

Conferences: Credit Suisse Tech Conference (Day 3 of 4)

Fed Speakers: Chicago Fed President Evans speaks to bankers (10:45 AM
ET)

Friday, December 5:
Earnings: Big Lots (BIG)

Economic Data: Employment Report (Nov.)... Consumer Credit (Oct.)

Events: Retailers report same-store sales... Treasury Secretary
Paulson leads Strategic Economic Dialogue talks in China (Day 2 of 2)

Conferences: Credit Suisse Tech Conference (Day 4 of 4) 

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