Week of 9/24/2007 thru 9/28/2007

Monday, September 24, 2007

Economic 11:00am 2 and 5 year announcement (expected unchanged at $18 and $13B respectively) 1:00pm 3 and 6 month bill auction
Events9:00am Fed’s Fisher speaks in Dallas on Higher Education, 9:30am Fed Board holds public meeting on Banking Regulations,FDA Joint Regulatory Conference on evolving regulatory expectationsincluding first cycle approval, IQPC Credit Derivatives Conference,Sidoti & Co San Francisco Investor Forum, Piper Jaffray Solar PowerConference, Trades Ex-dividend: TW $0.006. PRD $0.438
EarningsBefore the Open: ALOG After the Close: LTRE, SNX

Tuesday, September 25, 2007

Economic10:00am Sep Consumer Confidence (last 105.0), Sep Richmond Fed ManufacturingIndex (last 7), Aug Existing Home Sales (last 5.75M, m/m –0.2%),
Events5:30pm Plosser speaks on productivity,Friedland Capital Inc Undervalued Equities Conference, WiMAX World USA,CFO European Summit, ICSC/UBSW Chain Store Sales (7:45, last 2.4%).Redbook Retail Sales (8:55, last %). ABC Consumer Confidence (last-15). Trades Trades Ex-dividend: LM $0.24, SWY $0.069, SRE $0.31, THO$2.07, UVE $0.08
EarningsBefore the Open: FDS, LEN, MCS After the Close: CPRT, FUL, RHT, RECN, SMSC, WOR

Wednesday, September 26, 2007

Economic8:30am Aug Durable Goods orders (last 5.9%), Aug Durables ex Transportation (last 3.7%) 10:30am Crude Oil/Gasoline/Distillate Inventories1:00pm 2-year note auction
Events 8:30am Fed’s Poole,Freddie Mac quarterly funding announcement, CIBC World Markets EasternInstitutional Investor Conference, Massachusetts Biotechnology Council9th advanced forum on Biotech, MBA Mortgage Applications (7:00, last%). Trades Ex-dividend: ACE $0.27, AYR $0.65, BXP $0.68, CCU $0.188, DE$0.50, EIX $0.29, FITB $0.42, FRP $0.398, GNI $2.80, ITW $0.28, JTX$0.18, NUE $0.61, TDK $0.461, DOW $0.42, USB $0.40
Earnings Before the Open: ATU After the Close: BBBY, INTV, PAYX, XRTX

Thursday, September 27, 2007

Economic8:30am 2Q FinalGDP Annualized (last 4.0%), 2Q Final GDP Price Index (last 2.7%), 2QFinal Personal Consumption (last 1.4%), 2Q Final Core PCE q/q (last1.3%), Initial Jobless Claims (last 311K), Continuing Claims (2.54M)10:00am Aug New Home Sales (last 870K, m/m last 2.8%), Aug Help Wanted Index (last 25) 10:30am Natural Gas Inventories 1:00pm 5-year note auction
Events5:30pm Fed’s Mishkin speaks on domestic prices,Deutsche Bank Securities Global Oil & Gas Conference, Bear Stearns& Co, Inc US Rates London Conference, Trades Ex-dividend: CAH$0.12, CCZ $0.414, HOG $0.30, OMX $0.15, TYC $0.15
EarningsBefore the Open: CHTT, CRAI, KBH, MKC, RAD, TXI, MTN After the Close: ACN, CBK, CTAS, COGN, CREL, ESIO, FINL, GPN, HMX, JBL, PLL, TIBX

Friday, September 28, 2007

Economic 8:30am Aug Personal Income (last 0.5%), Aug Personal Spending (last 0.4%), AugPCE Deflator (y/y last 2.1%), Aug PCE Core (y/y last 1.9%, m/m last0.1%)9:45 Sep Chicago PMI (last 53.8)10:00 Aug Construction Spending m/m (last –0.4%), Sep U. of Michigan ConsumerConfidence (last 83.8), Sep NAPM – Milwaukee (last 63.0)
Events10:00amFed’s Lockhart speaks on the economy, 10:15am Yellen speaks onbehavioral economics, 5:00pm Fed’s Poole speaks on Central Banking, First Energy Capital Global Energy Conference Trades Ex-split: FCSX 3-2. Trades Ex-dividend: RJF $0.10
Earnings Before the Open: AZZ . After the Close: none seen.