Week of 10/1/2007 thru 10/5/2007

Monday, October 01, 2007

Economic
10:00am Sep ISM Manufacturing (last 52.9), Sep ISM Prices Paid (last 63)

Events
FinancialTimes Commercial Property Conference, Bear Stearns & Co Inc. LondonCDO Conference, Opal Financial Group Private Equity Summit forInstitutional Investors, EXPE added to S+P 500 after the close, Trades Ex-split: NOV 2-1 Trades Ex-dividend: KIM $0.40, DGX $0.10, TTC $0.12

Earnings
Before the Open: WAG After the Close: ANGO, PALM

Tuesday, October 02, 2007

Economic
10:00am Aug Pending Home sales (m/m last –12.2%)

Events
1:00pm Fed’s Fisher Speaks to Dallas Chamber of Commerce,Sep total Vehicle Sales (last 16.3M), Sep Domestic Vehicle Sales (last12.7M), KSS Analyst Meeting, 2007 Private Equity Energy Forum, CienaAnnual Analyst Day, DB Global CDO and Credit Opportunity FundConference, DB Leveraged Finance Conference, ICSC/UBSW Chain StoreSales (7:45am, last 2.4%). Redbook Retail Sales (8:55am, last 1.6%).ABC Consumer Confidence (last -11). Trades Ex-split: JCI 3-1, PH 3-2,MNRO 3-2, CLDA 3-2, SLP 2-1 Trades Ex-dividend: ALOG $0.10, CAE $0.18,CBH $0.13, BEN $0.15, ERIE $0.40

Earnings
Before the Open: PBG After the Close: None Seen

Wednesday, October 03, 2007

Economic
7:30am Sep Challenger Job Cuts (y/y last 21.7%)
8:15am Sep ADP Employment Change (last 38k)
10:00am Sep ISM Non Manufacturing (last 55.8)
10:30am Crude Oil/Gasoline/Distillate Inventories

Events
DeutscheBank Strategy & Solutions Derivatives Conference, StrategicResearch Institute Annual Energy Tech Investor Conference, MBA MortgageApplications (7:00am, last –2.8%). Trades Ex-split: BCSI 2-1 TradesEx-dividend: AXP $0.15, BMY $0.28, CHH $0.17, DFS $0.06, FFHS $0.09, GD$0.29, JPM $0.38, MKC $0.20, MDT $0.125, MON $0.175, PLL $0.12, SAF$0.40, SYY $0.19,

Earnings
Before the Open: RPM, WWW After the Close: ARRO, BLUD, SMOD

Thursday, October 04, 2007

Economic
8:30am Initial Jobless Claims (last 298K), Continuing claims (last 2.5M)
10:00am Aug Factory Orders (last 3.7%) 10:30am Natural Gas Inventories

Events
12:45pm Fed’s Fisher speaks to economists in North Carolina, 1:30pm Fed’s Mishkin speaks at event for Deutsche Bank Prize,Informed Investors Real Estate Conference, Think Equity Forum forHealthcare InvestorsTrades Ex-split: TAP 2-1 Trades Ex-dividend: BBY$0.13

Earnings
Before the Open: AYI, CYCL, STZ, FDO, GRB, ISCA, MAR, MTRX After the Close: LWSN, MU, NINE, PLL, RIMM, ZZ, SLR, THO

Friday, October 05, 2007

Economic
8:30am Sep Non Farm payrolls (last –4K), Sep Unemployment rate (last 4.6%),Sep Manufacturing payrolls (last –46K), Sept Average Hourly Earnings(m/m last 0.3%, y/y last 3.9%), September average weekly hours (last33.8)
3:00pm Aug Consumer Credit (last $7.5B)

Events
9:10am Fed’s Kohn speaks on economic outlook in Philadelphia, 7:00pm Fed’s Warsh speaks on Financial Markets at Siena College,Financial Research Associates Hedge Fund Financial Reporting Seminar,Trades Ex-dividend: DRI $0.18, GIS $0.39, JCP $0.20, ETH $0.22, LNC$0.395, VZ $0.43

Earnings
Before the Open: EMMS, MERX After the Close: None Seen