· a few more Feb-end earnings reports (RIMM, APOL, MU, MOS), auto sales, and the Mar BLS report (on Fri) will all be crammed into a holiday-shortened week (nearly every major equities market in the world will be closed Fri although bond markets will be open for an abbreviated session); the end of the Q/month on Wed will also impact trading.
· On the earnings front, investors will be focused on APOL Mon morning and then RIMM and MU Wed after the close. The Q1 earnings season kicks off on Mon 4/12 w/AA after the close.
· For autos, the nation's auto companies will be posting their Mar sales results throughout the day on Thurs (Edmunds.com is projecting a 31% surge in March U.S. new-vehicle sales).
· JPMorgan is hosting a REIT conf on Thurs Apr 1.
· Treasuries – we will hear about the size of the next round of coupon sales on Thurs Apr 1. The next coupon sales are: 10yr TIPS Mon Apr 5, 3yrs Tues Apr 6, 10s Wed Apr 7, and 30s on Thurs Apr 8. link
· G8 foreign ministers meeting today in Canada; expected to focus on tightening sanctions on Iran (CNBC)
Economics calendar – daily view
· Monday, Mar. 29th: US (PCE, Personal Income, Dallas Fed); Eurozone (German CPI, UK Consumer Credit, Eurozone Business Climate and Consumer Confidence); Other (Japan Retail Sales, IP, Household Spending, Jobless Rate).
· Tuesday, Mar. 30th: US (S&P Case Shiller, Consumer Confidence); Eurozone (UK Current Account, UK GfK Consumer Confidence Survey); Other (Switzerland UBS Consumption Indicator).
· Wednesday, Mar. 31st: US (ADP Employment Change, Chicago PMI, Factory Orders, MBA Mortgage Applications); Eurozone (German Unemployment Rate, Eurozone Unemployment Rate, CPI); Other (China PMI Manufacturing & HSBC Manufacturing PMI, Australia Retail Sales, Japan Housing Starts, Switzerland Leading Indicator, Canada GDP, Japan Tankan Survey).
· Thursday, Apr. 1st: US (Challenger Job Cuts, Jobless Claims, ISM Manufacturing/Prices Paid, Construction Spending, Auto Sales); Eurozone (German Retail Sales, UK PMI Manufacturing); Other (Australia Trade Balance, Switzerland SVME PMI).
· Friday, Apr. 2nd: US (Monthly Labor #s, Unemployment Rate); Eurozone (n/a); Other (n/a).
Corporate Events Calendar
· Mon Mar 29: earnings before the open (APOL, CALM, SORL). Earnings after the close (COSI, OXM). Analyst meetings (CEG).
· Tues Mar 30: Earnings before the open (LDK, CHRS). Earnings after the close (ZZ, FUL, IMMR, SAI). Analyst meeting (F, AMAT, PBR).
· Wed Mar 31: earnings before the open (DG, LNN, AYI, RAD, ROIAK). Earnings after the close (XRTX, MU, RIMM, MOS, RECN, GPN, DMAN).
· Thurs Apr 1: earnings before the open (WOR, KMX, SCHL). sales (the nation's auto companies will release their sales results for the month of Mar). Analyst meetings (HIG).
· Fri Apr 2: most major markets closed for Good Friday (US, Germany, Greece, UK, Hong Kong, France, etc).
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