Catalysts to Watch
· Volcker speaking at 12:30pmET - President's Economic Recovery Advisory Board Chairman Paul Volcker speaks on "Essential Elements of Financial Reform" at a Peterson Institute luncheon
· 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. http://www.ustreas.gov/offices/domestic-finance/debt-management/auctions/auctions.pdf
· C – the Treasury will publish details within the next couple days re its Citi common stock sale through Morgan Stanley (CNBC)
· Private equity summit taking place in NYC today; investors and managers will both meet to discuss the state of the industry. WSJ http://online.wsj.com/article/SB20001424052702304370304575152202881683116.html#mod=todays_us_money_and_investing
· Crude - IEF ministerial meeting that starts today in Cancun, Mexico; OPEC, the International Energy Agency and the International Energy Forum will announce a "joint action plan" this week to combat oil-market volatility; Details of the agreement will be announced March 31 at the end of the meeting. Bloomberg
Economics calendar – daily view· 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). The jobs number will hit on Fri morning despite equities markets being closed for Good Friday; note that the TSY market will be open for a half session on Fri. JPMorgan's B Kasman will be hosting a conf call Fri at 10amET to review the jobs report.
Corporate Events CalendCatalysts to Watch· Volcker speaking at 12:30pmET - President's Economic Recovery Advisory Board Chairman Paul Volcker speaks on "Essential Elements of Financial Reform" at a Peterson Institute luncheon
· 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
· C – the Treasury will publish details within the next couple days re its Citi common stock sale through Morgan Stanley (CNBC)
· Private equity summit taking place in NYC today; investors and managers will both meet to discuss the state of the industry. WSJ
· Crude - IEF ministerial meeting that starts today in Cancun, Mexico; OPEC, the International Energy Agency and the International Energy Forum will announce a "joint action plan" this week to combat oil-market volatility; Details of the agreement will be announced March 31 at the end of the meeting. Bloomberg
Economics calendar – daily view· 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). The jobs number will hit on Fri morning despite equities markets being closed for Good Friday; note that the TSY market will be open for a half session on Fri. JPMorgan's B Kasman will be hosting a conf call Fri at 10amET to review the jobs report.
Corporate Events Calendar· Tues Mar 30: Earnings after the close (ZZ, FUL, IMMR, SAI). Analyst meeting (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).
ar· Tues Mar 30: Earnings after the close (ZZ, FUL, IMMR, SAI). Analyst meeting (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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