Economic & EPS Reports Schedule

We have been publishing this weekly stock market schedule since 2007. We’re offering it for your planning purposes despite its delay this week, as a great deal of information is still set for release. Come back next weekend for our regular weekly update of economic and earnings reports, with value added commentary about markets and the economy.

U.S. Markets

Stocks are being influenced by geopolitical events more than anything else this week, with Russia weighing heaviest. The NATO meeting Thursday and EU sanctions coming Friday could set the stage for what Putin does next, if he does not preempt both events. Putin’s latest adventure has been to roll tanks and troops into Southeastern Ukraine while threatening to take Kiev. You already know my expectation that Putin will take over Eastern Ukraine to the Dnipro River, where it crosses the Psel. If he divides Ukraine by the Dnipro, I would not be surprised either. I already advised early in this process that NATO drop massive troops into Ukraine to prevent Russia from its aggressive actions, which then followed in Crimea and continued in Donetsk. My idea was seen by most as being too aggressive a response, but in retrospect, it now seems like the only measure that would have stopped Putin’s advances. It appears NATO is about to draw a line like mine, but to the west of Ukraine. Also, President Obama has basically given Putin the all-clear to take Ukraine by revealing there would never be a military option regarding Ukraine. Since then, Putin has moved more aggressively and blatantly into Ukraine, and the President’s foreign policy weakness and lack of intestinal will have been exposed.

Security	YTD	TTM
SPDR S&P 500 (NYSE: SPY)	8.6%	22.6%
SPDR Dow Jones (NYSE: DIA)	3.1%	15.4%
PowerShares QQQ (Nasdaq: QQQ)	13.8%	31.8%
SPDR Gold Shares (NYSE: GLD)	4.8%	-10.8%
iPath S&P Crude Oil (NYSE: OIL)	-1.8%	-11.4%
PIMCO Total Return (Nasdaq: BOND)	4.3%	4.9%
PowerShares DB US $ Bullish (NYSE: UUP)	2.6%	-0.8%
iPath S&P VIX ST Futures (NYSE: VXX)	-33.5%	+56.9%

Economic Data

It’s an extremely busy economic reporting schedule packed into four days this week. Thursday, especially, is jam-packed full of data. It’s going to be hard to make sense of market drivers given all the data, so the market might pick and choose; if that is the case, expect it to focus on positive data. Of the data, of course, the end of period monthly Employment Situation Report weighs heaviest. Job creation is expected to improve this month, and the employment rate is expected to drop to 6.1%. The economy and the Fed have already given the market the all clear to run, but Putin has been a key drag.

THIS WEEK’S ECONOMIC REPORT SCHEDULE
Economic Data Point	Prior	Est.	Actual
MONDAY
LABOR DAY HOLIDAY
Iran Meets EU on Nukes
TUESDAY
ISM Manufacturing	57.1	56.8	59.0
PMI Manufacturing	55.8	57.8	57.9
Construction Spending	-0.9 %	+0.9%	+1.8%
Gallup US Consumer Spending	$94		$94
Gallup US ECI	-17		-16
WEDNESDAY
ADP Employment Report	218K	223K
Motor Vehicle Sales
-Domestic Sales Only
Factory Orders	+1.1%	+10.9%
Beige Book
Gallup US Job Creation Index
Mortgage Activity	2.8%
ICSC Weekly Store Sales	0.6%
-Year-to-Year Pace	4.2%
Redbook Store Sales	4.0%
Obama Visits Estonia
THURSDAY
Nonfarm Productivity	+2.5%	+2.4%
-Unit Labor Costs	+0.6%	+0.5%
International Trade	-$41.5 B	-$42.3 B
Chain Store Sales
PMI Services Index	60.8	58.5
ISM Non-Manufacturing	58.7	57.5
Bloomberg Consumer Comfort
EIA Natural Gas Report	75 bcf
EIA Petroleum Status
-Crude Oil Inventory	-2.1 MB
-Gasoline Inventory	-1.0 MB
Challenger Job-Cut Report
Weekly Jobless Claims	298K	300K
Gallup US Payroll to Population
Kocherlakota Speaks
Powell Speaks
Mester Speaks
BOJ Monetary Policy
ECB Monetary Policy
NATO Summit
FRIDAY
Employment Situation Report
-Nonfarm Payrolls	209K	230K
-Private Payrolls	198K	220K
-Unemployment Rate	6.2%	6.1%
Rosengren Speaks
Plosser Speaks

Corporate Events

It’s an extremely quiet week with regards to earnings, so extra attention will come to the names on the list here, some of which are well known. See the full list below.

HIGHLIGHTED EPS REPORTS
Company	Ticker
MONDAY
LABOR DAY HOLIDAY
TUESDAY
Aviat Networks	Nasdaq: AVNW
Box Ships	NYSE: TEU
Conn’s	Nasdaq: CONN
Guidewire Software	Nasdaq: GWRE
Pike Corp.	Nasdaq: PIKE
WEDNESDAY
ABM Industries	NYSE: ABM
Aeroflex	NYSE : ARX
Bazaarvoice	NYSE: BV
Corinthian Colleges	Nasdaq: COCO
Doral Financial	NYSE: DRL
Education Management	Nasdaq: EDMC
Envivio	Nasdaq: ENVI
Fabrinet	NYSE: FN
G-III Apparel	Nasdaq: GIII
Global Geophysical	Nasdaq: GEGSQ
Iteris	NYSE: ITI
Matrix Service	Nasdaq: MTRX
Mitcham Industries	Nasdaq: MIND
Navistar Int’l	NYSE: NAV
PMFG	Nasdaq: PMFG
PVH	NYSE: PVH
Shoe Carnival	Nasdaq: SCVL
Toll Brothers	NYSE: TOL
THURSDAY
Aceto	Nasdaq: ACET
Ambarella	Nasdaq: AMBA
Bebe Stores	Nasdaq: BEBE
Cooper Cos.	NYSE: COO
Esterline Technologies	NYSE: ESL
Finisar	Nasdaq: FNSR
Hovnanian	NYSE: HOV
Infoblox	Nasdaq: BLOX
Joy Global	NYSE: JOY
Mattress Firm	Nasdaq: MFRM
Quiksilver	NYSE: ZQK
UTi Worldwide	Nasdaq: UTIW
VeriFone Systems	NYSE: PAY
Verint Systems	Nasdaq: VRNT
Zumiez	Nasdaq: ZUMZ
FRIDAY

Other Reports of Interest:
Facebook’s (Nasdaq: FB) Internet Philanthropy is Also Strategic Genius
In the Battle of Market Influencers, Putin Takes Round 2
Gold, Why this Geopolitical Issue is Different

Please see our disclosures at the Wall Street Greek website and author bio pages found there. This article and website in no way offers or represents financial or investment advice. Information is provided for entertainment purposes only.