Collins Trading Radar

Monday, December 6th


Economics

11:00 10-year Note Announcement
4-week T-bill Announcement
5-year Note Announcement
13:00 3-month T-bill Auction: $19.0 bln
6-month T-bill Auction: $17.0 bln
16:00 Treasury STRIPS



Earnings

Before: JOSB, NAV
After: VSTA

Events

U.S. and European negotiators meet in Paris to discuss improvement in trade for '05
ECP President Trichet speaks in Paris on Europe's single market

The American Society of Hematology 46th Annual Meeting and Exposition (AMGN, DNA, SUPG, CELG, MLNM, GNTA)
American Epilepsy Society Meeting
NY AG Eliot Spitzer holds newsconference with AARP re: Prescription Drugs
Goldman Sachs Bank CEO Conference (WFC, BAC, NCC, KEY)
CSFB Media & Telecom Week (CCU, VIA, CNET, CDL, CMLS, EMMS, FON, ICCI, LVLT, NIHD, T)
UBS Media Week Conference (TTWO, VIA, ERTS, ATVI, UVN, MVL, TWX, THQI)

BellSouth Analyst Meeting
Cisco Systems Analyst Meeting
Metlife Analyst Meeting
KeySpan Energy Analyst Meeting
Kimberly Clark Analyst Meeting
Navistar Analyst Meeting
Oracle OpenWorld


Tuesday, December 7th


Economics

7:45 ICSC-UBS Store Sales
8:30 Nonfarm Productivity (Q3): 2.0% exp
Unit Labor Costs (Q3): 1.6% exp
8:55 Redbook Retail Sales
9:00 Bank of Canada Announcement
10:00 Challenger Job-Cut Report
13:00 4-week T-bill Auction
15:00 Consumer Credit (Oct): $6.0 bln exp
18:30 ABC / Money Consumer Confidence (12/5): -9 prior


Earnings

Before: CMRT, CMTL, GRB, KR, LAYN, SAFM, UTIW
After: CASY, GEAC, GIII, HOV, NTOP, PLAB, REMC, STLW

Events

Hanukkah starts at sundown

Fed's Bies speaks at 10:00 in Geneva on Risk Management
Germany's Bundesbank President holds news conference at 12 GMT in Frankfurt

The American Society of Hematology 46th Annual Meeting and Exposition
American Epilepsy Society Meeting

Goldman Sachs Bank CEO Conference
CSFB Media & Telecom Week (THQI, TLWT, ROIAK, SNDA, CHTR, ERTS, SALM, TVL, RHD)
UBS Media Week Conference (RHD, CCU, ROIAK, MDP)
Raymond James Global Wireless Data Conference (MOT, OPWV)
Goldman Sachs Holiday Field Trip (ANF, BBBY, COST, KSS, TGT)
CIBC Next Generation Technology Conference (RSK)
Bear Stearns Real Estate Conference
Smith Barney Citigroup Chemical Conference (CBT, CK, LYO, NCX, EMN, LZ, DOW)

Cisco Systems Analyst Meeting
Hewlett Packard Security Analyst Meeting
Intel Fall Analyst Meeting
Oracle OpenWorld
Texas Instruments Mid-Q4 Update
Seagate Technology Mid-Q2 Update
Yum! Analyst Meeting


Wednesday, December 8th


Economics

7:00 MBA Mortgage Applications (12/3): -5.8% prior
10:30 EIA Petroleum Status Report
13:00 5-year Note Auction

Earnings

Before: AZO, DAB, KFY, MOV, TTC
After: CWST, DWA, PRSF

Events

Markets in Spain, Argentina, Chile, Colombia, and Peru are closed for Conception Day

Treasury Secretary Snow delivers remarks at 18:15 at Awards Ceremony in Washington
Fed's Geithner receives award at 19:30 at National Academy dinner in New York

CSFB Media & Telecom Week (GCI, MNI, DJ, MDP, BLC, WPO)
UBS Media Week Conference (DJ, KNOL, BLC, MOT, SSP, TVL, NYT, WPO)

Merrill Lynch European Chemicals Conference
Raymond James IT Supply Chain Conference (POWI, ATHR, JBL, TSRA, CY, FCS, JBL, TER)
Lehman Technology and Telecom Trends for Tomorrow (T4) (STM, FLEX, ISIL, LSI, MRVL, NTAP, SUNW, BRCM, NVLS, ACLS)
Smith Barney Citigroup Chemical Conference (PX, BG, ARG, RPM, GGC, CYT, MOS)

Altera Business Update
Avon Analyst Meeting
Cisco Systems Analyst Meeting
Citigroup Analyst Meeting
Dynegy Analyst Meeting
Maxtor Mid-Q4 Update
Merck Conference Call / Webcast to Review 2005 Guidance
Oracle OpenWorld
Xilinx Mid-Q4 Update

Cheesecake Factory splits 3:2


Thursday, December 9th


Economics

7:00 BOE ends two day meeting to announce rate policy
8:30 Import Price Index m/m (Nov): -0.1% exp
Import Price Index y/y (Nov): 8.9% exp
Initial Jobless Claims (12/4): 335K exp
Continuing Claims (11/27): 2741K exp
10:00 Wholesale Inventories (Oct): 0.5%
11:00 3-month T-bill Announcement
6-month T-bill Announcement
13:00 10-year Note Auction
16:30 Money Supply

Earnings

Before: BPUR, CIEN, COST, JJZ, NDSN, TOL
During: ADIC, ESL, NSM
After: FNSR, HRLY, MATK, SHFL

Events

CSFB Media & Telecom Week
UBS Media Week Conference (CHTR, MNI, CMSCA, CVC, TOC)

Merrill Lynch European Chemicals Conference
Raymond James IT Supply Chain Conference (DELL, ARW, NSIT, AVT, SNX, BELM, TECD, PMRY, AGYS, SCSC)
Lehman Technology and Telecom Trends for Tomorrow (T4) (XLNX, CSCO, TECD, STX, DSS, ADI, PHTN, LTXX, AVT, LRCX, RFMD, ATHR, SFA, NTGR, NETL, KLIC)

BEA Systems Analyst Meeting
Eli Lilly Analyst Meeting
Getty Images Analyst Meeting
Intuit Shareholder Meeting
Invitrogen Analyst Meeting
McDonald's Nov same store sales
Oracle OpenWorld
Procter & Gamble Analyst Meeting
RSA Security Analyst Meeting
Sonus Networks Shareholder Meeting


Friday, December 10th


Economics

8:30 Producer Price Index m/m (Nov): 0.1% exp
PPI Ex Food & Energy m/m (Nov): 0.2% exp
Producer Price Index (Nov): 4.4% exp
PPI Ex Food & Energy y/y (Nov): 1.9% exp
9:45 University of Michigan Confidence (Dec) 93.5 exp
14:00 Treasury Budget (Nov): -$52.5 bln exp

Earnings

Before: HAYZ
After: PNY

Events

OPEC - Meeting in Cairo
IEA issues monthly oil market report in Paris
Chicago Climate Exchange begins selling futures contracts on sulfur-dioxide-emission allowances

Lehman Technology and Telecom Trends for Tomorrow (T4) (MCDTA, SGTL, BELM, EXTR, NVDA, CYMI, TXN)
Merrill Lynch Pills & Payers Conference

Oracle OpenWorld
ZymoGenetics Analyst Meeting
Golden West splits 2:1