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Monday, September 15

Economics

8:30 Empire Mfg: 1.5
9:15 Industrial Production: -0.3% cons.
9:15 Capacity Utilization: -0.3% cons.

Earnings

Before: DFS

After: PLL

Events

SpeedNews Aviation Industry Suppliers Conference
WBR Capital Creation Conference
SMi Group CBRN-E 2008 Conference
UBS Transport Conference
Bank of America Funding Agreement Backed Conference
WBR LogiPharma 2008
G6 ThinkPanmure Growth Conference
Bank of America Securities Annual Investment Conference
SourceMedia Bond Buyer's 18th Annual California Public Finance Conference


Tuesday September 16

Economics

8:30 Consumer Price Index (m/m): 0.0% cons.
8:30 Core CPI (m/m): 0.2% cons.
8:30 CPI (y/y): 5.6% cons.
8:30 Core CPI (y/y): 2.6% cons.
9:00 Net Long-term TIC Flows: $53.4 bln prior.
9:00 Total Net TIC Flows: $51.1 bln prior.
1:00 NAHB Housing Market Index: 16 cons.
2:15 FOMC Rate Decision: 2.00% cons.
5:00 ABC Consumer Confidence: -47 cons.

Earnings

Befiore: BBY, CBRL, GS, KR

After: ADBE, DRI

Events

Baidu Conference
Credit Suisse Chemical Conference
RBC Capital Markets Financial Institutions Conference
Red Herring Canada Conference
Deutsche Bank Securities Second Annual Equity Derivatives & Alternative Solution...
Auerbach Grayson & Incorporated Jordan Capital Market Day
UBS Global Paper & Forest Products Conference
Sanford Bernstein's Alternative Energy Conference
ACG Los Angeles Business Conference
SHSMD Golden Opportunities Conference


Wednesday, September 17

Economics


7:00 MBA Mortgage Applications
8:30 Current Account Balance: -$179.4 bln cons.
8:30 Housing Starts: 950 k cons.
8:30 Building Permits: 925 k cons.

Earnings

Before: GIS, MS

After: CKR, CMTL, DBRN, MLHR

Events

CLSA Thailand Focus Conference
Credit Suisse Group Asian Technology Conference - Taiwan
Auerbach Grayson & Incorporated Nordic Insurance CEO Conference
CL King and Associates Best Ideas Conference
SEMI New England Breakfast Forum
Goldman Sachs Communacopia Conference
Sterne Agee Best Ideas Conference
Asia Investment Summit – Melboune


Thursday, September 18

Economics

8:30 Initial Jobless Claims
8:30 Continuing Claims
10:00 Philadelphia Fed: -10.0 cons.
10:00 Leading Indicators: -0.2% cons.

Earnings

Before: AM, CCL, CAG, FDX, PIR, SCHL

After: CTAS, ORCL, PALM

Events

South-East Europe NBG Big Cap Event
Deutsche Bank Securities Inc. Annual European Technology Conference
Credit Suisse Group UK Investment Conference
Auerbach Grayson & Incorporated UK Property Conference
Richmond Events Property Forum at Hanbury Manor
JPMorgan Australasian Conference
MENA-EX 2009
Standard & Poors Auto Industry Hot Topics Conference
Hart Energy Produced Water Control Workshop
Nomura Securities' Tokai Sanken Asset Management Fair 2008


Friday, September 19

Economics

Earnings

Before:

After:

Events:
No positions in stocks mentioned.

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