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Monday, August 11

Economics

Earnings

Before: PEIX, RDN, SYY, ZOLT

After: BE, EXM, FLR, NSIT, MDR

Events

Credit Suisse Group Tech Communications Conference
Credit Suisse Group Electrical Equipment and Multi-Industry and Machinery Confer...
Cambridge Healthtech Institute Cellutions Summit
SourceMedia Employee Benefits Adviser Summit
i-Technology 2008


Tuesday August 12

Economics

8:30 Trade Balance: -$61.5 bln
2:00 Monthly Budget Statement: -$82.7 bln
5:00 ABC Consumer confidence

Earnings

Before: FOSL, GOL, JASO, TJX, VSE

After: AMAT, BOBE, DNDN, LLNW, NVDA

Events

Knight Capital Group, Inc. - Lemaitre Vascular Roadshow (Greenwhich)
UBS Engineering & Construction One-on-One Conference
B. Riley & Company Cash-Rich Technology Stock Conference
Resourceful Events Coal Day


Wednesday, August 13

Economics

7:00 MBA Mortgage Applications
8:30 Import Price Index (m/m): 1.0% cons.
8:30 Import Price Index (y/y): 20.9% cons.
8:30 Advance Retail Sales: 0.1% cons.
8:30 Retail Sales Less Autos: 0.5% cons.
10:00 Business Inventories: 0.5% cons.

Earnings

Before: BRCD, CSIQ, DE, M, LIZ,

After: LDG, NTAP, VM,

Events

JPMorgan Harbour Auto Conference


Thursday, August 14

Economics

8:30 Consumer Price Index (m/m): 0.4% cons.
8:30 Core CPI (m/m): 0.2% cons.
8:30 CPI (y/y): 5.2% cons.
8:30 Core CPI (y/y): 2.4% cons.
8:30 Initial Jobless Claims: 455 k prior.
8:30 Continuing Claims: 3311 k prior.

Earnings

Before: BKUNA, CCJ, EL, SJM, URBN, WMT

After: A, DV, RDEN, FMD, KONG, RAE, TMA

Events

Credit Suisse Group Aerospace & Defense Conference


Friday, August 15

Economics


8:30 Empire Manufacturing: -4.4
9:00 Net Long-term TIC Flows: $50 bln.
9:00 Total Net TIC flows: -$2.5 bln.
9:15 Industrial Production: 0.0% cons.
9:15 Capacity Utilization: 79.8% cons.
10:00 U. of Michigan Confidence: 62.0 cons.

Earnings

Before: ANF, JCP, NWY

After:

Events:
No positions in stocks mentioned.

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