HK Weekly Recap & Analysis November 7th, 2022
The Week Ahead (November 7th – November 11th)
Key Economic Data Releases to watch
THE WEEK AHEAD & EARNINGS
Monday – 11/7/2022
Consumer credit (level change) - 3 PM ET
Cleveland Fed President Loretta Mester and Boston Fed President Susan Collins speak about women in economics - 3:45 PM ET
Richmond Fed President Tom Barkin speaks on inflation - 6 PM ET
AM Earnings: BioNTech SE (BNTX), Franco-Nevada Corporation (FNV), Palantir Technologies (PLTR), HF Sinclair Corp (DINO), Viatris (VTRS), Essential Utilities (WTRG), NRG Energy (NRG), Choice Hotels International (CHH), Ritchie Bros Auctioneers (RBA), Affiliated Managers Group (AMG)
PM Earnings: Activision Blizzard (ATVI), Diamondback Energy (FANG), Welltower (WELL), Teradata Corp (TDC), Take-Two Interactive Software (TTWO), Mosaic Company (MOS), Alliant Energy (LNT), SolarEdge Technologies (SEDG), TripAdvisor (TRIP), Lyft (LYFT)
Tuesday – 11/8/2022
NFIB small-business index - 6 AM ET
AM Earnings: Constellation Energy (CEG), DuPont de Nemours (DD), GlobalFoundries (GFS), Royalty Pharma plc (RPRX), CNH Industrial NV (CNHI), PerkinElmer Inc (PKI), Workhorse (WKHS), Coty Inc (COTY), Planet Fitness (PLNT), SunPower Corp (SPWR)
PM Earnings: Disney (DIS), Occidental Petroleum (OXY), Lucid Group (LCID), Ecopetrol (EC), NortonLifeLock (NLOK), Akamai Technologies (AKAM), Jack Henry & Associates (JKHY), Darling Ingredients (DAR), Ovintiv (OVV), Primerica (PRI)
Wednesday – 11/9/2022
New York Fed President John Williams speaks at Swiss National Bank event - 3 AM ET
Wholesale inventories (revision) - 10 AM ET
Richmond Fed President Tom Barkin speaks on outlook - 11 AM ET
AM Earnings: Wolverine World Wide (WWW), XPEL (XPEL), Wendy's (WEN), Vita Coco Company (COCO), Trade Desk (TTD), SeaWorld Entertainment (SEAS), RumbleOn (RMBL), Roblox (RBLX), Canopy Growth (CGC), D.R. Horton (DHI)
PM Earnings: Coupang (CPNG), Manulife Financial Corp (MFC), Rivian Automotive (RIVN), STERIS plc (STE), Atmos Energy (ATO), Fair Isaac Corporation (FICO), Amerco (UHAL), Unity (U ), RingCentral (RNG), Jazz Pharma (JAZZ)
Thursday – 11/10/2022
Fed Gov. Christopher Waller speaks on central bank digital currencies - 2 AM ET
Consumer price index (monthly change) - 8:30 AM ET
Core CPI (monthly change) - 8:30 AM ET
CPI (12-month change) - 8:30 AM ET
Core CPI (12-month change) - 8:30 AM ET
CPI (3-month SAAR) - 8:30 AM ET
Core CPI (3-month SAAR) - 8:30 AM ET
Real average hourly earnings (3-month SAAR) - 8:30 AM ET
Initial jobless claims - 8:30 AM ET
Continuing jobless claims - 8:30 AM ET
Federal budget (compared with a year ago) - 2 PM ET
AM Earnings: AcuityAds Holdings (ATY), YETI Holdings (YETI), WeWork (WE), Wix.com (WIX), US Foods Holding (USFD), TransDigm (TDG), Tapestry (TPR), Six Flags (SIX), Ralph Lauren (RL), Paysafe Group (PSFE)
PM Earnings: Toast (TOST), Flowers Foods (FLO), Endeavor Group (EDR), Stantec Inc (STN), Doximity (DOCS), Ryan Specialty Holdings (RYAN), Agiliti (AGTI), Archaea Energy (LFG), Poshmark (POSH), Expensify (EXFY)
Friday – 11/11/2022
Philadelphia Fed President Patrick Harker speaks on the economic outlook - 9 AM ET
Dallas Fed President Laurie Logan speaks on energy and the economy - 9:35 AM ET
UMich consumer sentiment (early) - 10 AM ET
UMich consumer 5-year inflation expectations (early) - 10 AM ET
Cleveland Fed President Loretta Mester speaks - 12:30 PM ET
Kansas City Fed President Esther George speaks on energy and the economy - 1:30 AM ET
New York Fed President John Williams speaks - 6:35 PM ET
AM Earnings: Addex Therapeutics (ADXN), Barings BDC (BBDC), Chemomab (CMMB), Crown Electrokinetics (CRKN), Huize Holding (HUIZ), Innovid (CTV), Orla mining (ORLA), PLx Pharma (PLXP), Polestar (PSNY), Real Good Food (RGF)THIS PAST WEEK AS WE SAW THE FOLLOWING MOVES IN THE S&P
