HK Weekly Recap & Analysis November 14th, 2022
The Week Ahead (November 14th – November 18th)
Key Economic Data Releases to watch
THE WEEK AHEAD & EARNINGS
Monday – 11/14/2022
NY Fed 1-year inflation expectations - 11 AM ET
NY Fed 5-year inflation expectations - 11 AM ET
AM Earnings: Tyson Foods (TSN), AECOM (ACM), Tower Semiconductor (TSEM), Roivant Sciences (ROIV), Monday.com (MNDY), Thoughtworks (TWKS), Clear Secure (YOU), Altus Power (AMPS), FREYR Battery (FREY), 360 DigiTech (QFIN)
PM Earnings: Nu Holding (NU), Dlocal Limited (DLO), Ginkgo Bloworks (DNA), Rumble (RUM ), Azenta (AZTA), J&J Snacks Foods (JJSF), HighPeak Energy (HPK), Shoals Technologies (SHLS), Getty Images (GETY), FinVolution Group (FINV)
Tuesday – 11/15/2022
Producer price index, final demand - 8:30 AM ET
Empire state manufacturing index - 8:30 AM ET
Real household debt (SAAR) - 11 AM ET
Real mortgage debt (SAAR) - 11 AM ET
AM Earnings: Walmart (WMT), Home Depot (HD), Sea Limited (SE), Aramark (ARMK), Tencent Music (TME), Berry Global Group (BERY), Valvoline (VVV), Endava (DAVA), Energizer (ENR), Krispy Kreme (DNUT)
PM Earnings: Advance Auto Parts (AAP), ReNew Energy (RNW), Alvotech (ALVO), Ferroglobe (GSM), Navigator Holdings (NVGS), Varex Imaging (VREX)
Wednesday – 11/16/2022
Retail sales - 8:30 AM ET
Retail sales excluding vehicles - 8:30 AM ET
Import price index - 8:30 AM ET
Industrial production - 9:15 AM ET
Capacity utilization rate - 9:15 AM ET
Business inventories (revision) - 10 AM ET
NAHB home builders' index - 10 AM ET
AM Earnings: Lowe's (LOW), TJX Companies (TJX), Target (TGT), Grab Holdings (GRAB), On Holding (ONON), Spire (SR), ZIM Integrated (ZIM), Sportradar Group (SRAD), RLX Technology (RLX), Arcos Dorados (ARCO)
PM Earnings: NVIDIA (NVDA), Cisco Systems (CSCO), Copart (CPRT), Bath & Body Works (BBWI), Global-E Online (GLBE), Hillenbrand (HI), Copa Holdings (CPA), Bowlero (BOWL), Sonos (SONO)
Thursday – 11/17/2022
Initial jobless claims - 8:30 AM ET
Continuing jobless claims - 8:30 AM ET
Building permits (SAAR) - 8:30 AM ET
Housing starts (SAAR) - 8:30 AM ET
Philadelphia Fed manufacturing index - 8:30 AM ET
AM Earnings: Alibaba (BABA), NetEase (NTES), BJ's Wholesale (BJ), Macy's (M), New Jersey Resources (NJR), Kolh's (KSS), Weibo (WB), Dole (DOLE), Brady Corp (BRC), CI&T (CINT)
PM Earnings: Applied Materials (AMAT), Palo Alto Networks (PANW), Ross Stores (ROST), Keysight Technologies (KEYS), UGI Corp (UGI), Dolby Laboratories (DLB), Woodward (WWD), Post Holdings (POST), Gap (GPS)
Friday – 11/18/2022
Existing home sales (SAAR) - 10 AM ET
Leading economic indicators - 10 AM ET
AM Earnings: JD.com (JD), Atkore (ATKR), Foot Locker (FL), Spectrum Brands (SPB), Buckle (BKE), Twist bioscience (TWST)
