HK Weekly Recap & Analysis October 24th, 2022
The Week Ahead (October 24th – October 28th)
Key Economic Data Releases to watch
THE WEEK AHEAD & EARNINGS
Monday – 10/24/2022
Chicago Fed national activity index - 8:30 AM ET
S&P U.S. manufacturing PMI - 9:45 AM ET
S&P U.S. services PMI - 9:45 AM ET
AM Earnings: Bank of Hawaii (BOH), Bank of Marin Bancorp (BMRC), Community Bank Systems (CBU), Dorman Products Inc (DORM), Dynex Capital (DX), HBT Financial (HBT), Royal Philips (PHG), Kirby Corp (KEX)
PM Earnings: Cadence Design Systems (CDNS), Discover Financial Services (DFS), Alexandria Real Estate Equities (ARE), WR Berkley Corp (WRB), Brown & Brown Inc (BRO), Crown Holdings (CCK), Qualtrics International (XM), Cadence Bank (CADE), Packaging Corporation of America (PKG), Logitech (LOGI)
Tuesday – 10/25/2022
S&P Case-Shiller U.S. home price index (SAAR) - 9 AM ET
FHFA U.S. home price index (SAAR) - 9 AM ET
Consumer confidence index - 10 AM ET
AM Earnings: 3M Company (MMM), Biogen Inc (BIIB), Coca Cola (KO), Cleveland-Cliffs (CLF), General Electric (GE), General Motors (GM), Haliburton (HAL), JetBlue (JBLU), TransUnion (TRU), United Parcel Service (UPS)
PM Earnings: Microsoft (MSFT), Alphabet (GOOG), Visa (V), Texas Instruments Incorporated (TXN), Chubb Limited (CB), Canadian National Railway (CNI), Chipotle (CMG), Enphase Energy (ENPH), CoStar Group (CSGP), Spotify (SPOT)
Wednesday – 10/26/2022
Trade in goods (advance report) - 8:30 AM ET
New home sales (SAAR) - 10 AM ET
AM Earnings: Boeing (BA), Thermo Fisher Scientific (TMO), Automatic Data Processing (ADP), Waste Management (WM), General Dynamics (GD), Bristol-Myers Squibb (BMY), Boston Scientific (BSX), The Kraft Heinz Company (KHC), Hilton Worldwide Holdings (HLT), Hess Corp (HES)
PM Earnings: Meta Platforms (META), ServiceNow (NOW), Canadian Pacific Railway (CP), O'Reilly (ORLY), KLA Corp (KLAC), Digital Realty Trust (DLR), Molina Healthcare (MOH), Invitation Homes (INVH), United Rentals (URI), Align Technology (ALGN)
Thursday – 10/27/2022
Real gross domestic product, first estimate (SAAR) - 8:30 AM ET
Real final sales to domestic purchasers, first estimate (SAAR) - 8:30 AM ET
Initial jobless claims - 8:30 AM ET
Continuing jobless claims - 8:30 AM ET
Durable goods orders - 8:30 AM ET
Core capital equipment orders - 8:30 AM ET
AM Earnings: Mastercard (MA), Merck & Company (MRK), McDonald's (MCD), Comcast (CMCSA), Honeywell (HON), Caterpillar (CAT), American Tower Corporation (AMT), Altria Group (MO), Shopify (SHOP), STMicroelectronics NV (STM)
PM Earnings: Apple (AAPL), Amazon (AMZN), T-Mobile (TMUS), Intel (INTC), Gilead Sciences (GILD), Capital One Financial (COF), ResMed (RMD), L3Harris Technologies (LHX), Pinterest (PINS), Weyerhaeuser Company (WY)
Friday – 10/28/2022
Employment cost index (SAAR) - 8:30 AM ET
PCE price index - 8:30 AM ET
Core PCE price index - 8:30 AM ET
PCE price index (12-month change) - 8:30 AM ET
Core PCE price index (12-month change) - 8:30 AM ET
PCE price index (3-month SAAR) - 8:30 AM ET
Core PCE price index (3-month SAAR) - 8:30 AM ET
Real disposable income (SAAR) - 8:30 AM ET
Real consumer spending (SAAR) - 8:30 AM ET
UMich consumer sentiment index (late) - 10 AM ET
UMich consumer 5-year inflation expectations (late) - 10 AM ET
Pending home sales index - 10 AM ET
AM Earnings: Exxon Mobile (XOM), Chevron Corporation (CVX), AbbVie (ABBV), NextEra Energy (NEE), Sanofi (SNY), Colgate-Palmolive Company (CL), Aon plc (AON), LyondellBasell (LYB), DaVita (DVA), Fortis inc (FTS)
