The Week Ahead

A Sunday email with all of the relevant catalysts in the coming week. Includes major earnings reports and economic data.

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The Week Ahead October 2, 2022

The Week Ahead October 2, 2022

  • The week ahead will have several important macro catalysts.
  • More Fed speakers, ISM manufacturing will start the week and the Jobs data will finish the week
  • Added some US market index charts to this note

 

The Week Ahead September 25, 2022

The Week Ahead September 25, 2022

  • The week ahead has some macro catalysts on Friday.
  • Equity bullish sentiment is at 5% bulls. Now below June’s 7% reading.  This is an extreme reading.
  • Downside DeMark Countdowns on the major indexes remain in progress, and no true capitulation has yet occurred.
  • I would not rule out a bounce this week; however, concerns remain heading into Q3 earnings.
The Week Ahead September 18, 2022

The Week Ahead September 18, 2022

  • The week ahead will have a big focus on the Fed meeting on Wednesday
  • There are ten other central bank meetings
  • We need to stay alert for negative earnings preannouncements 
  • There is a heavy sell-side conference schedule this week where managements could guide lower
  • A few worthwhile earnings and analysts meetings to watch
The Week Ahead September 4, 2022

The Week Ahead September 4, 2022

  • The week ahead will have two big catalysts: the ECB decision and Powell’s speech on Thursday.
  • I included a couple of S&P charts from Friday’s action
  • There are links to complementary Commodity and Currency weekly notes
  • Look for a new Dave Newman note out later today

 

The Week Ahead August 28, 2022

The Week Ahead August 28, 2022

  • The week ahead will have a lot of fallout commentary after Powell and the ECB’s hawkish comments
  • There are some important economic reports including the US Jobs report on Friday
  • Several earnings reports will also be widely watched.