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The Week Ahead: Fresh Fuel for the December Rate-Hike Debate

Jobs data, inflation figures, and a bevy of speeches from regional Fed presidents should all contribute to more rate-hike chatter

Nov 5, 2015 at 4:53 PM
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After the big October jobs report, we only get a bit of a breather before the data deluge ramps up again. Coming up in the week ahead, we have another round of employment data, wholesale inflation stats, and a fresh round of Fed speeches -- all of which should feed into the ongoing speculation over a December rate hike.

Meanwhile, the pace of earnings season has slowed, but there are still plenty of names set to report -- including a handful of biotechs, a raft of retailers, and one notable tech giant.

Below is a brief list of some key market events scheduled for the upcoming week. All earnings dates listed below are tentative and subject to change. Please check with each company's respective website for official reporting dates.

Monday, 11/9

There are no major economic reports due out on Monday, but Boston Fed President Eric Rosengren is scheduled to speak on the economic outlook around midday.

On the earnings front, we'll hear from Arch Coal (ACI), BioDelivery Sciences (BDSI), Caesars Entertainment (CZR), Dean Foods (DF), DISH Network (DISH), Fuel Systems Solutions (FSYS), Halozyme Therapeutics (HALO), Hertz Global (HTZ), Intercept Pharmaceuticals (ICPT), ISIS Pharmaceuticals (ISIS), Lions Gate Entertainment (LGF), MannKind (MNKD), Plug Power (PLUG), Priceline Group (PCLN), Rackspace Hosting (RAX), RealD (RLD), Sotheby's (BID), SunEdison (SUNE), and SunEdison Semiconductor (SEMI).

Tuesday, 11/10

Import and export prices will hit the Street on Tuesday, along with wholesale inventories and the NFIB small-business optimism index. Expected to report earnings are Beazer Homes (BZH), Canadian Solar (CSIQ), D.R. Horton (DHI), Fossil (FOSL), Juno Therapeutics (JUNO), and Kinross Gold (KGC).

Wednesday, 11/11

Banks will be closed Wednesday for Veterans Day, and there are no major data points set for release. Earnings are relatively light, with Macy's (M) headlining a docket that also includes Digital Ally (DGLY), Freshpet (FRPT), NetEase (NTES), and Popeye's (PLKI).

Thursday, 11/12

The pace picks up on Thursday, when traders will hear the latest report on weekly jobless claims, the Labor Department's Job Openings and Labor Turnover Survey (JOLTS), the Treasury budget, and weekly crude inventories. Additionally a slew of regional Fed presidents have speeches planned, including James Bullard of St. Louis, Richmond's Jeffrey Lacker, Chicago's Charles Evans, and New York's William Dudley.

There are also some notable earnings reports due out, with post-close results from Cisco Systems (CSCO) expected to attract attention. Also slated to report are Advance Auto Parts (AAP), Applied Materials (AMAT), El Pollo Loco (LOCO), International Game Technology (IGT), Kohl's (KSS), Nordstrom (JWN), Planet Fitness (PLNT), and Viacom (VIAB).

Friday, 11/13

Friday's economic calendar features the release of monthly retail sales, the producer price index (PPI) and core PPI, business inventories, and the mid-month Thomson Reuters/University of Michigan consumer sentiment index. Plus, Cleveland Fed President Loretta Mester will deliver a speech on monetary policy. Quarterly reports from J.C. Penney (JCP) and Tyco International (TYC) will wrap up the earnings week.
 

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