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The Week Ahead: Fed Speeches, Banks, First Full 2017 Week

Bank stock earnings and a number of speeches by Fed officials highlight the first full trading week of 2017

Jan 5, 2017 at 1:30 PM
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The first full week of 2017 will be highlighted by a number of Fed speeches, including a town hall meeting with Federal Reserve Chair Janet Yellen. The earnings calendar will also start to thaw, with reports from several banking giants expected on Friday, including blue chip JPMorgan Chase & Co. (NYSE:JPM).  

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.

The week begins on Monday, Jan. 9, with speeches from Boston Fed President Eric Rosengren in the morning, followed by an afternoon speech by Atlanta Fed President Dennis Lockhart. On the earnings front, A Schulman Inc (SHLM), Acuity Brands (AYI), Apollo Education Group (APOL), Barracuda Networks (CUDA), Commercial Metals Company (CMC), and Global Payments Inc (GPN) are set to report.

Tuesday, Jan. 10 brings the NFIB small business optimism index, as well as the Job Openings and Labor Turnover Survey (JOLTS), and wholesale inventories report. The earnings docket is relatively empty. For Wednesday, Jan. 11, the latest MBA mortgage index will be released, along with weekly crude inventories report. Stepping up to the earnings confessional will be KB Home (KBH) and SUPERVALU INC (SVU).

Fed speeches will fill the day on Thursday, Jan. 12. Philadelphia Fed President Patrick Harker and Chicago Fed President Charles Evans will speak in the morning, followed by afternoon speeches by Atlanta Fed President Dennis Lockhart, St. Louis Fed President James Bullard, and finishing with a town hall meeting for educators with Fed Chair Janet Yellen in Washington, D.C. In addition, weekly jobless claims will be released, along with import and export data, the Treasury budget, and the Fed balance sheet. On the earnings front, FuelCell Energy (FCEL) and Taiwan Semiconductor (TSM) will report.

The week wraps up on Friday, Jan. 13, with the release of December retail sales, the producer price index (PPI), business inventories, the Thomson Reuters/University of Michigan consumer sentiment survey, and the weekly Baker-Hughes rig count. The earnings docket is busy, with an emphasis on finance and bank earnings. JPM, Wells Fargo & Co (WFC), Bank of America (BAC), BlackRock (BLK), Infosys (INFY), and PNC Financial Services (PNC) are all set to deliver earnings.

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