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GDP, Fed Minutes, G-20 Highlight Stacked Week

The G-20 summit will begin on Friday, with all eyes on the U.S. and China

Managing Editor
Nov 22, 2018 at 12:00 PM
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While many will still be recovering from the triple whammy of Thanksgiving, Black Friday, and Cyber Monday, the last week of November is chock-full of potentially market-moving events. The final third-quarter gross domestic product (GDP) reading will draw notable attention on Wednesday, but there will also be the latest Fed meeting minutes, as well as a speech from Fed Chair Jerome Powell. A bevy of other Fed presidents will take the mic too, while several earnings stragglers will unveil their quarterly reports.

In addition, investors will be nervously monitoring trade rhetoric between the U.S. and China, as the two countries prepare for the Group of 20 (G-20) summit on Friday, Nov. 30, in Buenos Aires. Top White House economic adviser Larry Kudlow said of the current trade tiff: "The talks will come to a head at the G-20." 

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 will start off slow, though, on Monday, Nov. 26, with only the Chicago Fed National Activity Index and the Dallas Fed manufacturing survey. Buckle (BKE) and JinkoSolar (JKS) will report earnings.

Tuesday, Nov. 27, will kick off with the S&P Corelogic Case-Shiller home price index, the FHFA home price index, and consumer confidence data. Fed Vice Chair Richard Clarida takes the mic in the morning. Later in the evening, Atlanta Fed President Raphael Bostic, Kansas City Fed President Esther George, and Chicago Fed President Charles Evans will all speak at a panel in New York. There will also be earnings reports from Cracker Barrel (CBRL), GW Pharma (GWPH), Hibbett Sports (HBI), Nutanix (NTNX), and Salesforce.com (CRM).

A busy Wednesday, Nov. 28, is headlined by GDP data and the Fed minutes. We'll hear from Powell later in the day as well. There will also be data on MBA mortgage applications, international trade, new home sales, wholesale inventories, and the weekly crude inventory report from the Energy Information Administration (EIA). Box (BOX), Chico's (CHS), Dick's Sporting Goods (DKS), Guess (GES), Tiffany (TIF), and Tilly's (TLYS) will report earnings

Thursday, Nov. 29, features weekly jobless claims, data on personal income and outlays, the pending home sales index, and the Fed's balance sheet. Fed President Loretta Mester and Charles Evans will speak in the afternoon. Abercrombie & Fitch (ANF), AeroVironment (AVAV), Ambarella (AMBA), Dollar Tree (DLTR), GameStop (GME), VMware (VMW), Workday (WDAY), Yeti (YETI), and Yext (YEXT) step into the earnings confessional.  

Friday, Nov. 30, will feature the Chicago purchasing managers manufacturing index (PMI) and the Baker-Hughes rig count. New York Fed President John Williams will close out the Fed speeches for the week, and the aforementioned G-20 summit will kick off in Argentina. 

 

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