Market Analysis

Economic Diary:
Week Commencing 22/07/13


Monday 22 July

Indicator Previous Expected Actual
Existing Home Sales Existing Home Sales Chart 5.18mln 5.25mln 5.08mln

Corporate Statements

Flag of Great Britain
Abcam, Brady, Dialight, Filtronic, Microgen, Reneuron Group, Sterling Energy, Sweett Group PLC, Tristel, Volex

Tuesday 23 July

Indicator Previous Expected Actual
Retail Sales Month on Month Retail Sales Month on Month Chart 0.1% 0.4% 1.9%

Corporate Statements

Flag of Great Britain
Allocate Software, Augean, Carpetright, Croda International, CVS Group, Fairpoint Group, Hargreaves Services, Hogg Robinson Group, IG Group Holdings, Monitise, Petropavlovsk, Premier Foods, Provident Financial, PZ Cussons, Shaftesbury Capital
Flag of the USA
Air Prods & Chem, AK Steel, Alpha Natural Resources, Altria Group Inc, Ameritrade Holdings, AT & T, Avery Dennison, C R Bard, CIT Group Inc, Discover Financl, FMC Technologies Inc., Forest Labs, Freeport-McMoRan, Illinois Tool Wk, Intl Game Tech, Juniper Networks, Kodiak Oil and Gas, Lexmark Intl, Lockheed Martin (All Sessions), MGIC Investment, Norfolk Southern, Peabody Energy, Radioshack, Regions Financl, Rob Half Intl, Ryder System Inc, Total System Services, Travelers Companies, Unisys Corp, United Parcel Service (All Sessions), United Technologies, Valero Energy, VM WARE, Waters Corp

Wednesday 24 July

Indicator Previous Expected Actual
Imports Year on Year Imports Year on Year Chart 10.0% 13.6% +11.8%
Trade Balance Trade Balance Chart -993.9bln JP -160.6bln JP -180.8bln JP
Exports Year on Year Exports Year on Year Chart 10.1% 10.3% +7.4%
CPI Quarter on Quarter CPI Quarter on Quarter Chart 0.4% 0.5% +0.4%
CPI Year on Year CPI Year on Year Chart 2.5% 2.5% +2.4%
Retail Sales Year on Year (nsa) Retail Sales Year on Year (nsa) Chart -2.90% -1.1%
Retail Sales Month on Month (sa) Retail Sales Month on Month (sa) Chart -0.10% 0.1%
New Home Sales-Units Month on Month New Home Sales-Units Month on Month Chart 0.476mln 0.482mln 0.497mln

Corporate Statements

Flag of Great Britain
Archipelago Resources, Arm Holdings (All Sessions), British Land Co, Carphone Warehouse Group, Close Bros Group, Ebiquity, Findel, Glaxosmithkline ADR, Herald INV TST, Imaginatik, IQE, Kingfisher, Kofax, Mobile Streams, National Express Group, Norcros, Paypoint, Renishaw, TalkTalk Telecom Group, Tanfield Group, Wetherspoon(J.D.)

Thursday 25 July

Indicator Previous Expected Actual
IFO Business Climate IFO Business Climate Chart 105.9 106.1 106.2
IFO Current Conditions IFO Current Conditions Chart 109.4 109.7 110.1
Consumer Confidence   95.7 96.0 97.3
IFO Expectations IFO Expectations Chart 102.5 102.5 102.4
GDP Prelim Year on Year   0.3% 1.4% +1.4%
GDP Prelim Quarter on Quarter GDP Prelim Quarter on Quarter Chart 0.3% 0.6% +0.6%
Durable Goods   3.7% 1.3% +4.2%
Weekly Jobless Claims Weekly Jobless Claims Chart 334k 340k 343k

Corporate Statements

Flag of the USA
AAR Corp, Airgas, Inc., Alaska Airlines, Amer Elec Pwr, Ashland Inc, Ball Corp, Bemis Company, BorgWarner, Boston Scientific (All Sessions), Bristol Myers Sq, Brunswick Corp, Cameron International Corp, CB Richard Ellis, Chubb Corp, Cliffs Natural Resources, CMS Energy Corp, Coca Cola Ent, Colgate Palmoliv, Consol Energy, D R Horton, Diamond Offshore, Dolby Labs, Dun and Bradstreet Corporation, Edwards Lifesciences, Entertainment Prop Tr, EQT Corporation, Fed Investors, General Motors (All Sessions), GFI Group, Global Payment, Harley-Davidson, Hershey Co, International Paper, Janus Capital Gp, L-3 Comms Hldgs, Legg Mason, Lorillard, Inc., Mckesson Corp, Mead Johnson, Meredith Corp, Newmont Mining, Noble Energy, Precision Cast, Principal Finl, Pulte Homes Inc, Rayonier Inc, Raytheon Co, Reliance Steel, Royal Caribbean Cruises (All Sessions), Solar Winds, Southwest Airlines, Starwood Hotels, Under Armour Class C, USG Corp, Xerox, Zimmer Hldgs
Flag of Great Britain
Barr(A.G.), Bodycote, Britvic, Brooks Macdonald Group, BT Group, Cable & Wireless Communications, De La Rue, Euromoney Institutional Invest, Great Portland Estates, Halma, Hornby, Howden Joinery Group, Johnson Matthey, Lancashire Holdings, Lonmin, Marston's, Mitchells & Butlers, Polyus Gold International, Publishing Technology, Qinetiq Group, Reed Elsevier, Rolls-Royce Holdings, SABMiller, Sepura, Shanks Group, Torotrak, Travis Perkins, United Carpets, Victrex, Workspace Group

Friday 26 July

Indicator Previous Expected Actual
CPI Core Nationwide Year on Year CPI Core Nationwide Year on Year Chart 0.0% 0.3% +0.4%
CPI Overall Nationwide CPI Overall Nationwide Chart -0.3% +0.2%
Consumer Confidence Consumer Confidence Chart 78 79 82
Univ Michigan Sentiment Univ Michigan Sentiment Chart 83.9 84.0 85.1
Univ Michigan Expectation Univ Michigan Expectation Chart 73.8 74.0 76.5
Univ Michigan Conditions Univ Michigan Conditions Chart 99.7 100.0 98.6

Corporate Statements

Flag of the USA
AON Corp, DTE Energy, Helmerich & Payne, Inc., Newell Rubbermd, Newmont Mining, Stanley Works, Ventas, Weyerhaeuser Co
Flag of Great Britain
Acal, Air Partner, Anglo American, BG Group, British Sky Broadcasting Group, Charles Stanley Group, Homeserve, Ingenious Med, KCom Group, Pearson, Servicepower, Shires Income, Sopheon, Spectris, United Utilities Group

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