What You missed LAST Week         

                                                HOW DOES THE STREET REACT TO BLOWING UP THE DEFICIT BY ANOTHER $200B?

February 12—16, 2018 Whether the latest volatility runs its course by this week could depend on how the Street reacts to Trump proposing adding another $200B to the deficit on infrastructure spending. Recall, the problems started in the debt markets, so that’s what must be watched, still. Meanwhile, 3 weeks sick makes me wonder how deeply this year’s flu epidemic curtailed worker productivity.

ECONOMIC: (Full Int'l Economic Calendar here)
SUNDAY, 02/11
Japan Holiday—National Founding Day

MONDAY, 02/12
US Treasury Auctions $48B 3-, & $42B 6-month Bills
US Treasury Releases Budget
Carnival Holiday
    OVERNIGHT into US Tues. a.m. et:
        UK Jan CPI, Retail Price Index, PPI, Dec House Price Index
        French 17Q4 French Non-Farm Payrolls

TUESDAY, 02/13
NFIB Small Business Optimism Index
Fed’s Mester
on Monetary Policy & Eco Outlook @Dayton Area Chamber of Commerce Gov’t Affairs Breakfast (OH)
Redbook weekly Store Sales Snapshot
aka Fat Tuesday for Mardi Gras
    OVERNIGHT into US Wed. a.m. et;
        Japan 17Q4 GDP/CapEx/Consumer Spending
        Riksbank (Sweden) MPC Meets Followed by Press Conference & Monetary Policy Report
(02/14 local time)
        Germany 17Q4 GDP, Jan CPI & JHICP
        Italy 17Q4 GDP
        Eurozone 17Q4 GDP & Dec Industrial Production/Capacity Utilization

WEDNESDAY, 02/14
MBA Weekly Mortgage/Refinance Applications
US Jan CPI
US Jan Retail Sales
Canada/Teranet/National Bank Jan Home Price Index
Atlanta Fed Business Inflation Expectations
US Dec Wholesale & Retail Inventories
EIA weekly Petroleum/Distlillates/Gasoline Report
Ash Wednesday
     OVERNIGHT into US Thurs. a.m. et:
         Japan Dec Industrial Production/Capacity Utilization
         EU-25 Jan New Car Registrations
         Lunar New Year Holiday Celebrated in South Korea, China, Hong Kong
—The latter closes early at noon (02/15 local time)
         French FinMin Le Mairea & IMF Chief Lagarde speak at Eurozone Reform Meeting (Paris)
         ECB’s Mersch keynotes at "Rencontres du Club SEPA (Paris)
         ECB’s Lautenschlager keynotes Dutch Banking Day 2018 (Amsterdam)

THURSDAY, 02/15
NASS Nat’l Ass’n of Secretaries of State Meeting
(D.C. thru 16th)
Chinese New Year Celebrations in China, Taiwan & Hong Kong +parts of Indonesia
US weekly Jobless Claims
BoC Dpty Gov Schembri speaks (Winnipeg)
Pilly Fed Business Outlook Survey
Jan Industrial Production/Capacity Utilization
NAHB Feb Housing Market Index
EIA Natural Gas Report
US Treasury Auctions $7B 30-year TIPS
Treasury Refunding Announcement
Canada Jan Existing Home Sales
US Dec TICS
US weekly Fed Balance Sheet & Money Supply
    OVERNIGHT into US Fri. a.m. et:
         UK Jan Retail Sales
         ECB’s Coeure
keynotes Nat’l Bank of the Republic of Macedonia
         Reinventing Bretton Woods Cmte Int’l Conference (Skopje Macedonia)

FRIDAY, 02/16
Lunar Holiday in Hong Kong, Singapore, South Korea & China
Jan US Housing Starts/Building Permits
US Import/Export Prices
U.M. Preliminary Feb Consumer Sentiment
17Q4 eCommerce Consumer Sales
Baker-Hughes weekly US/North America Rig Count
(1pm et)

SATURDAY, 02/17
Lunar New Holidays Continue in the Asian Countries

                        WEEKS AHEAD: 03/06 RBA (Aussie) MPC Meets
                                                  03/07 BoC (Canada) MPC Meets
                                                  03/08 ECB MPC Meets
                                                  03/09 BoJ MPC Meets
                                                  03/21 FOMC Meets
                                                           New FOMC Chief Powell’s first Press Conference
                                                 03/22   BoE
MPC Meets

EARNINGS:
(We cover only the major money center banks & largest regionals—foreign banks with ADRs stand a better chance of inclusion than small banks domestically. Companies had to confirm their reporting day by Thursday, noon, the week prior, or won’t be included. We ignore "the" in a corporate name, unless it’s integral to the ticker. In the case of Kraft Heinz, Friday, it’s not. We no longer separate pre-market from post-market reporting times. It was too large a burden, and expect the viewer to do some due diligence themselves.)

MONDAY, 02/12: AMKR, ATR, ACGL, BWP, BHF, BRX, BKD, CRNT, CNA, CORI, DMPI, DO, DNB, EFC, FDC, FTK, FMC, JOB, GHDX, G, GGAL, NSP, INST, LC, L, LMNX, MIME, MOH, NAT, NWE, OHRP, OTTR, PTN, QLYS, QTNA, RPD, RMAX, QSR?, RNG, SREV, LNCE, SNE, SHO, USAC, VRNS, VECO, VIPS, VNO, WTS

TUESDAY, 02/13: AYR, AB, AAT, AM, AR, ANH, ARCC, ARR, BIDU, BIVV, HAWK, BXMT, CALX, CARB, ECOM, CRL, CNO, CMP, CSOD, CRY, DAN, DVA, DCP, DENN, FANG, DBD, DEI, NPO, FRT, FOSL, GNRC, HCP, HIMX, HUBS, IOSP, IMI, KMPR, KRNT, LSCC, LPX, LXFT, MLM, MXL, MET, NNN, NBIX, OXY, CINR, OHI, PEP, QUOT, RDCM, RAS, RM, RPAI, REXR, SWM, SCI, SINA, TLND, TEGP, TEP, SKT, TRUP, TWLO, UAA, VOYA, WB, WU, XPER

WEDNESDAY, 02/14: ACCO, AER, A, AGIO, AIRG, ALKS, ALSN, ASPS, AMBR, ANDE, NLY, ARI, AMAT, ARRS, ABX, BBW, BG, FUN, CTL, CF, CHE, CC, CIM, XEC, CSCO, CMS, CPSS, CXW, CRTO, CUTR, CVRR, CYS, DPS, EEQ, EQIX, FSLR?, FLIR, GNCA, GEO, GNC, GRPN, HE, HR, HLT, H, NSIT, ICPT, IFF, IPG, IQV, IRTC, IRWD, KEYS, LPI, LBTYA, LILA, LECO, LAD, MRO, MCHX?, MAR?, MMLP, TAP, NP, NTAP, DNOW,. OIS, ASGN, OMF, ORBK, OMI, PKD, PEI, PLAB, PPC, PBPB, PRTA, QTWO, RDNT, RUSHA, SABR, SB, STNG, SEDG, SUM, TEX, TRIP, RARE, UFCS, UE, VNDA, WMB, WPZ, WIX, WYN

THURSDAY, 02/15: AAN, ACOR, ALE, MDRX, AMN, ANDX, ANDV, ARES, ANET, AVP, BL, BCOR, CBZ, CBS, CHSP, CBB, CLD, CCE, CGNX, COHU, CXP, COMM, ED, COWN, CRAI, CUBE, CYBR, DDR, XRAY, DLR, DLNG, EQT, EQM, FLS, GEL, GPN, GVA, HTA, HPP, HII, ICLR, PI, INCY, KIM, LPNT, LOGM, MXWL, MERC, MFA, MRC, MULE, NAVG, NUS, PGRE, PATK, PBF, PBFX, CNXN, POOL, RGC, RS, RWLK, SHAK, SHOP, SNBR, SON, SEP, SPXC, SSNC, STAG, SYNT, TRGP, THS, ECOL, USFD, WRE, WM, WST, WGP, WES, AUY, YNDX, ZTS

FRIDAY, 02/16: AEE, AXL, B, CPB, KO, DE, DTE, EPAM, GLOG, IPGP, IRM, ITT?, SJM, JRVR, KHC, MNI, TYPE, NHI, NWL, NOA, OZM, PES, POR, R, VFC, VMC, WBC

EVENTS:
CONTINUING SUNDAY, 02/11

New York Women’s Fashion Week (NY thru 16th)
Off-Price @MAGIC (Las Vegas NV thru 13th)
Pri-Med South (Ft Lauderdale FL)
SPIE Imaging + Medical Imaging Symposium (Houston thru 15th)
20th Annual Pain Management Symposium (Orlando thru 14th)
Jackson Hole Urology Seminar (Jackson Hole WY)
ISSWSH: Int’l Society for Study of Women’s Sexual Health (San Diego CA)
CHART: Training Competencies (San Antonio TX thru 13th)
Whistler Capital Conference (Whistler BC Canada)
Singapore AirShow (Singapore)
142nd Westminster Dog Show (NY thru 13th)
AT&T (T) Pebble Beach Nat’l Pro-Am (Pebble Beach CA)
Pyeongchang Winter Olympics (So. Korea broadcast by NBC [CMCSA})

STARTING SUNDAY, 02/11
ISSC Solid State Circuits
(San Francisco CA thru 15th)
FN Platform Footwear Sourcing @MAGIC (Las Vegas thru 14th)
IAB: Internet Ad Bureau Annual Leadership Meeting (Palm Desert CA thru 13th)
CREF/Multifamily Housing Convention & Expo (San Diego thru 14th)
TDWI World Conference (Las Vegas thru 16th)
NARUC Winter Committee Meetings (Washington DC thru 14th)

MONDAY, 02/12
Credit Suisse Financial Services Forum (Miami FL thru 14th)
Credit Suisse 23rd Annual Energy Summit (Vail CO thru 15th)
Wells Fargo Generic Drug Summit (Orlando thru 13th)
Jefferies Dental Summit (Chicago IL)
19th BIO CEO & Investor Conference (NY thru 13th)
UBS MBA Commercial Real Estate Finance Conference Reception (San Diego)
Citi Hosted Meetings @MAGIC (Las Vegas)
MAGIC (Las Vegas thru 14th)
Fashion Fabric Sourcing @MAGIC (Las Vegas thru 14th)
Re/Code codemedia (Huntington Beach CA thru 13th)
SuperReturn US West (San Francisco thru 14th)
Healthtech Molecular Med Tri-Con w/Genomics Series (San Francisco thru 15th)
Advances in AGBT (Genome Biology & Technology) General Meeting (Orlando thru 15th)
Daiwa Silicon Valley Research Tour (thru 16th)
AACR Immunobiology of Primary & Metastatic CNS Cancer (San Diego thru 15th)
Platts 17th Liquified Natural Gas Conference (Houston thru 13th)
Annual ARC Advisory (Manufacturing) Industry Forum (Orlando thru 15th)
ASM Biothreats & Defense—Research, Response & Policy (Baltimore MD thru 14th)
Kidscreen Summit (Miami Beach FL thru 15th)
Startup Grind (Google Powered) Global Conference (Redwood City CA thru 14th)
FAST File & Storage Technologies Usenix (Oakland CA thru 15th)
Telestrategies 31st Annual Federal Networks in Ass’n with AFCEA DC (thru 13th)
Barron’s (NWSA) Top Advisory Teams Summit (Las Vegas)

TUESDAY, 02/13
Goldman Sachs Technology & Internet Conference 2018 (San Francisco thru 15th)
SunTrust 4th Annual Orphan Drug Day (NY)
Stifel 2018 Transportation & Logistics Conference (Miami Beach FL thru 14th)
Raymond James Medicaid Symposium (NY)
R.W. Baird Private Company Technology & Services Conference (NY thru 14th)
Agribusiness Showcase & Conference (Des Moines IA thru 14th)
World Ag Expo (Tulare CA thru 15th)
HSBC 6th Annual Mexico CEO/CFO Roundtable (Mexico City thru 16th)
Fat Tuesday, Height of Mardi Gras Worldwide
MGM (MGM)
opens Cotai, Macau Casino

WEDNESDAY, 02/14 Valentine’s Day
Leerink 7th Annual Global Healthcare Conference (NY thru 15th)
BAC/MER Insurance Conference (NY)
BB&T Capital Annual Logistics & Transportation Conference (Coral Gables FL thru 15th)
Int’l Colorectal Disease Symposium-Gastroenterology & Hepatology Symposium + Fluorescence Guided Imaging Surgery (Ft Lauderdale thru 20th)
SAGES+ISLCRS Laparoscopic Colorecetal Surgeons w/Endoscopic Surgery @Digestive Disease Institute Week (Ft Lauderdale thru 20th)
ITExpo (Formerly InterOp) Ft Lauderdale thru 16th)
CVx ChannelVision Expo @ITExpo (Ft Lauderdale thru 16th)
Capital Link Cyprus Shipping Forum (Limassol Cyprus)
FDA Jt Mtg of Anesthetic & Analgesic Drugs_+Drug Safety & Risk Management AdComs to discuss NDA 209257 or Hydexor, from Charleston Labs, then Pacira Pharmaceuticals (PCRX) sNDA 022496/S-009 for Exparel as a nerve block to produce regional anesthetic (Silver Spring MD thru 15th)
ECCO EU Crohn’s & Colitis Org Inflammatory Bowel Diseases (Vienna Austria thru 17th)

THURSDAY, 02/15
BMO Capital 2018 Auto Finance Forum (Toronto Canada)
Healthtech Molecular Med Tri-Con w/Microbiome-based Precision Medicine, Cell Analysis, Cell-based Cancer Immunotherapy (San Francisco thru 16th)
AHNS Multidisciplinary Head & Neck Cancers Symposium (Scottsdale AZ thru 17th)
Houston Aortic Symposia (Houston TX thru 17th)
iiBIG Inaugural Cloud Lending Online Summit/Expo (D.C.)
SCP Society for Consumer Psychology Conference (Dallas TX thru 17th)
AAAS Am. Ass’n for the Advancement of Science (Austin TX thru 19th)
Chicagoland RV/VAN + Boat Show (Chicago thru 18th)
13th Annual Biomarkers Congress (Manchester UK thru 16th)
Miami International Boat Show (Miami FL thru 10th)

FRIDAY, 02/16
Advancing Cardiovascular Care of the Oncology Patient (D.C. thru 18th)
76th American Academy of Dermatology (San Diego CA thru 20th)
GDPA Dermatology PEARLS Seminar (San Diego thru 20th)
TOTY Toy of the Year Awarded
London Women’s Fashion Week (London thru 20th)
NBA (Basketball) All-Star Weekend (Los Angeles CA thru 18th)
MOVIES OPENING: "Black Panther" from Disney’s (DIS) Marvel Studios with Chadwick Boseman, Michael B Jordan, Lupita Nyong’o, the first Black super hero to get the star treatment, and we mean star, as the rest of the cast includes Sterling K. Brown, Angela Bassett, Forest Whitaker, while Kendrick Lamar wrote & performed many of the songs featured. "Early Man," ananimated feature with the voices of Tom Hiddleston, Maisie Williams, Eddie Redmayne, produced by Aardman Animations & StudioCanal, while LionsGate (LGF.A) will distribute in North America.
Hasbro (HAS) Investor Update during Toy Fair
Mattel (MAT) Analyst Meeting @ToyFair

SATURDAY, 02/17
International Toy Fair New York (NY thru 20th)   EARLIER 2018 WEEKLY COMMENTS HERE

2018 Sandi Lynne Nothing contained in this commentary should be construed as a recommendation to buy or sell any security. The opinions expressed are the author’s, alone, and should be just one factor in more complete due diligence.
 

                                                                           Enjoy last week's highlights. I'm retired, now, and prepare what I like, when I want,

Regards
  Sandi Lynne

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