What You missed LAST Week
What You missed LAST Week
INSTEAD OF ASKING,
WHAT IF BIDEN & DEMS SWEEP, ASK WHAT IF WE
HAVE TO SUFFER FOUR MORE YEARS OF A NARCISSISTIC TRUMP???
July 27—31, 2020 There’s an FOMC meeting, this week but, really, who cares?
Rates aren’t going anywhere for a long time, and the biggest risk Jerome Powell et al
pose is a dose of reality. The "V" shaped recovery that was looking so good when
the economy first reopened has been all but buried by the revival in coronavirus cases.
Maybe some still won’t mask-up, and some teens and twenty-somethings are still
partying like it’s 1999 but a goodly portion of the country has been scared back into
their houses, causing restaurant seating, where still allowed, to nose dive. In his July
testimony, Powell was accused as being more dour than necessary but, alas, perhaps he was
right, after all., Many people—not just seniors—are going out as little was
possible,, sheltering-in-place without anyone ordering them to do so.
Aside from Wednesday’s FOMC statement & Powell press conference, the Economic
Calendar promises June Durable/Capital Goods Orders & Shipments, Monday. It seems
possible that’s the day the top tech CEOs testimony will be postponed, due to a
memorial service for Rep. John Lewis, the Civil Rights activist and so-called
"conscience of Congress." Congress is sure going to need a conscience, this
week, seeing as the Republicans haven’t done squat on the HEROES Act the Democratic
US House passed a month ago, which is causing the Federal Unemployment Benefit--$600 per
week—to expire without a replacement of any kind. While many have, rightly,
complained that the $600 per week took some Unemployment Benefits above the salary
beneficiaries were collecting by working. But any working stiff forced to pay for his own
health insurance and drug/doctor appointment co-pays knows that $600 barely covers those
expenses, monthly, nevermind leaving anything over for rent or a mortgage, car payments
and food. While the CEOs will testify or be postponed, V.P. Pence will be in Miami to see
the first large human trials of a COVID-19 Phase II vaccine get underway. Wonder whether
he’ll be putting his arm out to volunteer, and whether anyone will believe he’s
really being used to trial an unproven vaccine, or faking it.
Also on the Economic Calendar, the S&P/Case-Shiller 20-city Home Price Index for May,
and a slug of Treasury Auctions. Wednesday, before the FOMC statement is released, NY Fed
Pres./CEO William Dudley is in conversation with the OMFIF, on US Economic Policy &
Outlook, followed by June Pending Home Sales from the Nat’l Ass’n of Realtors.
Thursday, the weekly Initial Jobless Claims/Continuing Claims, along with the NIPA
Comprehensive Annual Benchmark Revision. NIPA is the National Income & Product
Accounts, revised July, annually. On the 30th. think of it as a super-duper GDP
compilation. Also Thursday, as it turns out, we’ll get the advance Q2 GDP—the
first look at Gross Domestic Product, which includes Business Spending, CapEx, Household
Spending, and the FOMC’s favorite indicator, PCE—Personal Consumption
Expenditures. Then Friday, we’ll get a 2nd look at PCE, when June Personal
Income & Spending are released, along with the Savings Rate & PCE. Also Friday,
Drs. Fauci, Redfield & Admiral Giroir are scheduled to testify in Congress on the
National Response to Coronavirus. Since there’s pretty much agreement that Pres.
Trump messed up the response—four months worth, to be exact—I imagine
that’s happening at the US House, where the Democratic majority is looking to seize
every possible opportunity to embarrass the Republicans.
The Earnings Calendar is quite a handful. There are new economy reporters like F5, NXP and
SAP Monday, AMD, Akamai, Ebay, Starbucks, Seagate, and Visa, on Tuesday, plus Wednesday,
Equinix, Facebook, PayPal, Qorvo, Qualcomm, ServiceNow, Shopify, Spotify Technology S.A..,
and TeleDoc. Thursday, we’ll hear from Alphabet’s Google, Amazon, American
Tower, Apple, Comcast, EA, Intercontinental Exchange, MasterCard. Friday, Pinterest stands
out.
On the other hand, there’s also a surfeit of old world Earnings Reports expected, as
well, which isn’t to dismiss any of their attempts to drag themselves into the new
economy, whether it’s McDonald’s digital ordering, or GM & Ford’s
attempts to develop electric powertrains, and autonomous driving vehicles. Still, they
have 3 feet of a 4 pedestal table in the old world, so that’s how they’re seen.
Monday, look for Hasbrok and Heidrick & Struggles. Tuesday, 3M, Amgen, Armstrong World
Flooring, Asbury Auto, Avis, Big 5 Sporting Goods, Boyd Gaming, Celanese, Centence, Chubb,
Community Health, Corning, Cummins, D.R. Horton, Denny’s, DexCom, Ecolab,
Harley-Davidson, Invesco, Jetblue, LabCorp, Martin Marietta Materials, McDonalds
Restaurants, Mondelez, MSCI, Omnicom, Pfizer, Polaris, Rayfheon Technologies,
RenaissanceRe Holdings, Rockwell Automation, Roper Industries, Ryder, S&P Global
Intelligence, Sherwin-Williams, Wyndham Hotels, and Zebra Technologies.
Wednesday, there are reports expected from Anthem Health, Apache, Archer Daniels Midland,
Automatic Data Processing, Avalon Bay Apartments, Boeing, Deutsche Bank, DinEquity, Eaton,
Enterprise Products, Genearl Dynamics, General Electric, the aforementioned GM,
GlaxoSmithKline, Hess Oil, Holobix, Interpublic, Lam Research, M/I Homes, Mid Atlantic
Apartments, Norfolk Southern, O’Reilly Automotive, Penske Automotive, Pilgrim’s
Price, Scotts-Miracle Gro, Werner Trucking, WingStop, and Yum China.
Thursday is by far the heaviest day for Earnings releases. In addition to the new economy
names mentioned, we’ll also hear from AGCO, Alexion, AB InBev, Anheuser Busch, Arrow
Electronics, AstraZeneca, Baxter, Beazer Homes, Bio-Rad, Brunswick, Builders FirstSource,
Cigna, Columbia Sportswear, Conoco-Phillips, Eli Lilly, Expedia, Ford, Gilead Sciences,
Group 1 Automotive, HanesBrands, The Hartford Financial, Host Hotels, Kellogg’s,
Keurig Dr Pepper, Kraft Heinz, Mettler Toledo, Mohawk Brands, Molina Health, Molson Coors,
Newmont Gold, Northrup Grumman, Pebblebrook Hotel Trust, PG&E (fresh out of
bankruptcy), Procter & Gamble, Shake Shack, Stanley Works, Striker Corp, Taylor
Morrison Homes, United Parcel Service, Valero, Vertex Pharma, Waste Management, Xilinx,
YUM Brands.
Which brings us to Friday, when reports are expected from Abbvie, Caterpillar, CBOE,
Charter Communications, Chevron, Church & Dwight, Colgate-Palmolive, ExxonMobil, Fiat
Chrylser, L3Harris, Merck, Phillips 66, Under Armour & VF Corp.
If you get the impression that the FOMC Meeting is likely to take 2nd place
behind all the Earnings Reports, I’m not about to argue the point. Whatever we
haven’t learned about the economy from the past couple of weeks or reports,
we’re sure going to learn this week, as both the new & old economy report in
force and volume.
Which brings us to the Events Calendar, which is especially light both because of the
Earnings Calendar, cancellations, postponements, and summer, the last week of July usually
Parents Weekend at camp, and the last unencumbered weekend before kids in southern school
districts usually return to school. Of course, this year, the coronavirus has caused many
school districts to postpone the start of school though none, yet, until after Labor Day,
when the schools in the north usually start. Continuing Sunday, Retinal Specialists, and
those specializing in Cataracts meet, along with the Alzheimer’s Association, all 3
Virtual meetings. NAIC, the State Insurance Commissioners also meet Virtually, along with
AdWeek’s New Tech, and more. Monday, BCVS, a Basic Cardiovascular Sciences Scientific
Sessions meets virtually, along with Soil/Water Ecosystems Services. CSCE20 claims
it’s taking place in Las Vegas from the 27th to the 30th but
the event site hasn’t been updated since Feb 8th. No matter which link we
try, there’s no update to say it was converted to a virtual event, or postponed until
next year. Among the co-located conferences are BioComp, BioEng, and others. Las Vegas has
reopened, with casinos at 25% of capacity, so the 1K—2K researchers expected
aren’t impossible for the MGM to handle but we can’t really confirm the original
A.I. group meeting will take place live, in person, as the website claims
Tuesday, Keefe Bruyette Woods breaks the mold by holding a Virtual Community Bank Investor
Conference. Smart Grid—Grid Evolution also meets virtually, along with CompTIA, for
its partner summit, and the Permian Basin Completions Optimization & Interwell
Communications event.
Wednesday, Southeast Building and the ABI Northeast Bankrputcy-Consumer Conferences are
both virtual events, as is SNAC Int’l elevating Marketing Confeerence for the Snack
industry. Thursday, ICSC (Shopping Center Owners) host a Next Generation Virtual
Conference while the National Medical Association, for African America M.D.s is hoting a
virtual event on Transcending COVID-19 to a Healthier Black America. Friday, the Future of
Breast Cancer will beheld Virtually, while ESTRO, for European Radiology Oncologists
rescheduled for Nov. More important, Friday, is the arrival of 22 NBA—National
Association of Basketball—teams gather at Walt Disney’s ESPN World Complex,
outside Orlando FL, to continue the season ended in March.
Saturday, AIAA, an airport group, and USU jointly holst their Annual Small Satellite
Virtual Conference, while the ASBC--Brewing Chemists—rescheduled their annual meeting
for September through October, as on-demand webinars.
Clearly, despite an FOMC meeting, it’s earnings that will control markets, this week.
The old economy is dominant but there are some star new economy companies reporting, whose
results will determine whether last week’s consolidation (Correction to some) is
arrested after a week or has more room to the downside. Meantime, every time a pundit
talks about what a Biden win, and/or Democratic sweep of the White House & Congress
could mean to markets, I instead want them to answer what 4 more years of a narcissistic,
tempermental, possibly unhinged Pres. Trump could mean—not just to our relations with
China but our relations with all of Europe, and even Canada & Mexico. What would 4
more years of Trump mean for the dollar? For our economy, in general, not to mention our
public health. And I don’t just mean the virus ravaging 30 states but environmental
protections, as well, not to mention the constitutionally provided states’ autonomy.
Do you want unnamed Federal troops overrunning your hometown? How oood do you think 4 more
years of Pres. Trump would be?
.
ECONOMIC: (Highlights, only, below.
Full International
Economic Calendar here)
SUNDAY, 07/26
OVERNIGHT into US Mon. a.m. et:
BoJ Summary of Opinions from Mtg July 14/15, Q1
Capital Spending
RBA’s Kent (Ass’t Gov for Financial
Markets) speaks @Kanga News (10am aest)
BoJ Dpty Gov Amamiya speaks @Japan Nat’l
Press Club (Tokyo)
China June Industrial Profits
Eurozone June Loans to Companies &
Households, M3
German IFO July Biz Conditions/Expectations
ECB Nat’l Balance Sheet of Euro area monetary
financial institutions ex-ECB
BoE release: Asset Purchase Facility, 2Q20 Report
& Capital Issuance (9:30 bst)
MONDAY, 07/27
US June Durable/Capital/Defense Goods Orders/Shipments (8:30am et)
Dallas Fed July Manufacturing Index
Amazon, Apple, Facebook, Google & Twitter CEOs testify at US House Anti-trust
sub-cmte (unless postponted by Rep. John Lewis’ funeral)
VP Pence in Miami for first Phase III Dosing in Human Trials of COVID-19 Vaccine
US Treasury Auctions $54B 3-, & $51B 6-month Bills (11:30am et)
US Treasury Auctions $48B 2-yr & $49B 5-year Notes (1pm et)
OVERNIGHT into US Tues. a.m. et:
ECB Eco Bulletin pre-release Euro area
equity markets & shifting expectations for an economic recovery (10:00 cet)
Brazil June Current Account/Foreign Direct
Investment
TUESDAY, 07/28
Redbook weekly store sales snapshot
Brazil June net Payrolls
US S&P/Case-Shiller May 20-City Home Price Index
FOMC 2-day Meeting Starts
Conference Board’s July Consumer Confidence
Richmond Fed July Manufacturing Index
US Treasury Auctions $30B reopened 120-day & $30B reopened 42-day Notes
US Treasury Auctions $24B 2-year FRN & $44B 7-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
ECB non-Monetary Policy Cmte Meeting
Swiss ZEW July Economic
Sentiment/Expectations
Hong Kong Q2 GDP
ECB Eco Bulletin pre-release: Prelim.
Assessment of the impact of the COVID-19 pandemic on the euro area labour market +
High-frequency data developments in the euro area labour market (10:00 cet)
BoE June Consumer Credit, Mortgage
Approvals/Lending + Effective Interest Rates
Mexico June Unemployment Rate/Change
WEDNESDAY, 07/29
MBA Mortgage Purchase/Refinance Applications (w/e 07/24)
US June Int’l Trade Deficit
US June Wholesale Inventories
OMFIF in Virtual Conversation w/NY FRB CEO Wm Dudley: US economic policy &
outlook (9am et)
US June Pending Home Sales
ECON ED from the K.C. Fed: The T in STEM: Technology Jobs of the Future (10am et)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am et; w/e 07/24)
Chicago Fed Virtual Minority Middle Neighborhoods in a Time of Crisis (noon ct)
FOMC post-Meeting Statement (2pm et)
FOMC Chief Powell post-Meeting Press Conference (2:30pm et)
OVERNIGHT into US Thurs. a.m. et:
Japan June Retail Sales, Japanese purchase
of foreign stocks & bonds+ vice versa
German Q2 GDP, June Unemployment
Rate/Change, Jul Unemployment Apps
UK July Nationwide House Prices, June Car
Production
Hong Kong June Retail Sales
Eurozone June Unemployment Rate, July
Economic/Industrial/Services/ Sentiment, Consumer Confidence/Expectations
BoE’s Breeden UK finance webinar:
non-systemic UK Banks: The Prudential Regulation Authority’s approach to new &
growing banks (14:00 bst)
Mexico Q2 (P) GDP
THURSDAY, 07/30
US weekly Initial Jobless Claims/Continuing Claims
NIPA Comprehensive Annual Benchmark Revision (Bureau of Economic Analysis)
US (adv) Q2 GDP/Biz Spending/CapEx/Household Spending/PCE
EIA weekly Natural Gas Production/Storage Report (10:30am et; w/e 07/24)
US Treasury Auctions 4-, & 8-233k Bills (values not announced at time of post)
OVERNIGHT into US Fri. a.m. et:
Japan Jun Unemployment Rate/Change/Jobs ratio to
Applications
China NBS July Manufacturing & non-Mnftg PMI
Japan Jun Housing Starts/Construction Orders, Jul
Consumer Confidence
French Q2 (P) GDP
German Jun Retail Sales
Swiss June Retail Sales (includes watches)
France June Household Consumption, July CPI/HICP
Italy Q2 (P) GDP, Jun Retail Sales
FRIDAY, 07/31
US June Personal Income/Spending/PCE—Core PCE
Federal Extra $600 per/week Unemployment Benefit Ends (unless Congress rescues)
US Q2 ECI
Chicago July PMI
Dr. Fauci, Dr. Redfield, & Adm Giroir testify on National Response to Covonavirus
U.M. July Consumer Sentiment/Current Conditions/Expectations
Baker-Hughes weekly US/No. Am. Total/Oil Rig Count (1pm etl w/e 07/24)
Colombia Interest Rate Decision
Fed Releases H.8: Assets & Liabilities of Commercial Banks in US (4:15pm et)
OVERNIGHT into US Sat. a.m. et:
So. Korea July trade Balance
WEEKS AHEAD: 07/18—29 FOMC Meeting (last until Sept.)
07/29 FOMC post-Meeting Statement (2pm et)
Powell post-Meeting Press Conference (2:30pm et)
08/04 RBA (Aussie) MPC Meets
08/06 BoE MPC Meets
08/12 RBNZ (New Zealand) MPC Meets
Fed’s Kaplan Global Perspectives w/Marvin E. Odum
08/13 Banco du Mexico MPC Meets
08/20 Norges Bank (Norway) MPC Meets
08/27—28 K.C. Fed virtual
44th Annual Jackson Hole Economic Policy
Symposium:Navigating the Decade Ahead: Implications for Monetary Policy"
EARNINGS: (We ignore "The"
in a company name unless it’s integral to the ticker. It isn’t, for example, in
either Hartford Financial or Kraft Heinz, so neither are placed as alphabetically to
acknowledge "The" in its name. On the other hand, BOTH The Container Store, TCS,
& The Hanover Insurance Group (THG) includes "the" in their tickers, so
they’re alphabetized accordingly, on Tuesday. On the flip side, on Wednesday, neither
The Cheesecake Factory nor The Chef’s Warehouse acknowledge "The" in their
tickers, so it’s ignored. If you are a big time bank investor, we’re not for
you. We cover, only, the big money center banks and largest regionals. The rest are
omitted. We usually check the IR site for every prospective reporter but are often
thwarted because we don’t accept any but necessary cookies, or because they
don’t have an accessible English IR site, or other reasons. This week, there were
simply too many to check, and too many other things to do. Any company that didn’t
confirm by noon, Thursday, the 16th, is not included. "???" after a
lower case ticker means we’ve seen it listed for that day but couldn’t confirm.
Emboldened tickers, are those reports we expect to attract the most attention. It’s
subjective, and you’re free to disagree.)
MONDAY, 07/27: AMG, AGNC, ARE, ARLP, AMKR, AVY, BRO, CX, FIX, CMRE, CR, DSX, DGICA,
EHC, EQT, FFIV, FRTA, GOOD, HAS, HSTM, HSII, HXL, HMST, IVAC, JJSF,
JBT, LECO, LXFR, MMLP, MEDP, NOV, NXPI, OGS, ONF, PCH, PFG, QCRH, QTS, RNST, RYAAY,
SAP, SI, SSD, TCF, TESS**, TNET, TBI, MEDS, UHS, USAK, VCRA
TUESDAY, 07/28: MMM, AHC, ATEN, ACCO, AMD, AFL, AKAM, ALRS,
MO, AMED, AAT, AMGN, ARCH, ASC, AWI, APAM, ABG, ASH, ATRC, AUDC, CAR,
AXS, BLX, B, BGFV, BE, BXP, BYD, CHRW, CAJ, CSV, CSLT, CE, CNC,
CCS, CB, CYH, GLW, CSGP, COWN, CMI, DHI, DENN, DXCM, DTE, EGP,
EBAY, ECL, EIX, enva???, EQR, XGN, FEYE, FTV, FELE, BEN, GAIN, HOG,
HA, HP, HIW, HRZN, HUN, IMAX, IVZ, IRDM, JBLU, JNPR, KAI, LH, LW,
LSCC, LBRT, LDL, MDC, MKL, MLM, MASI, MTDR, MXIM, MCD, MSTR, MDLZ,
MPWR, MRC, MSCI, NBR, NCR, NEO, EDU, NWE, OMCL, OMC, OKE, OVV, OXSQ, PKG,
PEGA, PKI, PFE, PJT, PLT, PII, PRGX, PRLB, PROV, PZN, QUMU, RRD, RTX,
RNR, ROK, RCKY, ROP, R, SPGI, STX, ST, SQNS, SHW, SSTK,
SITC, SSNC, STAG, SBUX, SYX, TROW, TENB, TCS, THG, TRU, TRVG, TRMK, TPB,
TRQ, UDR, UNM, USX, VBTX, V, WAB, WDR, WRE, WAT, WH, XRX, YNDX, ZBRA
WEDNESDAY, 07/29: AAN, AEGN, AER, ajrd???, ALG, AIN, ALIM, ALKS, ALGT, ALTA, ALTM,
AMP, NLY, AM, AR, ANTM, APA, ARCB, ACGL, ADM, ASGN, AHT, HOME, ATNI, ADP,
AVB, AVTR, AXTA, AX, BDC, BHE, BLKB, BKCC, BXMT, APRN, BA, BSX, BCO, BG,
WHD, CCJ, CMO, CERN, CAKE, CHEF, CHE, CHDN, CMPR, CVEO, CME, CDE,
CGNX, CTSH, CODI, CXO, CNMD, CRTO, CCI, CTO, CONE, DB, DIN, DORM, DRE, DX, ETN,
ESRT, WIRE, ETR, EPD, EQIX, EQIC, EEFT, FICO, FSS, FISI, FBHS, FCPT, FDP,
GRMN, GD, GE, GM, GNW, GLAD, GSK, GHC, HWKN, HES, HESM, HOLX,
HPP, PI, IRT, ILPT, IPG, JAKK, JRVR, JHG, KRC, KN, KRA, KLIC, LRCX, LFUS,
LIVN, LXU, MHO, MTSI, MGLN, MANT, MPX, VAC, MGRC, MMSI, MTOR, MAA, MKSI,
MOBL, MC, MORN, MSA, MYRG, NGVT, NEU, EGOV, NSC, ORLY, OII, OIS, ONDK, OCX,
ORN, OC, PEIX, PGRE, PYPL, btu, PAG, PDM, PPC, PS, PTC, QEP, QRVO,
QCOM, RDWR, RJF, ROIC, RES, RYI, SAIA, SANM, SNY, SC, SMG, SIGI, SCI,
NOW, SREV, SHOP, SILC, SLAB, SIMO, SITE, SIX, SPOK, SPOT, SFM, FLOW,
JOE, SHOO, SF, STRA, RGR, NOVA, SGC, TARO, TEL, FTI, TDOC, TTEK, TRTX, TT, RIG,
TSE, TRCX, TTMI, TUP, TPC, TYL, UCTT, umc???, URI, UTHR, UVE, USAP, VALE, VICI,
VKTX, VSEC, WTRE, WRI, WERN, WHG, WING, WPX, WPX, YUMC (FB
rescheduled to Thursday)
THURSDAY, 07/30: TWOU, AOS, ADSW, AGCO, AGIO, AIMT, ALXN, ABTX, MDRX,
GOOG, ATUS, AMZN, ABEV, ANAT, AMT, AMSF, BUD, ANIK,
APO, AAPL, ATR, APTV, AROC, ACA, ARW, AJG, ASPN, AZN, TEAM, BGS,
RILY, BAND, BAX, BZH, BGCP, BIO, BEAT, BPMC, BHR, BRKS, BC, BLDR,
COG, CWT, CPT, CG, CRS, CARR, CARS, CASA, CBZ, CBTX, CC, CI, CLF, CNXM, CNX, COHU,
CXP, COLM, CMCSA, CGEN, COP, CNSL, COR, OFC, CUZ, CVA, CRAI, CACC, CROX,
CRY, CFR, CUBI, DAN, DVA, DWSN, DECK, DLA, DLX, DBD, DLR, dlb???, DSPG, DCO, DNKN, DD,
EKSO, LOCO, ELAN, EA, LLY, EBS, EIGI, NVST, ES, EXAS, EXPE, EXPO, FB,
FHI, FLEX, FND, FLS, F, FORM, FORR, FTAI, FWRD, FMS, FCN, GLPI, GNRC, GPC, GIL, GILD,
GRA, GFF, GPI, GRUB, HBI, HIG, HTGC, HTH, HGV, HST, HUBG,
HUBB, HURN, IDA, INFI, ITGR, ICE, IP, IRMD, K, KDP, KNSL, KEX, KHC,
LAWS, LAZY, LEAF, LXRX, LPL, LIN, LKQ, LPLA, LTC, MGNX, MMP, MX, TUSK, MN, MRLN, MMC, MAS,
MTZ, MA, MTLS, MATW, MPW, MD, MELI, MERC, MTD, MGM, MGPI, MTX, MITK, MHK,
MOH, TAP, MCO, COOP, MYE, NATI, NTUS, NWHM, NEM, NOC, NVCR,
OPI, ODFL, ORBC, ORC, OSK, OSTK, PATK, PEB, PRFT, pbr???, PCG, PBI, POWI,
PQG, PG, PFPT, PRO, QDEL, PACK, RLGY, RP, RDFN, RWT, RGEN, RFP, RTRX, ROG,
rds/a???, SNDR, SGEN, SEM, SHAK, SIRI, SKYW, SM, SCKT, SOI, SAH, SSB, SO, SWN,
SPSC, SPXC, SWK, SRI, SYK, TAL, TNDM, TWHC, TRX, tds???, TPX, TNC,
TEX, TXT, TW, TRS, RARE, ULBI, UPS, X, UTL, ULH, UONEK, VLO, VCYT, VRTX,
VRAY, VC, WM, WEX, WLTW, INT, WRLD, WWE, WYND, XEL, XHR, XLNX, XPO, XYL, YUM,
ZEN
FRIDAY, 07/31: ABBV, ASIX, AXL, AON, ATRO, BCPC, BELFA, BERY, BAH, CAT, CBOE,
CBRE, CHTR, CVX, CHD, CL, CTS, D, XOM, FCAU, GLYC, GT, ghm???, HRC,
IDXX, ITW, IMGN, IMO, ITT, JILL, JCI, LHX, LAZ, LYB, MRK, MGI, NWL, NVT,
OIIM, OFS, PBF, PBFX, PSXP, PSX, PINS, PIPR, PNM, POR, PEG, qsr???, SHLX, SNA, SPB,
SRC, SCM, TU, SLCA, UAA, UBX, VFC, WPC, WY, WETF, yorw???
FB (Facebook) rescheduled its Earnings Release to Thursday, because the
oriinally planned tech CEOs testimony was moved to Wednedsday, on 07/27
**TESS (TESSCO Technologies) Conference Call is the following morning,
07/28 at 8:30am et
EVENTS:
SUNDAY, 07/26
38th ASRS: Virtual Am. Society of Retinal Specialties Annual
Cataract & Advanced Eye Care Annual Virtual Meeting
Alzheimer’s Ass’n International Virtual Conference (thru 31st)
NAIC Nat’l Ass’n of State Insurance Commissioners Virtual Meeting (thru
08/01)
AdWeek New Tech Live Virtual Summit (thru 30th)
Plant Nutrition & Protection: Innovation & Commercialization Virtual Event
(thru 28th)
3D Print Conference & Research Webinar
Transworld Jewelry, Fashion & Accessories Virtual Show
Intimate Apparel Week CANCELED
AACR/ASCO CANCELED Methods in Clinical Cancer Research Workshop
24th World Congress on Heart Disease CANCELED Scientific Sessions
TED2020 Vancouver rescheduled from April, now CANCELED
Moderna (MRNA) & Pfizer (PFE) start large Human Trails of their coronavirus
Vaccine
MONDAY, 07/27
BCVS VIRTUAL Basic Cardiovascular Sciences Scientific Sessions (thru 30th)
75th Int’l SWCS: Soil/Water Ecosystem Services Virtual Meeting
(thru 29th)
World Congress in Computer Science, Engineering & Applied Computing (Las Vegas
thru 20th)
Stephens Cloud Communications Q2 Preview (1pm ct)
TUESDAY, 07/28
KBW Virtual Community Bank Investor Conference (thru 30th)
Annual Academy Health Research Virtual Meeting (thru 08/06)
Smart Grid—Grid Evolution Virtual Summit (thru 30th)
CompTIA Virtual Partner Summit (thru 30th)
4th VIRTUAL Permian Basin Completions Optimization & Interwell
Communications (thru 29th)
21st New Cardiovascular Horizons Conference CANCELED
Madrigal Pharma (MDGL) Virtual NDR with B RileyFBR clients
WEDNESDAY, 07/29
SEBC: Southeast Building Virtual Conference
ABI Northeast Bankruptcy-Consumer Virtual Conference/Consumer Forum (thru 30th)
SNAC Int’l Elevating Marketing Excellence VIRTUAL webinar
ASCII SMB IT Virtual Summit (thru 30th)
Conde Nast CANCELED Luxury Conference (was to be Suzy Menkes’ finale)
CSX (CSX) virtual NDR with Wolfe Research
New Oriental Education (EDU) Virtual Conference call
Gen Con Indy Virtual (Online) event (thru 08/02)
THURSDAY, 07/30
ICSC (Shopping Center Owners) Next Generation Virtual Conference
118th Nat’l Medical Ass’n VIRTUAL Transcending COVID-19 to
a Healthier Black America
Mayo Clinic CANCELED Cardiology Update: The Heart of the Matter
MD Anderson CANCELED 6th Myeloma Workshop
AMC (AMC) postponed its planned theater reopening for 2 weeks to 1 month
The Cheesecake Factory (CAKE) Nat’l Cheesecake Day $1 Donation to Feeding
America for every slice of Cheesecake sold today, in the US & Puerto Rico
Synovus (SNV) virtual marketing w/Stephens
FRIDAY, 07/31
19th The Future of Breast Cancer Virtual Interactive Conference
(thru 08/01)
ESTRO European Radiology Oncologists rescheduled for Nov. 28—12/01
China Joy Digital Entertainment Expo & Conference (Shanghai China thru 08/03)
NBA welcomes 22 teams to Disney’s (DIS) ESPN World Complex (Orlando FL)
Walmart (WMT) started replacing Synchrony (SYF) with Capital One (COF)
credit cards, a year ago, which should really ramp usage, now
SATURDAY, 08/01
34th AIAA/USU Annual Virtual Small Satellite Conference (i.e.
Musk’s StarLink)
ASBC Brewing without Boundaries Converted to Webinar Series rescheduled for
Sept—Oct
United Postmasters & Managers of America CANCELED
EXCERPTS
from EARLIER 2020 OUTLOOKS HERE
© Sandi Lynne 2020 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
(c) 1998--2020
Sandi Lynne