16
May 11

Maria Bartiromo's Investor Brief - May 15 - 2011

Link to website and video

http://mariaswallstreet.cnbc.com/video/InvestorBrief/2011/05/16/?sid=LR4186&cp=CNAB&ct=20110516&cc=eletter&en=3978699

  • Last month’s existing home sales report showed a 3.7% increase in March. That was short of expectations but at least moving in the right direction. Home affordability remains near its all-time high, but tepid job growth, hesitant buyers and credit constraints continue to weigh on the sector. We'll get the latest numbers for April on Thursday.
  • The earnings line-up includes important retailers like JCPenney, Staples, Target and Wal-Mart, as well as home improvement giants Home Depot and Lowes. Tech bellwethers Dell and Hewlett-Packard are also scheduled to report.
  • Other economic releases of note include weekly unemployment claims on Thursday, the Philadelphia Fed’s business outlook, and the index of leading indicators on Friday.

Monday : NAHB Housing Market Index
Tuesday : Housing Starts / Industrial Production
Wednesday : FOMC Minutes
Thursday : Weekly Unemployement / Existing Home Sales / Philidelphia Fed

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www.mariaswallstreet.com
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investoragenda.cnbc.com
9
May 11

Maria Bartiromo's Investor Brief - May 9 - 2011

Maria Bartiromo's Investor Brief - May 9 - 2011

  • Retail sales slightly underperformed in March, mostly due to higher gas prices. Thursday’s report will tell us if this trend is continuing.
  • On the earnings schedule this week are retailers Macy’s, Kohl’s and Nordstrom. Tyson Foods, Sysco, Walt Disney Co., and Cisco will also report.
  • Reports on the Producer Price Index and Consumer Price Index will be released Thursday and Friday. Investors will be looking for what impact higher energy and food prices may be having.

http://mariaswallstreet.cnbc.com/video/InvestorBrief/2011/05/09/?sid=LR4180&cp=CNAB&ct=20110509&cc=eletter&en=3978699