beige book posts
FeedPosted Jan 9th 2011 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Forecasts, Intel (INTC), JPMorgan Chase (JPM), Alcoa Inc (AA), Economic Data
Alcoa (AA), Intel (INTC) and JPMorgan Chase (JPM) will kick off a new earnings season this week when they report their results for the fourth quarter of 2010. Here's a quick look at what analysts surveyed by Thomson Reuters expect to see, followed by a glance at what's coming up on the economic calendar.
Alcoa
During its fourth quarter, Alcoa saw increased demand in emerging markets, sold surplus properties, and shared revenue targets with investors. Analysts forecast that earnings for the period will come to 19 cents per share, up from just a penny per share in the same quarter of last year. The New York-based aluminum producer also is expected to post revenue of $5.7 billion for the three months that ended in December, which is 4.5% more than a year earlier.
Continue reading Week in Preview: Alcoa, Intel, JPMorgan Kick Off New Earnings Season
Posted Sep 12th 2010 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Forecasts, Best Buy (BBY), FedEx Corp (FDX), Oracle Corp (ORCL), Economic Data
Last week, the Fed's Beige Book report confirmed that the economy continues to grow, but at a slower pace than in previous periods. This week will bring plenty of economic data to either support or contrast with the Fed's findings.
- Monday: Federal government budget balance for August
- Tuesday: Business inventory numbers from July, TIPP Economic Optimism Index for September, retail sales data from August
- Wednesday: Industrial production in August, Empire State Manufacturing Survey for September, Import Price Index for August
- Thursday: Producer Price Index for August, Philly Fed Survey for September, the Current Account Balance in the second quarter, jobless claims for last week
- Friday: preliminary University of Michigan Consumer Sentiment Index, Consumer Price Index for August, real earnings data for August
Continue reading The Week in Preview: FedEx, Best Buy, Oracle and Lots of Economic Data
Posted Sep 5th 2010 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Forecasts, Smithfield Foods (SFD), Economic Data, Federal Reserve
The Federal Reserve's next Beige Book report is scheduled to be released this week. This report is a compilation of anecdotal information on current economic conditions from each of the 12 Federal Reserve Bank districts, and it is released eight times a year. The data comes from interviews with business contacts, economists, market experts, and other sources. While the June report showed modest growth across the districts, the July report showed that the economic recovery had slowed, even stalled in some districts.
Other economic data due out this holiday-shortened week include:
Continue reading The Week in Preview: Beige Book, Smithfield Foods, Talbots, Men's Wearhouse
Posted Jul 29th 2010 2:00PM by Joseph Lazzaro (RSS feed)
Filed under: Financial Crisis

Experienced investors know that even the most-sobering economic reports can contain 'gems' or small-but-significant, positive data points.
The U.S. Federal Reserve's latest
Beige Book report on the economy is a classic example. The Fed confirmed that the U.S. economic recovery had slowed in the second quarter, with regions reporting uneven levels of growth.
The gem? The recovery, although in low gear, nevertheless remains fast enough for commercial borrowers to service their debt, and this is helping to stabilize the commercial debt market.
Continue reading Ray of Light: Risk Appetite Has Increased
Posted Jul 25th 2010 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Forecasts, Chevron Corp (CVX), Southwest Airlines (LUV), Broadcom Corp'A' (BRCM), Economic Data
The earnings crunch rolls on this coming week, and the analysts surveyed by Thomson Reuters are looking for strong quarterly results from the likes of Avon (AVP), Coinstar (CSTR), Corning (GLW), DuPont (DD), MetLife (MET), Norfolk Southern (NSC), Northrop Grumman (NOC), Royal Dutch Shell (RDS.A) and many others. In fact, Broadcom (BRCM), Chevron (CVX) and Southwest Airlines (LUV) are expected to have doubled their second-quarter earnings per share compared to a year ago.
The three months that ended in June saw Southwest Airlines celebrate the 39th anniversary of its founding, and it also declared a quarterly dividend. Analysts expect the Dallas-based no-frills carrier to report that second-quarter earnings came to 27 cents a share, a 70.4% rise from a year earlier. Revenue for the period is expected to have grown 20.4% to $3.2 billion. So far, analysts predict similar earnings and revenue numbers for the third quarter. But earnings results were better than expected in the past four quarters, beating consensus estimates by as much as 47%.
Continue reading The Week in Preview: High Expectations for Southwest, Chevron, Broadcom
Posted Jun 6th 2010 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Forecasts, Economic Data, Federal Reserve
The Federal Reserve's next Beige Book report is scheduled to be released this week. This report is a compilation of anecdotal information on current economic conditions from each of the 12 Federal Reserve Bank districts, and it is released eight times a year. The data comes from interviews with business contacts, economists, market experts, and other sources. The June report is expected to show strengthening signs of expansion, though results could be mixed across the 12 districts.
Economic data due out this week include:
Continue reading The Week in Preview: Beige Book, Federal Budget, Retail Sales
Posted Feb 28th 2010 12:00PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Forecasts, AutoZone Inc (AZO), Costco Wholesale (COST), Canada, Economic Data, Urban Outfitters (URBN)
The Federal Reserve's next Beige Book report is scheduled to be released this week. This report is a compilation of anecdotal information on current economic conditions from each of the 12 Federal Reserve Bank districts, and it is released eight times a year. The data comes from interviews with business contacts, economists, market experts, and other sources. The previous report, released in January, showed some improvement in most districts and growth in consumer spending over the holiday period, though unemployment remained high. The December report showed modest improvement in eight of the districts.
Retailers were in the earnings spotlight last week and for the most part made a strong showing of it. Even as the earnings season winds down, some more retailers are scheduled to release quarterly results this week.
Continue reading The Week in Preview: Fed's Beige Book, More Retail Earnings and Canadian Banks
Posted Jan 13th 2010 4:00PM by Jon Ogg (RSS feed)
Filed under: Google (GOOG), JPMorgan Chase (JPM), CIT Group (CIT), Eastman Kodak (EK), Kraft Foods'A' (KFT)
Continue reading Closing Bell: Low Rates and Easy Finance Policy to Stay for Stocks (KFT, JPM, GOOG, BIDU, EK, LLTC, NBG, MRNA, NBG)
Posted Jan 10th 2010 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Forecasts, Intel (INTC), JPMorgan Chase (JPM), Alcoa Inc (AA), KB HOME (KBH), Economic Data, Federal Reserve
The Federal Reserve's first Beige Book report of the year is due out this week. The report is a compilation of anecdotal information on current economic conditions from each of the 12 Federal Reserve Bank districts. The data comes from interviews with business contacts, economists, market experts, and other sources. The previous report, released in December, showed modest improvement in eight of the districts, while the October report confirmed that the economy was stabilizing after earlier declines.
Continue reading The Week in Preview: Fed's Beige Book; Alcoa, JPMorgan and Intel Earnings
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