MARKET UPDATE


Market Update -- The Week Ahead

July 26, 2010

Consensus Data Last
Monday, 7/26
8:30 Chicago Fed Nat Activity Index Jun   0.21
10:00 New Home Sales Jun 315K 300K
10:00 New Home Sales (m/m) Jun 5.0% -32.7%
10:30 Dallas Fed Mfg Activity Index Jul 0.0% -4.0%
Tuesday, 7/27
9:00 S&P / CaseShiller HPI May   144.56
9:00 S&P / CS 20 City (m/m) May 0.0% 0.4%
9:00 S&P / CS 20 City (y/y) May 3.8% 3.8%
10:00 Richmond Fed Mfg Index Jul 15.0 23.0
10:00 Consumer Confidence Jul 51.0 52.9
Wednesday, 7/28
7:00 MBA Mortgage Applications 23-Jul 7.6%
8:30 Durable Goods Orders Jun 0.9% -1.1%
8:30 Durables Ex Transportation Jun 0.4% 0.9%
14:00 Fed's Beige Book      
Thursday, 7/29
8:30 Initial Jobles Claims 17-Jul 445K 429K
8:30 Continuing Claims 10-Jul 4595K 4681K
Friday, 7/30
8:30 Real GDP (q/q, saar) Q2 A 2.5% 2.7%
8:30 Real PCE (q/q, saar) Q2 A 2.4% 3.0%
8:30 GDP Price Deflator (q/q, saar) Q2 A 1.1% 1.1%
8:30 Core PCE Deflator (q/q, saar) Q2 A 1.0% 0.7%
8:30 Employment Cost Index Q2 A 0.5% 0.6%
9:45 Chicago Purchasing Manager Jul 56.0 59.1
10:00 U. of Michigan Confidence Jul F 67.0 66.5
10:00 NAPM-Milwaukee Jul 57.0 59.0
16:15 Bloomberg FCI Monthly Jul    

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