미국의 금리인상에 대한 공포감은 다소 사라졌더라도 세계경제에 대한 불안감은 여전합니다. 따라서 다음주는 어닝에 집중될테지만 알코아에서 이미 보인대로 3분기 실적은 좋을 것 같지 않다는 예상입니다.
어닝시즌에는 관망하며 기회를 노리는 것이 좋을 듯 합니다.
| THIS WEEK’S U.S. ECONOMIC REPORTS |
|---|
| TIME (ET) | REPORT | PERIOD | ACTUAL | CONSENSUS FORECAST |
PREVIOUS |
|---|---|---|---|---|---|
| MONDAY, OCT. 12 | |||||
| None scheduled Columbus Day |
|||||
| TUESDAY, OCT. 13 | |||||
| 6 am | NFIB small business index | Sept. | 96.1 | — | 95.9 |
| WEDNESDAY, OCT. 14 | |||||
| 8:30 am | Retail sales | Sept. | 0.1% | 0.1% | 0.0% |
| 8:30 am | Retail sales ex-autos | Sept. | -0.3% | -0.2% | -0.1% |
| 8:30 am | Producer price index | Sept. | -0.5% | -0.2% | 0.0% |
| 10 am | Business inventories | Aug. | 0.0% | 0.1% | 0.0% |
| 2 pm | Beige Book | ||||
| THURSDAY, OCT. 15 | |||||
| 8:30 am | Weekly jobless claims | Oct. 3 | 255,000 | 270,000 | 262,000 |
| 8:30 am | Consumer price index | Sept. | -0.2% | -0.2% | -0.1% |
| 8:30 am | Core CPI | Sept. | 0.2% | 0.1% | 0.1% |
| 8:30 am | Empire state index | Oct. | -11.4 | -8.3 | -14.7 |
| 10 am | Philly Fed | Oct. | -4.5 | -1.0 | -6.0 |
| 3:30 pm | Federal budget | Sept. | $91 bln | — | $106 bln |
| FRIDAY, OCT. 16 | |||||
| 9:15 am | Industrial production | Sept. | -0.2% | -0.4% | |
| 9:15 am | Capacity utilization | Sept. | 77.4% | 77.6% | |
| 10 am | Consumer sentiment | Oct. | 88.5 | 87.2 | |
| 10 am | Job openings | Aug. | — | 5.8 mln | |