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EQUITY LETTER

  TUESDAY SEPTEMBER 15  2009

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Economic
08:30 PPI (Aug.): 0.8% cons.
08:30 Core PPI (Aug.): 0.1% cons.
08:30 Retail Sales (Aug.): 1.9% cons.
08:30 Retail Sales Ex.-Auto (Aug.): 0.4% cons.
08:30 Empire Manufacturing (Sep.): 15.00 cons.
10:00 Business Inventories (Jul.): 0.8% cons

TOP FINANCIAL NEWS

BUSINESS NEWS
After Hours Summary
 GNW -3.7% (Genworth Financial announces it has commenced public offering of ~$500 mln of Class A shares of common stock)
Companies trading lower in after hours in reaction to news
: CUZ -4.6% (Cousins Prop announces 32 mln common share offering); SFD -3.9% (announces a public offering of $250 mln of its common shares); GNW -3.7% (Genworth Financial announces it has commenced public offering of ~$500 mln of Class A shares of common stock); XL -1.1% (announces departure of Chief Financial Officer); AMTD -0.9% (TD Ameritrade reports monthly metrics; average of 431K client trades, up 71% y/y).

Earnings

Before: BBY, CBRL, RAIL, GIGM, KR

After: ADBE, CGA

Events

BAM Investor Day

ICXT Investor Day

AMP, BAC, MS, JPM @ Barclays Capital Global Financial Services Conf.

UNH, AET, GSK, BMRN @ Morgan Stanley Global Healthcare Conf.

SYNA, MSFT, SAP, BRCM Jefferies & Co. Technology Conf.

BCE, RCI, TRI @ BMO Capital Markets 2009 Media & Telecom Conf.

VR, RNR, PRE, AHL @ Fox-Pitt, Kelton Inc Bermuda in Boston Conf.

EXP, USG, CAT, DOW, POT @ JP Morgan Diversified Industries Conf.

TWC, TIVO, IPG, BIDU @ Goldman Sachs Communacopia Conference New York

MONG, CYT, WLK, TRA @ Credit Suisse Group Chemical Conf.

BIDU, AOB, WATG @ Susquehanna International Group Beijing Management Summit Bernanke on Financial Crisis

CRM, GILD, RAX, BCSI @ Think Equity Growth Conf.

CF, HUN, LZ, PX @ Keybanc Capital Markets Basic Materials Conf.

NTAP, MU, JDSU, MSFT, GLW @ Deutsche Bank Securities Technology Conf.

BKI, RYN, WY, PCH @ UBS Global Paper and Forest Products Conf.

SMSI @ Wedbush Morgan Securities New Mobile Network Conf.

RGLD @ Denver Gold Forum

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MEMORIAL 9 11

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The Wall Street Journal Home Page

STOCK MARKET TOOLS

Monthly Weekly Daily Today 4:26 PM ET
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
Monday Sep 14

 
 

Elizabeth Duke Speaks
8:35 AM ET


 

Jeffrey Lacker Speaks
12:30 PM ET


 

 

Janet Yellen Speaks
3:50 PM ET


 


 

 

 
Retail Sales
[Report][Star]
8:30 AM ET

 

 
Redbook
[Bullet
8:55 AM ET

 

 
 

 

 

 

 

 

 

 
 

Weekly Bill Settlement

 
Housing Starts
[Report][Star]
8:30 AM ET

 
Jobless Claims
[Report][djStar]
8:30 AM ET

 

 

 

 

 

 

 

 

 
Money Supply
[Bullet
4:30 PM ET
 

Quadruple Witching
 
Equity Settlement
9-17-09
Equity Settlement
9-18-09
Equity Settlement
9-21-09
Equity Settlement
9-22-09
Equity Settlement
9-23-09

 

the market

MARKET UPDATES

Advanced Sectors Sectoring by Industry Group

BUSINESS WEEK MARKET ANALYSIS

 By Paul Cherney

 Economic Indicators

Top Ten Online Business Newspapers

     1. The New York Times
     2. USA Today (money)
     3. The Washington Post (business)
     4. Los Angels Times (business)
     5The Boston Globe (business)
     6Financial Times
     7Houston Chronicle (business)
     8The Seattle Times (business)
     9Chicago Tribune (business)
   10San Francisco Chronicle (business)