STOCK MARKET WATCH -- Monday, 1 October 2012

[Ghost Dog]

1. And Now Comes A HUGE Week For The Economy And The Election

... Get lot and lots of rest today.

This first week of October is going to be HUGE from both an economic standpoint.

First, here’s an abbreviated version of what’s coming up. These bullets are courtesy of Dave Lutz at Stifel, Nicolaus:

- Chinese Markets closed for Golden Week
- Central Bank Decisions from Aussie, BOE, ECB and BOJ
- Big Ben speaks, and the Minutes from the September meeting
- Global PMI Data – China, EU, UK, USA
- September Auto Sales and Retailer Same Store Sales
- US and EU Employment reports
- A Big Spanish Bond Auction
- Value Investing Conference – Major HF speakers
- European Banking Authority – final report on capital plans
- The First debate between Gov. Romney and President Obama

Now, here’s the full schedule:

MONDAY: It’s global PMI day. So starting late Sunday night in the US, we’ll be getting critical manufacturing reports from Asia, and then Europe, and then of course the US, concluding with the US at 10:00 AM ET. Also at 10:00 AM ET we get Construction Spending for October. There’s also going to be a monetary policy speech by Bernanke, a speech by the head of the SF Fed. At the Value Investing Congress, Bill Ackman, Whitney Tilson, and other swill present picks.


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