Monday, Nov. 3 — Manufacturing Pulse
Data:
ISM Manufacturing / S&P Global PMI (Oct): Expansion >50, contraction <50 (prior 49.1).
Construction Spending (Sept): Key for builders and materials.
Watch: BWXT (defense, nuclear).
Moves Market: Expanding orders or strong construction = positive for U.S. manufacturing. Weak data = pressure on cyclical names.
Tuesday, Nov. 4 — Trade and Capex
Data:
U.S. Trade Balance (Sept): Smaller deficit favors domestic producers.
Durable Goods / Factory Orders (Sept): Focus on core capex (ex-aircraft).
Watch: Sanmina (SANM), Eastman Chemical (EMN).
Moves Market: Durable goods beat = bullish for industrials and suppliers.
Wednesday, Nov. 5 — Jobs and Tech
Data:
ADP Employment (Oct): Private payroll trend.
ISM Services (Oct): Services employment and business activity.
Watch: Palantir (PLTR), Qualcomm (QCOM).
Moves Market: Strong ADP = steady demand. PLTR or QCOM guidance on defense or chips = sector signal.
Thursday, Nov. 6 — Productivity
Data:
Productivity & Costs (Q3): Productivity up = margin support; higher labor costs = compression.
Watch: Broader earnings (industrial, mid-cap).
Moves Market: Productivity beat + stable labor costs = bullish for manufacturer margins.
Friday, Nov. 7 — Sentiment and Signals
Data:
University of Michigan Consumer Sentiment (Prelim Nov).
Weekly Flash Indicators: Jobless claims, regional surveys.
Watch: Smaller industrials, mid-caps.
Moves Market: Falling sentiment = reduce consumer cyclicals. Upbeat sentiment = support for domestic manufacturing.
Key Companies
Palantir (PLTR), Qualcomm (QCOM), AMD (AMD), BWXT (BWXT), Eastman Chemical (EMN), Sanmina (SANM), Hess Midstream, Williams Co.
