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A wild MAME 0.215 appears! Yes, another month has gone by, and it’s time to check out what’s new. On the arcade side, Taito’s incredibly rare 4-screen top-down racer Super Dead Heat is now playable! Joining its ranks are other rarities, such as the European release of Capcom‘s 19XX: The War Against Destiny, and a bootleg of Jaleco’s P-47 – The Freedom Fighter using a different sound system. We’ve got three newly supported Game & Watch titles: Lion, Manhole, and Spitball Sparky, as well as the crystal screen version of Super Mario Bros. Two new JAKKS Pacific TV games, Capcom 3-in-1 and Disney Princesses, have also been added.
Other improvements include several more protection microcontrollers dumped and emulated, the NCR Decision Mate V working (now including hard disk controllers), graphics fixes for the 68k-based SNK and Alpha Denshi games, and some graphical updates to the Super A'Can driver.
We’ve updated bgfx, adding preliminary Vulkan support. There are some issues we’re aware of, so if you run into issues, check our GitHub issues page to see if it’s already known, and report it if it isn’t. We’ve also improved support for building and running on Linux systems without X11.
You can get the source and Windows binary packages from the download page.

MAMETesters Bugs Fixed

  • 04531: [Sound] (segas32.cpp) f1en: Engine noise loops/resets. (Tafoid)
  • 07025: [Graphics] (model1.cpp) vr: Graphical glitches. (O. Galibert)
  • 07026: [Gameplay] (model1.cpp) vr: Gameplay calculation and physics issues. (O. Galibert)
  • 07372: [Crash/Freeze] X11 Lightgun input module crashes if X11 display is not available. (George McMullen)
  • 07437: [Gameplay] (x68k.cpp) x68000 [nemesis]: Background tiles appear in foreground in Nemesis 90 Kai. (Carl)
  • 07438: [Graphics] (m72.cpp) imgfightj, mrheli, nspiritj: “For use in Japan” messages are not displayed correctly. (Angelo Salese)
  • 07442: [DIP/Input] (gaelco.cpp) biomtoy, biomtoya, biomtoyb, biomtoyc, bioplayc: Lives DIP switch mis-labelled. (girosintornillos)
  • 07444: [DIP/Input] (seta.cpp) blandia, blandiap: Lives DIP switch mis-labelled. (girosintornillos)
  • 07445: [DIP/Input] (model2.cpp) sgt24h, overrevb: Accelerator and brake pedals are reversed. (VasiliyFamiliya)
  • 07447: [Graphics] (cninja.cpp) cninja and clones: Incorrect graphical priorities between level 4 bosses. (Ivan Vangelista)
  • 07448: [Gameplay] (taito_z.cpp) sci, scia, scij, scin, sciu: Shifting gears activates turbo. (girosintornillos)
  • 07452: [Crash/Freeze] (eprom.cpp) eprom, eprom2: The control test will not load. (AJR)
  • 07454: [Plugins] (dooyong.cpp) flytiger: Use of high score plugin causes incorrect attract mode behaviour. (Carl)
  • 07456: [Crash/Freeze] (segas16b.cpp) eswat: Emulator crashes with segmentation fault. (smf)
  • 07457: [DIP/Input] (m107.cpp) dsoccr94: Coin 3 and coin 4 inputs are mapped incorrectly. (MetalGod)
  • 07463: [DIP/Input] (mystwarr.cpp) metamrph and clones, viostorm and clones: Coin 3 and 4 inputs are not connected. (Zach S.)
  • 07465: [Crash/Freeze] (interpro.cpp) ip2000: Emulator crashes if mouse is moved during startup. (Patrick Mackinlay)
  • 07469: [Graphics] (vboy.cpp) vboy: Sprite elements are cut off on the right. (Robbbert)

New working machines

  • Capcom 3-in-1 (1942, Commando, Ghosts'n Goblins) (JAKKS Pacific TV Game, Game-Key Ready) (29 MAR 2005 B) [Sean Riddle, David Haywood, anonymous]
  • China H Computer Company H-01B [zzemu]
  • Disney Princesses (JAKKS Pacific TV Game, Game-Key Ready) [Sean Riddle, David Haywood, anonymous]
  • Game & Watch: Lion [algestam, Mr. Do, Sean Riddle]
  • Game & Watch: Manhole (gold) [algestam, Mr. Do, Sean Riddle]
  • Game & Watch: Spitball Sparky [algestam, Mr Jiggles the Christmas Man]
  • Motorola MEK6800D1 [68bit]
  • Motorola Micro Chroma 68 [68bit]
  • Super Dead Heat [Phil Bennett, David Haywood]

New working clones

  • 19XX: The War Against Destiny (Euro 960104) [redsupra, smf]
  • Beastorizer (USA, Jun 21 1997) [jordigahan, ClawGrip]
  • Bomberman (Version 6.6) [caius, The Dumping Union]
  • Buggy Boy/Speed Buggy (cockpit, rev. B) [pacman70, Asayuki]
  • Dragon Breed (Japan, M72 PCB version) [Jorge Silva]
  • Game & Watch: Super Mario Bros. (crystal screen) [algestam, Mr Jiggles the Christmas Man]
  • Hard Head (bootleg, set 3) [jordigahan, Heckler, ClawGrip]
  • Hegener + Glaser Mephisto MM V (prototype) [CB-Emu]
  • Megatouch III Turnier Edition (9255-30-50 R0F, Bi-Lingual GEENG version) [Kevin Eshbach, Brian Troha, The Dumping Union]
  • P-47 - The Freedom Fighter (World, bootleg) [jordigahan, Heckler, ClawGrip]

Machines promoted to working

  • Fidelity Electronics Phantom Chess Challenger [Sandro Ronco]
  • NCR Decision Mate V [Sandro Ronco, rfka01]
  • Pacific Educational Systems VPU-01 Speech box [Robbbert]
  • Radio Shack TRS-80 DT-1 [Robbbert]

New machines marked as NOT_WORKING

  • Advance Bright Ltd Ping Pong / Table Tennis / Super Ping Pong (PP1100, ABL TV Game) [David Haywood, Morten Shearman Kirkegaard, Peter Wilhelmsen]
  • Conny TV Virtual Tennis [David Haywood, Morten Shearman Kirkegaard, Peter Wilhelmsen]
  • El Dorado [TeamEurope]
  • The Flintstones (LX-3) [PinMAME]
  • Care Bears TV Games (JAKKS Pacific TV Game, Game-Key Ready) [Sean Riddle, David Haywood, anonymous]
  • Kursaal Darts [jordigahan, ClawGrip]
  • Litek Information Systems LMS46-V9 [Don Maslin Archive, AJR]
  • Research Inc. Teleray Model 10 [Bitsavers]
  • Rollamatic 5-Line Special (Barcrest) (MPU3) [Darran, The Dumping Union]
  • TaiKee Rockstar Guitar / Guitar Rock (PAL) [David Haywood, Morten Shearman Kirkegaard, Peter Wilhelmsen]
  • Terrific Lake [PinMAME]
  • Top Sound (French) [PinMAME]
  • Play Vision Who Wants to Be a Millionaire (Play Vision, Plug and Play, UK) [David Haywood, Morten Shearman Kirkegaard, Peter Wilhelmsen]
  • Vortex (Island Design) [unknown]

New clones marked as NOT_WORKING

  • 386 motherboards using a OPTi 82C495SLC chipset [rfka01]
  • 386 motherboards using the ALi M1419 chipset [rfka01]
  • 386 motherboards using the CS8230 chipset [rfka01]
  • 386 motherboards using the MX83C305(A)(FC)/MX83C05(A)(FC) chipset [rfka01]
  • 386 motherboards using the OPTi 82C381 chipset [rfka01]
  • 386 motherboards using the OPTi 82C391 chipset [rfka01]
  • 386 motherboards using the SiS Rabbit chipset [rfka01]
  • 386 motherboards using the UMC UM82C481AF chipset [rfka01]
  • 386 motherboards using the UMC UM82C491F + UM82C493F chipset or BIOTEQ equivalents [rfka01]
  • 386 motherboard using the UMC UM82C491F chipset [rfka01]
  • 386sx motherboards using the ALi M1217 chipset [rfka01]
  • 386sx motherboards using the OPTi 82C283 chipset [rfka01]
  • 386sx motherboards using the OPTi 82C291 chipset [rfka01]
  • 386sx motherboards using the SCAMPSX chipset [rfka01]
  • 486 motherboards using the ALi 1487/1489 chipset [rfka01]
  • 486 motherboards using the OPTi OPTi 82C392, 82C493 chipset [rfka01]
  • 486 motherboards using the SiS 85C471/85C407 chipset [rfka01]
  • 486 motherboards using the UMC UM8498F, UM8496F chipset [rfka01]
  • 486 motherboards using the UMC UM8886/UM8881 chipset [rfka01]
  • Abit AB-PB4 [rfka01]
  • Abit AB-PW4 [rfka01]
  • Alaris Cougar [rfka01]
  • Alaris RYC LEOPARD LX [rfka01]
  • Alaris Tornado 2 [rfka01]
  • AMI Mark V Baby Screamer [rfka01]
  • ANIX CH-386S-16/20/25G [rfka01]
  • Aquarius System (ASI) MB-4D33/50NR [rfka01]
  • Asus ISA-486SV2 [rfka01]
  • AUVA TAM/25-P2 M31720P [rfka01]
  • Bank Robbery (Ver. 1.23) [Siftware]
  • Biostar MB-1340UCQ-B [rfka01]
  • Chaintech 333SC [rfka01]
  • Chaintech 486SLE M106 4SLE-Z1 [rfka01]
  • Chaintech ELT-286B-160B(E) [rfka01]
  • Chicony CH-491E [rfka01]
  • Daewoo AL486V-D Rev:1.1 [rfka01]
  • Derby Owners Club World Edition (Rev A) [Fluffy]
  • Diamond Flower, Inc. (DFI) 486-CCV [rfka01]
  • DTK Computer PPM-3333P [rfka01]
  • DTK PKM-0038S aka Gemlight GMB-486SG [rfka01]
  • Elitegroup Computer Systems FX-3000 REV1.0 [rfka01]
  • Elitegroup ELT-386SX-160BE [rfka01]
  • Elitegroup UC4913 REV:1.1 [rfka01]
  • Elitegroup UC4915 A AIO [rfka01]
  • Elitegroup UM486/UM486sx [rfka01]
  • Elitegroup UM486V-AIO [rfka01]
  • First International Computer 4386-VC-HD [rfka01]
  • First International Computer 4386-VC-V [rfka01]
  • First International Computer 486-GIO-VT2 [rfka01]
  • Fujitsu FM-Towns (Model 1 / 2) [r09]
  • GENOA TurboExpress 486 VL [rfka01]
  • GES 9051N-386C VER -0.01 [rfka01]
  • Gigabyte GA-486VF [rfka01]
  • Gigabyte GA-486VS [rfka01]
  • LuckyStar LS-486E Rev:C [rfka01]
  • Micro-Express Inc. Forex 386 Cache [rfka01]
  • MORSE KP 386SX V2.21 [rfka01]
  • MSI MS-4125 [rfka01]
  • MSI MS-4138 [rfka01]
  • MSI MS-4144 [rfka01]
  • Octek Hawk [rfka01]
  • Octek Hippo COM [rfka01]
  • Octek Hippo DCA2 [rfka01]
  • Octek Hippo VL+ [rfka01]
  • Octek Panther II [rfka01]
  • Olivetti M21 [rfka01]
  • OPTi OPTi 386WB VER.1.0 [rfka01]
  • PC-Chips M216 [rfka01]
  • PC-Chips M396F [rfka01]
  • PC-Chips M912 [rfka01]
  • PC-Chips M915i [rfka01]
  • Peacock 386sx Ver. 2.0 motherboard SCsxAIO [rfka01]
  • Peacock PCK 486 DX [rfka01]
  • Philips PCD204 (PCD200 series) [rfka01]
  • Pine PT-319A [rfka01]
  • Pine Technology PT-430 [rfka01]
  • Pine Technology PT-432b aka SR-M401-A [rfka01]
  • PROTECH PM486PU-S7 [rfka01]
  • QDI PX486P3 [rfka01]
  • QDI V4P895P3/SMT V5.0 [rfka01]
  • QD-U386DX VER 1.0 [rfka01]
  • Sanyo MBC-18NB [rfka01]
  • See-Thru Sto486Wb aka AUVA Cam-33-P2 [rfka01]
  • Shuttle 386SX REV 2.0A [rfka01]
  • Shuttle Computer International HOT-433 [rfka01]
  • TD60C [rfka01]
  • TD70A and TD70AN [rfka01]
  • TD70N [rfka01]
  • Termtek TK-635 [nextvolume, Dirk Best]
  • UNICHIP 386W 367C REV 1.0 [rfka01]
  • UNICHIP 486 WB 4407 REV 1.0 [rfka01]
  • unknown 286 AT clones (HT18/C chipset) [rfka01]
  • Via 4386 VIO / Highscreen universal board [rfka01]
  • Vintage Sprite SM 486-50USC [rfka01]
  • Vs. Super Mario Bros. (bootleg with Z80, set 3) [jordigahan, ClawGrip]
  • ZIDA Tomato board 4DPS [rfka01]

New working software list additions

  • apple2_flop_clcracked: Balancing Act (cleanly cracked), Fractions: Basic Skills (cleanly cracked), Fractions: Subtraction (cleanly cracked), The Haunted Palace (cleanly cracked), Statistics (Version 3.3) (cleanly cracked), Whole Numbers: Multiplication (cleanly cracked), The World's Greatest Baseball Game (Enhanced Version) (cleanly cracked) [4am, Firehawke]
  • apple2_flop_orig: Alibi, American Government (Micro Learningware), Apple Stellar Invaders, Battlefront, Beach Landing, Carriers at War, The Coveted Mirror, Crime Stopper, Decisive Battles of the American Civil War: Volume Three, Decisive Battles of the American Civil War: Volume Two, Decisive Battles of the Civil War: Volume One, Dogfight II, Europe Ablaze, Galactic Wars, Gauntlet, Ghostbusters, Go (Hayden), Guderian, Halls of Montezuma, The Haunted Palace, I, Damiano, Leisure Suit Larry in The Land of The Lounge Lizards, The Mask of the Sun (Version 2.1), MacArthur's War, Muppet Learning Keys: The Muppet Discovery Disk, Oil Rig, Panzer Battles, Pulsar ][, Questprobe featuring Spider-Man, Reach For The Stars (Version 1.0), Reach For The Stars (Version 2.0), Reach For The Stars (Version 3.0), Reversal, Russia, Sherlock Holmes in Another Bow, Simultaneous Linear Equations, Space Kadet, Tapper, Ulysses and the Golden Fleece, Vaults of Zurich, Winter Games [4am, Firehawke]
  • fmtowns_cd: CG Syndicate Vol. 1 - Lisa Northpoint, CubicSketch V1.1 L10, New Horizon CD Learning System II - English Course 1, Shanghai, Space Museum, TownsSOUND V1.1 L20, Z's Triphony DigitalCraft Towns [redump.org, r09]
  • hp9825b_rom: 9885/9895 ROM for 9825, 9885 ROM for 9825, Matrix ROM for 9825, SSS mass storage ROM [F.Ulivi]
  • ibm5150: Action Service (Smash16 release) (3.5"), International Karate, Italy '90 Soccer, Joe Blade (Smash16 release), Out Run (Kixx release), Starflight [ArcadeShadow]
  • ibm5170: Corridor 7: Alien Invasion, Links - The Challenge of Golf (5.25"HD) [ArcadeShadow]
  • midi_flop: Dansbandshits nr 3 (Sweden) [FakeShemp]
  • vz_snap: Ace of Aces, Adventure, Airstrip, Arkaball v1, Arkaball v2, Arrgh, Assembly Language for Beginners, Asteroids, Attack of the Killer Tomatoes, Backgammon, Backgammon Instructions, Battleships v1, Battleships v2, Bezerk, Binary Tape Copier v1.0, Bomber, Breakproof File Copier, Bust Out, Camel, Card Andy, Casino Roulette v1, Casino Roulette v2, Catch, Challenger, Chasm Capers, Check Disk, Checkers, Chess, Circus, Compgammon, Computer Learjet, Concentration, Cos Res, Craps, Crash, Curses, Dawn Patrol, Decoy v1, Decoy v2, Defence Penetrator, Dig Out, Disassembler v2, Disassemmbler v1, Disk Copier, Disk Copy V2.0, Disk Editor-Assembler V6.0X, Disk Menu, Disk Ops 4, Disk Sector Editor v1, Disk Sector Editor v2, Dog Fight, Dracula's Castle, The Dynasty Derby, Editor-Assembler V.1.2, Editor-Assembler V.1.2B, Electric Tunnel, Electronic Blackjack, Extended DOS V1.3, Extended VZ Basic V2.5, Factory, Fastdisk V1.0, Fastdisk V1.1, Fastdisk V1.2, Fastdisk V1.2 demo, Filesearch 2.0, Filesearch V2.0, Formula One v1, Formula One v2, Formula Uno, Frog, Galactic Invasion, Galactic Raiders, Galactic Trade, Galaxon, Game Instructions, Ghost Blasters, Ghost Hunter (hacked), Ghost Hunter instructions, Ghost Hunter v1, Ghost Hunter v2, Golf, Grand Prix, Grave Digger, Gunfight, Hamburger Sam, Hangman v1, Hangman v3, Hangman v4, Hex Maths, Hex Utilities, The High Mountains, High Scores, Hoppy v1, Hoppy v2, Hunt the Wumpus, Instructions for Asteroid Dodge, Instructions for Invaders, Instructions for Ladder Challenge, Invaders v1, Invaders v2, Inventory, Kamikaze Invaders, Key Hunt, Knights and Dragons, Ladder Challenge, Laser, Laser Pong, Lunar Lander, Mad Max VI, Madhouse, Mars Patrol, Mastermind, Match Box, Match Box Instructions, Maths Armada, Maze Generator, Meat Pies, Melbourne Cup, Meteor, Missile Attack, Missile Command v1, Missile Command v2, Missing Number, Moon, Moon Lander, Moonlander, Moving Targets, Number Sequence, Number Slide, Othello, Othello Instructions, Painter v1, Painter v2, Painter v3, Panik, Panik Instructions, Penguin, Planet Patrol, Poker Machine, Punch v1, Punch v2, Pursuit, The Quest, The Return of Defense Command, Rocket Command, Shootout, Space, Space Ram, Space Station Defender, Space Vice, Star Blaster, Submarine, Super Snake, Super Snake Trapper, The Ten Commandments, Tennis v1, Tennis v2, Tone Generator, Totaliser Derby, Tower, Triffids 2040 AD, Twisting Road, VZ 200-300 Diskette Monitor, VZ Panik, VZ cave, VZ-200 Cup, Vzetris, Worm, Write a Story [Robbbert]

Software list items promoted to working

  • dmv: MS-DOS v2.11 HD, MS-DOS v2.11 HD (Alt 2), MS-DOS v2.11 HD (Alt 3), MS-DOS v2.11 HD (Alt), Z-Com v2.0 HD [Sandro Ronco, rfka01]

New NOT_WORKING software list additions

  • ekara_japan_a: A-3 Pichi Pichi Pitch vol.3 (Japan) [David Haywood, Sean Riddle]
  • evio: Anime Mix 1, Chisako Takashima Selection, evio Challenge!, evio Selection 02, evio Selection 03, Hard Soul 1, I Love Classic 1, Pure Kiss 1 [David Haywood, Peter Wilhelmsen, ShouTime, Sean Riddle]
  • fmtowns_cd:
    • Debian GNU/Linux 1.3.1 with Debian-JP Packages, Debian GNU/Linux 2.0r2 with Hamm-JP [akira_2020, Tokugawa Corporate Forums, r09]
    • Air Warrior V1.2, Fujitsu Habitat V2.1L10, Hyper Media NHK Zoku Kiso Eigo - Dai-3-kan, Nobunaga no Yabou - Sengoku Gun'yuuden, Taito Chase H.Q. (Demo), TownsFullcolor V2.1 L10, Video Koubou V1.4 L10 [redump.org, r09]
  • leapfrog_ltleappad_cart: Baby's First Words (USA), Disney Pooh Loves You! (USA), If I were... (USA) [ClawGrip, TeamEurope]

Source Changes

  • ins8250: Only clear transmitter holding register empty interrupt on reading IIR if it’s the highest priority pending interrupt. [68bit]
  • bus/ss50/mps2.cpp: Connected RS-232 control lines. [68bit]
  • machine/ie15.cpp: Cleaned up RS-232 interface. [68bit]
  • bus/rs232: Delay pushing initial line state to reset time. [68bit]
  • bus/rs232/null_modem.cpp: Added configuration option for DTR flow control. [68bit]
  • tv990.cpp: Improved cursor position calculation. [68bit]
  • tilemap.cpp: Improved assert conditions, fixing tilemap viewer, mtrain and strain in debug builds. [AJR]
  • spbactn.cpp: Use raw screen timing parameters for spbactn. [AJR]
  • laz_aftrshok.cpp: Added aftrshok DIP switch documentation from the manual. [AJR]
  • ELAN RISC II updates: [AJR]
    • Identified CPU type used by vreadere as ePG3231.
    • Added preliminary port I/O handlers and callbacks.
    • Added stub handlers and state variables for interrupt controller, timers, synthesizer, UART and SPI.
    • Fixed TBRD addressing of external data memory.
    • Fixed calculation of carry flag for normal adder operations.
    • Implemented multi-byte carry/borrow for applicable registers.
    • Implemented signed multiplication option.
    • Added internal stack buffer for saving PCH during calls/interrupts.
  • alpha68k_n.cpp: Replaced sstingry protection simulation with microcontroller emulation. [AJR]
  • sed1330: Implemented character drawing from external ROM, fixed display on/off command, and fixed screen area definition. [AJR]
  • tlcs90: Separated TMP90840 and TMP90844 disassemblers. [AJR]
  • z180 updates: [AJR]
    • Split Z180 device into subtypes; HD647180X now implements internal PROM, RAM and parallel ports.
    • Added internal clock dividers adjust CPU clocks in many drivers to compensate.
    • Reduced logical address width to 16 bits.
  • h8: Made debug PC adjustment and breakpoints actually work. [AJR]
  • subsino2.cpp: Added save state support and cleaned up code a little. [AJR]
  • gaelco.cpp: Adjusted bigkarnk YM3812 clock so pitch matches reference recording. [AJR]
  • stadhero.cpp: Made stadhero stage music selection and various other things more random. [AJR]
  • acorn_vib: Made ACIA transmit/receive clocks selectable using MC14411. [AJR]
  • hitme.cpp: Renamed m21 to mirco21 to resolve name collision. [AJR]
  • Emulated ADC0804 and added device to various drivers (fixes “WRONG CONTROL IO” in citybomb service mode). [AJR]
  • tmnt.cpp: Added glfgreat analog controls and ADC, and removed spurious fourth button. [AJR]
  • megasys1.cpp: Added p47b ADPCM sample playback using additional Z80. [AJR]
  • cps1.cpp, segas16b.cpp: Fixed unsafe bitmap usage in video update routines that could cause memory corruption. [AJR]
  • bus/isa: Added Music Quest PC MIDI Card. [AJR, VOGONS Vintage Driver Library]
  • rd100.cpp: Added preliminary keyboard inputs. [AJR]
  • Separated V50/V53 common peripherals and former device from V33 base, and add V40 type for future use. [AJR]
  • m72.cpp: Fixed sample-related communications on 8751-protected games. [AJR]
  • Added Fujitsu FR disassembler and skeleton CPU device. [AJR]
  • hvyunit.cpp: Fix hvyunit coin counters. [AJR]
  • hh_sm510.cpp: Re-scanned gnw_mmouse display. [algestam]
  • snes.cpp: Change screen resolution for pseudo-hires mode, and run HDMA at vertical position zero. [AmatCoder]
    • Fixes graphics in Judge Dredd and Vortex.
  • alpha68k.cpp updates: [Angelo Salese]
    • Added opaque tile support for V board (fixes title screen clipping effects for Sky Adventure).
    • Removed hack for priest priority in Sky Adventure level 1 as this is an original game bug.
    • Merged sprite drawing code with SNK 68k sprite device.
    • Simulated screen banking for Gold Medalist starter pistol shot on dash events.
    • Fixed missing status bar and “start/hurry up” graphics for player 1 in Gold Medalist.
    • Removed unemulated protection flag from Gold Medalist clones.
  • alpha68k.cpp, snk68.cpp: Moved palette code to a common device using the same scheme as the Neo Geo palette. [Angelo Salese]
    • Produces more accurate colors, especially visible on dithered backgrounds.
  • markham.cpp: Improved Strength & Skill master interrupt firing and row scroll (fixes missing sprites regression in stages 2 and 3). [Angelo Salese]
  • Synchronized with upstream GENie, bx, bgfx and bimg. [Belegdol]
  • Fixed Visual Studio 2019 build issues. [Belegdol]
  • Switched Travis CI build to Xcode 11. [Belegdol]
  • Build bgfx with OpenGL ES rather than OpenGL when building without X11 on Linux and BSD. [Belegdol]
  • ay8910.cpp: Converted Sunsoft 5B 6630B sound hardware to a device. [cam900]
  • nmk16spr.cpp: Converted NMK 16-bit sprite hardware to a device. [cam900]
    • Implemented priority drawing and sprite limits, and added notes.
    • Adapted nmk16.cpp and powerins.cpp to use new device.
  • powerins.cpp: Derived clocks from crystals present on boards and added raw screen timing parameters. [cam900]
  • ninjaw.cpp, warriorb.cpp: Added subwoofer and corrected sound routing. [cam900]
  • mos6581.cpp: Added save state support. [cam900]
  • sid.cpp, sidenvel.cpp, sidvoice.cpp: Improved save state support and cleaned up code. [cam900]
  • ymf278b.cpp: Implemented FM DO2 output scaling. [cam900]
  • ymf262.cpp: Added notes. [cam900]
  • tmap038.cpp: Converted 038 tilemap generator chip to a device. [cam900]
    • Adapted cave.cpp and mcatadv.cpp to use the new device, and cleaned up code.
  • mcatadv.cpp: Fixed tilemap flicker when debugging functionality is enabled. [cam900]
  • argus.cpp: Fix repeated spelling error in comments. [cam900]
  • megasys1.cpp: Fixed missing semicolon. [Christian Groessler]
  • gamate.cpp: Made initial RAM fill better match hardware power-up state. [Christian Groessler]
  • audio/irem.cpp: Fixed a number of kidniki audio issues. [Couriersud]
    • Added jumper J4 as a compile-time option, fixed a number of resistor and capacitor values, and fixed a barrier.
  • Netlist system updates: [Couriersud]
    • Added support for line markers to the netlist preprocessor and parser.
    • Added include processing to the netlist preprocessor, and reorganised plib code so this can be better utilised.
    • Simplified netlist library code and improved performance.
    • Moved netlists out of driver sources and organised netlists according to functionality.
    • Added an extended validation mode to nltool for identifying certain kinds of issues.
    • Removed some hints from pong now that performance has improved..
  • chelnov.cpp: Added microcontroller dump for chelnov and hooked it up, replacing simulation. [Dirk Best, TeamEurope, Brian Troha]
    • Programs for other regions created by patching the dumped World region microcontroller program.
  • firetrap.cpp: Add microcontroller dump for firetrap and hook it up, replacing simulation. [Dirk Best, TeamEurope, Brian Troha]
    • Program for US region created by patching the dumped Japan region microcontroller program.
  • i8251.cpp, pit8253.cpp, isa/ega.cpp, isa/mda.cpp: Modernized debug logging. [Edström]
  • m6801.cpp: Added more logging and reduced unnecessary serial transmit output updates. [Edström]
  • mc6845.cpp: Added more logging and reduced warning spam at startup when register values are inconsistent. [Edström]
  • isa/mda.cpp: Added Ericsson Monochrome HR Graphics Board 1070. [Edström]
  • Moved Ericsson PC from pc.cpp to new source file eispc.cpp and added serial keyboard. [Edström]
  • hp9825.cpp: Added support for external ROM cartridges to HP9825B and HP9825T. [F.Ulivi]
  • hp9885.cpp: Added missing postamble when writing sectors on disk. [F.Ulivi]
  • Lua engine updates: [feos]
    • Added callback after a batch of sound samples are generated.
    • Greatly reduced compiler memory usage by adding user type members after construction.
  • Always re-generate version.cpp if top-level makefile changes. [feos]
  • Start AVI recording after devices have been started so initial screen refresh rate is used rather than fixed 60 Hz. [feos]
  • goldstar.cpp: Decrypted pkrmast and its clone. [Ioannis Bampoulas, Ivan Vangelista]
  • goldstar.cpp: Decrypted super972. [Ivan Vangelista]
  • squale.cpp: Connected the EF9365 video controller IRQ output to the 6809 IRQ input for Apollo 7 Squale. [Jean-François DEL NERO]
  • wd_fdc.cpp: Improved interrupt request reset logic based on WD1772 and VG93 (1793 clone) decaps. [MetalliC]
  • Fixed clang compilation error on targets where stream size is larger than long int. [Nathan Woods]
  • model1.cpp: Fixed issues with TGP interface emulation. [O. Galibert]
  • emumem_het.cpp, emumem_heu.cpp: Hold additional reference for in-flight handlers (fixes MT07456). [O. Galibert, smf]
  • apple3.cpp: Corrected number row key layout (fixes pasting and natural keyboard mode). [pahandav]
  • ppcdrc.cpp, sh2.cpp, sh4.cpp: Fixed issues causing fast RAM accesses to bypass the debugger. [Phil Bennett]
  • tms34020: Implement SETCDP and CLIP opcodes. [Priit Laes]
  • apple2gs.cpp: Allow slot interrupt requests to be dispatched. [R. Belmont, Peter Ferrie]
  • apple3.cpp: Suppress $C800 switching on debugger accesses. [R. Belmont, Rob Justice]
  • osd/sdl: Added support for RRGGBB00 pixel format used by ARM Mali GPUs. [R. Belmont]
  • fmtowns_cd.xml updates: [r09]
    • Replaced a number of entries with better dumps from the redump.org database.
    • Added parent/clone relationships for Windows 3.1 revisions.
    • Updated the list of missing dumps.
  • fmtowns.cpp updates: [r09]
    • Removed SCSI controller from first-generation models and the Marty as these machines lack it.
    • Corrected CPU types for FM-Towns II SJ and FM-Towns II MX.
    • Corrected user-selectable RAM size options.
    • Mapped packed video RAM at 0x00b00000 for 386SX-based models (fixes graphical issues on FM-Towns II UX and FM-Towns Marty).
    • Configured FM-Towns Marty with one floppy drive and 2 MB of RAM.
    • Fixed crashes when 1 MB ROM or a single floppy drive is selected.
    • Dumped and added ROMs from a first-generation FM-Towns Model 2.
  • hcd62121: Implemented exclusive OR with indirect addressing. [Ricardo Barreira]
    • Used by cfx9850 for zoom menu in graph mode.
  • cfx9850.cpp: Corrected RAM size to 32 kB and added mirroring. [Ricardo Barreira]
  • super80.cpp, super80_cass.xml: Fine-tuned software compatibility flags. [Robbbert]
  • Removed unnecessary offset attribute from some software lists. [Robbbert]
  • trs80dt1: Added RS-232 and Centronics parallel ports, and promoted to working. [Robbbert]
  • pes.cpp: Modernised and cleaned up code, and fixed regressions caused by years of neglect. [Robbbert]
  • mkit09.cpp: Improved inputs for mkit09a and got it to start and run. [Robbbert]
  • Added covers to images that can be displayed in system selection UI. [Robbbert]
  • imagedev/avivideo.cpp: Added an image device to provide looping uncompressed AVI frames as input. [Ryan Holtz]
  • vino.cpp: Adapted to support both avivideo_image_device and picture_image_device. [Ryan Holtz]
  • cdi.cpp: Switched SERVO and SLAVE microcontrollers to use the correct device type with internal memory maps. [Ryan Holtz]
  • snes.cpp updates:
    • Added clock divider for original Super FX chip (fixes game speed in Star Fox, Stunt Race FX, Vortex, and others). [Ryan Holtz]
    • Corrected video RAM size to 64 kB (fixes graphics in Yoshi’s Island and possibly others). [Ryan Holtz, byuu]
    • Fixed PPU background layer drawing based on higan ppu-fast. [Ryan Holtz, byuu]
    • Adjusted horizontal blanking timing interval to the most common case (fixes off-by-one parallax in Yoshi’s Island). [byuu]
  • supracan.cpp updates: [Ryan Holtz]
    • Implemented sprite-to-sprite masking.
    • Removed sound CPU boot hack and fixed sound CPU reset/halt behavior.
    • Implemented controller input shift register protocol and removed non-existent parallel inputs in main CPU memory space.
    • Removed non-existent player 3 and player 4 inputs.
    • Added save status support and converted logging to use logmacro.h.
  • bgfx: Do texture format conversion via a full-screen GPU pass. [Ryan Holtz]
  • screen: Added support for changing horizontal width mid-frame and hooked it up to the SNES driver. [Ryan Holtz]
    • Fixes dkongcu intro and others.
  • bus/dmv: Added K012 and C3282 hard disk interfaces. [Sandro Ronco]
  • netlist: Fixed issue with 1×1 matrix (affected gamemachine.cpp and breakout.cpp systems). [Tafoid]
  • Converted osd_printf_* family of functions to use util::string_format semantics. [Vas Crabb]
  • minimaws: Added support for identifying ROM/disk dumps on command line or through web UI. [Vas Crabb]
  • srcclean: Improved handling of some kinds of C preprocessor abuse. [Vas Crabb]
  • Improved performance of makedep.py, reducing the time taken to bootstrap a SOURCES= build. [Vas Crabb]
  • apple2_flop_orig.xml: Replaced Drol with new working dump. [4am, Firehawke]
  • m72.cpp Dumped 8751 microcontrollers for airduelm72 and dbreedm72j, replacing simulation. [Caius, Jorge Silva, TeamEurope, The Dumping Union]
  • wardner.cpp: Corrected ROM labels for the Wardner set, and added PCB locations to all sets. [Brian Troha]
  • playch10.cpp: Corrected BIOS PPU ROM loading. [brizzo]
  • rbmk.cpp: Decapped and dumped AT89C51 microcontroller for rbspm. [Caps0ff, EdHunter]
  • lucky37.cpp: Decapped and dumped microcontrollers for lucky21, lucky21d and lucky37. [Caps0ff, TeamEurope]
  • changyu.cpp: Decapped and dumped microcontroller for changyu2. [Caps0ff, TeamEurope]
  • lwings.cpp: Measured CPU clock and video timings on an original sectionz PCB. [Corrado Tomaselli]
  • exedexes.cpp: Measured CPU clocks and video timings, and verified sound chip clocks. [Corrado Tomaselli]
  • sidepckt.cpp: Corrected ROM labels and added PCB locations. [Corrado Tomaselli, Brian Troha, The Dumping Union]
  • nmk16.cpp: Re-dumped the tile graphics ROM for Macross II (Korea). [Darksoft, hammy]
  • chihiro.cpp, naomi.cpp: Improved software documentation, particularly title consistency. [f205v]
  • Added MIDI floppy software list to some IBM PC drivers. [FakeShemp]
  • bus/ata: Added skeleton PleXCombo PX-320A DVD/CD-RW Drive device. [Firmware HQ]
  • gsword.cpp: Measured microcontroller clocks for gsword. [Guru]
  • dec8.cpp: Verified all clocks for Ghostbusters. [Guru]
  • lwings.cpp: Measured main CPU clock on a bootleg sectionza PCB. [Guru]
  • m90.cpp: Updated documentation and IC locations. [hammy]
  • aristmk5.cpp: Fixed error in cashcatnz layout. [Heihachi_73]
  • spartanxtec.cpp: Added some IC locations, and added placeholders for undumped PLDs. [jordigahan]
  • galivan.cpp: Re-dumped dangarj audio CPU ROMs. [Layer]
  • triforce.cpp: Re-dumped “Triforce DIMM Updater (3.17) (GDT-0011)” to replace previous bad dump. [MajorPBX]
  • seta.cpp: Switched jjsquawk to use three buttons (third button is used in the sound test). [Mike Moffitt]
  • Fixed building with GCC versions that report a non-numeric version suffix. [MoochMcGee]
  • at.cpp updates: [rfka01]
    • Added ht12a BIOS option head12a01.
    • Added at386sx BIOS options dell386sx, a3286a3886, ald93c308, intel and v514.
    • Added ct386sx BIOS options m345000, dtk386sx and solutions.
    • Added at386 BIOS options ssbc386at, opwb, 386atj7, vt386vt, l8949, acer310, kmxc02, frx521, frxs3b, 495sx, eemi and topcat.
    • Added alim1429 BIOS options revb, alim142901, alim142902 and asaki.
    • Added frxc402 BIOS option frximp.
    • Added opti495xlc BIOS options op82c495xlc and mao13.
    • Added hot409 BIOS option hot409v11.
    • Sorted systems by chipset and motherboard, and updated comments, including RAM and cache information.
  • dec0.cpp: Decapped and dumped the 8751 microcontroller for Dragonninja (Japan revision 1). [TeamEurope, Brian Troha]
  • karnov.cpp: Verified the Atomic Runner (Japan) 8751 microcontroller dump. [TeamEurope, Brian Troha]
  • segas16b.cpp: Replaced microcontroller simulation with dumped program for Altered Beast (set 6) (8751 317-0076). [TeamEurope, Brian Troha]
  • dec8.cpp: Replaced hand-crafted microcontroller program with program dump for The Real Ghostbusters sets. [TeamEurope, Brian Troha, The Dumping Union]
  • firetrap.cpp: Replaced hand-crafted microcontroller program with program dump for Fire Trap (US). [TeamEurope, Brian Troha, The Dumping Union]
  • karnov.cpp: Replaced hand-crafted microcontroller program with program dump for Chelnov - Atomic Runner (US). [TeamEurope, Brian Troha, The Dumping Union]
  • segas16a.cpp: Replaced microcontroller simulation code with program dump for the Quartet sets. [TeamEurope, Brian Troha, The Dumping Union]
  • segas16b.cpp: Replaced microcontroller simulation with program dump for Dynamite Dux (set 1) (8751 317-0095). [TeamEurope, Brian Troha, The Dumping Unionn]
  • pc98.xml, svi318_cass.xml: Corrected some spelling errors in titles and labels. [Zoë Blade]
  • Updated comments, and corrected spelling, grammar and typographical errors in comments and documentation. [Zoë Blade]
submitted by cuavas to cade

J.P. Morgan Early Look at the Market – Mon 10.16.17 - **PLEASE DO NOT FORWARD THIS DOCUMENT**

J.P. Morgan Early Look at the Market – Mon 10.16.17

SEC DISCLAMIER: PLEASE DO NOT FORWARD THIS DOCUMENT

Morning Levels

  • US S&P futures are up 1 point.
  • Asia: Japan Nikkei +0.47%, Japan TOPIX +0.62%, China -0.36%, Hong Kong +0.76%, KOSPI +0.26%, Taiwan +0.47%, Australia +0.56%
  • EuroStoxx 50 +0.04%, FTSE +0.06%, DAX +0.18%, CAC +0.08%, Italy +0.00%, Spain -0.68%
  • USD (DXY) up 0.15%, EUR down 0.23%, GBP up 0.10%, JPY down 0.01%, CNY Onshore down 0.16%, CNH Offshore down 0.19%, AUD down 0.18%
  • VIX up 4.16% to 10.01
  • Gold up 0.02% to $1,304.78
  • Silver up 0.17% to $17.44
  • Copper up 2.46% to $321.05
  • WTI Crude up 1.42% to $52.18
  • Brent Crude up 1.35% to $57.94
  • Natural Gas down 1.40% to $2.96
  • Corn down 0.28% to $3.52/bu
  • Wheat up 0.06% to $4.40/bu
  • Bitcoin up 0.51% to $5,643.07
  • Treasuries 2yr yields are up ~1.6bps at 1.509%, 10yr yields are up ~1.6bps at 2.289% and 30yr yields are up ~0.9bps at 2.814%
  • Japan 10yr yields 0.054%, up ~0.0bps on the day
  • France 10yr yields 0.805%, down ~0.8bps on the day
  • Italy 10yr yields 2.051%, down ~1.9bps on the day
  • Spain 10yr yields 1.577%, down ~1.8bps on the day
  • Germany 10yr yields 0.392%, down ~0.9bps on the day

Trading Update

  • What’s happening this morning? There were a bunch of headlines but the broader US narrative isn’t changing dramatically (US S&P futures are flat-to-up 1 point). The main eco highlight this morning was the China Sept inflation numbers (CPI was inline while PPI firmed by more than expected). Recall it was the China Aug inflation numbers back on 9/11 that kicked off the recent reflation trade. Central bank messaging was very mixed over the weekend as a slew of officials spoke on the sidelines of the IMF/World Bank meetings; the coming meetings are likely to bring tightening rhetoric/actions (ECB tapering guidance 10/26, BOE hike 11/2, FOMC hike 12/13) but officials remain concerned about the state of global inflation (and Draghi emphasized on more than one occasion how ECB ZIRP would likely stay in place for some time after the end of the LSAP). A Bloomberg article this morning talks about how the ECB may run out of QE capacity soon (the limit may be EU2.5T but the ECB will have bought EU2.3T by the end of this year). On the political front, US Sen. Susan Collins said she would likely vote “yes” on this week’s budget resolution (passage is necessary for tax but this is a relatively minor step in the overall process), the Catalonia situation remains unresolved as the region failed to clarify whether it intended to declare independence (it faces a new deadline this Thurs morning), tensions flared in Iraq as gov’t forces moved to recapture Kurdish-held oil fields and a military base near Kirkuk (this news has oil up ~1% this morning), and polls in Japan point to a strong victory for Abe’s coalition (the election is Sun 10/22). Stocks in Asia generally did well – TPX +0.62%, NKY +0.47%, Hang Seng +0.76%, HSCEI +0.72%, SHCOMP -0.36%, Taiwan +0.47%, Korea +0.26%, Australia +0.56%, and India up ~60bp. Tech stocks in Korea continued to bleed lower (Hynix -2.2%, Samsung Electronics -0.15%) while they generally saw gains in Taiwan (Largan +4.05%, Hon Hai +1.4%, Quanta +7%, TSMC +0.21%, etc.). Europe’s major indices are flatto- up small; basic resources are the big upside standout (SXPP +1.6% - it was bolstered Fri on the China import numbers and the PPI figure out of the country is helping this morning) while chemicals, media, healthcare, and energy are all doing well too; industrials, staples, tech, and utilities are small laggards. Convatec Group PLC is down ~20% after issuing a profit warning and Kuehne + Nagel is weak on earnings. o Tactically fade reflation as narrative begins fraying at the margin; 2-10 TSY spread just a few BPs from hitting 52w tights – the reflation narrative has enjoyed several weeks of uninterruptedly favorable news, including firming inflation, solid real growth, expansionary fiscal policy announcements, and hawkish CB rhetoric/decisions. However, the news is beginning to turn more neutral at the margin and this could cause pro-reflation themes to consolidate (at least).
  • Calendar of events for the week of Mon 10/16 – the main focus this week will be on earnings, China, and US taxes. The China National Congress kicks off Wed 10/18 and the country will be publishing a lot of eco data (inflation out Mon morning 10/16 and Q3 GDP along w/Sept retail sales/IP/FAI out Thurs morning 10/19). Investors will keep an eye on North Korea as media reports suggest the country could fire off some missiles around the China Congress. In the US investors will be digesting earnings (the week of 10/16 is the first busy one of the CQ3 season) and macro news should be limited aside from some Fed speakers (including Yellen who speaks Fri 10/20 after the close). The US tax process will continue w/the Senate voting on a budget resolution (likely Thurs 10/19) - passage is expected but the final vote will likely be close; Rand Paul seems a hard “no” while McCain and a few others are question marks; investors will be watching to see if any Democrats cross the aisle. Keep in mind that the Senate budget resolution will need to be reconciled w/the one from the House. Finally, the EU Leaders Summit runs 10/19-20 and the Japanese snap election takes place Sun 10/22.
  • Calendar for Mon 10/16 – the focus will be on earnings (SCHW pre-open and BRO, CE, IEX, NAVI, NFLX, Rio Tinto, RT, and SONC after the close).

Top Headlines for Monday

  • Economic data/monetary policy recap for Mon 10/16 – the main highlight this morning were China inflation numbers and the figures were generally solid (http://bit.ly/2yk55wf). CPI for Sept was largely inline (+1.6%) while PPI firmed by more than anticipated (+6.9% vs. JPM +6.3% and vs. the St +6.4%). o Central bank leadership uncertainty – Reuters discusses how the world’s major central banks may all see leadership changes over the next 1-2 years. The Fed, BOJ, and PBOC may all have new leaders in early ’18 while Draghi is due to depart the scene the following year. Reuters http://reut.rs/2yqVWkJ o Central bankers adopt dovish tone regarding policy at weekend IMF/World Bank meetings given tepid inflation trends – “central bankers cling to stimulus amid weak inflation” – WSJ http://on.wsj.com/2gIt6TW o Rosengren said in an interview Friday that a Fed rate hike in Dec remained likely. “A failure to tighten would risk both the labor market and financial prices getting into an area where we would have to react more quickly, and that would increase the probability that we end up having a recession” (WSJ http://on.wsj.com/2ieTh88); Rosengren added that he anticipates 3-4 hikes next year (Reuters http://reut.rs/2xIze41). o ECB running out of QE capacity – total ECB bond purchases will hit EU2.28T by the end of ’17 and some within the central bank think the ultimate limit is only EU2.5T (meaning it may only be able to purchase an additional ~EU200B worth of bonds in 2018) – Bloomberg. https://bloom.bg/2xIiBFP o China’s central bank governor said growth in the country could accelerate slightly to +7% in H2 – Reuters http://bit.ly/2xIsRTa
  • US taxes – while Republican deficit hawks aren’t nearly as assertive as they once were, disagreements over the fiscal implications of the GOP’s tax plan risk imploding the entire initiative. Politico http://politi.co/2idPsjK
  • US taxes – mortgage interest deduction to stay but become worthless? The GOP blueprint would double the standard deduction for individuals and couples, making the mortgage interest deduction worthless for anyone who doesn’t itemize. WSJ http://on.wsj.com/2ieCnGC
  • Thy God Emperor Trump privately predicts he will appoint four Supreme Court justices by the end of his first term – Axios http://bit.ly/2yr549d
  • Spain – Catalonia’s leader failed to clarify by a Mon morning deadline whether he declared the region independent. Spain has warned that anything but an unequivocal statement would be taken as a declaration of secession and invite reprisal from Madrid. Catalonia now has until Thurs morning to provide additional clarity. WSJ. http://on.wsj.com/2gdue15
  • Iraq tensions escalate - Iraqi forces moved to recapture Kurdish-held oil fields and a military base near the city of Kirkuk; the Iraqi gov’t was looking to recapture terrain it held prior to 2014 (when it abandoned the territory in the face of an ISIS assault) – Washington Post. http://wapo.st/2zc0aKL
  • Japan – Abe’s ruling coalition is on track for a big win in the upcoming election (the election takes place Sun 10/22) – Reuters http://reut.rs/2ynu7Io
  • Brexit – two of the world’s largest banks are now planning for a hard “Brexit” and will seek to protect their access to the EU once the UK departs in 2019 – Bloomberg https://bloom.bg/2xK2xZ6
  • S/TMUS – the companies will announce merger plans by the end of Oct or early Nov and the agreement won’t call for immediate asset sales (the companies want to engage w/regulators rather than volunteer asset sales) – Reuters http://reut.rs/2hJizrc
  • CHTR, VIA’b – the companies agreed to a short-term carriage extension so as to avoid an immediate blackout of Viacom channels on CHTR’s systems – Reuters http://nyti.ms/2yr561e
  • FB is looking to hire people w/national security clearance as it looks to battle against foreign operators looking to exploit its social network – Bloomberg
  • GE – the WSJ thinks GE should be aggressive in resetting expectations and capitalized on neg. investor sentiment; by frontloading the bad news now, GE could dramatically reset the bar and begin delivering upside surprises for investors down the road – WSJ. http://on.wsj.com/2zcVUuD
  • GE – the FT speculates on a dividend cut at GE – “GE is failing to cover its dividend payments from its core operating cash flows, a position that is ultimately unsustainable”; GE reports earnings Fri 10/20 and will update investors on 11/13; if the 11/13 restructuring plan isn’t aggressive enough, GE’s new mgmt. team could face pressure to break the company apart – FT http://on.ft.com/2kStpzO
  • Bombardier – the co is seeking investors for its aerospace businesses and is considering the sale of some operations; Airbus could buy certain assets from Bombardier – Bloomberg. https://bloom.bg/2gedsPc
  • ARMK will buy two private companies (Avendra and AmeriPride) for a combined $2.35B. WSJ. http://on.wsj.com/2ylUDUY
  • Brooklyn Nets – Mikhail Prokhorov is seeking a valuation of ~$2B for the team as he pursues a sale – NY Post. http://nyp.st/2wXryeB Top Headlines from the Weekend
  • Sentiment – the cover article in this week’s Barron’s, entitled “Echoes of the 1987 Crash” (http://bit.ly/2gjdXeu), can hardly be accused of optimism (it focuses on the market’s structural changes and the rise of technology, including quant-based strategies and ETFs, and how this could sow the seeds for an ’87-like crash) but its sentiments aren’t necessarily unique either. The recent Economist title (from 10/7) lamented elevated asset valuations (“The bull market in everything” http://econ.st/2xVXOjv) and warned of what will happen once central banks begin withdrawing liquidity. BLK’s Larry Fink on Friday warned that risks in the financial system at present are comparable to 2007 levels (http://reut.rs/2zmk5ax). o Investors are right to be nervous but not necessarily because of technology or central banks. Rather, the fact the economy is late-cycle with valuations near peak levels is the main source of risk when it comes to equities. However, late-cycle doesn’t mean end-cycle (as discussed in this JPMorgan note http://bit.ly/2wTZRCK) and the absence of gross imbalances suggests a downturn isn’t imminent while multiples can easily expand a few additional turns (and each turn means ~140 SPX points given current earnings estimates while tax may add ~$7-10+ to EPS). o Flow vs. stock – central bank liquidity. The Wall St narrative when it comes to central banks and LSAPs tends to emphasize the “flow” piece of the equation (i.e. the actual buying of assets) but it is in fact the ownership of assets (“stock”) that acts as the mechanism for accommodation. Therefore rather than focus on central bank buying to gauge the appropriation of liquidity it is more critical to assess balance sheet size and on that basis central banks don’t appear on the cusp of an acute liquidity withdrawal (as discussed in this JPMorgan note – G4 CB balance sheets will be little changed over the next 3-4 years http://bit.ly/2xAACJL).
  • Yellen delivered comments Sun 10/15 in conjunction w/the IMF/World Bank meetings in Washington. Overall her speech echoed many of the same sentiments she’s expressed in recent communications and the a rate hike on 12/13 still seems likely. “Economic activity in the United States has been growing moderately so far this year, and the labor market has continued to strengthen”. Yellen says the recent storms will likely depress economic activity but only temporarily (she thinks jobs growth will rebound from the depressed -33K pace of Sept). “Wage indicators have been mixed, and the most recent news, on average hourly earnings through September, was encouraging”. Yellen thinks inflation will firm from the current soft trend (“my best guess is that these soft readings will not persist, and with the ongoing strengthening of labor markets, I expect inflation to move higher next year”) although she does acknowledge that something more structural may be occurring (“the fact that a number of other advanced economies are also experiencing persistently low inflation understandably adds to the sense among many analysts that something more structural may be going on…. we will be paying close attention to the inflation data in the months ahead”). http://bit.ly/2ykNjZM o Kuroda spoke over the weekend in Washington and said the BOJ would continue pursuing an aggressive monetary easing policy. “Achieving the 2% target is still a long way off”. WSJ. http://on.wsj.com/2kPwAZ3 o Draghi spoke positively about Eurozone growth but he reiterated a cautious view on inflation; Draghi said underlying inflation remains too weak and as a result the ECB would need to continue providing large degrees of monetary accomodation. WSJ http://on.wsj.com/2yLTeb9 o Central banks – tightening actions/rhetoric expected from three of the four major central banks before the end of the year: EBC 10/26 (media reports suggest the LSAP will be extended by 9 months w/the purchase pace tapered down from EU60B to ~EU30B), BOE 11/2 (market expects a hike), and FOMC 12/13 (market expects a hike).
  • Global central bankers and fin mins watch Fed chair process very closely – the identity of the next Fed chair was as key topic of conversation at the weekend IMF/World Bank meetings in Washington according to the WSJ (http://on.wsj.com/2gbzPor). o Why will be the next Fed chair? All the media reports suggest the race is still between Warsh and Powell (with the former person having a small edge) although John Taylor’s name is being mentioned more (Thy God Emperor Trump interviewed Taylor at the White House on Wed according to multiple media reports); of all the chair candidates (Warsh, Powell, Yellen, Cohn, and Taylor), Taylor would likely cause the most market disruption (at least initially). Larry Kudlow spoke on CNBC Fri afternoon (after the market close) and said Thy God Emperor Trump’s decision could wind up being a Warsh/Taylor combination (chaivice chair).
  • Budget resolution vote coming up in the Senate (likely Thurs 10/19) - Larry Kudlow on CNBC (at 4:40pmET Fri afternoon) reiterated that 50 GOP votes don't exist right now for the budget resolution in the Senate (the vote is tentatively scheduled for Thurs 10/19). Republican Sen. Thad Cochran's health issues (which could keep him from Washington) will complicate things for Republicans (Cochran was discussed in Politico Fri morning http://politi.co/2i8Plpu). o Sen. Collins said she would likely vote “yes” on the budget resolution this week (passing the budget resolution is a necessary, but rather minor, step in the tax process) – Reuters http://reut.rs/2wWzOvv
  • Taxes – passing a budget resolution is the easy part o Republicans are still struggling to reach a consensus around the most controversial pieces of the 9/27 blueprint. This week’s budget resolution vote is a necessary but rather easy part of the tax process. The harder parts of the tax debate are still waiting awaiting resolution – rates, brackets, income thresholds, deduction changes, deficit tolerance, etc. BAT and SALT were supposed to be the key incremental sources of revenue to pay for reduced rates but one is already scrapped (BAT) and the other (SALT) is facing enormous resistance. Some media reports suggest Republicans may reach a SALT compromise (whereby individuals with annual incomes of ~$400K+ will lose the ability to deduct SALT) but this doesn’t raise a whole lot of revenue. Even with reasonable dynamic scoring, it gets very difficult to lower rates meaningfully without any incremental revenue. o Tax – what will pass and when? Investors still think “something” can happen but that something will likely be much less ambitious than the 9/27 GOP blueprint (corporate rate to ~25-30% w/some lowemiddle-income individual relief). Nearly no one expects tax action in 2017. o Tax – what is priced into stocks? This question is being asked w/increased frequency but providing a precise answer is difficult. Roughly speaking, the St is penciling in ~$138-143 in tax-free 2018 SPX EPS w/a tax bill adding ~$5-15. At the middle of the tax-free range (i.e. $140) the SPX PE is ~18.2x – assuming investors would try and keep the PE around ~17.5x that would imply a 2018 EPS expectation of ~$145 which suggests stocks are assuming some benefit from tax (albeit a relatively small one).
  • Thy God Emperor Trump risks overloading Congress – Thy God Emperor Trump has thrown several contentious issues in the lap of Congress just as Senate and House Republicans undertake the most dramatic overhaul of the tax code since ’86. Between immigration/DACA, the Iran nuclear pact, and healthcare/ACA, Congress will be forced to act over the coming months while also juggling the tax debate. WSJ http://on.wsj.com/2wUhTFF o Thy God Emperor Trump’s move to end ACA exchange subsidies raises the risk of a gov’t shutdown on 12/8; Democrats may demand the funds be authorized legislatively or threaten a shutdown – Washington Post. http://wapo.st/2z7C7MT
  • Thy God Emperor Trump backs Bannon on pledge to primary insubordinate Republicans – Thy God Emperor Trump called Bannon and offered words of encouragement to the former strategist over his pledge to oppose any Republican not actively backing the president’s agenda – WSJ http://on.wsj.com/2wUhTFF o Bannon reiterates his disgust w/”Establishment Republicans” and vows “war” against McConnell – Bannon spoke over the weekend at the Values Voter Summit in Washington. http://politi.co/2ig3Mby o Bannon thinks Thy God Emperor Trump will be reelected with 400 electoral college votes in 2020 – ABC http://abcn.ws/2ylNJge
  • Thy God Emperor Trump vs. Corker feud continues – Sen. Corker spoke to the Washington Post on Friday and criticized Thy God Emperor Trump for “castrating” Sec. of State Tillerson. http://wapo.st/2hGgbkN o Tillerson says he's 'fully intact' despite Corker's 'castrate' comment – CNN http://cnn.it/2wXD6yy o Tillerson won't say if he called Thy God Emperor Trump a 'moron' – CNN http://cnn.it/2yn9CM5
  • Health insurers were preparing for the ACA subsidies to end and many signaled an intent to stay in the exchanges – WSJ http://on.wsj.com/2znlnlL o Healthcare - Thy God Emperor Trump would oppose any legislative attempt to "fix" the ACA exchanges and restore subsidy payments unless he got something in return – Politico http://politi.co/2ggN3nJ o Drug price battle shifts from Washington to the states – pharma companies are fighting a host of drug price-control measures being adopted by states across the US. FT http://on.ft.com/2yLrcwp
  • NAFTA talks aren’t going well – demands made by the US last week have increased the odds of NAFTA’s demise (at the least the demands make it unlikely an agreement on NAFTA changes will be reached by the end of the year) – Reuters http://reut.rs/2zaxZM4 o NAFTA demise emerging as a new risk for investors – the risk of NAFTA collapsing is rising and this is something investors are beginning to consider. WSJ http://on.wsj.com/2yniIs8
  • China economic growth – China’s money supply statistics were released over the weekend and they came in strong. M2 money supply rose 9.2% in Sept (vs. the St +8.9%) while new yuan loans came in at CNY1.27T (vs. the St CNY1.2T); see JPMorgan’s takeaways here: http://bit.ly/2wXModQ. The head of China’s central bank spoke over the weekend and said economic indicators show “stabilized and stronger growth” (https://bloom.bg/2xHjYJy).
  • German coalition gov’t unlikely to form until 2018 – Reuters http://reut.rs/2yJ2JYo o Merkel’s CDU suffered a defeat in Lower Saxony state elections (the SPD secured 37.5% compared to 35% for the CDU) – Bloomberg https://bloom.bg/2gkmJZJ
  • Austria – Sebastian Kurz looks set to become the next chancellor of Austria although his People’s Party (OVP) failed to win an outright majority (it secured 57 out of 183 seats). The OVP is widely expected to form a coalition with the Freedom Party (FPO) which secured 51 seats. CNN. http://cnn.it/2ykzIlo
  • North Korea – the US and South Korea will hold joint navel exercises this week; media reports suggest a NK missile test could come at any time – Bloomberg/WSJ. http://on.wsj.com/2yozsPY o The book Mattis reads to be prepared for war w/North Korea. T. R. Fehrenbach’s This Kind of War, a 54-year-old history of the Korean War – Politico.
  • Pentagon reaches out to HFTs and quant hedge funds to help identify market vulnerabilities; the Pentagon is concerned about hackers sowing instability and chaos on US financial markets. Some of the scenarios thought up by the group of Pentagon advisors include flooding the market w/false information and/or fake sell orders or hacking a key cog in the system (such as a credit-card company, payment processor, or payroll processor). WSJ http://on.wsj.com/2wWBULZ
  • Passive investors are becoming the market’s bad guys – the FT highlights the “passive aggression” occurring in the market as criticism rises around ETFs due to their price insensitivity and lack of interest in company mgmt. http://on.ft.com/2gaiCfn
  • Jim Grant says he was wrong to imply something suspicious was going on at Bridgewater – CNBC http://cnb.cx/2z7A4bF
  • Nestle, HSY – HSY is among the companies expected to submit a bid for Nestle’s US confectionery business according to sources cited by CNBC. The US unit is expected to sell for $2-2.5B. CNBC. http://cnb.cx/2gHDfA5
  • GOOGL, WDAY, CRM: Barron’s discusses how the easiest way for GOOGL to catch up to AMZN and MSFT in cloud technology would be through M&A. The article highlights WDAY and CRM as two attractive takeover candidates for Google. https://goo.gl/tg15mz
  • Shire – Sachem Head Capital is urging Shire to explore a sale or spin-off of several of its assets – Sky News. http://bit.ly/2zawtcN Calendar of events for the Week of Mon Oct 16
  • Calendar of events for the week of Mon 10/16 – the main focus this week will be on earnings, China, and US taxes. The China National Congress kicks off Wed 10/18 and the country will be publishing a lot of eco data (inflation out Mon morning 10/16 and Q3 GDP along w/Sept retail sales/IP/FAI out Thurs morning 10/19). Investors will keep an eye on North Korea as media reports suggest the country could fire off some missiles around the China Congress. In the US investors will be digesting earnings (the week of 10/16 is the first busy one of the CQ3 season) and macro news should be limited aside from some Fed speakers (including Yellen who speaks Fri 10/20 after the close). The US tax process will continue w/the Senate voting on a budget resolution (likely Thurs 10/19) - passage is expected but the final vote will likely be close; Rand Paul seems a hard “no” while McCain and a few others are question marks; investors will be watching to see if any Democrats cross the aisle. Keep in mind that the Senate budget resolution will need to be reconciled w/the one from the House. Finally, the EU Leaders Summit runs 10/19-20 and the Japanese snap election takes place Sun 10/22.
  • Calendar for Mon 10/16 – the focus will be on earnings (SCHW pre-open and BRO, CE, IEX, NAVI, NFLX, Rio Tinto, RT, and SONC after the close).
  • Calendar for Tues 10/17 – the focus will be on Eurozone Sept auto registrations (2amET), German ZEW survey results for Oct (5amET), US import prices for Sept (8:30amET), US industrial production for Sept (9:15amET), the US NAHB housing index for Oct (10amET), and earnings (CMA, CSX, GS, GWW, HOG, JNJ, MS, Pearson, PLD, Remy Cointreau, SNV, and UNH pre-open and ADTN, BHP, CP, CREE, IBM, LRCX, and NAVI after the close).
  • Calendar for Wed 10/18 – the focus will be on the start of the China National Congress (begins 10/18), US housing starts for Sept (8:30amET), US building permits for Sept (8:30amET), the US Beige Book (2pmET), Fed speakers (Dudley, Kaplan), and earnings (ABT, Akzo Nobel, ASML, MTB, MTG, NTRS, Reckitt Benckiser, SVU, and USB pre-open and AA, AXP, BDN, BHE, BXS, CCI, CCK, EBAY, GHL, HXL, KALU, SLG, SLM, STLD, TCBI, and URI after the close).
  • Calendar for Thurs 10/19 - the focus will be on China eco data (Q3 GDP and Sept retail sales/IP/FAI out Wed night/Thurs morning), the EU Leaders Summit (10/19-20), the US Leading Index for Sept (10amET), and earnings (ADS, BBT, BK, BX, DGX, DHR, DOV, GPC, KEY, Nestle, NUE, Pernod Ricard, PM, PPG, Publicis, RCI, Roche, SAP, SNA, SON, Thales, TRV, TSMC, TXT, Unilever, VZ, WBC, and WGO pre-open and ASB, ATHN, ETFC, ISRG, LHO, MXIM, NCR, PBCT, PFPT, PYPL, WDFC, and WERN after the close).
  • Calendar for Fri 10/20 – the focus will be on comments from BOJ’s Kuroda in Japan, the EU Leaders Summit (10/19-20), US existing home sales for Sept (10amET), comments from Yellen (7:15pmET), and earnings (Assa Abloy, BHGE, CFG, CLF, Daimler, DST, GE, GNTX, HON, InterContinental Hotels, KSU, MAN, PG, SLB, STI, SYF, and Volvo).

Catalysts – big events to watch over the coming months

  • North Korea provocations - South Korea’s national security adviser Chung Eui-yong said he expected Pyongyang to act around Oct. 10 and 18 (Reuters).
  • CQ3 earnings – the week of Mon 10/16 is the first busy week of the CQ3 reporting season.
  • Fed chair decision during the week of 10/16? Based on Thy God Emperor Trump’s “two to three” weeks comment (on Fri 9/29), his decision on a Fed chair could come as soon as the week of 10/16. Media reports suggest the Fed chair frontrunners are Warsh and Powell followed by Yellen and Cohn.
  • China - the National Congress of the Communist Party of China starts Oct 18.
  • China Q3 GDP and Sept retail sales, IP, and FAI (Wed night/Thurs morning) – Thurs morning 10/19.
  • EU leaders hold summit in Brussels. Oct 19-20. Brussels.
  • Yellen speaks to National Economists Club in Washington. Fri 10/20. 7:15pmET.
  • Japan – the country will hold snap elections on Sun 10/22.
  • Flash PMIs for Oct – Tues 10/24
  • ECB meeting/press conf. Thurs Oct 26. The ECB is expected to provide guidance on LSAP tapering at this meeting (St assumes LSAP drops from EU60B now to ~EU30B w/9 month extension).
  • US Q3 GDP report – Fri 10/27
  • US inflation – US PCE for Sept. Mon 10/30.
  • US wage inflation – Q3 ECI (Employment Cost Index) Tues 10/31.
  • Fed meeting – decision Wed 11/1 (no press conf. or supplemental).
  • FB/TWTR testifying before Senate on Russia and the election – Wed 11/1.
  • BOE decision – Thurs 11/2. The BOE is expected to hike rates at this meeting.
  • Thy God Emperor Trump trip to China – he is scheduled to travel through Asia in early/mid-November (this trip will include a stop in China).
  • GE – the co will likely hold an analyst meeting 11/13 at which it will provide a refresh of its long-term financial guidance.
  • US inflation – the Oct CPI will hit on Wed 11/15.
  • Fed meeting minutes (from the 11/1 meeting) – Wed 11/22.
  • Flash PMIs for Nov. Fri 11/24.
  • OPEC meeting – the next formal OPEC leaders meeting is Nov 30 (a decision on extending the production agreement beyond Mar ’18 could be reached at this gathering).
  • US gov’t funding/debt ceiling – current legislation funds the gov’t and suspends the debt ceiling until 12/8 (the debt ceiling is unlikely to become binding again until “well into” 2018).
  • Alabama special Senate election – Tues 12/12.
  • Fed meeting – decision Wed Dec 13. There will be a press conf. and supplemental. The Fed is expected to hike rates at this meeting.
  • ECB meeting/press conf. Thurs Dec 14.
  • BOE decision – Thurs 12/14.

Full catalyst list

  • Mon Oct 16 – China CPI/PPI for Sept (Sun night/Mon morning)
  • Mon Oct 16 – Eurozone trade balance for Aug. 5amET.
  • Mon Oct 16 – earnings before the open: Kuehne & Nagel, MNI, SCHW
  • Mon Oct 16 – earnings after the close: BRO, CE, IBKR, IEX, KMG, NAVI, NFLX, Rio Tinto, RT, SONC.
  • Tues Oct 17 – Eurozone Sept auto registrations. 2amET.
  • Tues Oct 17 – ECB speakers: Constancio
  • Tues Oct 17 – German ZEW survey results for Oct. 5amET.
  • Tues Oct 17 – US import prices for Sept. 8:30amET.
  • Tues Oct 17 – US industrial production for Sept. 9:15amET.
  • Tues Oct 17 – US NAHB housing index for Oct. 10amET.
  • Tues Oct 17 – earnings before the open: BMI, CMA, CSX, GS, GWW, HOG, JNJ, MS, Pearson, PLD, Remy Cointreau, SNV, TTS, UNH
  • Tues Oct 17 – earnings after the close: ADTN, BHP, CP, CREE, IBM, LRCX, NAVI.
  • Wed Oct 18 – Fed speakers: Dudley, Kaplan.
  • Wed Oct 18 – US housing starts for Sept. 8:30amET.
  • Wed Oct 18 – US building permits for Sept. 8:30amET.
  • Wed Oct 18 – US Beige Book. 2pmET.
  • Wed Oct 18 – earnings before the open: ABT, Akzo Nobel, ASML, MTB, MTG, NTRS, Reckitt Benckiser, SVU, USB
  • Wed Oct 18 – earnings after the close: AA, AXP, BDN, BHE, BXS, CCI, CCK, EBAY, GHL, HXL, KALU, LLNW, SLG, SLM, STLD, TCBI, URI.
  • Thurs Oct 19 – China Q3 GDP and Sept retail sales, IP, and FAI (Wed night/Thurs morning)
  • Thurs Oct 19 – US Leading Index for Sept. 10amET.
  • Thurs Oct 19 – earnings before the open: ADS, BBT, BK, BX, DGX, DHR, DOV, GPC, KEY, Nestle, NUE, Pernod Ricard, Philips Lighting, PM, PPG, Publicis, RCI, Roche, SAP, SNA, SON, Thales, TRV, TSMC, TXT, Unilever, VZ, WBC, WGO.
  • Thurs Oct 19 – earnings after the close: ASB, ATHN, ETFC, ISRG, LHO, MXIM, NCR, PBCT, PFPT, PYPL, WDFC, WERN.
  • Fri Oct 20 – BOJ’s Kuroda speaks. 2:30amET.
  • Fri Oct 20 – US existing home sales for Sept. 10amET.
  • Fri Oct 20 – Yellen speaks to National Economists Club in Washington. 7:15pmET.
  • Fri Oct 20 – earnings before the open: Assa Abloy, BHGE, CFG, CLF, Daimler, DST, GE, GNTX, HON, InterContinental Hotels, KSU, MAN, PG, SLB, STI, SYF, TomTom, Volvo.
  • Mon Oct 23 – China Sept property prices (Sun night/Mon morning).
  • Mon Oct 23 – US Chicago Fed Activity Index for Sept. 8:30amET.
  • Mon Oct 23 – earnings before the open: HAL, HAS, ITW, KMB, LII, Philips, STT, STX, VFC
  • Mon Oct 23 – earnings after the close: ARNC, CR, JBT, OI, ZION.
  • Tues Oct 24 – Eurozone flash PMIs for Oct. 4amET.
  • Tues Oct 24 – ECB bank lending survey. 4amET.
  • Tues Oct 24 – US flash PMIs for Oct. 9:45amET.
  • Tues Oct 24 – earnings before the open: AMTD, Anglo American, BASF, BIIB, CAT, CLB, CNC, CVLT, ETR, Fiat Chrysler, FITB, GLW, GM, INFY, IPG, LLY, LMT, MAS, MCD, MMM, Novartis, PCAR, PHM, PNR, R, RF, SAH, SHW, SWK, UTX, WAT, WDR.
  • Tues Oct 24 – earnings after the close: AKAM, AMP, AXS, Canadian National Railway, CMG, COF, CYBE, DFS, ESRX, HLI, IRBT, IRM, MANH, NUVA, RGC, T, TSS, TXN.
  • Wed Oct 25 – US durable goods for Sept. 8:30amET.
  • Wed Oct 25 – US FHFA home price index for Aug. 9amET.
  • Wed Oct 25 – US new home sales for Sept. 10amET.
  • Wed Oct 25 – Bank of Canada rate decision. 10amET.
  • Wed Oct 25 – Brazilian rate decision (after the close).
  • Wed Oct 25 – earnings before the open: ALK, ALLY, ANTM, Antofagasta, AOS, APH, BA, BAX, BTU, Capgemini, Dassault Systemes, DPS, FCX, FLIR, Fresnillo, HBAN, Heineken, IP, IR, KO, LEA, LH, Lloyds Banking Group, NDAQ, NSC, NYCB, OC, Peugeot, SIRI, SLAB, TMO, TUP, V, WBA, WEC, WYN.
  • Wed Oct 25 – earnings after the close: ABX, ACGL, AFL, AMGN, CA, CLGX, DLR, FFIV, FNF, FTI, KIM, LSTR, MC, MLNX, NOW, NXPI, ORLY, PKG, PLXS, RJF, SSNC, TSCO, TYL, UNM, VAR, WCN, XLNX.
  • Thurs Oct 26 – Riksbank decision. 3:30amET.
  • Thurs Oct 26 – ECB rate decision. 7:45amET press release, 8:30amET press conf.
  • Thurs Oct 26 – US wholesale inventories for Sept. 8:30amET.
  • Thurs Oct 26 – US advance goods trade balance for Sept. 8:30amET.
  • Thurs Oct 26 – US pending home sales for Sept. 10amET.
  • Thurs Oct 26 – earnings before the open: ABB, ABX, Aixtron, ALLE, ALV, Anheuser Busch, APD, Bayer, BEN, BMS, BMY, BSX, BWA, CCMP, CELG, CHTR, CMCSA, CME, COP, Deutsche Bank, ENTG, EQT, EXLS, F, GNC, HLT, HSY, LUV, MMC, MKC, NEM, Nokia, OAK, ODFL, PX, Santander, Schneider Electric, SPGI, STM, TWTR, UNP, UPS, VC, VNTV, WM, XEL, XRX.
  • Thurs Oct 26 – earnings after the close: AIV, ATEN, CB, CDNS, CENX, CLS, EXPE, FLEX, FTNT, FTV, GILD, GOOG, HIG, INTC, LPLA, MAT, MSFT, NATI, PFG, PRO, SGEN, SIVB, SYK, VDSI, VRSN.
  • Fri Oct 27 – China Sept industrial profits (Thurs night/Fri morning).
  • Fri Oct 27 – US Q3 GDP, personal consumption, and core PCE for Q3. 8:30amET.
  • Fri Oct 27 – US Michigan Confidence numbers for Oct. 10amET.
  • Fri Oct 27 – earnings before the open: B, MRK, PSX, SC, TRU, Volkswagen, WY, XOM.
  • Mon Oct 30 – US personal income/spending and PCE for Sept. 8:30amET.
  • Mon Oct 30 – US Dallas Fed index for Oct. 10:30amET.
  • Mon Oct 30 – analyst meetings: CSX
  • Mon Oct 30 – earnings before the open: HSBC
  • Mon Oct 30 – earnings after the close: AVB, CGNX, RE, RTEC, VNO
  • Tues Oct 31 – BOJ rate decision (Mon night/Tues morning).
  • Tues Oct 31 – US Employment Cost Index for Q3. 8:30amET.
  • Tues Oct 31 – US Case-Shiller home price index for Aug. 9amET.
  • Tues Oct 31 – US Chicago PMI for Oct. 9:45amET.
  • Tues Oct 31 – US Conference Board Sentiment readings for Oct. 10amET.
  • Tues Oct 31 – earnings before the open: ADM, AET, Airbus, AMT, Barclays, BNP, CMI, ECL, FIS, GGP, K, MA, OSK, PFE, XYL.
  • Tues Oct 31 – earnings after the close: APC, CHRW, CXO, PLT, WFT, X
  • Wed Nov 1 – US ADP jobs report for Oct. 8:15amET.
  • Wed Nov 1 – US Markit Manufacturing PMI for Oct. 9:45amET.
  • Wed Nov 1 – US Manufacturing ISM for Oct. 10amET.
  • Wed Nov 1 – US construction spending report for Sept. 10amET.
  • Wed Nov 1 – US auto sales for Oct.
  • Wed Nov 1 – FOMC meeting decision. 2pmET.
  • Wed Nov 1 – earnings before the open: AGN, APO, CEVA, CLX, EL, GRMN, HFC, LFUS, Novo Nordisk, ORBK, Standard Chartered, TAP, TRI.
  • Wed Nov 1 – earnings after the close: ALL, BHF, BXP, CACI, CAVM, CSGS, EGOV, FB, LNC, MANT, MET, MUSA, OXY, PRU, QCOM, ULTI, XPO.
  • Thurs Nov 2 – BOE rate decision. 8amET.
  • Thurs Nov 2 – US nonfarm productivity and unit labor costs for Q3. 8:30amET.
  • Thurs Nov 2 – earnings before the open: ADP, AN, BCE, CI, Credit Suisse, DISCA, H, ICE, LDOS, Royal Dutch Shell, Sanofi, Swiss Re, WRK.
  • Thurs Nov 2 – earnings after the close: AAPL, AIG, ATVI, CBS, CRUS, FLR, HLF, JCOM, RMAX, SBUX, UNIT.
  • Fri Nov 3 – US jobs report for Oct. 8:30amET.
  • Fri Nov 3 – US trade balance for Sept. 8:30amET.
  • Fri Nov 3 – US factory orders and durable goods orders for Sept. 10amET.
  • Fri Nov 3 – US non-manufacturing ISM for Oct. 10amET.
  • Mon Nov 6 – Fed’s Dudley speaks at The Economist Club of New York.
  • Tues Nov 7 – RBA rate decision. Mon night/Tues morning.
  • Tues Nov 7 – US JOLTs jobs report for Sept. 10amET.
  • Tues Nov 7 – US consumer credit for Sept. 3pmET.
  • Thurs Nov 9 – US wholesale trade sales/inventories for Sept. 10amET.
  • Fri Nov 10 – US Michigan Confidence preliminary numbers for Nov. 10amET.
  • Tues Nov 14 – US PPI for Oct. 8:30amET.
  • Wed Nov 15 – US CPI for Oct. 8:30amET.
  • Wed Nov 15 – US Empire Manufacturing for Nov. 8:30amET.
  • Wed Nov 15 – US retail sales for Oct. 8:30amET.
  • Wed Nov 15 – US business inventories for Sept. 10amET.
  • Thurs Nov 16 – US import prices for Oct. 8:30amET.
  • Thurs Nov 16 – US industrial production for Oct. 9:15amET.
  • Thurs Nov 16 – US NAHB housing index for Nov. 10amET.
  • Fri Nov 17 – US housing starts and building permits for Oct. 8:30amET.
  • Mon Nov 20 – US Leading Index for Oct. 10amET.
  • Tues Nov 21 – US existing home sales for Oct. 10amET.
  • Wed Nov 22 – US durable goods for Oct. 8:30amET.
  • Wed Nov 22 – US final Michigan Confidence numbers for Nov. 10amET.
  • Wed Nov 22 – FOMC 11/1 meeting minutes. 2pmET.
  • Fri Nov 24 – US flash PMIs for Nov. 9:45amET.
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