Construction spending - 10:00 am

Full report here SEPTEMBER 2009 CONSTRUCTION AT $940.3 BILLION ANNUAL RATE The U.S. Census Bureau of the Department of Commerce announced today that construction spending during September 2009 was estimated at a seasonally adjusted annual rate of $940.3 billion, 0.8 percent (±1.8%)* above the revised August estimate of $933.0 billion. The September figure is 13.0 percent (±1.9%) below the September 2008 estimate of $1,081.2 billion. During the first 9 months of this year, construction spending amounted to $715.2 billion, 12.1 percent (±1.3%) below the $813.3 billion for the same period in 2008. PRIVATE CONSTRUCTION Spending on private construction was at a seasonally adjusted annual rate of $613.9 billion, 0.5 percent (±1.1%)* above the revised August estimate of $610.9 billion. Residential construction was at a seasonally adjusted annual rate of $256.0 billion in September, 3.9 percent (±1.3%) above the revised August estimate of $246.4 billion. Nonresidential construction was at a seasonally adjusted annual rate of $357.9 billion in September, 1.8 percent (±1.1%) below the revised August stimate of $364.5 billion. PUBLIC CONSTRUCTION In September, the estimated seasonally adjusted annual rate of public construction spending was $326.4 billion, 1.3 percent (±2.9%)* above the revised August estimate of $322.1 billion. Educational construction was at a seasonally adjusted annual rate of $88.7 billion, 0.1 percent (±3.4%)* below the revised August estimate of $88.8 billion. Highway construction was at a seasonally adjusted annual rate of $85.5 billion, 1.0 percent (±7.8%)* above the revised August estimate of $84.6 billion. October 2009 data will be released on December 1, 2009 at 10:00 A.M. EST. For more detailed data and methodologies, go to our website: http://www.census.gov/constructionspending

ISM Manufacturing - 10:00 am

Full report here October 2009 Manufacturing ISM Report On Business® PMI at 55.7% DO NOT CONFUSE THIS NATIONAL REPORT with the various regional purchasing reports released across the country. The national report's information reflects the entire United States, while the regional reports contain primarily regional data from their local vicinities. Also, the information in the regional reports is not used in calculating the results of the national report. The information compiled in this report is for the month of October 2009. New Orders, Production and Employment Growing Inventories Contracting Supplier Deliveries Slower (Tempe, Arizona) — Economic activity in the manufacturing sector expanded in October for the third consecutive month, and the overall economy grew for the sixth consecutive month, say the nation's supply executives in the latest Manufacturing ISM Report On Business®. The report was issued today by Norbert J. Ore, CPSM, C.P.M., chair of the Institute for Supply Management™ Manufacturing Business Survey Committee. "The manufacturing sector grew for the third consecutive month in October, and the rate of growth is the highest since April 2006 when the PMI registered 56 percent. The jump in the index was driven by production and employment, with both registering significant gains. Production appears to be benefiting from the continuing strength in new orders, while the improvement in employment is due to some callbacks and opportunities for temporary workers. Overall, it appears that inventories are balanced and that manufacturing is in a sustainable recovery mode." PERFORMANCE BY INDUSTRY In October, 13 of the 18 manufacturing industries reported growth. The industries — listed in order — are: Petroleum & Coal Products; Apparel, Leather & Allied Products; Furniture & Related Products; Chemical Products; Computer & Electronic Products; Transportation Equipment; Plastics & Rubber Products; Machinery; Food, Beverage & Tobacco Products; Printing & Related Support Activities; Fabricated Metal Products; Electrical Equipment, Appliances & Components; and Paper Products. The three industries reporting contraction in October are: Nonmetallic Mineral Products; Primary Metals; and Wood Products. WHAT RESPONDENTS ARE SAYING ... * "We are beginning to be affected greatly by lead-time increases on semiconductor components." (Computer & Electronic Products) * "Still a very difficult environment — commodity increases threaten recovery and don't seem to correlate with any supply/demand fundamentals." (Food, Beverage & Tobacco Products) * "Automotive demand still remains strong even after 'cash for clunkers.'" (Fabricated Metal Products) [indicated for the second month] * "After several rather busy months, we are seeing the order intake for early next year soften." (Transportation Equipment) * "The improvement seen earlier is not holding." (Primary Metals) More at link with formatted tables.

Pre-market - Monday, November 2, 2009

Futures up this morning, in spite of the bankruptcy by CIT yesterday. But of course the dollar is getting whacked, which is the main reason. DJIA INDEX 9,719.00 55.00 S&P 500 1,039.70 6.70 NASDAQ 100 1,671.00 5.50 Today's economic calendar: ISM Mfg Index 10:00 AM ET Construction Spending 10:00 AM ET Pending Home Sales Index 10:00 AM ET 4-Week Bill Announcement t11:00 AM ET 3-Month Bill Auction 1:00 PM ET 6-Month Bill Auction 1:00 PM ET Today's earnings reports: Before open: ASF Administaff Inc. Services Staffing & Outsourcing Services BABY Natus Medical Inc. Healthcare Medical Appliances & Equipment BGH Buckeye GP Holdings L.P. Basic Materials Oil & Gas Pipelines BPL Buckeye Partners LP Basic Materials Oil & Gas Pipelines BRNC Bronco Drilling Co. Inc. Basic Materials Oil & Gas Drilling & Exploration CCJ Cameco Corp. Basic Materials Industrial Metals & Minerals CLX Clorox Corporation Consumer Goods Cleaning Products CNA CNA Financial Corporation Financial Property & Casualty Insurance CNL Cleco Corp. Utilities Electric Utilities CSE CapitalSource Inc. Financial Credit Services CTB Cooper Tire & Rubber Co. Consumer Goods Rubber & Plastics DCO Ducommun Inc. Industrial Goods Aerospace/Defense Products & Services DF Dean Foods Co. Consumer Goods Dairy Products DVD Dover Motorsports Inc. Services Sporting Activities F Ford Motor Co. Consumer Goods Auto Manufacturers - Major FLDR Flanders Corporation Industrial Goods Diversified Machinery FNDT Fundtech Ltd. Technology Application Software GEO Geo Group Inc. Services Security & Protection Services HAE Haemonetics Corp. Healthcare Medical Instruments & Supplies HE Hawaiian Electric Industries Inc. Utilities Electric Utilities HUM Humana Inc. Healthcare Health Care Plans KOPN Kopin Corp. Technology Diversified Electronics L Loews Corporation Financial Property & Casualty Insurance LABL Multi-Color Corp. Services Business Services MCY Mercury General Corp. Financial Property & Casualty Insurance MD MEDNAX, Inc. Healthcare Specialized Health Services MFA MFA Financial, Inc. Financial Mortgage Investment MPG Maguire Properties Inc. Financial REIT - Office NICE NICE Systems Ltd. Technology Computer Peripherals NTE Nam Tai Electronics, Inc. Technology Diversified Electronics OSG Overseas Shipholding Group Inc. Services Shipping OSP OSG America L.P. Services Shipping PRGO Perrigo Co. Healthcare Drug Related Products RBC Regal-Beloit Corp. Industrial Goods Industrial Electrical Equipment STAN Standard Parking Corp. Services Business Services SYY Sysco Corp. Services Food Wholesale TGE TGC Industries Inc. Basic Materials Oil & Gas Equipment & Services TSTY Tasty Baking Co. Consumer Goods Processed & Packaged Goods VNDA Vanda Pharmaceuticals, Inc. Healthcare Biotechnology VRX Valeant Pharmaceuticals International Healthcare Drug Manufacturers - Other WATG Wonder Auto Technology, Inc. Consumer Goods Auto Parts After close: AACC Asset Acceptance Capital Corp. Financial Credit Services ABCO Advisory Board Co. Services Research Services AGII Argo Group International Holdings, Ltd. Financial Property & Casualty Insurance AIMC Altra Holdings, Inc. Industrial Goods Industrial Electrical Equipment AIN Albany International Corp. Industrial Goods Textile Industrial AMPH American Physicians Service Group Inc. Financial Property & Casualty Insurance APC Anadarko Petroleum Corp. Basic Materials Independent Oil & Gas ARNA Arena Pharmaceuticals, Inc. Healthcare Drug Manufacturers - Other ARRY Array BioPharma, Inc. Healthcare Medical Laboratories & Research ASGN On Assignment Inc. Services Staffing & Outsourcing Services ATSI ATS Medical Inc. Healthcare Medical Appliances & Equipment AXS Axis Capital Holdings Ltd. Financial Property & Casualty Insurance BBNK Bridge Capital Holdings Financial Regional - Pacific Banks BKD Brookdale Senior Living Inc. Healthcare Long-Term Care Facilities BRE BRE Properties Inc. Financial REIT - Residential CAR Avis Budget Group, Inc. Services Rental & Leasing Services CCRN Cross Country Healthcare Inc. Services Staffing & Outsourcing Services CGNX Cognex Corp. Technology Scientific & Technical Instruments CHK Chesapeake Energy Corporation Basic Materials Independent Oil & Gas CHTP Chelsea Therapeutics International Ltd. Healthcare Biotechnology CKEC Carmike Cinemas Inc. Services Movie Production, Theaters CRK Comstock Resources Inc. Basic Materials Independent Oil & Gas CUTR Cutera Inc. Healthcare Medical Appliances & Equipment CVI CVR Energy, Inc. Basic Materials Oil & Gas Refining & Marketing DIOD Diodes Incorporated Technology Semiconductor - Integrated Circuits DLLR Dollar Financial Corp. Financial Credit Services DW Drew Industries Inc. Industrial Goods General Building Materials ENSG The Ensign Group, Inc. Healthcare Long-Term Care Facilities ETM Entercom Communications Corp. Services Broadcasting - Radio EXBD Corporate Executive Board Co. Services Management Services EXR Extra Space Storage Inc. Financial REIT - Industrial EXXI Energy XXI (Bermuda) Limited Basic Materials Oil & Gas Equipment & Services FMR First Mercury Financial Corporation Financial Property & Casualty Insurance FSR Flagstone Reinsurance Holdings Ltd. Financial Property & Casualty Insurance FST Forest Oil Corp. Basic Materials Independent Oil & Gas FVE Five Star Quality Care Inc. Healthcare Long-Term Care Facilities GUID Guidance Software, Inc. Technology Application Software HF HFF Inc. Financial Mortgage Investment HIMX Himax Technologies, Inc. Technology Semiconductor - Specialized HL Hecla Mining Co. Basic Materials Silver HLF Herbalife Ltd. Healthcare Drug Related Products HTCH Hutchinson Technology Inc. Technology Data Storage Devices IMMR Immersion Corporation Technology Computer Peripherals IPCM IPC The Hospitalist Company, Inc. Healthcare Specialized Health Services IPHS Innophos Holdings Inc Basic Materials Synthetics KGC Kinross Gold Corporation Basic Materials Gold KND Kindred Healthcare Inc. Healthcare Long-Term Care Facilities LF LeapFrog Enterprises Inc. Consumer Goods Toys & Games LOOK LookSmart, Ltd. Technology Internet Information Providers MIG Meadowbrook Insurance Group Inc. Financial Property & Casualty Insurance MNKD MannKind Corp. Healthcare Biotechnology NATL National Interstate Corporation Financial Property & Casualty Insurance OHB Orleans Homebuilders Inc. Industrial Goods Residential Construction PFG Principal Financial Group Inc. Financial Asset Management PKY Parkway Properties Inc. Financial REIT - Office PNSN Penson Worldwide Inc Financial Asset Management PPS Post Properties Inc. Financial REIT - Retail PRA ProAssurance Corporation Financial Property & Casualty Insurance PRGX PRG-Schultz International Inc. Services Business Services PSB PS Business Parks Inc. Financial REIT - Retail QCOR Questcor Pharmaceuticals, Inc. Healthcare Biotechnology ROG Rogers Corp. Consumer Goods Rubber & Plastics RSG Republic Services Inc. Industrial Goods Waste Management RSO Resource Capital Corp. Financial REIT - Retail RTEC Rudolph Technologies Inc. Technology Scientific & Technical Instruments SATC Satcon Technology Corporation Technology Semiconductor - Integrated Circuits SF Stifel Financial Corp. Financial Investment Brokerage - Regional SM St. Mary Land & Exploration Co. Basic Materials Independent Oil & Gas SNCR Synchronoss Technologies, Inc. Technology Application Software SNHY Sun Hydraulics Corp. Industrial Goods Industrial Equipment & Components SRSL SRS Labs Inc. Technology Semiconductor Equipment & Materials STAA STAAR Surgical Company Services Medical Equipment Wholesale SVR Syniverse Holdings Inc. Technology Diversified Communication Services SWS SWS Group Inc. Financial Investment Brokerage - Regional SYKE Sykes Enterprises, Incorporated Services Business Services TACT TransAct Technologies Incorporated Technology Computer Peripherals TAST Carrols Restaurant Group, Inc. Services Restaurants THG The Hanover Insurance Group Inc. Financial Property & Casualty Insurance TNL Technitrol Inc. Technology Diversified Electronics TNS TNS Inc. Technology Communication Equipment TPGI Thomas Properties Group Inc. Financial Real Estate Development TSCM TheStreet.com, Inc. Technology Internet Information Providers TXRH Texas Roadhouse Inc. Services Restaurants UDRL Union Drilling, Inc. Basic Materials Oil & Gas Drilling & Exploration UPI Uroplasty Inc. Healthcare Medical Instruments & Supplies USU USEC Inc. Basic Materials Industrial Metals & Minerals UTR Unitrin Inc. Financial Property & Casualty Insurance VARI Varian Inc. Technology Scientific & Technical Instruments VIRL Virage Logic Corporation Technology Semiconductor - Specialized VMC Vulcan Materials Company Industrial Goods General Building Materials

Market wrap - 4:15 pm

Well, well, well. Another big move in the markets today. Dow 9,713 -250 -2.51% Nasdaq 2,045 -52 -2.50% S&P 500 1,036 -30 -2.81% Gold 1,040 -7 -0.64% Oil 77.00 -2.87 -3.60% Today by sector: Today's heatmap:

Chicago PMI - 10:00 am

From Marketwatch WASHINGTON (MarketWatch) -- Manufacturing activity improved for the third straight month in the Chicago region in August. The Chicago purchasing managers index rose to 50% in August from 43.4 in July, according to a survey of corporate purchasing managers released Monday. This is just on the threshold of growth and the highest reading since last summer. Readings over 50% indicate overall business expansion. The Chicago PMI is considered a leading indicator to the national Institute for Supply Management manufacturers' survey to be released on Tuesday. The median forecast for ISM manufacturing composite is for an increase to 50.5 from a July reading of 48.9. The ISM index has not been above 50 since January 2008 at the beginning of the recession.

September Chicago PMI

More at link

Employment cost index - 8:30 am

Full report here EMPLOYMENT COST INDEX - SEPTEMBER 2009 Compensation costs for civilian workers increased 0.4 percent, seasonally adjusted, for the 3-month period ending September 2009, the U.S. Bureau of Labor Statistics reported today. Both components of compensation--wages and salaries (which make up about 70 percent of compensation) and benefits (which make up the remaining 30 percent of compensation)--increased the same amount, 0.4 percent. Civilian Worker Data Compensation costs for civilian workers increased 1.5 percent for the 12-month period ending September 2009. This was smaller than the 2.9 percent increase for the 12-month period ending in September 2008. Wages and salaries increased 1.5 percent for the current 12-month period, slowing from a 3.1 percent increase for the 2-month period ending in September 2008. Benefit costs rose 1.6 percent, down from a 2.6 percent increase for the 12-month period ending September 2008. Private Industry Worker Data Compensation costs, wages and salaries, and benefit costs decelerated for private industry workers for the 12-month period ending September 2009, registering the smallest increases since each series began, but the differences were not statistically different from last quarter. Compensation costs increased 1.2 percent, the smallest percent change published since the series began in 1980. The wage and salary series, which began in 1975, increased 1.4 percent for the current 12-month period. The cost of benefits, which have been measured since 1980, increased 1.1 percent for the 12-month period ending September 2009. Employer costs for health benefits increased 4.7 percent for the 12-month period ending September 2009. In September 2008, the 12-month percent change was 3.9 percent. Among occupational groups, compensation cost increases for private industry workers for the 12-month period ending September 2009 ranged from 0.8 percent for sales and office workers to 2.1 percent for service occupations. Among industries, compensation cost increases for private industry workers for the current 12-month period ranged from 0.7 percent for information to 2.1 percent for education and health services. The Employment Cost Index for December 2009 is scheduled to be released on Friday, January 29, 2010, at 8:30 a.m. (EST). More at link

Personal Income and Outlays - 8:30 am

Full report here PERSONAL INCOME AND OUTLAYS: SEPTEMBER 2009 Personal income decreased $0.1 billion, or less than 0.1 percent, and disposable personal income (DPI) decreased $0.2 billion, or less than 0.1 percent, in September, according to the Bureau of Economic Analysis. Personal consumption expenditures (PCE) decreased $47.2 billion, or 0.5 percent. In August, personal income increased $17.4 billion, or 0.1 percent, DPI increased $14.1 billion, or 0.1 percent, and PCE increased $139.8 billion, or 1.4 percent, based on revised estimates. Real disposable income decreased 0.1 percent in September, compared with a decrease of 0.2 percent in August. Real PCE decreased 0.6 percent, in contrast to an increase of 1.0 percent. More at link

Pre-market - Friday, October 30,2009

Futures down a little this morning waiting on more economic data. DJIA INDEX 9,872.00 -31.00 S&P 500 1,058.00 -3.60 NASDAQ 100 1,705.00 -2.50 Today's economic calendar: Personal Income and Outlays 8:30 AM ET Employment Cost Index 8:30 AM ET Chicago PMI 9:45 AM ET Consumer Sentiment 9:55 AM ET Farm Prices 3:00 PM ET Today's earnings reports: Before open: ACI Arch Coal Inc. Basic Materials Industrial Metals & Minerals AEE Ameren Corporation Utilities Diversified Utilities AGP AMERIGROUP Corp. Healthcare Health Care Plans AHC A. H. Belo Corporation Services Publishing - Newspapers AIV Apartment Investment & Management Co. Financial REIT - Residential ALE ALLETE Inc. Utilities Diversified Utilities AOC Aon Corporation Financial Insurance Brokers AXL American Axle & Manufacturing Holdings Inc. Consumer Goods Auto Parts B Barnes Group Inc. Industrial Goods Industrial Equipment & Components BBGI Beasley Broadcast Group Inc. Services Broadcasting - Radio BIOS BioScrip Inc. Healthcare Specialized Health Services BRY Berry Petroleum Co. Basic Materials Independent Oil & Gas CCC Calgon Carbon Corp. Basic Materials Synthetics CEG Constellation Energy Group, Inc. Utilities Electric Utilities CMC Commercial Metals Company Basic Materials Steel & Iron CMI Cummins Inc. Industrial Goods Diversified Machinery CPN Calpine Corp. Utilities Electric Utilities CVH Coventry Health Care Inc. Healthcare Health Care Plans CVX Chevron Corp. Basic Materials Major Integrated Oil & Gas D Dominion Resources, Inc. Utilities Electric Utilities DCM NTT DoCoMo, Inc. Technology Wireless Communications DORM Dorman Products, Inc. Consumer Goods Auto Parts DUK Duke Energy Corporation Utilities Electric Utilities EGO Eldorado Gold Corp. Basic Materials Gold EL Estee Lauder Companies Inc. Consumer Goods Personal Products ELMG EMS Technologies Inc. Technology Communication Equipment GAS Nicor Inc. Utilities Gas Utilities GHM Graham Corp. Industrial Goods Metal Fabrication HMSY HMS Holdings Corp. Services Business Services IBI Interline Brands Inc. Services Building Materials Wholesale INMD Integramed America Inc. Healthcare Medical Practitioners IT Gartner Inc. Services Management Services ITT ITT Corporation Industrial Goods Diversified Machinery KYO Kyocera Corp. Technology Diversified Electronics LECO Lincoln Electric Holdings Inc. Industrial Goods Small Tools & Accessories LNCE Lance, Inc. Consumer Goods Processed & Packaged Goods LNT Alliant Energy Corporation Utilities Diversified Utilities MDC MDC Holdings Inc. Industrial Goods Residential Construction MDU MDU Resources Group Inc. Industrial Goods General Building Materials MGLN Magellan Health Services Inc. Healthcare Health Care Plans MKTAY Makita Corp. Industrial Goods Small Tools & Accessories NI Nisource Inc. Utilities Diversified Utilities NYX NYSE Euronext, Inc. Financial Diversified Investments OB OneBeacon Insurance Group Financial Property & Casualty Insurance OGE OGE Energy Corp. Utilities Electric Utilities OPY Oppenheimer Holdings Inc. Financial Investment Brokerage - Regional PAG Penske Automotive Group, Inc. Services Auto Dealerships PC Panasonic Corporation Consumer Goods Electronic Equipment PGN Progress Energy Inc. Utilities Electric Utilities QSII Quality Systems Inc. Technology Healthcare Information Services REG Regency Centers Corporation Financial REIT - Retail ROLL RBC Bearings Inc. Industrial Goods Machine Tools & Accessories RUTH Ruth's Hospitality Group Inc. Services Restaurants SFI iStar Financial Inc. Financial Credit Services SHPGY Shire plc Healthcare Drug Manufacturers - Other SNE Sony Corporation Consumer Goods Electronic Equipment SNY Sanofi-Aventis Healthcare Drug Manufacturers - Major SPG Simon Property Group Inc. Financial REIT - Retail SUR CNA Surety Corp. Financial Surety & Title Insurance TE TECO Energy Inc. Utilities Electric Utilities THI Tim Hortons Inc. Services Specialty Eateries TSU TIM Participacoes SA Technology Wireless Communications UFS Domtar Corporation Consumer Goods Paper & Paper Products UPL Ultra Petroleum Corp. Basic Materials Independent Oil & Gas WY Weyerhaeuser Co. Industrial Goods Lumber, Wood Production YRCW YRC Worldwide Inc. Services Trucking After close: LDSH Ladish Co. Inc. Industrial Goods Metal Fabrication MCBC Macatawa Bank Corp. Financial Regional - Midwest Banks UIL UIL Holdings Corp. Utilities Electric Utilities

Art Cashin on yesterday - 10:55 am

Interesting what Art has to say about yesterday.

Jobless Claims - 8:30 am

Full report here UNEMPLOYMENT INSURANCE WEEKLY CLAIMS REPORT SEASONALLY ADJUSTED DATA In the week ending Oct. 24, the advance figure for seasonally adjusted initial claims was 530,000, a decrease of 1,000 from the previous week's unrevised figure of 531,000. The 4-week moving average was 526,250, a decrease of 6,000 from the previous week's unrevised average of 532,250. The advance seasonally adjusted insured unemployment rate was 4.4 percent for the week ending Oct. 17, a decrease of 0.1 percentage point from the prior week's unrevised rate of 4.5 percent. The advance number for seasonally adjusted insured unemployment during the week ending Oct. 17 was 5,797,000, a decrease of 148,000 from the preceding week's revised level of 5,945,000. The 4-week moving average was 5,960,750, a decrease of 78,750 from the preceding week's revised average of 6,039,500. UNADJUSTED DATA The advance number of actual initial claims under state programs, unadjusted, totaled 492,456 in the week ending Oct. 24, an increase of 32,026 from the previous week. There were 449,389 initial claims in the comparable week in 2008. The advance unadjusted insured unemployment rate was 3.8 percent during the week ending Oct. 17, an increase of 0.1 percentage point from the prior week. The advance unadjusted number for persons claiming UI benefits in state programs totaled 4,968,019, an increase of 51,445 from the preceding week. A year earlier, the rate was 2.4 percent and the volume was 3,233,118. Extended benefits were available in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, the District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, and Wisconsin during the week ending Oct. 10. Initial claims for UI benefits by former Federal civilian employees totaled 1,895 in the week ending Oct. 17, a decrease of 337 from the prior week. There were 2,417 initial claims by newly discharged veterans, a decrease of 231 from the preceding week. There were 21,217 former Federal civilian employees claiming UI benefits for the week ending Oct. 10, an increase of 1,096 from the previous week. Newly discharged veterans claiming benefits totaled 33,081, an increase of 2,343 from the prior week. States reported 3,368,909 persons claiming EUC (Emergency Unemployment Compensation) benefits for the week ending Oct. 10, a decrease of 21,713 from the prior week. There were 1,050,369 claimants in the comparable week in 2008. EUC weekly claims include both first and second tier activity. The highest insured unemployment rates in the week ending Oct. 10 were in Puerto Rico (6.3 percent), Nevada (5.3), Oregon (5.3), Pennsylvania (5.0), Wisconsin (4.8), Arkansas (4.6), California (4.6), Michigan (4.6), North Carolina (4.5), and South Carolina (4.5). The largest increases in initial claims for the week ending Oct. 17 were in California (+5,774), Puerto Rico (+685), Minnesota (+614), Nevada (+366), and Nebraska (+239), while the largest decreases were in Wisconsin (-5,681), New York (-4,711), Pennsylvania (-4,033), Illinois (-3,870), and Oregon (-2,706). More at link with formatted tables

GDP - 8:30 am

Full report here GROSS DOMESTIC PRODUCT: THIRD QUARTER 2009 (ADVANCE ESTIMATE) Real gross domestic product -- the output of goods and services produced by labor and property located in the United States -- increased at an annual rate of 3.5 percent in the third quarter of 2009, (that is, from the second quarter to the third quarter), according to the "advance" estimate released by the Bureau of Economic Analysis. In the second quarter, real GDP decreased 0.7 percent. The Bureau emphasized that the third-quarter advance estimate released today is based on source data that are incomplete or subject to further revision by the source agency (see the box on page 5). The "second" estimate for the third quarter, based on more complete data, will be released on November 24, 2009. The increase in real GDP in the third quarter primarily reflected positive contributions from personal consumption expenditures (PCE), exports, private inventory investment, federal government spending, and residential fixed investment. Imports, which are a subtraction in the calculation of GDP, increased. The upturn in real GDP in the third quarter primarily reflected upturns in PCE, in private inventory investment, in exports, and in residential fixed investment and a smaller decrease in nonresidential fixed investment that were partly offset by an upturn in imports, a downturn in state and local government spending, and a deceleration in federal government spending. Motor vehicle output added 1.66 percentage points to the third-quarter change in real GDP after adding 0.19 percentage point to the second-quarter change. Final sales of computers subtracted 0.11 percentage point from the third-quarter change in real GDP after subtracting 0.04 percentage point from the second-quarter change. ______________________ FOOTNOTE.--Quarterly estimates are expressed at seasonally adjusted annual rates, unless otherwise specified. Quarter-to-quarter dollar changes are differences between these published estimates. Percent changes are calculated from unrounded data and are annualized. “Real” estimates are in chained (2005) dollars. Price indexes are chain-type measures. This news release is available on BEA’s Web site along with the Technical Note and Highlights related to this release. ______________________ The price index for gross domestic purchases, which measures prices paid by U.S. residents, increased 1.6 percent in the third quarter, compared with an increase of 0.5 percent in the second. Excluding food and energy prices, the price index for gross domestic purchases increased 0.5 percent in the third quarter, compared with an increase of 0.8 percent in the second. Real personal consumption expenditures increased 3.4 percent in the third quarter, in contrast to a decrease of 0.9 percent in the second. Durable goods increased 22.3 percent, in contrast to a decrease of 5.6 percent. The third-quarter increase largely reflected motor vehicle purchases under the Consumer Assistance to Recycle and Save Act of 2009 (popularly called, “Cash for Clunkers” Program). Nondurable goods increased 2.0 percent in the third quarter, in contrast to a decrease of 1.9 percent in the second. Services increased 1.2 percent, compared with an increase of 0.2 percent. Real nonresidential fixed investment decreased 2.5 percent in the third quarter, compared with a decrease of 9.6 percent in the second. Nonresidential structures decreased 9.0 percent, compared with a decrease of 17.3 percent. Equipment and software increased 1.1 percent, in contrast to a decrease of 4.9 percent. Real residential fixed investment increased 23.4 percent, in contrast to a decrease of 23.3 percent. Real exports of goods and services increased 14.7 percent in the third quarter, in contrast to a decrease of 4.1 percent in the second. Real imports of goods and services increased 16.4 percent, in contrast to a decrease of 14.7 percent. Real federal government consumption expenditures and gross investment increased 7.9 percent in the third quarter, compared with an increase of 11.4 percent in the second. National defense increased 8.4 percent, compared with an increase of 14.0 percent. Nondefense increased 6.8 percent, compared with an increase of 6.1 percent. Real state and local government consumption expenditures and gross investment decreased 1.1 percent, in contrast to an increase of 3.9 percent. The change in real private inventories added 0.94 percentage point to the third-quarter change in real GDP after subtracting 1.42 percentage points from the second-quarter change. Private businesses decreased inventories $130.8 billion in the third quarter, following decreases of $160.2 billion in the second quarter and $113.9 billion in the first. Real final sales of domestic product -- GDP less change in private inventories -- increased 2.5 percent in the third quarter, compared with an increase of 0.7 percent in the second. Gross domestic purchases Real gross domestic purchases -- purchases by U.S. residents of goods and services wherever produced -- increased 4.0 percent in the third quarter, in contrast to a decrease of 2.3 percent in the second. Disposition of personal income Current-dollar personal income decreased $15.5 billion (0.5 percent) in the third quarter, in contrast to an increase of $19.1 billion (0.6 percent) in the second. Personal current taxes increased $4.8 billion in the third quarter, in contrast to a decrease of $119.1 billion in the second. The quarterly pattern of taxes reflected a much smaller decrease in federal withheld income taxes in the third quarter, based on the quarterly pattern of wages and salaries and a leveling off of the effects on withholding rates from the Making Work Pay Credit provision of the American Recovery and Reinvestment Act of 2009. (For more information, see the Technical Note.) Disposable personal income decreased $20.4 billion (0.7 percent) in the third quarter, in contrast to an increase of $138.2 billion (5.2 percent) in the second. Real disposable personal income decreased 3.4 percent, in contrast to an increase of 3.8 percent. Personal outlays increased $148.2 billion (5.8 percent) in the third quarter, compared with an increase of $8.2 billion (0.3 percent) in the second. Personal saving -- disposable personal income less personal outlays -- was $364.6 billion in the third quarter, compared with $533.1 billion in the second. The personal saving rate -- saving as a percentage of disposable personal income -- was 3.3 percent in the third quarter, compared with 4.9 percent in the second. For a comparison of personal saving in BEA’s national income and product accounts with personal saving in the Federal Reserve Board’s flow of funds accounts and data on changes in net worth, go to http://www.bea.gov/national/nipaweb/Nipa-Frb.asp. Current-dollar GDP Current-dollar GDP -- the market value of the nation's output of goods and services -- increased 4.3 percent, or $150.3 billion, in the third quarter to a level of $14,301.5 billion. In the second quarter, current-dollar GDP decreased 0.8 percent, or $26.8 billion.

Pre-market - Thursday, October 29, 2009

Futures up a little waiting on the jobless claims and GDP number. This should be interesting. DJIA INDEX 9,748.00 37.00 S&P 500 1,042.90 4.30 NASDAQ 100 1,684.00 4.00 Today's economic calendar: GDP 8:30 AM ET Jobless Claims 8:30 AM ET Tim Geithner Speaks 9:30 AM ET EIA Natural Gas Report 10:30 AM ET 3-Month Bill Announcement 11:00 AM ET 6-Month Bill Announcement 11:00 AM ET 7-Yr Note Auction 1:00 PM ET Money Supply 4:30 PM ET Tim Geithner Speaks 8:40 PM ET Today's earnings reports: Before open: ABB ABB Ltd. Industrial Goods Industrial Electrical Equipment ABG Asbury Automotive Group, Inc. Services Auto Dealerships ABX Barrick Gold Corporation Basic Materials Gold ACAT Arctic Cat Inc. Consumer Goods Recreational Vehicles ACU Acme United Corp. Consumer Goods Office Supplies ADC Agree Realty Corp. Financial Property Management ADLR Adolor Corp. Healthcare Drug Manufacturers - Other AEP American Electric Power Co., Inc. Utilities Electric Utilities AET Aetna Inc. Healthcare Health Care Plans AGEN Antigenics Inc. Healthcare Biotechnology AGL AGL Resources Inc. Utilities Gas Utilities AGN Allergan Inc. Healthcare Drug Manufacturers - Other AIRV Airvana, Inc. Technology Wireless Communications ALEX Alexander & Baldwin, Inc. Services Shipping ALU Alcatel-Lucent Technology Communication Equipment AMAG AMAG Pharmaceuticals, Inc. Healthcare Diagnostic Substances AMSC American Superconductor Corporation Technology Diversified Electronics AN AutoNation Inc. Services Auto Dealerships APA Apache Corp. Basic Materials Independent Oil & Gas ARG Airgas Inc. Services Industrial Equipment Wholesale ARTG Art Technology Group Inc. Technology Internet Software & Services ASIA AsiaInfo Holdings Inc. Technology Security Software & Services AVP Avon Products Inc. Consumer Goods Personal Products AVT Avnet Inc. Services Electronics Wholesale AYE Allegheny Energy Inc. Utilities Electric Utilities AZN AstraZeneca plc Healthcare Drug Manufacturers - Major BABY Natus Medical Inc. Healthcare Medical Appliances & Equipment BARI Bancorp Rhode Island, Inc. Financial Regional - Northeast Banks BBW Build-A-Bear Workshop Inc. Services Toy & Hobby Stores BC Brunswick Corp. Consumer Goods Recreational Goods, Other BCO Brinks Co. Services Security & Protection Services BCRX BioCryst Pharmaceuticals Inc. Healthcare Biotechnology BELFB Bel Fuse Inc. Technology Diversified Electronics BKC Burger King Holdings Inc. Services Restaurants BLL Ball Corporation Consumer Goods Packaging & Containers BPO Brookfield Properties Corporation Financial Property Management BRKR Bruker Corporation Technology Scientific & Technical Instruments BRY Berry Petroleum Co. Basic Materials Independent Oil & Gas BW Brush Engineered Materials Inc. Basic Materials Industrial Metals & Minerals BXC Bluelinx Holdings Inc. Services Building Materials Wholesale CBZ CBIZ, Inc. Services Business Services CCC Calgon Carbon Corp. Basic Materials Synthetics CDI CDI Corp. Services Staffing & Outsourcing Services CHUX O'Charley's Inc. Services Restaurants CINF Cincinnati Financial Corp. Financial Property & Casualty Insurance CIT CIT Group, Inc. Financial Credit Services CL Colgate-Palmolive Co. Consumer Goods Personal Products CLI Mack-Cali Realty Corp. Financial REIT - Retail CLP Colonial Properties Trust Financial REIT - Residential CLW Clearwater Paper Corporation Consumer Goods Paper & Paper Products CME CME Group Inc. Financial Diversified Investments CMS CMS Energy Corp. Utilities Diversified Utilities COCO Corinthian Colleges Inc. Services Education & Training Services COLB Columbia Banking System Inc. Financial Savings & Loans COT Cott Corporation Consumer Goods Beverages - Soft Drinks CPF Central Pacific Financial Corp. Financial Regional - Pacific Banks CRIS Curis Inc. Healthcare Biotechnology CRR Carbo Ceramics Inc. Basic Materials Oil & Gas Equipment & Services CRY CryoLife Inc. Healthcare Medical Appliances & Equipment CVGI Commercial Vehicle Group Inc. Consumer Goods Auto Parts DB Deutsche Bank AG Financial Foreign Money Center Banks DBLE Double Eagle Petroleum Co. Basic Materials Independent Oil & Gas DCOM Dime Community Bancshares Inc. Financial Savings & Loans DDE Dover Downs Gaming & Entertainment Inc. Services Gaming Activities DLR Digital Realty Trust Inc. Financial REIT - Industrial DVD Dover Motorsports Inc. Services Sporting Activities EE El Paso Electric Co. Utilities Electric Utilities EGN Energen Corp. Utilities Gas Utilities EK Eastman Kodak Co. Consumer Goods Photographic Equipment & Supplies EME EMCOR Group Inc. Industrial Goods General Contractors ENDP Endo Pharmaceuticals Holdings Inc. Healthcare Drug Manufacturers - Other EQT EQT Corporation Utilities Gas Utilities ETH Ethan Allen Interiors Inc. Consumer Goods Home Furnishings & Fixtures EXPE Expedia Inc. Technology Internet Information Providers FAF First American Corp. Financial Surety & Title Insurance FDML Federal-Mogul Corp. Consumer Goods Auto Parts FIRE Sourcefire, Inc. Technology Security Software & Services FNFG First Niagara Financial Group Inc. Financial Savings & Loans FORR Forrester Research Inc. Services Research Services FTK Flotek Industries Inc. Basic Materials Specialty Chemicals GFI Gold Fields Ltd. Basic Materials Gold GLS Genesis Lease Limited Services Rental & Leasing Services GTI GrafTech International Ltd. Industrial Goods Industrial Electrical Equipment GTIV Gentiva Health Services Inc. Healthcare Home Health Care GTLS Chart Industries Inc. Industrial Goods Metal Fabrication HEP Holly Energy Partners L.P Basic Materials Oil & Gas Pipelines HIT Hitachi Ltd. Industrial Goods Farm & Construction Machinery HS HealthSpring Inc. Healthcare Health Care Plans HSC Harsco Corp. Basic Materials Steel & Iron IBNK Integra Bank Corporation Financial Regional - Midwest Banks ICTG ICT Group Inc. Services Business Services IDA IdaCorp, Inc. Utilities Electric Utilities IRM Iron Mountain Inc. Services Business Services ITG Investment Technology Group Inc. Financial Investment Brokerage - Regional IWA Iowa Telecommunications Services Inc. Technology Telecom Services - Domestic K Kellogg Company Consumer Goods Processed & Packaged Goods KBR KBR, Inc. Services Technical Services KBW KBW Inc Financial Investment Brokerage - National KDN Kaydon Corporation Industrial Goods Machine Tools & Accessories KMT Kennametal Inc. Industrial Goods Machine Tools & Accessories KSU Kansas City Southern Services Railroads LABL Multi-Color Corp. Services Business Services LANC Lancaster Colony Corp. Consumer Goods Food - Major Diversified LB LaBarge Inc. Technology Scientific & Technical Instruments LFUS Littelfuse Inc. Industrial Goods Industrial Electrical Equipment LKQX LKQ Corp. Services Auto Parts Wholesale LNY Landry's Restaurants Inc. Services Restaurants LZ Lubrizol Corp. Basic Materials Specialty Chemicals MCO Moody's Corp. Financial Credit Services MDP Meredith Corp. Services Publishing - Periodicals MDS Midas Inc. Services Specialty Retail, Other MED Medifast Inc. Services Specialty Retail, Other MHO M/I Homes, Inc. Industrial Goods Residential Construction MOG-A Moog Inc. Industrial Goods Aerospace/Defense Products & Services MOT Motorola Inc. Technology Communication Equipment MPS MPS Group Inc. Services Staffing & Outsourcing Services MRGE Merge Healthcare Incorporated. Technology Healthcare Information Services MSA Mine Safety Appliances Co. Healthcare Medical Appliances & Equipment MWW Monster Worldwide, Inc. Services Advertising Agencies MYL Mylan, Inc. Healthcare Drugs - Generic NBL Noble Energy, Inc. Basic Materials Independent Oil & Gas NCI Navigant Consulting Inc. Services Staffing & Outsourcing Services NEM Newmont Mining Corp. Basic Materials Gold NINE Ninetowns Internet Technology Group Company Limited Technology Business Software & Services NMTI NMT Medical Inc. Healthcare Medical Instruments & Supplies NOVA NovaMed Inc. Services Management Services NPBC National Penn Bancshares Inc. Financial Regional - Northeast Banks NPO EnPro Industries, Inc. Industrial Goods Industrial Equipment & Components NRG NRG Energy, Inc. Utilities Electric Utilities NUS Nu Skin Enterprises Inc. Consumer Goods Personal Products NVO Novo Nordisk A/S Healthcare Drug Manufacturers - Other NWE Northwestern Corp. Utilities Diversified Utilities NWPX Northwest Pipe Co. Basic Materials Steel & Iron ODP Office Depot, Inc. Services Specialty Retail, Other OMX OfficeMax Inc. Services Specialty Retail, Other ORCH Orchid Cellmark Inc. Healthcare Diagnostic Substances PCCC PC Connection, Inc. Services Catalog & Mail Order Houses PCG PG & E Corp. Utilities Diversified Utilities PDE Pride International Inc. Basic Materials Oil & Gas Drilling & Exploration PG Procter & Gamble Co. Consumer Goods Personal Products PMTI Palomar Medical Technologies Inc. Healthcare Medical Appliances & Equipment PNK Pinnacle Entertainment Inc. Services Gaming Activities PNM PNM Resources Inc. Utilities Diversified Utilities PNW Pinnacle West Capital Corp. Utilities Electric Utilities POR Portland General Electric Company Utilities Electric Utilities PPL PPL Corporation Utilities Electric Utilities PROV Provident Financial Holdings Inc. Financial Savings & Loans PTEN Patterson-UTI Energy Inc. Basic Materials Oil & Gas Drilling & Exploration PTIE Pain Therapeutics Inc. Healthcare Drug Manufacturers - Other QSII Quality Systems Inc. Technology Healthcare Information Services QUIX Quixote Corp. Consumer Goods Rubber & Plastics RDEN Elizabeth Arden, Inc. Consumer Goods Personal Products RELV Reliv International, Inc. Healthcare Drug Manufacturers - Other REV Revlon, Inc. Consumer Goods Personal Products RGS Regis Corp. Services Personal Services RITT RiT Technologies Ltd. Technology Processing Systems & Products RVSN Radvision Ltd. Technology Processing Systems & Products S Sprint Nextel Corp. Technology Wireless Communications SII Smith International Inc. Basic Materials Oil & Gas Equipment & Services SMI Semiconductor Manufacturing International Corp. Technology Semiconductor - Integrated Circuits SNA Snap-on Inc. Industrial Goods Small Tools & Accessories SNI Scripps Networks Interactive, Inc. Services CATV Systems SRI Stoneridge Inc. Consumer Goods Auto Parts SRT StarTek Inc. Services Staffing & Outsourcing Services SSYS Stratasys Inc. Technology Computer Peripherals STRA Strayer Education Inc. Services Education & Training Services SYMX Synthesis Energy Systems, Inc. Basic Materials Specialty Chemicals SYNT Syntel Inc. Technology Information Technology Services TBL Timberland Co. Consumer Goods Textile - Apparel Footwear & Accessories TDW Tidewater Inc. Services Shipping TEN Tenneco Inc. Consumer Goods Auto Parts TKR Timken Co. Industrial Goods Machine Tools & Accessories TVL LIN TV Corp. Services Broadcasting - TV ULBI Ultralife Corp. Industrial Goods Industrial Electrical Equipment UTHR United Therapeutics Corp. Healthcare Drug Manufacturers - Other VCI Valassis Communications Inc. Services Marketing Services VMED Virgin Media, Inc. Services CATV Systems VTR Ventas Inc. Financial REIT - Healthcare Facilities WAB Westinghouse Air Brake Technologies Corp. Services Railroads WBSN Websense, Inc. Technology Internet Software & Services WEC Wisconsin Energy Corp. Utilities Diversified Utilities WM Waste Management, Inc. Industrial Goods Waste Management WMB Williams Companies, Inc. Basic Materials Oil & Gas Pipelines WMZ Williams Pipeline Partners L.P. Basic Materials Independent Oil & Gas WPZ Williams Partners L.P. Basic Materials Specialty Chemicals WRLD World Acceptance Corp. Financial Credit Services WTBA West Bancorp., Inc. Financial Regional - Southwest Banks XEL Xcel Energy Inc. Utilities Electric Utilities XOM Exxon Mobil Corp. Basic Materials Major Integrated Oil & Gas ZEUS Olympic Steel Inc. Basic Materials Steel & Iron After close: AB AllianceBernstein Holding L.P. Financial Asset Management ACAP American Physicians Capital, Inc. Financial Property & Casualty Insurance ACTU Actuate Corp. Technology Application Software ADPT Adaptec Inc. Technology Computer Based Systems AHS AMN Healthcare Services Inc. Services Staffing & Outsourcing Services AMCC Applied Micro Circuits Corp. Technology Semiconductor - Integrated Circuits ANDS Anadys Pharmaceuticals Inc. Healthcare Biotechnology ANEN Anaren Inc. Technology Wireless Communications ANH Anworth Mortgage Asset Corporation Financial Mortgage Investment APKT Acme Packet, Inc. Technology Communication Equipment ARAY Accuray Incorporated Healthcare Medical Appliances & Equipment ARNA Arena Pharmaceuticals, Inc. Healthcare Drug Manufacturers - Other ATHN Athenahealth, Inc. Services Business Services ATNI Atlantic Tele-Network Inc. Technology Telecom Services - Foreign AXTI AXT Inc. Technology Semiconductor - Integrated Circuits BARE Bare Escentuals, Inc. Consumer Goods Personal Products BEAT CardioNet, Inc. Healthcare Medical Instruments & Supplies BEC Beckman Coulter Inc. Technology Scientific & Technical Instruments BEZ Baldor Electric Co. Industrial Goods Industrial Electrical Equipment BKH Black Hills Corp. Utilities Electric Utilities BMC BMC Software Inc. Technology Application Software BOOM Dynamic Materials Corp. Basic Materials Industrial Metals & Minerals BVN Compania de Minas Buenaventura SA Basic Materials Gold BYI Bally Technologies, Inc. Services Gaming Activities CALD Callidus Software Inc. Technology Business Software & Services CAMD California Micro Devices Corp. Technology Semiconductor - Integrated Circuits CBEY Cbeyond, Inc. Technology Communication Equipment CEC CEC Entertainment Inc. Services Restaurants CERS Cerus Corporation Healthcare Biotechnology CIX CompX International Inc. Industrial Goods Machine Tools & Accessories CLF Cliffs Natural Resources Inc. Basic Materials Steel & Iron CPT Camden Property Trust Financial REIT - Residential CRDC Cardica Inc. Healthcare Medical Instruments & Supplies CSA Cogdell Spencer Inc. Financial REIT - Healthcare Facilities CW Curtiss-Wright Corp. Industrial Goods Aerospace/Defense Products & Services CYS Cypress Sharpridge Investments, Inc. Financial REIT - Diversified DAC Danaos Corporation Services Shipping DCT DCT Industrial Trust Inc. Financial REIT - Industrial DENN Denny's Corp. Services Restaurants DEPO DepoMed Inc. Healthcare Drug Manufacturers - Other DGII Digi International Inc. Technology Networking & Communication Devices DLLR Dollar Financial Corp. Financial Credit Services DNEX Dionex Corp. Technology Scientific & Technical Instruments DRC Dresser-Rand Group Inc. Industrial Goods Diversified Machinery DRRX Durect Corp. Healthcare Drug Manufacturers - Other DTE DTE Energy Co. Utilities Electric Utilities DXPE DXP Enterprises Inc. Services Industrial Equipment Wholesale EEP Enbridge Energy Partners LP Basic Materials Oil & Gas Pipelines EEQ Enbridge Energy Management LLC Basic Materials Independent Oil & Gas ELY Callaway Golf Co. Consumer Goods Sporting Goods ENH Endurance Specialty Holdings Ltd. Financial Property & Casualty Insurance EPIC Epicor Software Corporation Technology Application Software ERES eResearchTechnology, Inc. Healthcare Medical Laboratories & Research ERIE Erie Indemnity Co. Financial Property & Casualty Insurance ESIC EasyLink Services International Corporation Technology Internet Service Providers EXAR Exar Corp. Technology Semiconductor - Integrated Circuits EXEL Exelixis, Inc. Healthcare Biotechnology FBN Furniture Brands International Inc. Consumer Goods Home Furnishings & Fixtures FFH Fairfax Financial Holdings Ltd. Financial Property & Casualty Insurance FPO First Potomac Realty Trust Financial REIT - Diversified GERN Geron Corporation Healthcare Drug Manufacturers - Other GFIG GFI Group Inc. Financial Investment Brokerage - Regional GNW Genworth Financial Inc. Financial Life Insurance GPRO Gen-Probe Inc. Services Research Services GRT Glimcher Realty Trust Financial REIT - Retail GSIT GSI Technology Inc. Technology Semiconductor - Broad Line GXP Great Plains Energy Inc. Utilities Electric Utilities HAR Harman International Industries Inc. Consumer Goods Electronic Equipment HTZ Hertz Global Holdings, Inc. Services Rental & Leasing Services IDC Interactive Data Corporation Technology Information & Delivery Services IDIX Idenix Pharmaceuticals Inc. Healthcare Biotechnology IM Ingram Micro Inc. Services Computers Wholesale IMGN Immunogen Inc. Healthcare Biotechnology IMMR Immersion Corporation Technology Computer Peripherals IN Intermec, Inc. Technology Computer Peripherals IOSP Innospec Inc. Basic Materials Specialty Chemicals ISSI Integrated Silicon Solution Inc. Technology Semiconductor- Memory Chips IXYS IXYS Corp. Technology Semiconductor - Specialized KLAC KLA-Tencor Corporation Technology Semiconductor Equipment & Materials LAD Lithia Motors Inc. Services Auto Dealerships LAWS Lawson Products Inc. Services Industrial Equipment Wholesale LCRD LaserCard Corporation Technology Data Storage Devices LVS Las Vegas Sands Corp. Services Resorts & Casinos MALL PC Mall Inc. Services Catalog & Mail Order Houses MBLX Metabolix, Inc. Consumer Goods Rubber & Plastics MCBI Metrocorp Bancshares Inc. Financial Regional - Southwest Banks MCGC MCG Capital Corporation Financial Closed-End Fund - Debt MCRS MICROS Systems, Inc. Technology Technical & System Software MDCA MDC Partners Inc. Services Marketing Services MET MetLife, Inc. Financial Life Insurance MFE McAfee, Inc. Technology Security Software & Services MHK Mohawk Industries Inc. Industrial Goods Textile Industrial MIPS MIPS Technologies Inc. Technology Semiconductor- Memory Chips MORN Morningstar Inc. Technology Information & Delivery Services MSTR MicroStrategy Inc. Technology Business Software & Services MTD Mettler-Toledo International, Inc. Technology Scientific & Technical Instruments MTW Manitowoc Co. Inc. Industrial Goods Farm & Construction Machinery MXIM Maxim Integrated Products Inc. Technology Semiconductor - Broad Line NANO Nanometrics Inc. Technology Scientific & Technical Instruments NAVR Navarre Corp. Services Computers Wholesale NNI Nelnet Inc. Financial Credit Services NR Newpark Resources Inc. Basic Materials Oil & Gas Equipment & Services NVTL Novatel Wireless Inc. Technology Business Software & Services OFIX Orthofix International NV Healthcare Medical Appliances & Equipment OHB Orleans Homebuilders Inc. Industrial Goods Residential Construction OPEN OpenTable, Inc. Services Business Services OPLK Oplink Communications Inc. Technology Semiconductor - Integrated Circuits OPNT OPNET Technologies Inc. Technology Computer Peripherals OPWV Openwave Systems Inc. Technology Internet Software & Services ORH Odyssey Re Holdings Corp. Financial Property & Casualty Insurance OTTR Otter Tail Corporation Utilities Electric Utilities PAR 3PAR, Inc. Technology Data Storage Devices PCTI PCTEL, Inc. Technology Wireless Communications PFBC Preferred Bank Financial Regional - Pacific Banks PFWD Phase Forward Inc. Services Business Services PKI PerkinElmer Inc. Healthcare Medical Instruments & Supplies PMC PharMerica Corporation Services Drug Stores POM Pepco Holdings, Inc. Utilities Electric Utilities PRAA Portfolio Recovery Associates Inc. Services Business Services PROJ Deltek, Inc Technology Application Software PRTS U.S. Auto Parts Network, Inc. Services Auto Parts Stores PWAV Powerwave Technologies Inc. Technology Communication Equipment RADS Radiant Systems Inc. Technology Business Software & Services RGC Regal Entertainment Group Services Movie Production, Theaters RJET Republic Airways Holdings Inc. Services Regional Airlines RNWK RealNetworks Inc. Technology Internet Software & Services RRR RSC Holdings, Inc. Services Rental & Leasing Services SBAC SBA Communications Corp. Technology Wireless Communications SBCF Seacoast Banking Corp. of Florida Financial Regional - Mid-Atlantic Banks SCOR comScore Inc. Services Business Services SDIX Strategic Diagnostics Inc. Healthcare Medical Instruments & Supplies SHAW Shaw Group Inc. Industrial Goods Heavy Construction SIMO Silicon Motion Technology Corp. Technology Diversified Electronics SPF Standard Pacific Corp. Industrial Goods Residential Construction SQNM Sequenom Inc. Healthcare Biotechnology SSD Simpson Manufacturing Co., Inc. Industrial Goods Small Tools & Accessories SSW Seaspan Corp. Services Shipping STAR Starent Networks, Corp. Technology Networking & Communication Devices SURW SureWest Communications Technology Telecom Services - Domestic SWN Southwestern Energy Co. Basic Materials Independent Oil & Gas SXE Stanley, Inc. Technology Information Technology Services TSCM TheStreet.com, Inc. Technology Internet Information Providers TSM Taiwan Semiconductor Manufacturing Co. Ltd. Technology Semiconductor - Integrated Circuits TSON TranS1, Inc. Healthcare Medical Instruments & Supplies TSRA Tessera Technologies Inc. Technology Semiconductor Equipment & Materials TSYS TeleCommunication Systems Inc. Technology Business Software & Services TWLL Techwell, Inc. Technology Semiconductor Equipment & Materials UHS Universal Health Services Inc. Healthcare Hospitals USTR United Stationers Inc. Services Wholesale, Other VAR Varian Medical Systems Inc. Healthcare Medical Appliances & Equipment VISN VisionChina Media Inc. Services Advertising Agencies VLCM Volcom Inc. Consumer Goods Textile - Apparel Footwear & Accessories VPRT Vistaprint N.V. Services Business Services VSEA Varian Semiconductor Equipment Associates Inc. Technology Semiconductor Equipment & Materials VVC Vectren Corp. Utilities Diversified Utilities WMGI Wright Medical Group Inc. Healthcare Medical Appliances & Equipment WR Westar Energy Inc. Utilities Diversified Utilities WSTG Wayside Technology Group, Inc. Services Computers Wholesale ZIGO Zygo Corp. Technology Scientific & Technical Instruments ZLC Zale Corporation Services Jewelry Stores

What do we have here? A market that goes down. I didn't think that was possible. Dow 9,762 -120 -1.21% Nasdaq 2,060 -56 -2.67% S&P 500 1,043 -21 -1.95% Gold 1,031 -5 -0.47% Oil 77.25 -2.09 -2.63% Today by sector: Today's heatmap:

New home sales - 10:00 am

Full report here NEW RESIDENTIAL SALES IN SEPTEMBER 2009 Sales of new one-family houses in September 2009 were at a seasonally adjusted annual rate of 402,000, according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development. This is 3.6 percent (±10.2%)* below the revised August rate of 417,000 and is 7.8 percent (±12.0%)* below the September 2008 estimate of 436,000. The median sales price of new houses sold in September 2009 was $204,800; the average sales price was $282,600. The seasonally adjusted estimate of new houses for sale at the end of September was 251,000. This represents a supply of 7.5 months at the current sales rate. New Residential Sales data for October 2009 will be released on Wednesday, November 25, 2009, at 10:00 A.M. EST.

Durable goods - 8:30 am

Full report here Advance Report on Durable Goods Manufacturers’ Shipments, Inventories and Orders September 2009 New Orders New orders for manufactured durable goods in September increased $1.6 billion or 1.0 percent to $165.7 billion, the U.S. Census Bureau announced today. This was the second increase in the last three months. This followed a 2.6 percent August decrease. Excluding transportation, new orders increased 0.9 percent. Excluding defense, new orders increased 0.5 percent. Machinery, up five of the last six months, had the largest increase, $1.7 billion or 7.9 percent to $23.4 billion. Shipments Shipments of manufactured durable goods in September, up three of the last four months, increased $1.3 billion or 0.8 percent to $172.6 billion. This followed a 1.4 percent August decrease. Transportation equipment, also up three of the last four months, had the largest increase, $2.4 billion or 5.6 percent to $44.9 billion. This was led by nondefense aircraft and parts, which increased $1.4 billion. Unfilled Orders Unfilled orders for manufactured durable goods in September, down twelve consecutive months, decreased $3.3 billion or 0.4 percent to $733.6 billion. This was the longest streak of consecutive monthly decreases since the series was first published on a NAICS basis in 1992 and followed a 0.4 percent August decrease. Transportation equipment, down eleven of the last twelve months, had the largest decrease, $4.8 billion or 1.1 percent to $426.3 billion. Inventories Inventories of manufactured durable goods in September, down nine consecutive months, decreased $3.1 billion or 1.0 percent to $305.0 billion. This followed a 1.5 percent August decrease. Transportation equipment, down two consecutive months, had the largest decrease, $2.0 billion or 2.2 percent to $89.1 billion. Capital Goods Nondefense new orders for capital goods in September increased $1.3 billion or 2.5 percent to $53.6 billion. Shipments increased $1.2 billion or 2.2 percent to $56.6 billion. Unfilled orders decreased $3.0 billion or 0.7 percent to $419.6 billion. Inventories decreased $2.3 billion or 1.7 percent to $132.4 billion. Defense new orders for capital goods in September increased $1.0 billion or 10.0 percent to $10.9 billion. Shipments increased $0.5 billion or 5.1 percent to $11.3 billion. Unfilled orders decreased $0.4 billion or 0.3 percent to $140.3 billion. Inventories decreased $0.4 billion or 1.8 percent to $19.8 billion. Revised August Data Revised seasonally adjusted August figures for all manufacturing industries were: new orders, $352.8 billion (revised from $352.9 billion); shipments, $360.0 billion (unchanged); unfilled orders, $736.8 billion (unchanged); and total inventories, $497.9 billion (revised from $498.2 billion). More at link with formatted tables.

Pre-market - 7:45 am

Futures not looking so good this morning. DJIA INDEX 9,782.00 -53.00 S&P 500 1,054.50 -5.90 NASDAQ 100 1,715.25 -4.50 Today's economic calendar: MBA Purchase Applications 7:00 AM ET Durable Goods Orders 8:30 AM ET New Home Sales 10:00 AM ET EIA Petroleum Status Report 10:30 AM ET 5-Yr Note Auction 1:00 PM ET Today's economic calendar: Before open: ABD ACCO Brands Corporation Consumer Goods Office Supplies ACH Aluminum Corporation Of China Limited Basic Materials Aluminum AEIS Advanced Energy Industries, Inc. Technology Diversified Electronics AMG Affiliated Managers Group Inc. Financial Asset Management ARBA Ariba Inc. Technology Internet Software & Services ARGN Amerigon Inc. Consumer Goods Auto Parts ARLP Alliance Resource Partners LP Basic Materials Industrial Metals & Minerals ARW Arrow Electronics, Inc. Services Electronics Wholesale ASH Ashland Inc. Basic Materials Chemicals - Major Diversified ASPM Aspect Medical Systems, Inc. Healthcare Medical Appliances & Equipment ATE Advantest Corp. Technology Semiconductor Equipment & Materials AUXL Auxilium Pharmaceuticals Inc. Healthcare Drug Related Products AVA Avista Corp. Utilities Diversified Utilities BDC Belden, Inc. Industrial Goods Industrial Electrical Equipment BOKF BOK Financial Corp. Financial Regional - Southwest Banks BPSG Broadpoint Gleacher Securities Group, Inc. Financial Investment Brokerage - Regional BWA BorgWarner Inc. Consumer Goods Auto Parts BZC Breeze-Eastern Corporation Industrial Goods Aerospace/Defense Products & Services CCE Coca-Cola Enterprises Inc. Consumer Goods Beverages - Soft Drinks CEVA CEVA Inc. Technology Semiconductor - Specialized CNP Centerpoint Energy Inc. Utilities Diversified Utilities COP ConocoPhillips Basic Materials Major Integrated Oil & Gas CSR China Security & Surveillance Technology, Inc. Services Security & Protection Services CVLT CommVault Systems, Inc. Technology Application Software DEP Duncan Energy Partners LP Basic Materials Oil & Gas Pipelines DINE Rewards Network Inc. Services Business Services EEFT Euronet Worldwide Inc. Services Business Services EGN Energen Corp. Utilities Gas Utilities EPD Enterprise Products Partners LP Basic Materials Independent Oil & Gas EVR Evercore Partners Inc. Financial Asset Management FMX Fomento Económico Mexicano, S.A.B de C.V Consumer Goods Beverages - Brewers GD General Dynamics Corp. Industrial Goods Aerospace/Defense Products & Services GSK GlaxoSmithKline plc Healthcare Drug Manufacturers - Major GT Goodyear Tire & Rubber Co. Consumer Goods Rubber & Plastics HERO Hercules Offshore, Inc. Basic Materials Oil & Gas Drilling & Exploration HES Hess Corporation Basic Materials Oil & Gas Refining & Marketing HGRD Health Grades Inc. Technology Internet Information Providers ID L-1 Identity Solutions Inc. Services Security & Protection Services IP International Paper Co. Consumer Goods Paper & Paper Products IPG Interpublic Group of Companies Inc. Services Advertising Agencies JNY Jones Apparel Group, Inc. Services Apparel Stores KDN Kaydon Corporation Industrial Goods Machine Tools & Accessories LAZ Lazard Ltd. Financial Asset Management LCRY LeCroy Corp. Technology Scientific & Technical Instruments LVLT Level 3 Communications Inc. Technology Diversified Communication Services MDCO Medicines Co. Healthcare Drug Manufacturers - Other MDH MHI Hospitality Corp. Financial REIT - Hotel/Motel MKTX MarketAxess Holdings Inc. Financial Investment Brokerage - National MPX Marine Products Corp. Consumer Goods Recreational Vehicles MT Arcelor Mittal Basic Materials Steel & Iron MWV MeadWestvaco Corporation Consumer Goods Packaging & Containers NINE Ninetowns Internet Technology Group Company Limited Technology Business Software & Services NWL Newell Rubbermaid Inc. Consumer Goods Housewares & Accessories NXY NEXEN INC Basic Materials Independent Oil & Gas NYB New York Community Bancorp Inc. Financial Savings & Loans OC Owens Corning Industrial Goods General Building Materials PAS PepsiAmericas Inc. Consumer Goods Beverages - Soft Drinks PDLI PDL BioPharma, Inc. Healthcare Biotechnology PEG Public Service Enterprise Group Inc. Utilities Diversified Utilities PEI Pennsylvania Real Estate Investment Trust Financial REIT - Retail POZN POZEN, Inc. Healthcare Drug Manufacturers - Other PX Praxair Inc. Basic Materials Synthetics Q Qwest Communications International Inc. Technology Telecom Services - Domestic RES RPC Inc. Basic Materials Oil & Gas Equipment & Services RTIX RTI Biologics, Inc. Healthcare Medical Appliances & Equipment SAP SAP AG Technology Application Software SEE Sealed Air Corporation Consumer Goods Packaging & Containers SEPR Sepracor, Inc. Healthcare Drug Manufacturers - Other SLAB Silicon Laboratories, Inc. Technology Semiconductor - Specialized SMI Semiconductor Manufacturing International Corp. Technology Semiconductor - Integrated Circuits SO Southern Company Utilities Electric Utilities SPNC The Spectranetics Corporation Healthcare Medical Appliances & Equipment SPW SPX Corporation Industrial Goods Diversified Machinery STD Banco Santander, S.A. Financial Foreign Money Center Banks STEL StellarOne Corporation Financial Regional - Mid-Atlantic Banks SVVS SAVVIS Inc. Services Business Services TAYC Taylor Capital Group Inc. Financial Regional - Midwest Banks TECH Techne Corp. Healthcare Biotechnology TMP Tompkins Financial Corporation. Financial Regional - Northeast Banks TPP TEPPCO Partners LP Basic Materials Oil & Gas Pipelines TRCR Transcend Services, Inc. Healthcare Medical Practitioners TZOO Travelzoo Inc. Technology Internet Information Providers UIS Unisys Corporation Technology Information Technology Services UMC United Microelectronics Corporation Technology Semiconductor - Integrated Circuits UNF UniFirst Corp. Services Business Services VOLT Voltaire Limited Technology Data Storage Devices VPHM ViroPharma Inc. Healthcare Biotechnology WBC WABCO Holdings Inc. Consumer Goods Auto Parts WLP WellPoint Inc. Healthcare Health Care Plans WXS Wright Express Corp. Services Business Services WYN Wyndham Worldwide Corporation Services Lodging After close: AATI Advanced Analogic Technologies, Inc. Technology Semiconductor - Specialized ACLI American Commercial Lines Inc. Services Shipping ACXM Acxiom Corporation Technology Information Technology Services AEA Advance America, Cash Advance Centers Inc. Financial Credit Services AEM Agnico-Eagle Mines Ltd. Basic Materials Gold AFL AFLAC Inc. Financial Accident & Health Insurance AHL Aspen Insurance Holdings Ltd. Financial Property & Casualty Insurance AIQ Alliance Healthcare Services, Inc. Healthcare Medical Laboratories & Research AIZ Assurant Inc. Financial Accident & Health Insurance AKAM Akamai Technologies Inc. Technology Internet Information Providers ASGR America Service Group Inc. Healthcare Specialized Health Services ASI American Safety Insurance Holdings Ltd. Financial Property & Casualty Insurance ASIA AsiaInfo Holdings Inc. Technology Security Software & Services AVB Avalonbay Communities Inc. Financial REIT - Residential BAS Basic Energy Services, Inc. Basic Materials Oil & Gas Equipment & Services BDN Brandywine Realty Trust Financial REIT - Diversified BLKB Blackbaud Inc. Technology Business Software & Services BMR BioMed Realty Trust Inc. Financial REIT - Industrial BMRN BioMarin Pharmaceutical Inc. Healthcare Biotechnology BPFH Boston Private Financial Holdings Inc. Financial Regional - Northeast Banks BSMD BioSphere Medical Inc. Healthcare Medical Instruments & Supplies CACI CACI International Inc. Services Technical Services CATM Cardtronics Inc. Services Business Services CBG CB Richard Ellis Group, Inc. Financial Property Management CBT Cabot Corp. Basic Materials Specialty Chemicals CDNS Cadence Design Systems Inc. Technology Technical & System Software CDR Cedar Shopping Centers Inc. Financial REIT - Retail CERN Cerner Corp. Technology Healthcare Information Services CHDN Churchill Downs Inc. Services Gaming Activities CIR CIRCOR International Inc. Industrial Goods Industrial Equipment & Components CITP Comsys IT Partners, Inc. Services Staffing & Outsourcing Services CLDN Celadon Group Inc. Services Trucking CLUB Town Sports International Holdings Inc. Services Sporting Activities CML Compellent Technologies, Inc. Technology Data Storage Devices CMO Capstead Mortgage Corp. Financial Mortgage Investment CPHD Cepheid Technology Scientific & Technical Instruments CSV Carriage Services Inc. Services Personal Services CWT California Water Service Group Utilities Water Utilities CYH Community Health Systems, Inc. Healthcare Hospitals CYTK Cytokinetics Inc. Healthcare Biotechnology DAVE Famous Dave's of America Inc. Services Restaurants DDIC DDI Corp. Technology Printed Circuit Boards DEL Deltic Timber Corp. Industrial Goods Lumber, Wood Production DNB Dun & Bradstreet Corp. Technology Information & Delivery Services DPL DPL Inc. Utilities Diversified Utilities DRE Duke Realty Corp. Financial REIT - Diversified DVR Cal Dive International Inc Basic Materials Oil & Gas Equipment & Services E Eni SpA Basic Materials Major Integrated Oil & Gas ECPG Encore Capital Group, Inc. Financial Credit Services EFII Electronics for Imaging, Inc. Technology Computer Peripherals EGHT 8x8 Inc. Technology Communication Equipment EGP EastGroup Properties Inc. Financial REIT - Industrial EM Emdeon Inc. Services Business Services EQR Equity Residential Financial REIT - Residential ESRX Express Scripts Inc. Services Management Services FALC Falconstor Software Inc. Technology Business Software & Services FARO FARO Technologies Inc. Technology Scientific & Technical Instruments FLS Flowserve Corp. Industrial Goods Diversified Machinery FMC FMC Corp. Basic Materials Chemicals - Major Diversified FORM FormFactor Inc. Technology Semiconductor - Broad Line FSLR First Solar, Inc. Technology Semiconductor - Specialized GIGA Giga-tronics Inc. Technology Scientific & Technical Instruments GLBC Global Crossing Ltd. Technology Diversified Communication Services GNK Genco Shipping & Trading Ltd. Services Shipping GVA Granite Construction Incorporated Industrial Goods Heavy Construction HBI Hanesbrands Inc. Consumer Goods Textile - Apparel Clothing HGIC Harleysville Group Inc. Financial Property & Casualty Insurance HGSI Human Genome Sciences Inc. Healthcare Biotechnology HIW Highwoods Properties Inc. Financial REIT - Retail HLIT Harmonic Inc. Technology Communication Equipment HLX Helix Energy Solutions Group, Inc. Basic Materials Oil & Gas Equipment & Services HMN Horace Mann Educators Corp. Financial Property & Casualty Insurance HTCO Hickory Tech Corp. Technology Telecom Services - Domestic ICAD icad Inc. Technology Technical & System Software ICO International Coal Group, Inc. Basic Materials Industrial Metals & Minerals IDCC InterDigital, Inc. Technology Wireless Communications IFSIA Interface Inc. Industrial Goods Textile Industrial INET Internet Brands, Inc. Services Business Services INSP InfoSpace Inc. Technology Internet Information Providers ISIG Insignia Systems Inc. Services Marketing Services ITC ITC Holdings Corp. Utilities Electric Utilities ITRI Itron Inc. Technology Scientific & Technical Instruments JAH Jarden Corp. Consumer Goods Housewares & Accessories KALU Kaiser Aluminum Corporation Basic Materials Aluminum KEG Key Energy Services Inc. Basic Materials Oil & Gas Drilling & Exploration KEX Kirby Corporation Services Shipping LEGC Legacy Bancorp Inc. Financial Regional - Northeast Banks LHCG LHC Group, Inc. Healthcare Home Health Care LMAT LeMaitre Vascular, Inc. Healthcare Medical Instruments & Supplies LNC Lincoln National Corp. Financial Life Insurance LOGM LogMeIn, Inc. Technology Information Technology Services LOOP LoopNet, Inc. Financial Property Management LSI LSI Corporation Technology Semiconductor - Specialized MANT ManTech International Corp. Technology Business Software & Services MDAS MedAssets, Inc. Technology Healthcare Information Services MERC Mercer International Inc. Consumer Goods Paper & Paper Products MOFG MidWest One Financial Group, Inc. Financial Regional - Southwest Banks MOH Molina Healthcare Inc. Healthcare Health Care Plans MTZ MasTec, Inc. Industrial Goods Heavy Construction NANX Nanophase Technologies Corp. Basic Materials Industrial Metals & Minerals NBIX Neurocrine Biosciences Inc. Healthcare Biotechnology NEWP Newport Corp. Technology Scientific & Technical Instruments NLY Annaly Capital Management, Inc. Financial Mortgage Investment O Realty Income Corp. Financial REIT - Retail ODSY Odyssey Healthcare Inc. Healthcare Long-Term Care Facilities OFC Corporate Office Properties Trust Inc. Financial REIT - Office OI Owens-Illinois, Inc. Consumer Goods Packaging & Containers OII Oceaneering International, Inc. Basic Materials Oil & Gas Equipment & Services ORCC Online Resources Corp. Technology Internet Software & Services ORLY O'Reilly Automotive Inc. Services Auto Parts Stores PACR Pacer International Inc. Services Air Delivery & Freight Services PLXS Plexus Corp. Technology Printed Circuit Boards PSSI PSS World Medical Inc. Services Medical Equipment Wholesale RBNF Rurban Financial Corp. Financial Regional - Pacific Banks RE Everest Re Group Ltd. Financial Property & Casualty Insurance RGR Sturm, Ruger & Co. Inc. Consumer Goods Sporting Goods RYL Ryland Group Inc. Industrial Goods Residential Construction SFLY Shutterfly, Inc. Services Consumer Services SFN Spherion Corp. Services Staffing & Outsourcing Services SGMO Sangamo Biosciences Inc. Healthcare Biotechnology SHOR ShoreTel, Inc. Technology Communication Equipment SIGI Selective Insurance Group Inc. Financial Property & Casualty Insurance SJW SJW Corp. Utilities Water Utilities SMMX Symyx Technologies Inc. Services Research Services SPIL Siliconware Precision Industrie Technology Semiconductor Equipment & Materials SPN Superior Energy Services Inc. Basic Materials Oil & Gas Equipment & Services SPRT support.com, Inc. Technology Internet Software & Services STNR Steiner Leisure Ltd. Services Personal Services STR Questar Corp. Basic Materials Independent Oil & Gas SURG Synergetics USA, Inc. Healthcare Medical Appliances & Equipment SWIR Sierra Wireless Inc. Technology Communication Equipment SYMC Symantec Corporation Technology Security Software & Services TCK Teck Resources Limited Basic Materials Industrial Metals & Minerals TER Teradyne Inc. Technology Semiconductor Equipment & Materials TIS Orchids Paper Products Company Consumer Goods Paper & Paper Products TLEO Taleo Corp. Technology Application Software TLGD Tollgrade Communications Inc. Industrial Goods Industrial Electrical Equipment TMK Torchmark Corp. Financial Life Insurance TMM Grupo TMM S.A.B. Services Shipping TOMO TomoTherapy Incorporated Healthcare Medical Appliances & Equipment TRH Transatlantic Holdings Inc. Financial Property & Casualty Insurance TRN Trinity Industries Inc. Services Railroads TTEC TeleTech Holdings Inc. Services Business Services TWPG Thomas Weisel Partners Group, Inc. Financial Investment Brokerage - National TYL Tyler Technologies, Inc. Technology Technical & System Software UAM Universal American Corp Healthcare Health Care Plans UNS Unisource Energy Corp. Utilities Electric Utilities URI United Rentals, Inc. Services Rental & Leasing Services USMO USA Mobility, Inc. Technology Wireless Communications VALE Vale S.A. Basic Materials Steel & Iron VARI Varian Inc. Technology Scientific & Technical Instruments WCAA WCA Waste Corporation Industrial Goods Waste Management WLL Whiting Petroleum Corp. Basic Materials Oil & Gas Drilling & Exploration WPP Wausau Paper Corp. Consumer Goods Paper & Paper Products XL XL Capital Ltd. Financial Property & Casualty Insurance XRAY DENTSPLY International Inc. Healthcare Medical Instruments & Supplies XXIA Ixia Technology Semiconductor Equipment & Materials ZILG Zilog Inc. Technology Semiconductor - Broad Line

Market wrap - 4:15 pm

Well, well, well, another down day in the markets. Dow 9,882.17 +14.21 (0.14%) S&P 500 1,063.41 -3.54 (-0.33%) Nasdaq 2,116.09 -25.76 (-1.20%) Today by sector: Today's heatmap:

More CNBC lunacy - courtesy of Steve Liesman - 12:00 pm

State Street Investor Confidence Index - 10:00 am

Full report here Investor Confidence Index Declines from 122.8 to 118.1 in September 29/09/2009 Boston, September 29, 2009 – State Street Global Markets, the investment research and trading arm of State Street Corporation (NYSE:STT), today released the results of the State Street Investor Confidence Index® for September 2009. Global Investor Confidence fell by 4.7 points to 118.1 from a revised August level of 122.8. Regionally, there was some divergence in risk appetite. The confidence of North American institutional investors declined slightly by 4.6 points from 118.3 to 113.7. Elsewhere, however, the tone was more upbeat. European Investor Confidence rose from a revised 109.3 to 110.9, while Asian Investor Confidence increased from a revised 91.9 to 93.1. Developed through State Street Global Markets’ research partnership, State Street Associates, by Harvard University professor Ken Froot and State Street Associates Director Paul O’Connell, the State Street Investor Confidence Index measures investor confidence on a quantitative basis by analyzing the actual buying and selling patterns of institutional investors. The index is based on financial theory that assigns precise meaning to changes in investor risk appetite, or the willingness of investors to allocate their portfolios to equities. The more of their portfolio that institutional investors are willing to devote to equities, the greater their risk appetite or confidence. “After eight consecutive increases in Global Investor Confidence, which took the Index from an all-time low of 82.1 during the financial crisis to a five-year high of 122.8, institutional investors took a breather this month and consolidated their holdings of risky assets,” commented Froot. “This month's reading of 118.1 is still comfortably in the range associated with the accumulation of risk exposures, as a reading of 100 signifies neither accumulation nor decumulation. However, there is a recognition that a portion of the recent rise in global equity prices can be attributed to liquidity expansion rather than fundamental opportunities. Institutional investors are pausing to assess this balance.” “The regional variation that we noted last month has continued into this month,” added O’Connell. “During the financial crisis and the subsequent recovery, European investor risk appetite has lagged that of North American institutions by about three months. This month, the European Confidence Index registered its sixth consecutive monthly increase, but the rate of increase has slowed. As is true of North American investors, European and Asian institutions will be weighing the prospects for long-term improvement in fundamentals against the eventual withdrawal of the ample liquidity currently being provided by policy makers.”