This is the first week of the real avalanche in earnings; below are some of the names we'll be watching. As I've been repeating for a while now - look for much talk of "needing to lower guidance" and "it's worse than we assumed" and "no visibility, we're pulling guidance". The stronger dollar, once a benefit to U.S. multinationals, shall increasingly be something they complain about.
Tuesday
CSX (CSX) - we always like looking at the railroads as economic indicators; they have been awful of late - (ahem) forecasting the 2nd half 2009 recovery I assume. As auto shipments declined in 2008 they increasingly relied on grains, fertilizers, ethanol, coal, et al.
Related Stories
