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Day Ahead - Top 3 Things to Watch

Published 10/23/2019, 04:28 AM
Updated 10/23/2019, 05:30 AM
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Investing.com - Here's a preview of the top 3 things to watch that could rock markets tomorrow.

1. Tesla Drives in Q3 Earnings

Tesla (NASDAQ:TSLA) will roll up with its third-quarter report on Wednesday after the market close.

Following the electric car maker’s update on third-quarter deliveries earlier this month, investors will be keen to get a sense of how demand is holding for its fleet, particularly the Model 3, and guidance on future production.

Beyond deliveries and production guidance, commentary on cash flow and profit will also come under scrutiny.

Tesla is expected to report a loss of 45 cents a share on revenue of $6.47 billion.

2. EIA Report on Tap

The Energy Information Administration (EIA) releases its weekly petroleum report at 10:30 AM ET (14:30 GMT) Wednesday.

Late Tuesday, the American Petroleum Institute released data, which often serves as an early indication of weekly government petroleum levels, showing crude stockpiles rose by 4.5 million barrels last week.

The EIA is expected to report that crude stockpiles rose by 2.23 million barrels last week.

Domestic crude supplies have been propped up by falling refinery activity and rising output, which continue to flirt with record highs at a time when many fret oil demand growth will taper as the global economy slows.

But with many betting that OPEC will announce deeper cuts at its meeting in December, oil prices have steadied somewhat.

December crude oil futures rose 1.7% to settle at $54.43 a barrel.

3. Dow in Focus as Boeing, Caterpillar Roll out Earnings

Caterpillar (NYSE:CAT) and Boeing (NYSE:BA) report quarterly earnings before the bell. It is likely the Dow components will set the day's direction for the index.

Caterpillar is expected to report earnings of $2.91 a share on revenue of $13.4 billion.

The industrial equipment maker has had to contend with weakening construction equipment spending amid slowing domestic and international economic growth, particularly in Asia, owing to the U.S.-China trade war.

But some hope that increasing energy exploration activity, led by a rise in oil prices, may soften the blow.

Boeing, meanwhile, is expected to report earnings of $2.08 a share on revenue of $19.56 billion. But its earnings are likely to take a back seat to the ongoing 737 MAX saga.

With a string of revelations claiming concerns about the safety of the 737 MAX jets were raised as early as 2016 – some two years before the fatal 737 MAX crashes - investors are desperately seeking answers about the design and safety approvals of the maligned jets.

On Tuesday, Kevin McAllister was ousted as president of Boeing Commercial Airplanes, the division that produces the 737 MAX and other Boeing (NYSE:BA) commercial aircraft. McAllister had had the job for three years after a long tenure at General Electric (NYSE:GE). He was replaced by Stan Deal, who had run Boeing's services division and is a long-time Boeing executive.

As well as the past, investors will be after more details about the MAX productions plans and and clues on the expected timetable for the return of the jets to operation.

Boeing trimmed production of the MAX to 42 jets a month from 52 in April. The plane is not expected to be recertified until next year.

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