What to Watch (all times ET)
Monday
China GDP, Industrial production, retail sales
Earnings: Citigroup, JB Hunt Transportation
0800 am Fed Gov. Daniel Tarullo on regulation
0830 am Retail sales
0830 am Empire state survey
1000 am Business inventories
Tuesday
Earnings: Coca-Cola, Johnson & Johnson, Charles Schwab, Goldman Sachs, Comerica, Mosaic, CSX, Yahoo, Pinnacle Financial, Interactive Brokers
0830 am CPI
0900 am TIC data
0915 am Industrial production
1000 am NAHB
0215 pm Kansas City Fed President Esther George
Wednesday
Earnings: Bank of America, American Express, IBM, Intel, Abbott Labs, Bank of NY Mellon, First Republic Bank, Mattel, M&T Bank, Northern Trust, Novartis, Piper Jaffrey, PNC Financial, St. Jude Medical , Textron, US Bancorp, eBay, El Paso Pipeline Partners, Crown Holdings, Core Labs, Kinder Morgan, Kinder Morgan Energy, Noble, Sallie Mae, Texas Industries, SanDisk, Umpqua, Xilinx
Delivering Alpha conference, produced by CNBC and Institutional Investor. Speakers include U.S. Attorney Preet Bharara, and investors Carl Icahn, John Paulson, Nelson Peltz
0830 am Treasury Secretary Jack Lew speaks at Delivering Alpha
0830 am Housing starts
1000 am Fed Chairman Ben Bernanke testifies before House Financial Services Committee
1030 am EIA Crude oil and refined products inventories
0200 pm Beige book
Thursday
Earnings: United Health, Google, Verizon, Microsoft, AutoNation, BlackRock, Blackstone, Philip Morris, Morgan Stanley, PPG Industries, Safeway, SAP, Nokia, Nucor, Sherwin Williams, Union Pacific, Snap-On, Advanced Micro, Celanese, Capital One, Chipotle, Intuitive Surgical, Stryker, BB&T, Checkpoint Software, Genuine Parts, Fifth Third, Ericsson, Danaher, Johnson Controls, Huntington Bancshares, KeyCorp
0830 am Initial claims
1000 am Philadelphia Fed survey
1000 am Leading indicators
1000 am Bernanke testifies before Senate Banking Committee
1030 am EIA Natural gas inventories
Friday
Earnings: GE, Baker Hughes, Honeywell, Kansas City Southern, Rockwell Collins, Manpower Corp, Schlumberger, State Street, SunTrust, VF Corp, Vodafone, Whirlpool