What to watch
Monday
12:40 p.m. Atlanta Fed President Dennis Lockhart on economy
2:00 p.m. Federal budget
Tuesday
Earnings: JPMorgan Chase, Wells Fargo, Shaw Communications, Linear Tech
7:30 a.m. NFIB small business survey
8:30 a.m. Retail sales
8:30 a.m. Import prices
10:00 a.m. Business inventories
12:45 p.m. Philadelphia Fed President Charles Plosser
1:20 p.m. Dallas Fed President Richard Fisher on economy
Wednesday
Earnings: Bank of America, Fastenal, CSX, Kinder Morgan, Clarcor, Plexus
8:30 a.m. PPI
8:30 a.m. Empire State survey
12:50 p.m. Chicago Fed President Evans on economy and policy
2:00 p.m. Beige book
5:45 p.m. Atlanta Fed's Lockhart on economy and policy
Thursday
Earnings: BlackRock, Citigroup, Goldman Sachs, Taiwan Semiconductors, UnitedHealth, BB&T, Charles Schwab, First Republic Bank, American Express, Intel, PNC Financial, Capital One, Sallie Mae, People's United, Skyworks Solutions
8:30 a.m. Initial claims
8:30 a.m. CPI
9:00 a.m. Treasury international capital flows data
9:15 a.m. San Francisco Fed President John Williams on zero rate policy
10:00 a.m. Philadelphia Fed survey
10:00 a.m. NAHB survey
11:10 a.m. Fed Chairman Ben Bernanke at Brookings Institution's Conference on Central Banking after the Great Recession
Friday
Earnings: General Electric, Morgan Stanley, Schlumberger, Bank of NY Mellon, Comerica, SunTrust, Wipro
8:30 a.m. Housing starts
9:15 a.m. Industrial production
9:55 a.m. Consumer sentiment
10:00 a.m. JOLTS
12:30 p.m. Richmond Fed President Jeffrey Lacker