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NEW YORK ( TheStreet) -- The economy stumbled last month, Jim Cramer said on "Mad Money" Friday about the day's disappointing jobs number. But that's now behind us, which means the markets will be looking forward to earnings and the latest macroeconomic data.
That's why on Monday Cramer said he'll be watching a host of economic data from China, Germany and Japan, as well as the latest words from our own Federal Reserve chairman, Ben Bernanke. Beyond the macro news will be earnings from Alcoa (AA), which Cramer expects will be horrible.
Tuesday brings more macro data and also an analyst meeting from First Solar (FSLR). Cramer said he's looking right past those into Wednesday, when CarMax (KMX) and Bed Bath & Beyond (BBBY) report earnings. Cramer will be looking for resilience from both companies.
On Thursday it's more bad news, with the latest unemployment claims, this time including the opening wave of government layoffs from the sequester. One bright spot: Pier1 Imports (PIR), a company likely to report good numbers that will be swallowed up by the jobless rate, Cramer said.Finally, on Friday it's bank day, with JPMorgan Chase (JPM) and Wells Fargo (WFC) reporting. Cramer said he'd stay away from both stocks going into earnings and consider them again after a 2% to 4% pullback. There will once again be a single bright spot on Friday, and that's ImmunoGen's (IMGN) investor day.