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September/October 2016
Economic Statistics
and Other Economic Influences |
TUESDAYS:
Weekly Chain Store Sales*
Average Hourly Earnings*
API Weekly Gas/Oil Stockpiles Report* ** (4:30p.m.)
WEDNESDAYS:
Mortgage Applications Data
EIA Weekly Report on Gas & Oil Stockpiles* (10a.m.)
THURSDAYS:
Weekly Unemployment Report*
Weekly Mutual Fund Flows*
Natural Gas Storage Levels* (a.m.)
*Except Holidays ** As of 1/09
All Dates Subject to Change: |
| Sunday,
Sept. 25 |
|
U.N. Wraps up its
71st Annual General Meeting but Sec'y Gen Ki-moon meets with Cyrpus Pres Anastasiades
& Turkish Cypriot leader Akinei to discuss Cypriot reunification (NY)
Spanish Elections in Basque & Galician regions give hope for a break in the deadlock
forming a nat'l gov't (Polls close 2pm et, results hoped for at 4pm et)
OVERNIGHT into US Mon. a.m. et:
New Zealand Aug Trade Balance
Singapore Aug Industrial Production
BoJ Kuroda speaks
(Osaka) & Releases Flow of Funds
German IFO Sept. Business Climate,
Assessment], Expectations
UK BBA Aug. Loans for House
Purchases, CBI Total Reported Sales
SNB's Jordan speaks
@Sibos Financial Conference (Geneva thru 29th)
|
| Monday,
Sept. 26 |
|
Fed's Kashkari opens
the 4th Symposium on ending "Too Big To Fail" (Minneapolis 9:30am)
US Aug. New Home Sales
Dallas Fed Aug. Manufacturing Survey
SIFMA Annual Capital Markets Forum opens w/Goldman Sach's Chief of Staff
& SIFMA Pres/CEO Bentsen, then Twitter & SquareCEO Jack Dorsey (D.C. thru 27th)
ECB's Draghi speaks @Qtrly hearing of the EU Parliament's Cmte on
Economic & Monetary Affairs (Brussels 10am et)
Brazil Aug Current Account & Foreign Direct Investment
IAEA-Int'l Atomic Energy Agency general conference discusses Iran
nuclear deal (Vienna thru 30th)
ECB's Mersch keynote @Sibos Financial Conference (4:15pm et, Geneva thru
29th)
US Treas. Sec'y Lew travels to Argentina, Brazil, Colombia & Mexico
for meetings to promote economic growth & combat money laundering (thru 29th)
BoE Releases Results of Bond-buying Ops
US Treasury Auctions $40B 3-, & $36B 6-month Bills (11:30am et)
ECB's Nowotny panelist on Banking
Argentina's Central Bank Pres Stuzenegger presents the country's
2017 inflation target at a press conference (Buenos Aires)
US Treasury Auctions $26B 2-year Notes (1pm et)
Fed's Kaplan participant in Q&A @Independent Bankers Ass'n of TX
Annual (San Antonio TX 1:30pm et)
Fed Gov. Tarullo speech "Next Steps in the Evolution of Stress
Testing" @Yale School of Mnmgnt Leaders Forum (11:45am et)
US Presidential Candidates Debate (9pm et Hofstra U, Hempstead NY)
OPEC & non-OPEC Producers discuss production caps @The Int'l
Energy Forum (Algeria thru 28th)
OVERNIGHT into US Tues. a.m. et:
BoC's Poloz lectures
at Western Washington Univ. (Bellingham WA 7pm et)
Japan Corporate Service Prices
BoJ Minutes of
July 28/29 Meeting
Chna Aug Industrial Profits
German Aug. Retail Sales &
Import Price Index
Italian July Industrial New
Orders/Sales
Eurozone Aug. M3 & Private
Sector Loans
Hong Kong Aug Imports/Exports
BoE Results of Indexed
Long-term Report Ops & CBI Sept Retail Reported Sales
|
| Tuesday, Sept.
27 |
|
Fed Vice Chair Fischer speech
"Why Study Economics?" @Howard U Economic Convocation (11:15am et) (It's a
question many ask!)
S&P/Shiller/CoreLogic July Home Price Index
Redbook weekly Store Sales Snapshot
Markit US Sept Flash Serivces + Composite PMI
Former US Treas. Sec'y Hank Paulson Jr & former UK Chancellor of the Exchequer
converse on global regulatory, political & economic outlook @SIFMA Annual Markets Conference (D.C. 7:45am et)
SEC Chair White speaks at SIFMA Annual Markets Conference (D.C. 9am et), CFTC
Chair Massad (9:45am et), Congressman Jeb Hensarling, Chair House
Financial services Cmte (12:40am et), Financial Stability Oversight (FSOC)
Board Dpty Ass't Sec'y panel + EU Financial Stability Board's Sec'y Gen
Andresen panelists (1:30pm et), CEO's of KCG, NASDAQ, Invesco, & Stifel Financial
panelists on Industry Executive Outlook (4pm et)
Italy Releases its 2017 Budget Forecasts (Rome Italy)
US Treasury Auctions $34B 5-year Notes
Conference Board's Sept Consumer Confidence
Richmond Fed Sept. Manufacturing Index
OVERNIGHT into US Wed. a.m. et:
RBA's Edey speaks (Melbourne)
UK Sept Nationwide House Prices
German Oct GfK Consumer Confidence
Italian Aug Wage Inflation
ECB's Hansson speaks on outlook for euro
area, Estonia in 2017
ECB's Draghi welcome
address @1st ECB
Annual Research Conference (5am et Frankfurt Germany thru 29th )
|
| Wed.
Sept. 28 |
|
FOMC Chief Yellen
testifies @US House Cmte on Financial Services (10am et)
US Aug. Durable Goods Orders/Shipments
Fed's Kashkari Q&A @Institutional Investor Conference (Minneapolis
8:45am)
US Weekly Mortgage/Refinance Applications
EIA weekly Petroleum Stats
ECB's Draghi @German Parliament's EU Committee, then press event (11am
et)
FPA--Foreign Policy Ass'n World Leadership Forum "Forging Ahead:
Economic Challenges for the Next President" w/Marc Chandler, Sheila Bair, Joseph
Stiglitz, Melinda Gates & MS' Ellen Zenter
Ivy Zelman speaks @ HIVE Housing Conference (Los Angeles thru 28th)
Brazil Aug Bank Lending & Foreign Exchange Flows
IMF Mng Dir Lagarde lectures at N.W Univ. Kellog School of Mnmgnt (9:30am
et)
US Treasury Auctions$13B reopened 2-year FRN Notes (11:30am et)
US Treasury Auctions $28B 7-year Notes (1pm et)
Fed's Bullard welcome @St Louis Fed Reserve's "Community
Banking in the 21st Century Conference" (10:15a et) + Chico Fed's Evans also
speaks (1:30pm)
Fed's Mester (dissenter) speaks on Eco Outlook & Monetary Policy
+Q&A (Cleveland OH 4:35pm)
Fed's George (dissenter) keynotes the K.C. Fed Reserve Forum for Minority
Bankers (K.C. 7:15pm)
OVERNIGHT into US Thurs. a.m. et:
Japan Aug Retail Sales
South Africa Aug Private Sector Credit
Aussie Aug Job Vacancies
Canada CFIB Sept Business Barometer
Spain Sept CPI & HICP +Aug. Retail
Sales
German Sept Unemployment Rate/Change +CPI
& HICP
Bk of Finalnd Gov. Liikanen Briefing on
Monetary Policy
UK Aug Consumer Credit, Dwelling
Loans, Mortgage Approvals + M4
Eurozone Sept
Economic/Business/Industrial/Services + Consumer Confidence
South Africa Aug PPI
Fed's Harker speaks
w/Q&A @Global Interdependence Center's Central Banking Series (Dublin Ireland 5am et)
|
| Thursday, Sept. 29 |
|
US Final Q2 GDP +PCE
US Aug. Int'l Trade Deficit
Q2 (F) Corporate Profits
US weekly Jobless Claims
BoJ Releases monthly statement detailing bond buying (5pm Japan time)
Wells Fargo's (WFC) CEO Stumpf @US House Financial Services Cmte hearing
titled: "Holding Wall Street Accountable: Investigating Wells Fargo's Opening
of Unauthorized Customer Accounts" (10am et)
US Aug. (Prelim) Wholesale Inventories
Fed's Lockhart speaks @Future of Florida Forum w/Q&A (Orlando 8:50am
et)
Fed Gov. Powell "Trends in Community Bank Performance Over the Pasat
20 Years" @4th Community Banking Research & Policy Conference @St Louis Fec (10am
et St. Louis MO)
NAR Aug. Pending Home Sales Index
German Sept CPI
ECB 1st Annual Research Conference features Panel on
"Monetary Policy & Financial Stability in a Low Interest Rate Environment"
w/ECB's Constancio, Fed Reserve Bk of NY, Nat'l Bk of Belgium, BoE, and others.
EIA weekly Natural Gas Report
FCC could vote to free set-top boxes from providers' stanglehold
USDA Farm Prices
FOMC Chief Yellen "Conversation with conference participants"
via video link to K.C. Fed Reserve Bk Conference on Banking & the Economy: Forum for
Minority Bankers (Kansas City MO 4pm et)
US Weekly Money Supply & Fed Balance Sheet
OVERNIGHT into US Fri. a.m. et:
New Zealand Aug Building Consents
& Sept Business Confidence & Activity Outlook
South Korea Aug Industrial
Production & Service Sector Output +Nikkei Sept Mnftg PMI
UK Sept GfK Consumer Confidence
& Lloyds Business Barometer
Japan Aug. Jobless Rate, Household
Spending, CPI, Industrial Production
BoJ Summary of Opinions at
Sept 20/21 Meeting
Aussie HIA Aug. New Home Sales
& Housing + Private Sector Credit
China Sept Official
Manufacturing & Non-Manufacturing PMI + Caixan Mnftg & Services PMI
South Africa Aug Private Sector
Credit
Singapore Aug Bank Lending
China BoP Q2 (F) Current
Account Balance
Japan Housing Starts, Construction
Orders
German Aug Retail Sales
French Aug PPI & Sept CPI
Spain July Current Account
Italian Aug Unemployment Rate &
PPI, + Sept CPI & HICP
UK Q2 GDP &
Current Account + Total Business Investment & July Index of Services
Eurozone Aug Unemployment
Rate, CPI
|
| Friday,
Sept. 30 |
|
US Aug Personal
Income/Spending +PCE
Fed's Kaplan Q&A before Stemmons Corridor Business Ass'n 35th Meeting (Dallas)
Chicago Sept. PMI
Riksbank meets (Stockhol)
Bundesbank's VP Buch on credit cycle @Banking Conference
Puerto Rico Control Board meets to pick a Chief
Canada July GDP & Aug Raw Material & Industrial Product Price
U.M. Final September Consumer Sentiment
Baker-Hughs US/North American weekly Rig Count (1pm et)
OVERNIGHT into US Sat. a.m. et
China Sept Manufacturing &
Non-Manufacturing PMI
|
| Saturday, Oct. 01 |
|
US Gov't New Fiscal Year
Begins on a Continuing Resolution to 12/09
Deadline for Banks to Submit their Revised "Living Wills"
Non-Compliant Healthplans under ACA (Obamacare) are Void Today
US Turns Over Control of the Internet to ICANN
China Golden Week Starts (thru 10/011)
IMF Adds the Chinese Yuan to the Special Drawing Rights (SDR) Basket
|
| Sunday,
Oct. 02 |
|
Rosh Hashana starts at Sundown
OVERNIGHT into US Mon. a.m. et:
Aussie AIG Sept Performance of
Manufacturing & CoreLogic Sept House PI
Japan Tankan Survey
of Big & Smal Industries/Manufacturers
Aussie TD Securities Sept Inftation
Japan Nikkei Sept (F) Mnftg PMI,
Sept Official Reserves, & Vehicle Sales
Swiss Aug. Retail Sales &
SVME-Sept PMI
Markit Eurozone, French,
Italian & Greman Sept Manufacturing PMI
UK Markit Sept PMI Manufacturing
|
| Monday, Oct.
03 |
|
US Sept. Vehicle Sales
US Sept Manufacturing PMI
US Sept ISM Manufacturing Index--New Orders/Prices Paid
US Aug. Construction Spending
RBC Canadian Sept Manufacturing PMI
US Supreme Court back in session (arguments begin tomorrow)
BoE Results of Bond Buying Ops
Rosh Hashana will trim volume on US Markets
US Treasury Auctions $42B 3-, & $36B 6-month Bills
World
Bank Group's Mission to End Extreme Poverty with Pres. Jim
Yong Kim @ Brookings Institution (D.C.)
Bk of France former Gov. Noyer @ Global Interdependence Center hosts
"Central Banking Series 2016: Madrid" (Spain thru 4th)
Nobel Prize Week, starts with Medicine today
OVERNIGHT into US Tues. a.m. et:
New Zealand (NZD) QV Sept House Prices +
RBNZ Gov Wheeler speaks
Japan Sept Monetary Base Period End
Aussie Aug Building Approvals & Sept
Job Ads & Commodity Index
RBA (Aussie) MPC Interest Rate
Meeting (Tues. 10/04 local time)
Japan Sept Consumer Confidence
Central Bank of Iceland MPC Rate Decision
UK Markit/CIPS Sept Construction PMI
|
| Tuesday, Oct.
04 |
|
Fed's Lacker on
"Economic Outlook, October 2016" @W.VA Economic Outlook Conference (Charlotte
NC)
Redbook weekly Store Sales Snapshot
World Bank Group Press Briefing "World Economic Outlook" (9am
et)
BoE Dpty Gov Broadbent speaks @WSJ London Office
BoC (Canada) Wilkins speaks (Trois-Rivieres, Quebec)
Grant's Interest Rate Observer Fall Conference features Marc Cohodes,
Martin Fridson, Jeff Gundlach, Lacy Hunt, Seth Klarman, Julian
Roberstont (NY)
OVERNIGHT into US Wed. a.m. et:
Aussie AIG Sept Performance of
Service Index + Aug Retail Sales
UK BRC Sept Shop Price Index
NZD ANZ Sept Commodity Prices
Japan Nikeei Sept Services PMI
Chico Fed's Evans speaks
on current eco events & monetary policy w/Q&A @CFA Society (Aukland, New Zealand
Luncheon 7:40pm et )
Markit Eurozone, Italy, France,
& Germany Sept Services & Composite PMI
Eurozone Aug PPI
UK Sept Markit/CIPS Services &
Composite PMI
Eurozone Aug Retail Sales
|
| Wed.,
Oct. 05 |
|
MBA weekly Mortgage/Refinance
Applications
ADP Sept Employment Report
IMF-Int'l
Monetary Fund Press Briefing: Global Financial Stability Report
(8:45am) + Press Briefing: Fiscal Monitor w/Mng Dir. Lagarde, CSCO's John Chambers, Ray
Kurzweil(9:45am)
US Aug. International Trade Deficit
US Sept. PMI Services Index
US Aug. Factory Orders
US ISM Sept Non-Manufacturing Index
EIA weekly Petroleum Stats
Canada Aug. Int'l Merchandise Trade
US (F) Aug. Durable Goods Orders/Shipments
Fed's Lacker speaks with students @Marshall University prior to afternoon
lecture: "Does Federal Reserve Governance Need Reform?" (5p,m. et)
OVERNIGHT into US Thurs. a.m. et;
Japan Sept Foreign Buying of Japan
Stocks/Bonds & vice versa
Aussie Aug. Trade Balance
German Aug. Factory Orders
Swiss KOF Insttute Autumn Economic
Forecast & Sept CPI
Markit German Sept Construction PMI
UK Sept. New Car Registrations
Markit Sept Eurozone, German, French,
Italian Retail PMI
|
| Thursday, Oct. 06 |
|
US Sept Chain Store Sales
(all 9 that still report)
Challenger Sept Job-Cut Report
Weekly US Jobless Claims
IMF Mng Dir Lagarde Press Conference @World Bank
Group + IMF Jt Fall Meeting (8:45am et) + World Bank Group Pres. Press
Conference (9:30am et)
Fed's Kashkari opens Early Childhood Development in Indian Country
Conference (Minneapolis 9:30am)
EIA Nat Gas Report
US Treasury Refunding Announcement
Canada Aug Building Permits
IMF/WBG CNN Debate on Global Economy w/Lagarde, BoE & Financial
Stability Bd's Mark Carney, PBoC's Yi Gang, German FinMin Wolfgang Schauble
(noon D.C.)
BoC's Wilkins speaks (Trois-Rivieres Quebec)
Frontier Markets morning, & Brexit afternoon @ IIF--Institute for International Finance Annual
Meeting "Future of the EU" + G-24 PRess Conference (5:30pm et)
Fed weekly Balance Sheet & US weekly Money Supply
OVERNIGHT into US Fri. a.m. et:
Aussie AIG Sept Performance of
Construction Index, Sept Foreign Reserves
Japan Aug Real Cash Earnings
China Sept Foreign Reserves
German Aug Industrial Production
Swiss Sept Foreign Reserves
UK Halifax plc Sept House
Prices, Aug Industrial & Manufacturing Production
UK Aug Visible Trade
Balance
|
| Friday,
Oct. 07 |
|
US Sept Unemployment
Report--Rate/Change/Participation/Hours Worked
G-20 Press Conference @IMF/WBG Joint Meeting (8am et D.C.) Plenary
(9am)
Fed. Gov Fischer keynotes @IIF--Institute of Int'l Finance Annual Meeting
(D.C. 10:30am)
UK NIESR Sept GDP
Canada Sept Unemployment Rate/Change/Participation + Ivey Sept PMI
BoC Senior Loan Officer Q3 Survey
Fed's Mester (dissenter) on "Fed Communications" @Shadow Open
Market Cmte Fall Luncheon Meeting
JPM's Dimon, Citi's Corbat, GS' Cohn, FT's Martin Wolfe, MS' Gorman, SAN's Botin,
UBS' Weber, speakers @IIF View from Global C-Suite & View from Europe C-Suite
(noon -- 1:45pm et) Europe Outlook (2pm et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
Market Liquidity @IIF w/GS, PRU, STT (2--2:50pm et)
John Taylor + K.C. Fed's George (dissenter) on US Eco Outlook @IIF (3pm
et)
Japan Economic Outlook (4--4:50pm et)
S.F. Fed Sr VP Daly on "The US Economic Outlook & The Role of Education in
Supporting the American Dream" @Council for Economic Education
BoC Releases its business outlook survey, summary of survey by regional
offices
Jt
Meetings of the IMF & World Bank Group (thru 9th)
US Aug. Consumer Credit (3pm)
Fed Gov Brainard on block chain @IIF (4pm et)
China Economic Outlook: Assessing the Risks w/C, Fitch Ratings,
Brookings, TCW, IMF @IIF (5pm--5:50pm et)
U.S. Presidential Election w/Charlie Cook, Stuart Rothenberg @IIF
(6pm --8pm)
OVERNIGHT into US Sat. a.m. et:
Caixin China Sept PMI Services
& Composite
|
| Saturday, Oct. 08 |
|
Former US Treas. Sec'y Timothy
Geithner delivers the Per jacobsson Lecture: "Are we Safer? The Case for
Updating Bagehot" (5pm et @IMF, D.C.)
China Sept Foreign Direct Investment
|
| Sunday, Oct 09 |
|
IMF's Christine Lagarde
1-on-1 w/author Michael Lewis (@IMF 10am et D.C.) |
|
WEEKS AHEAD:
10/12 FOMC Sept 20/21 Meeting
Minutes (featured 3 dissenting)
10/13 BoE MPC Meets (BoE cuts meetings to 8x annually,
from 12)
10/19 BoC (Canada) MPC Meets
Federal Reserve Releases Beige Book
10/20 ECB MPC Meets
10/27 Norges Bank (Norway) MPC Meets
*FOMC 2016 Voting Members: Five
governors on the FOMC are permanent voters: Janet Yellen, Stanley Fischer, Lael Brainard,
Jay Powell and Dan Tarullo.vote at every meeting. (Board Governors endure 2 vacancies that
Senate refuses to confirm). NY Fed pres.also a permanent FOMC voting member. The
rest of the voters, in 2016, are 5 of the 11 regional Fed Pres.: Loretta Mester
(Cleveland), Eric Rosengren (Boston), James Bullard (St. Louis) and Esther George (Kansas
City). Mester, George and Bullard are hawks, while Rosengren is considered a
dove. Evans, Lockhart, Williams, and Lacker were 2015 voters, now off the voting
panel at 2016 FOMC meetings. Neel Kashkari, former TARP overseer, took over
Presidency of the Minneapolis Federal Reserve Bank, replacing Kocherlakota, who wound up a
short-lived leader. Kashkari won't vote in 2016 but will stick to his "Too Big .to
Fail" mantra on banks
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