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March/April 2017
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,
Mar. 26 |
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OPEC & non-OPEC Oil
Producers Meet on Cut Compliance (Kuwait)
Bulgarians Vote for PM, an Interim PM Serving Now
PBoC's Zhou speaks on Supply-Side Economics @Boao Forum
OVERNIGHT into US Mon. a.m. et;
BoJ Minutes of 03/15--16 Meeting
+ Feb Corporate Services PMI
Japan Corporate Services Price Index
German Feb Retail Sales
Chinese Feb Industrial Profits
Eurozone Feb M3
German IFO Mar. Business
Climate/Expectations/Assessments
Eurozone Private Sector Loans
Hong Kong Feb. Exports/Imports
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Monday, Mar.
27 |
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Chicago Fed's Evans
OMFIF Central Bank Series Lecturer; ECB's Praet panelist (Mardrid Spain)
Dallas Fed Manufacturing Survey
US Treasury Auctions $39B 3-, + $33B 6-month Bills (11:30am et)
US Treasury Auctions $26B 2-year Notes (1pm et)
Federal Reserve 21st Century Symposium for College educators (NY)
OMFIF (Official Monetary & Financial Institutions Forum) speakers
include advisor for Brexit to UK, and former Swiss Ambassador to UK
Lautenberg (London)
Chico Fed's Evans speaks at Global Interdependence Center w/Q&A
(Madrid ES)
OVERNIGHT into US Tues. a.m. et:
Dallas Fed's Kaplan
participates in "A Discussion of Economic Conditions & the Role of Monetary
Policy" @Texas A&M Univ w/Q&A (6:30pm TX)
RBA's As't Gov Debelle speaks (Sydney
Australia)
South Korea 16Q4 GDP
French Feb Consumer Spending
Italian Jan Industrial Orders/Sales
UK Nationwide Mar. House Prices
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Tuesday, Mar. 28 |
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US Feb. Int'l Trade Deficit
US Feb Wholesale & Retail Feb Inventories
Redbook weekly Store Sales Snapshot
S&P Case/Shiller Jan. 20-city Home Price Index
Conference Board's March Consumer Confidence
Richmond Fed Manufacturing Index
US Markit Mar. (Prelim) Services & Composite PMI
BoC's Poloz speaks w/Press Conference (Oshawa)
Dallas Fed Mar. Services Sector Revenues & Outlook
US Treasury Auctions $20B 52-week Bills
FDIC Meeting of Advisory Committee on Community Banking (D.C. @FDIC)
SNB's Maechler speaks (Geneva)
Fed's George keynote on US Economy & Monetary Policy @Banking and the
Economy: A Forum for Women in Banking w/Q&A (Midwest OK 12:45pm)
Fed's Kaplan discussant @Dallas Cmte on Foreign Relations w/Q&A (TX
1pm)
US Treasury Auctions $34B 5-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
South Korea April Manufacturing BSI Index
Japan Feb Retail Trade
Swiss UBS Feb Consumption Indicator + KOF
Institute Spring Economic Forecast & ZEW March Survey
UK Feb Net Consumer Credit, Net Dwellings
Lending, Mortgage Approval, M4
Italian Feb Wage Inflation &
Mar Consumer + Business Confidence
Riksbank Dpty Gov Floden discusses
"Fintech, Regtech, Insurtech: Competition or Alliance in the future business
model?" (Stockholm)
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Wed.
Mar. 29 |
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UK P.M. May expected to
invoke Article 50 of Lisbon Treaty, triggering Brexit Negotiations
MBA weekly Mortgage/Refinance Applications
Brazil Feb Bank Lending + Foreign Exchange Flows
NAR Feb Pending Home Sales
EIA weekly Petroleum/Gasoline/Distillate Stats (w/e 03/24 10:30am et)
Fed's Rosengren on Economic Outlook @Boston Economic Club (11:30am et)
US Treasury Auctions $13B reopened 2-year FRN Notes (11:30am et)
US Treasury Auctions $28B 7-year Notes (1pm et)
Fed's Williams presents, "From Sustained Recovery to Sustainable
Growth: What a Difference Four Years Makes," @Forecasters Club of NY w/Q&A
(1:15pm et)
OVERNIGHT into US Thurs. a.m. et:
Chico Fed's Evans OMFIF
Capital Markets @DZ Bank (Frankfurt DE)
China 16Q4 (Final) Current
Account
Aussie HIA Feb New Home Sales + Job
Vacancies
China Feb Swift Global Payments
German Feb Import Price Index
Spain & German Mar CPI + HICP
Price Indices
Hong ong Feb Retail Sales
South Africa Feb Private Sector
Credit, PPI, + Feb M3 Money Supply
Eurozone March Economic,
Business, Industrial, Services & Consumer Confidence + Mar. (P) CPI
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Thursday, Mar. 30 |
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Canada CFIB Mar. Business Barometer
+ Feb Industrial & Raw Materials Prices
US Final 16Q4 GDP
US weekly Jobless Claims
Brazil Jan Retail Sales
US Final 16Q4 Corporate Profits
Russia Feb Central Bank Reserves
South Africa Feb Prime Rate
Fed's Mester speech "Payment System Improvement" @10th Annual
Risk Conference co-hosted by Chicago Fed & DePaul Univ Center for Financial Services
(IL 9:45am)
EIA weekly Natural Gas Report
Fed's Kaplan participant @US Chamber of Commerce Capital Markets Summit
(DC 11am)
Fed's Williams speaks at launch of "Strong, Properous &
Resilient Communities Challenge" (NY 11:15am et)
USDA weekly Food Prices
Brazil Q2 Long Term Interest Rate (TJLP current 7.5%)
US weekly Federal Reserve Balance Sheet & Money Supply
OVERNIGHT into US Fri. a.m. et:
South Korea feb Industrial Production
& Service Sector Output
Japanese Gov't & Corporate
Year End (03/31) has often triggered yen repatriation that could reverse in coming weeks
New Zealand Feb Building Permits
UK GfK Mar. Consumer Confidence + Lloyd's
Business Barometer
Japan Feb Jobless Rate/Change,
Jobs/Applicant Ratio, Household Spending, CPI. Industrial Production, Loans &
Discounts
Aussie Feb Private Sector Credit/Housing
Sector Credit
China Mar. Manufacturing &
Services PMI
Singapore Feb Bank Lending
Japan Feb Vehicle Production, Housing
Starts, Construction Orders
German Mar Unemployment Rate/Change + Feb
Retail Sales
UK 16Q4 (Final) GDP,
Total Business Investment, Jan. Index of Services, Nationwide Mar House Price Index, Q4
Business Investment, Current Account
French Feb Consumer Spending + PPI, Mar
CPI + HICP
Hong Kong Feb M3 Money Supply
Italian Mar CPI & HICP + Feb PPI
Spain Feb Retail Sales
Eurozone Mar. (adv) CPI
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Friday,
Mar. 31 |
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US Feb. Personal Income
& Outlays + PCE & Savings Rate
Chicago PMI
Canada Jan GDP
U.M. (Final) March Consumer Sentiment
Dallas Fed Feb. PCE
Fed's (TBTF & dissenter to rate hike) Kashkari discussant @Annual
Banking Law Institute w/Q&A (Minneapolis 10am)
Fed's Bullard interviewed on US Economy & Monetary Policy @Quinnipiac
Global Asset Management Education Forum w/Q&A (NY 10:30am et)
Brazil Feb Debt/GDP Raio & Budget Balance
India Bank Deposit & Loan Growth & Q4 Foreign Debt
Baker-Hughes weekly US/North American Rig Count (1pm et)
OVERNIGHT into US Sat. a.m. et:
South Korea March Trade Balance
(Imports/Exports)
China Caixin Mar. Manufacturing PMI
Spain March Manufacturing PMI
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Saturday, April 01 |
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ECB trims its QE bond buying
to Eur60B monthly, from Eur80B monthly, while extending duration to 1-year and
allowing debt below the official (-0.4)% ECB Rate, lengthening QE through year-end (Draghi
rejects word: "Taper")
LME will start Commodity Warehouse Annual Inspections
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Sunday,
April 02 |
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OVERNIGHT
into US Mon. a.m. et:
Aussie Mar. AIG Performance of
Manufacturing Index
Nikkei Japan Mar. Manufacturing PMI
Japan 17Q1 Tankan
Non-Manufacturing, Large & Small Mnftg Index + All Industry CapEx &
Japan March Official Reserves
Aussie CoreLogic March House Price Index
& March Job Advertisements, TD Securities Inflation, Feb Retail Sales, Building
Approvals
China Caixin Mar. Manufacturing
PMI
Japan Mar. Vehicle Sales
Aussie/RBA March Commodity Index
Russia Markit March Manufaturing PMI
Swiss Feb Retail Sales & Mar. SVME
PMI
Markit France, Italy, Germany,
Eurozone & Spain Manufacturing PMI
Italy Feb Unemployment Report
UK Market Mar. Manufacturing PMI
Eurozone Feb PPI + Feb
Unemployment Rate
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Monday, April 03 |
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NY Fed's Dudley
press briefing on household borrowing, including student debt and impact on homeownership
w/Q&A (NY 10:30am et)
Markit Brazil March Manufacturing PMI + Mar Trade Balance
Sinagpore Mar. Manufacturing PMI
South Africa March Total Vehicle Sales
Canada RBC Mar. Manufacturing PMI
US March Manufacturing PMI
US March Manufacturing ISM
Canada Mar. Markit Manufacturing PMI +Business Outlook for Future Sales
BoC Senior Loan Officer Survey
US Feb Construction Spending
US Treasury Auctions $39B 3-month, & $33B 6-month Bills (That's it!)
Fed's Harker speaks on FinTech (Philadelphia at Uof P)
Fed's Lacker on "From 'Real Bills' to 'Too Big to Fail': H. Parker
Willis & the Federal Reserve's First Century" w/Q&A
@Washington & Lee Univ (VA 5pm et)
China Holiday
OVERNIGHT into US Tues. a.m. et;
New Zealand NZIER Q1 Capacity
Utilitizaiton + Biz Confidence
So Korea Mar CPI
Japan March Monetary Base
Aussie Feb Trade Balance
(Imports/Exports)
RBA (Aussie) MPC Rate
Decision (04/04 local time)
Spanish Unemployment
Italy 16Q4 Public Debt
UK Markit/CIPS Mar.
Construction PMI
Eurozone Feb. Retail Sales
Brazil Feb Industrial
production
Conference supporting Future
of Syria (Brussels thru 04/05)
ECB Governing Council/Bk of
Finalnd Gov. Liikanen on post-crisis regulation in the financial markets (Helsinki 04/04
local time)
Fed's Lockhart
keynotes 2nd Annual SSGA-OMFIF Roundtable meeting (to 04/05 London)
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Tuesday, April 04 |
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US March Motor Vehicle Sales
US Feb Int'l Trade Deficit
Redbook weekly Store Sales Snapshot
Canada Feb Int'l Merchandise Trade
US Feb Factory Orders + (F) Durable Goods Orders/Shipments
China, Hong Kong & India Holidays
Fed's departing Gov. Tarullo addresses Princeton Univ. w/Q&A (4:30pm
et)
OVERNIGHT into US Wed. a.m. et:
South Korea Feb Current
Account
New Zealand QV Mar. House
Prices
RBA (Aussie)'s Heath panelist
at Bloomberg event + Mar. Performance of Services
UK BRC Mar. Shop Price Index
Japan Nikkei Mar.
Services & Composite PMI + 10-yr JGB Auction
New Zealand ANZ Mar Commodity
Price Index
Russia Markit Mar. Services
PMI
Standard Bank So. Africa Mar
PMI
Markit Eurozone, France,
Germany, Italy + Spain March Services & Composite PMI
Norges Bank's Gov Olsen
speaks @ The Federation of Norwegian Industries
UK Mar. New Car
Registrations, Markit/CIPS Services + Composite PMI, Official Reserves, 16Q4 Unit Labor
Costs + Q/o/Q Housing Equity Withdrawal
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Wed.,
April 05 |
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FOMC 3/14--15 Meeting
Minutes Published (2pm et)
Atlanta Fed's Lockhart @OMFIF (London)
MBA weekly Mortgage/Refinance Applications
ADP March Private Sector Employment Report/Change
March Markit PMI Services + Composite Index
March ISM Non-Manufacturing Index
EIA weekly Petroleum/Gasoline/Distillate Stats (w/e 03/31)
OVERNIGHT Into US Thurs. a.m. et;
Hong Kong Mar
Manufacturing PMI
RBA's Debelle
speaks (Sydney)
China Caixin Mar.
Services & Composite PMI
India Interest
Rate Decision (current 6.25%) , Cash Reserve Ratio, Reverse REPO Rate (current
5.75%)
India Nikkei Mar.
Services PI
Japan March Consumer
Confidence
German Feb Factory
Orders & Markit Mar. Construction + Retail PMI
Swiss March CPI
Markit eurozone, France
& Italy March Retail PMI
ECB Account of
Monetary Policy Meeting (Minutes by another name)
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Thursday, Apr. 06 |
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Challenger March Job-Cut Report
US weekly Jobless Claims
Canada Feb Building Permits
Russia Central Bank Reserves
March Chain Store Sales (9 still report)
Fed's Williams panelist (Frankfurt)
Brazil Mar Auto Production & Sales
EIA weekly Natural Gas Report
US Treasury Refunding Announcement
Fed's Weekly Balance Sheet & US Money Supply
OVERNIGHT into US Fri. a.m. et:
Japan March FX Reserves
Aussie AIG March Performance of
Construction Index
China Mar. Foreign Reserves
Japan Feb Labor Cash
Earnings/Overtime
Swiss March Unemployment Rate + FX
Reserves
German Feb. Industrial Production
Current Account, Trade Balance
South Africa Mar FX Reserves
Spain Feb Industrial Production
Aussie March Foreign Reserves
Norges Bk Dpty Gov Nicolaisen
speaks @The European Covered Bond Council (Oslo)
French Feb Current Account +Budget
Balance + Trade Balance
Italy Feb Retail Sales
UK Halifax plc March House
Prices, Feb. Industrial & Manufacturing Production, Feb Construction Output, Visible
Trade Balance
Hong Kong March FX Reserves
Singapore March FX Reserves
Brazil March CPI
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Friday,
April 07 |
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March US Unemployment
Report/Change/Participation + Avg. Hourly earnings
US Feb. Wholesale Trade + Inventories
Canada Feb Building Permits & Mar. Unemployment Rate/Change/Participation
UK NEISR Mar. GDP
Canada Mar Ivey PMI
Baker-Hughes weekly Rig Count (1pm et)
US Feb. Consumer Credit (3pm et)
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Saturday, April 08 |
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China March Foreign Direct
Investment |
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WEEKS AHEAD: 04/12
BoC MPC Rate Decision & Monetary Policy
Report/Press Conference
BoC's
Gov Poloz +Dpty Gov Wilkins Presser on Monetary Policy Report
04/19 Fed's Beige Book
04/27
ECB MPC Meets
BoJ
MPC Meets
Riksbank
(Sweden) MPC Meets
05/03
FOMC Meets
*FOMC 2017 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 2017, are 5 of the 11 regional Fed Pres.:New voting
members, for 2017, include Philly Fed Pres. Patrick Harker, Minneapolis Fed Pres Neel
"Too Big to Fail" Kashkari, Dallas Fed's Robert Kaplan, and Chiago Fed Pres
Charles Evans. Evans was last a voter in 2015. The other 3 are
voters for the first time. Loretta Mester (Cleveland), Eric
Rosengren (Boston), James Bullard (St. Louis) and Esther George (Kansas City) have lost
their votes in 2017. In an Oct. speech, Harker said he would have preferred if rates had
been raised at the prior FOMC meeting. Kaplan was a 23-yr veteran of Goldman Sachs before
winding up at Harvard Business School. Mester & George are hawks that dissented at
several 2016 meetings until the 2016 rate hike announced 12/14 but aren't voters in 2017.
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