wall street in advance

October/November 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,       Oct. 29     OVERNIGHT into US Mon. a.m. et:
         Japan Sept Retail Trade
         UK Sept Net Consumer Credit, Lending on Dwellings, Mortgage Approvals, M4 Money Supply
         South Africa Sept Private Sector Credit
         Eurozone Oct. Industrial, Business, Services, & Economic Confidence
         German (P) Oct CPI + HICP, & Sept Import Prices & Retail Sales
         Spain Q3 GDP
     
Monday,     Oct. 30 US Sept. Personal Income/Expenditures/PCE
Dallas Fed Manufacturing Survey
Brazil Sept Budget Balance
US Treasury Auctions $42B 3-, and $36B 6-month Bills +reopened $50B 37-day
USDA Farm Prices
    OVERNIGHT into US Tues. a.m. et:

         New Zealand Sept Building Permits + Building Consents
         South Korea Nov Manufacturing BSI Index, Sept Industrial Production
         Japan Sept Jobless Rate, Household Spending, Industrial Production
         BoJ MPC Policy Statement, Interest Rate, Outlook Report, 10-yr yield Target (10/31 local time)
         Aussie HIA Sept New Home Sales, Private Sector Credit
         UK GfK Oct Consumer Confidence Survey.& Lloyd's Oct Biz Barometer
         China Oct Manufacturing & Non-Manufacturing PMI
         Singapore Sept Bank Lending
         Japan Sept Vehicle Production, Housing Starts/Construction Orders
         SNB (Swiss Nat'l Bank) 9-month Earnings
         French Q3 (Adv) GDP & PPI
         Italian Sept Unemployment Rate + PPI
         Spanish Aug Current Account
         South Africa Q3 Unemployment Rate & Sept Trade Balance
         India Sept Federal Fiscal Deficit
         BoJ Kuroda post-meeting Press Conference
         Eurozone Sept Unemployment Rate, Q3 GDP & CPI
Tuesday,   Oct. 31 US Employment Cost Index (ECI)
FOMC 2-day Meeting starts

Canada Aug GDP, Sept Industrial, Retail, & Raw Materials Price Index
Redbook weekly Store Sales Snapshot
S&P Corelogic Case Shiller 20-City Home Price Index
Chicago PMI
Conference Board's US Consumer Confidence
    OVERNIGHT into US Wed a.m. et:
         New Zealand Q3 Unemployment Rate/Change/Participation/Labor Costs
         Aussie CBA Oct Manufacturing PMI +AiG Performance of Manufacturing Index, Oct CoreLogic House Price Index, Commodity Prices
         South Korea Oct CPI, Trade Balance, Nikkei Oct Manufacturing PMI
         Japan Nikkei Oct Manufacturing PMI, Oct Official Reserve Assets, Vehicle Sales
         Caixan China Oct Manufacturing PMI
         Aussie Oct RBA Commodity Index
         Swiss SVME Oct PMI
         UK Markit Oct Manufacturing PMI, Nationwide Oct HPI
         Brazil Sept Industrial Production & Markit Oct Manufacturing PMI
         UK BRC Oct Shop Price Index
         South Africa Oct Total vehicle Sales
         India Oct Nikkei Markit Manufacturing PMI
Wed.,        Nov. 01 FOMC post-Meeting Announcement (2pm et)
US Oct Motor Vehicle Sales
MBA weekly Mortgage/Refinance Applications
US Treasury Refunding Announcement (8:30am et)
US Oct. Manufacturing PMI
Canada RBC Markit Oct Manufacturing PMI
US Oct. ISM Manufacturing Index/Prices Paid/New Orders/Employment Outlook
US Sept. Construction Spending
Brazil Oct Trade Balance & FX Flows
EIA weekly Petroleum/Gasoline/Distillates Stockpiles (w/e 10/27)
    OVERNIGHT into US Thurs. a.m. et:
         New Zealand Oct QV House Prices, Job Ads
         SNB (Swiss) Zubruegg speaks (Bern)
         Aussie Sept Trade Balance, Building Approvals
         Swiss Sept Retail Sales + SECO Oct Consumer Confidence
         Eurozone, French, German, Italian & Spanish Oct Manufacturing PMI
         Spanish Unemployment Rate/Change
         German Oct Unemployment Rate/Change
         UK Markit CIPS Oct Construction & Manufacturing PMI 
         BoE Nov Inflation Report, Asset Purchase Target, Rate Decision, MPC Minutes
Thursday, Nov. 02 US Oct Chain Store Sales (9 report monthly, a few will offer Qtr)
Challenger Oct Job-Cut Report
US weekly Jobless Claims
US Q3 (P) Productivity & Costs
Singapore Oct Manufacturing PMI
Russia Central Bank Fx Reserves
EIA weekly Natural Gas Report
US Fed's weekly Balance Sheet & US Money Supply
Brazil Holiday
Fed's Bostic on "The Vital Role of Gov't Statistics" panel at Ass'n for Public Policy Analysis & Management's 39th Annual Fall Research Conference w/Q&A (6:15pm Chicago thru 4th )
    OVERNIGHT into US Fri. a.m. et:
         South Korea Sept Current Account
         Aussie CBA Oct Services & Composite PMI  + AiG Performance of Service Index + Sept Retail Sales
         India Nikkei Oct Services PMI
         South Africa Standard Bank Oct PMI
         Hong Kong Oct Manufacturing PMI + Sept Retail Sales
         China Caixin Oct Services & Composite PMI
         Swiss UBS Q3 Real Estate Bubble Index  
         UK Oct Services PMI
Friday,      Nov. 03 US Oct Unemployment Report/Change/Participation/Long-Term Unemployed
Canada Oct Unemployment Rate/Change/Participation/Part-Time+Sept Trade Balance
US Sept Int'l Trade Deficit
Oct US Markit Services & Composite PMI
US Sept Factory Orders
Sept (F) Durable Goods Orders/Shipments
US Oct. non-Manufacturing ISM
ECB's Coeure panelist on "Economic Forum: The Global Financial Cycle--Causes, Consequences & Policy Responses" @18th Jacques Polak Annual Research Conference organized by IMF on The Global Financial Cycle (D.C.)
Fed's Kashkari Q&A at Women in Housing & Finance (D.C. 12:15 pm)
Baker-Hughes weekly US/North America Rig Count (w/e 10/27)
    OVERNIGHT into US Sat. a.m. et:
         ECB's Coeure
speaks (D.C.)
Saturday,   Nov. 04
Sunday,       Nov. 05 Turn US Clocks Back One Hour in ALL but Arizona & Hawaii
    OVERNIGHT into US Mon. a.m. et:
         BoJ Minutes of 9/20--21 Meeting

         China BoP Q3 Current Account Balance
         New Zealand ANZ Oct Commodity Price
         Japan Nikkei Oct Services & Composite PMI
        BoJ Chief Kuroda & Chief Economist speak (Nagoya)
         German Sept Factory Orders
         Swiss Oct CPI
         Markit Eurozone, France, Italy, German, & Spanish Services & Composite PMI
         Eurozone Nov Sentix Investor Confidence + Sept PPI
         Brazil Markit Oct Services & Composite PMI
         Text Released of NY Fed's VP Potter on "Implementing Monetary Policy with the Balance Sheet," delivered at closed ECB workshop on "Money Markets, Monetary Policy Implementation & Central Bank Balance Sheets" (Franfurt)
         Bkof Spain Gov Linde & Bkof Italy Gov Visco speak at Conference (Madrid)
Monday,     Nov. 06 US Treasury Auctions $42B 3-, & $36B 6-month Bills
Canada Ivey Oct PMI
NY Fed's Wm Dudley speaks on Lessons From the Financial Crisis @Economic Club of NY w/Q&A (12:10pm)
TD Ameritrade IMX
BoC (Canada) Poloz speaks (Montreal)
    OVERNIGHT into US Tues. a.m. et:
         Aussie TD Securities Oct Inflation + Job Ads + AiG Oct Performance of Construction Index
         Chinese Oct. FX Reserves
         Japan Sept Labor & Real Cash Earnings
         UK BRC Oct Like for Like Sales
         RBA (Aussie) MPC Decision Announced
(Nov 7 local time)
         South Africa Oct FX Reserves
         Aussie Oct FX Reeserves
         Hong Kong Oct FX Reserves
         Swiss Oct FX Reserves
         Singapore Oct FX Reserves
         Italian Sept Retail Sales
         German Sept Industrial Production + Oct Construction PMI
         Eurozone Sept PPI + Oct. Retail PMI
         German, French, Italian Sept Retail PMI
         Eurozone Sept Retail Sales
         UK Halifax Oct House Prices

         ECB's Dragi & Nouy speak at banking supervision conference
Tuesday,   Nov. 07 NFIB Small Business Optimism Index
Redbook weekly Store Sales Snapshot
Canada Ivey Oct PMI
JOLTS (Job Quits & Turnover)
US Fed Gov Quarles (new!!!) speaks @Clearing House Conference
US Treasury Auction s 4-wk & $20B 52-week Bills (11:30am et)
BoC's Poloz speaks @CFA Montreal & Montreal Council on Foreign Relations
US Treasury Auctions $24B 3-year Notes (1pm et)
US Sept Consumer Credit
    OVERNIGHT into US Wed. a.m. et:
         Aussie AiG Oct Construction Index
         Japan Official Oct  FX Reserve Assets
         China Oct Trade Balance, Foreign Direct Invcestment
         French Sept Trade Balance
         BoJ's Funo speaks (Miyazaki)
         BoJ Summary of Opinions @Oct 30--31 Meeting  (11/08 local time)
         IMF's Lagarde, BoJ's Kuroda, Japan FinMin Aso speak at IMF hosted seminar on sustainable growth in Asia-Pacific Region (Tokyo)
Wed.         Nov. 08 MBA weekly Mortgage/Refinance Applications
Canada Oct Housing Starts & Sept Building Permits
Brazil Oct Auto Production & Sales + FX Flows
EIA weekly Petroleum/Gasoline/Distillates Report (w/e 11/03)
US Treasury Auctions $23B 10-year Notes
    OVERNIGHT into US Thurs. a.m. et:

         RBNZ (New Zealand) MPC Interest Rate Decision
         Japan Sept Current Account + Oct Bank Lending
         Japan Sept Machinery Orders, Sept Trade Balance
         RBNZ REINZ Oct House Sales
         UK RICS Oct House Price Balance
         Aussie Sept Home Loans, Investment Lending, Value of  Loans
         China Oct CPI + PPI
         Swiss Oct Unemployment Rate
         German Sept Trade Balance
         South Africa Sept Gold + Mining Production
         Russia FX Reserves
         ECB Publishes Economic Bulletin
         UK Sept Industral & Manufacturing Production, + Construction Output
         UK Sept  Trade Balance, NIESR Oct GDP
         ECB VP Constancio speaks at Rome Regulatory Conference (Rome)
         EU Commission Economic Forecasts
            
Thursday, Nov. 09 US weekly Jobless Claims
Canada Sept New Housing Price Index
US Sept Wholesale Inventory & Trade
US Sec'y of Treas. Mnuchin speaks @Economic Club of NY (10:45am et)
ECB's Lautenschlager speech on "Monetary, FInancial & Prudential Policy Interactions in the Post-Crisis World" Conference from BoE/HKMA/IMF (D.C.)
EIA weekly Natural Gas Report|
SNB (Swiss) Jordan speaks (Frankfurt)
US Treasury Auctions $15B 30-year Bonds
US Treasury Refunding Announcement
Fed's Weekly Balance Sheet  & US Money Supply
    OVERNIGHT into US Fri. a.m. et:
         Riksbank Dpty Gov Skingsley on changes in payments markets at Paris Conference on "Towards the end of cash?" (Paris France)
         SNB's Jordan delivers CFS Presidential Lectures (Frankfurt)
         New Zealand Oct Card Spending/Retail Card Spending
         China Oct New Yuan Loans + Aggregate Financing & Money Supply
         RBA Statement on Monetary Policy
         Swedish Central Bank Publishes Minutes of Monetary Policy Meeting
         Japan Nov. Reuters Tankan Index
         Singapore Sept Retail Sales
         Italian Sept Industrial Production
         Hong Kong Q3 GDP
         Japan Sept Tertiary Industry Index
         UK Sept Construction, Manufacturing, & Industrial Output +Trade Balance
         Brazil Oct CPI
         Russia Sept Trade Balance
Friday,       Nov. 10 U.M. Interim Nov. Consumer Sentiment
Baker-Hughes weekly Rig Count
US Treasury Budget
Saturday, Nov. 11

         WEEKS AHEAD:  12/05  RBA (Aussie) MPC Decision
                                       12/06   BoC (Canada) MPC Meets
                                       12/12 FOMC 2-day Meeting Starts
                                       12/13   FOMC Statement, SEP (Member Financial Projections)
                                                  Yellen (final?) Press Conference
                                       12/14   ECB
MPC Meets on Rates
                                                   BoE MPC Rate Decision
                                                  SNB MPC Rate Decision
                                                  Norges Bank (Norway) MPC Meets
                                      12/21    BoJ MPC Meets

*FOMC 2017 Voting Members:  Four governors on the FOMC are permanent voters: Janet Yellen, Randall Quarles, (Stanley Fischer Resigned 10/13), Lael Brainard, Jay Powell. (Dan Tarullo was the 5th.vote at evnominating one after July 4tery meeting but he resigned, too)  Board Governors still endure 3 vacancies, w/Trump concentrating his efforts on selecting the next Fed Chairperson. NY Fed Pres.Wm Dudley also a permanent FOMC voting member. The rest of the voters, in 2017, are 5 of the 11 regional Fed Pres.:New voters, for 2017: Philly Fed Pres. Patrick Harker, Minneapolis Fed Pres Neel "Too Big to Fail" Kashkari, Dallas Fed's Robert Kaplan, and Chicago 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.  Richmond Fed's Jeff Lacker resigned in early April 2017, when it became known he'd leaked sensitive FOMC discussions to Medley Advisors. Richmond is operating with an Interim Pres, Mark L Mullinix, while the search for a new leader continues. Raphael Bostic replaced Dennis Lockhart at the Atlanta Fed, when Lockhart left.
                     

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