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October 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 08 |
|
OVERNIGHT
into US Mon. a.m. et:
New Zealand REINZ House Sales
China Sept FX Reserves &
Foreign Direct Investment
RBA's (Aussie) Debell video speech to
Hong Kong conference
China Caixan Sept Services &
Composite PMI
Aussie Sept FX Reserves
German Aug Industrial Production
Hong Kong Sept FX reserves
Eurozone Sentix Oct Investor Confidence
|
| Monday, Oct 09 |
|
US Treasuries & banks,
only, closed for US Columbus Day Holiday
Canada Thanksgiving Day, Japan & South Korea holidays, too
Riksbank Prize in Economic Sciences in Memory of Alfred Nobel
IMF/World Bank Group Joint Meeting (D.C. thru 15th)
TD Ameritrade IMX (12:30pm Canadian so is not observing US Columbus Day)
OVERNIGHT into US Tues. a.m. et:
New Zealand Sept Electronic Card Retail
Sales
UK BRC Sept Like for Like Sales
Japan Aug Balance of Trade
Swiss Q3 Real Estate Index of Family
Homes + Sept Unemployment Rate
China Sept Aggregate Financing,
New Yuan Loans, Money Supply
Aussie NAB Sept Business
Conditions/Confidence
German Aug Trade Balance
French & Italian Aug Industrial
Production
UK Aug Industrial, Manufacturing, &
Construction Output, Aug Trade Balance
South Africa Aug Manufacturing Production
|
| Tuesday, Oct 10 |
|
NFIB Oct. Small Business Optimism
Index
Redbook weekly Store Sales Snapshot
UK Sept NIESR GDP
G20 Meeting of Central Bank Heads & Finance Ministers, concurrent
with IMF/World Bank Group Joint Fall Meeting (D.C.)
Grant's Interest Rate Observer Fall Conference (NY)
Bk of Canada Dpty Gov Wilkins panelist at IMF (D.C.)
Fed's Kashkari speaks on Regional Economic Conditions (Minneapolis 10am)
US Treasury Auctions $42B 3-, & $36B 6-month Bills (11:30am et)
Canada Sept Housing Starts & Aug Building Permits
US Treasury Auctions $35B 4-wk & $20B 52-week Bills (1pm et)
OVERNIGHT into US Wed. a.m. et:
Fed's Kaplan participates in
moderated Q&A @Stanford Institute for Economic Policy Research Associates Meeting
(Stanford 8pm)
Japan Aug Machine Orders & Sept Machine
Tool Orders
SNB presents new Swiss 10 franc note
Spain Sept CPI & HICP
French Q3 Non-Farm Payrolls
Fed's Evans on current eco
conditions & monetary policy w/Q&A @Bloomberg's 2nd Annual Swiss Day (Zurich
Switzherland 7:15am)
|
| Wed.
Oct 11 |
|
FOMC Publishes Minutes of
the 09/19--20 meeting (2pm et)
MBA weekly Mortgage/Refinance Applications
Fed's JOLTS (Job Turnover & Quits 10am et)
IMF Mng Dir Lagarde speaks at IIF Annual Meeting (10am)
Former US Treas Sec'y Lew & chief NY Fed trader Simon Potter (the
latter on "Unintended Consequences on the Way out-American Exit Strategies")
speak at SUERF
Brazil Aug Retail Sales & FX Flows
EIA weekly Petroleum Stats delayed to 12th
US Treasury Auctions $24B 3-year Notes (11:30am et)
US Treasury Auctions $12B reopened 10-year Notes (1pm et)
ECB's Praet speaks in NY
OVERNIGHT into US Thurs. a.m. et:
New Zealand Sept Food Prices
UK RICS Sept House Price
Balance
Japan Sept PPI, Domestic Corporate
Goods Price Index, Bank Lending
Aussie Oct Inflation Expectations,
Aug Home Loans & Investment Lending, Credit Card Purchases & Card Balances
French Sept CPI & HICP
South Africa Aug Mining & Gold
Production
India Aug Cumulative Industrial
Production, Manufcturing Ouput, Sept CPI
Singapore Aug Retail Sales
BoE Credit Conditions & Bank
Liabilities Surveys
Eurozone Aug Industrial Production
G20 Central Bank &
Finance Ministry Deputies meet (Hamburg DE thru 13th)
|
| Thursday, Oct 12 |
|
US weekly Jobless Claims
US Sept PPI--Final Demand
Canada Aug New Housing Price Index, Teranet/National Bank Sept HPI
SEC Investment Advisory Committee Meeting
EIA weekly Natural Gas Report (10:30am et)
IMF's Lagarde & World Bank's Kim G20 Press
Conference @IMF/WBG Jt Mtg
Fed Gov Powell keynotes Emerging Markets @IIF
Annual Membership Mtg (D.C. 10:30am et)
ECB's Draghi, Fed Gov Brainard panelists at 4th "Rethinking Macro Policy"
@IMF, hosted by Peterson Institute; Bernanke presents paper, another by ECB's Haldane,
Coeure, & Jeremy Stein panelists (8am to 3:45pm Washington DC)
ECB's Praet speaks at JPMorgan Investor Seminar (10:30am D.C.)
Russia FX Reserves & Aug Trade Balance
EIA weekly Petroleum/Gasoline/Distillates Stats (11am et)
UBS' Weber, + ECB's Lautenschlager speak at IIF
US Treasury Auctions $12B reopened 30-year Bonds (1pm et)
Treasury Monthly Budget (2pm et)
Fed weekly Balance Sheet & US weekly Money Supply
OVERNIGHT into US Fri. a.m. et:
Fed's Bostic on "Balance
Sheet Normalization in the U.S." at conference on "Unconventional Monetary
Policy:Lessons Learned" w/Q&A (Hong Kong 9:15pm)
China Sept Trade Balance
(Imports/Exports)
Singapore Q3 GDP
German Sept Wholesale Price Index, CPI,
HICP
Italian Sept CPI & HICP
Swiss Sept Producer & Import Prices
|
| Friday, Oct 13 |
|
US Sept CPI
US Sept (Adv) Retail Sales
Fed Gov. Stanley Fischer (voluntarily) leaves the Fed
US Treas Sec'y Mnuchin in conversation with IIF Pres/CEO (8:30am et),
Jamie Dimon (CEO JPM), Laurence Fink (CEO BLK), James
Gorman (MS CEO) lunch speakers on "View from the C-Suite: US"
(12:30pm et)
ECB's Draghi & Mersch participate at IMF/World Bank Group Meeting,
"Shaping the Europe of the Future" (D.C.)
Peterson Institute "Rethinking Macroeconomic Policy" includes paper by Jason
Furman, discussant Carmen Reinhart, moderated by Olivier Blanchard (D.C.)
Clinton Global Initiative (CGI) at Northeastern University (Boston MA thru 15th)
Fed's Rosengren opens Boston Fed's 61st Economic Conference "Are
Rules Made to be Broken? Discretion & Monetary Policy" (8:30am et) John
Taylor & Donald Kohn (9am), Fed Gov Powell Keynotes (1pm et
Boston)
US Aug Business Inventories
U.M. (P) Oct. Consumer Sentiment
Fed's Evans participant in 7th Annual Wisconsin Summit on Financial
Literacy w/Q&A (10:25am Green Bay WI)
Fed's Kaplan participates in Q&A at 2017 CFA Institute's Fixed Income
Management Conference (Boston 11:30am et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
|
| Saturday, Oct 14 |
|
Lawrence H Summers (Harvard)
breakfast "conversation" with IIF Pres/CEO (7:45am et)
Frederic S Mishkin @Boston Fed Conf "Improving the Use of Discretion in
Monetary Policy" (10:45am et)
ECB Pres. Draghi news conference concurrent with IMF/WBG Jt Meeting
(D.C.)
ECB's Lautenschlager & IMF's Lipton Roundtable: "Small is Beautiful--Regulatory
Approaches for Non-Systemic Banks" (D.C.)
|
| Sunday,
Oct. 15 |
|
Fed's Yellen, PBoC's Zhou,
BoJ's Kuroda, ECB's Constancio, RBI's Patel, Bundesbank's Weidmann, Agustin
Carstens (Gov. Banco de Mexico) & Jin Liqun, Pres of Asian Infrastructure Investment
Bank all speakers at32nd G30 Int'l Banking
Seminar at Inter-American Development Bank (D.C.)
White House NEC's Gary Cohn, RBA, Bundesbank's Weidmann
& Cartsens on "Financial Regulation & Economic Policies to Avoid the Next
Crisis" (@G30)
OVERNIGHT into US Mon. a.m. et:
New Zealand Sept Performance of Services
UK Rightmove Oct House Prices
China Sept CPI & PPI
Japan Aug (F) Industrial
Production/Capacity Utilization
India Sept Wholesale Fuel & Food
+ Manufacturing Price Index
German Sept Wholesale Price Index
Eurozone Aug Trade balance
|
| Monday, Oct. 16 |
|
41st NY Fed Central Banking Seminar:
"Policymaking in a World in Transition" features Bk of India's Patel,
NY Fed's Dudley & Simon Potter, ECB's Nowotny, Bk of Mexico's
Carstens, Bk of Indonesia, Saudi Arabian Monetary Authority, People's Bk of China, BoJ's
Nakaso, SocGen's Gallagher, Evercore's Guha, Alan Blinder, Martin Wolf (FT), GE
Global, Paul Tudor Jones II, Bk of Ireland, Bk of Canada, Fed Gov Powell,
Tim Geithner (now Warburg Pincus), and dozens of other lower wrung central bank economists
(NY Fed thru 20th)
NY Fed Empire State Oct Manufacturing Survey
Canada Aug Int'l Securities Transactions +Sept Existing Home Sales, Q3 Sr, Loan Officer
Survey & Outlook
Egyptian FinMin & other Dignitaries @"Egpyt: The Revival of an Economy
... Stability, Reform & Growth" (NY)
US-Japan Economic Dialogue w/Japan FinMin Aso & VP Pence (D.C.)
FedScoop Cyberweek (D.C. thru 20th)
SIBOS Financial Forum
(by SWIFT) (Toronto Canada thru 20th)
US Treasury Auctions $42B 3-, & $36B 6-month Bills
US Social Security COLA Adjustment Released (Approx date)
OVERNIGHT into US Tues. a.m. et:
Fed's Kashkari participates in
Q&A @G100 Dinner (Minneapolis MN 9pm et)
New Zealand Q3 CPI
Japan Sept Dept Store Sales, & Oct
Reuters Tankan Survey
RBA (Aussie) Oct Rate Meeting Minutes,
Sept New Motor Vehicle Sales
Singapore Sept Non-Oil Exports
EU 25 Sept New Car Registrations
Italian Aug Trade Balance
ECB's Constancio speaks
at Lisbon Conference
BoE's Carney, Ramsden &
Tenreyro testify at Parliament
UK Sept CPI, Retail Price Index,
PPI, Aug House Price Index
Eurozone Sept CPI
German Oct ZEW Survey
|
| Tuesday, Oct. 17 |
|
US Sept Import/Export Prices
US Sept Industrial & Manufacturing Production/Capacity Utilization
NAHB Oct Housing Market Index
US Aug. TICs
OVERNIGHT into US Wed. a.m. et:
South Korea Sept Unemployment Rate
South Africa Sept CPI & Aug Retail
Sales
China's 19th Communist Party
Plenum (10/18 local time, thru 24th)
Aussie CBA HIA Q3 House Affordability
RBA's Bullock speaks (Sydney Australia)
ECB Survey of Professional Forecasters
BoJ's Sakurai speaks
UK Aug ILA Unemployment
Rate, Wkly Earnings, Avg Earnings, Sept Claimant Count/Change
Eurozone Aug Construction Output
|
| Wed.,
Oct. 18 |
|
Fed's Dudley & Kaplan
on NY & TX Economic Centers of Growth (NY 8am)
Fed's Beige Book (2pm et)
US Sept Housing Starts/Building Permits (8:30am et)
Canada Aug Manufacturing Shipments
Atlanta Fed Business Inflation Expectations (10am et)
EIA weekly Petroleum/Gasoline/Distillates Status (10:30am w/e 10/13)
Brazil FX Flows
(Ret) Fed Gov Fischer's speech removed from @Money
Marketeers schedule
Singapore Holiday
OVERNIGHT into US Thurs. am. et:
Japan Sept Trade Balance
(Imports/Exports)
China Sept FX Flows
South Korean Interest Rate
Decision (10/19 Local Time; current 1.25%)
Aussie Sept Unemployment
Rate/Change/Participation
RBA Sept FX Transactions
China Q3 GDP , Sept Retail Sales,
Fixed Asset Investment, Industrial Production, Aug All Industry Activity Index
Hong Kong Sept Unemployment Rate
Swiss Sept Trade Balance-Imports/Exports
UK Sept Retail Sales
|
| Thursday, Oct 19 |
|
US weekly Jobless Claims (Hurricane
impact easing?)
Philly Fed Oct Business Outlook Survey
EIA weekly Natural Gas Report
US Treasury Refunding Announcement
US Treasury Auctions $5B reopened 30-year TIPS
Weekly Fed Balance Sheet & US Money Supply
OVERNIGHT into US Fri. a.m. et:
South Korea Sept PPI
New Zealand Sept Net Mirgration, Credit
Card Spending
German Sept PPI
BoJ's Kuroda speaks
(Tokyo)
Eurozone Aug Current Account
UK Sept Pulic Finances, Central Gov't
Finances/NCR
Canada Sept CPI & Retail Sales
|
| Friday,
Oct. 20 |
|
Fed Chief Yellen
delivers NEC Herbert Stein Memorial Lecture (D.C. 7:15pm et)
Canada Sept CPI & Aug Retail Sales
NAR US Sept. Existing Home Sales
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed's Mester panelist on "The
Furture of Global Finance: Populism, Technology & Regulation,"
w/Q&A; Former Treas Sec'y Jacob Lew the keynote (Columbia Univ School of Int'l &
Public Affairs NY 2pm et)
|
| Saturday, Oct. 21` |
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WEEKS AHEAD: 10/25
BoC (Canada) MPC Meets
10/26 ECB MPC Meets
Norges (Norway) MPC Meets
10/31 BoJ (Japan) MPC Meets
10/31--11/01
FOMC Meets (one month into balance sheet unwind)
*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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