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September/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,
Sept 24 |
|
German Federal Elections
(Chancellor Merkel's position at stake)
OVERNIGHT into US Mon. a.m. et:
German Aug Import Price Index
Japan Nikkei Sept (P) Manufacturing PMI
BoJ Bond Purchases in 3 tranches of 1--10
years
BoJ's Kuroda speaks
(Osaka)
ECB's VP Constancio speaks
(Frankfurt)
German Sept IFO Business
Climate/Expectations
ECB's Draghi opens
ECON hearing @EU Parliament (Brussels)
Norges Bank's Olsen speaks @50th
Anniversary of Norwegian Technical Calculation Cmte for Wage Settlements via Minstry of
Labor (Oslo)
BoE's Financial Policy Statement
Published
|
| Monday, Sept 25 |
|
Fed's Dudley on
"Workforce Development" @Onondaga Com. College (Syracuse NY 8:30am)
Chicago Fed Nat'l Activity Index
Dallas Fed Manufacturing Survey
ECB's Coeure panelist (Frankfurt)
US Treasury Auctions $42B 3-, & $36B 6-month Bills
Fed's Evans on current eco conditions or monetary policy w/Q&A @The
Economic of Grand Rapids luncheon (Grand Rapids MI 12:40pm et)
OVERNIGHT into US Tues. a.m. et:
New Zealand Aug Trade Balance, Sept Biz
Confidence
Fed's Kashkari
participating in "Eye of the Hawk," a Town Hall Event (Grand Forks ND 6:30pm et)
BoJ's Kuroda speaks
w/Q&A (Osaka)
Singapore Aug Industrial Production
BoJ Minutes of 07/19--20 Meeting
Japan Aug Corporate Service Price
Acting Gov Grant rises to the role at
RBNZ (New Zealand)
German Aug Import Price Index (IPPI)
Italian Aug Trade Balance
UK BBA Aug Approved Loans for House
Purchases
|
| Tuesday, Sept 26 |
|
Fed
Reserve Board Conference:"Disparities in the Labor Market: What Are We
Missing?" (D.C. thru 27th)
CoreLogic Case/Shiller July 20-city Home Price Index
Redbook weekly store sales snapshot
Fed's Mester moderates "Global Outlook" panel 59th NABE: "Prospects for Growth: Reassessing the
Fundamentals" (Cleveland OH 9:30am et)
Fed's Evans opens 17th Chicago Payments Symposium (Chicago IL 9:30am)
NAHB Aug. New Home Sales (10am et)
Conference Board's Sept Consumer Confidence
Richmond Fed Manufacturing Index (10am et)
Fed Chair Yellen keynote on "Prospects for Growth: Reassessing the
Fundamentals" @59th NABE (11:50am et)
New Atlanta Fed Pres Bostic on economy & monetary policy @Atlanta
Press Club (Atlanta GA 12:30 pm)
US Treasury Auctions $26B 2-year Notes
OVERNIGHT into US Wed a.m. et:
German Aug Retail Sales
China Aug Industrial Profits
Swiss UBS Aug Consumption Indicator + ZEW
Sept Expectations Survey
Japan (F) Aug Machine Tool Orders
UK Q2 GDP, Current Account,
Business Investment, CBI Sept Retail Reported Sales, Total Distributors Report Sales
Italy Jul Industrial New Orders & Sales +
Sept Consumer Confidence
|
| Wed.
Sept 27 |
|
MBA weekly Mortgage/Refinance
Applications
US (F) Aug. Durable Goods Orders/Shipments
Fed's Kashkari welcoming remarks @Tribal Community Perspectives
on Higher Education (Minneapolis MN 9:15am)
Fed Gov Brainard speaks on "Labor Market Disaprities & the
Mission of the Federal Reserve" @"Banking and
the Economy: A Forum for Minority Bankers" hosted by K.C. Fed + Video
"Conversation with Federal Reserve Chair Yellen" starts
3pm (KC Fed thru 29th)
NAR Aug Pending Home Sales (10am et)
BoC's (Canada) Poloz speaks @St. John's Board of Trade +Q&A w/Press
EIA weekly Petroleum/Gasoline/Distillates Stats
Brazil Aug Bank Lending & Fx Flows
US Treasury Auctions reopened $13B 2-year FRN (11:30am et)
US Treasury Auctions $34B 5-year Notes (1pm et)
Fed's Bullard on eco & monetary Policy @Truman State U (Kirksville MO 1:30pm)
OVERNIGHT into US Thurs. a.m. et:
Fed's Rosengren @Money Marketeers of
NYU (5:30pm et)
RBNZ (New Zealand) Sept Rate Decision
(09/28 local time)
Riksbank Gov Ingveds & Dpty Floden
participate in hearing on monetary policy @Riksdag Cmte on Finance (Stockholm Sweden)
CFIB (Canada) Sept Business Barometer
China BoP (F) Q2 Current Account Balance &
Aug Swift Global Payments
UK Sept Nationwide House Prices
German GfK Oct Consumer & Sept Business,
Industrial & Services Confidence
German Sept CPI & HICP
BoJ releases summary of opinions
from 9/20--21 policy meeting
Spain Sept HICP & Aug Retail Sales
Eurozone Sept Business Surveys & Consumer
Confidence
BoE Gov Carney & RBA (Aussie) Gov Debelle
speak @BoE Conference "independence 20 years on" Keynote
pre-lunch Gorden Brown, FOMC Gov Fischer 3:15pm local time. Other
speakers include Allianz's Mohamed El-Erian, BoE's Kohn, IMFs Adrian (London starts
28 local time thru 29th )
South Africa Aug PPI
|
| Thursday, Sept 28 |
|
US Q2 (F) GDP +
PCE
US Aug Wholesale & Retail Inventories
US Aug Trade Deficit
US weekly Jobless Apps (Hurricanes impact?)
US Q2 (F) Corporate Profits
Fed's George on The U.S. Economy & Monetary Policy @"Banking
& The Economy: A Forum for Minority Bankers" (K C Fed KS 9:45am)
EIA weekly Natural Gas Report
Russian Central Bank Reserves
KC Fed Sept Manufacturing Index
US Treasury Auctions $28B 7-year Notes
CFPB's Cordray keynotes on Industry & Consumer Protection @Jt
Philly Fed/Journal of Economics & Business Conference, "FinTech:
The Impact on Consumers, Banking & Regulatory Policy" w/Q&A (1pm Philadelphia
PA thru 29th) Other speakers from ABA & Prosper Marketplace
USDA Farm Prices
Fed weekly Balance Sheet & US Money Supply
OVERNIGHT into US Fri. a.m. et:
BoJ's Kuroda speaks
@Annual Meeting of Japanese Securities Companies
South Korea Oct Manufacturing BSI INdex,
Aug Industrial Production + Services Output
New Zealand Aug Building Permits
UK GfK Sept Consumer Confidence &
Lloyds Business Barometer
Japan Aug CPI, Jobless
Rate, Household Spending, Retail Trade, Industrial Production, Loans & Discounts to
Business
Aussie Aug Private Sector Credit &
Housing Credit
China Caixan Sept Manufaturing
PMI
Japan Aug Vehicle Production, Housing
Starts, Construction Orders
German Sept Unemployment Rate/Change
UK Q2 Current Account, BoE Aug
Net Consumer Credit, Lending on Dwellings, Mortgage Approvals, M4 Money Supply,
July Index of Services, Q2 Business Investment, Nationwide Home Price Index (HPI)
South Africa Aug Private Sector Credit, Trade
Balance, & M3 Money Supply
BoE's "independence 20
years on" conference speakers today include IMF's Lagarde,
Bk of Israel/Bk of Mexico/South African Reserve Bank chiefs, Citi's Buiter,
BoE's Broadbent, Harvard's Larry Summers, Mark Carney & Mario Draghi
"In Conversation."
French Aug PPI & Consumer Spending
Spain July Current Account
Italy Sept CPI, HICP & PPI
India Aug Federal Fiscal Deficit &
Infrastructure Output & Q2 Foreign Debt
Eurozone Sept CPI
Canada July GDP, + Aug Raw Materials &
Industrial Product Prices
|
| Friday, Sept.
29 |
|
US Aug Personal Income &
Expenditures +PCE
Canada July GDP, Aug IPPI, RMPI
Chicago Sept PMI
Brazil Aug Budget Balance (Debt/Surplus) & Debt/GDP Ratio
U.M. Sept (F) Consumer Sentiment
Fed's Harker on "Economic Outlook, Financial Technology" @Jt
Philly Fed/Journal of Economics & Business Conference, "FinTech,
etc" w/Q&A (11am) Other speakers from PayPal, Lending Club, The Clearing House,
IBM
Baker-Hughes weekly US/North American Rig Count
OVERNIGHT into US Sat. a.m. et:
China Sept Official Manufacturing &
Non-Manufacturing PMI
|
| Saturday, Sept. 30 |
|
China Caixin Sept Manufacturing PMI
South Korea Sept Trade Balance (Imports/Exports)
|
| Sunday,
Oct. 01 |
|
US Federal Government Fiscal
Year Begins
Chinese/HK Golden Week Holiday Starts with National Day today (thru 8th)
China Requires Real Names on ALL Internet Accounts or Posts
Catalonians Votes on Seceding from Spain (Rajoy says it's illegal vote)
Gas Stations Exempt, for another 3 years, from required Chip Enabled Card Readers
OVERNIGHT into US Mon. a.m. et:
Aussie Sept Mnftg PMI, CoreLogic Sept
House Price Index
So Korea Sept CPI & Aug Current
Account+Nikkei Sept Mnftg PMI
Japan Q3 Tankan + Sept
Official Reserve Assets, Nikkei Sept PMI, Sept Vehicle Sales
So. Africa Sept Total Vehicle Sales
Russia Markit Sept Mnftg PMI
Norges Bank Conference "Big Data,
Machine Learning & the Macroeconomy" to (10/03 local time)
Swiss Aug Retail Sales & SVME Sept
PMI
Markit Eurozone, French, German, Italian,
Spain Sept Manufacturing PMI
Italian Aug Unemployment Rate
Eurozone Aug Unemployment Rate
Brazil Markit Sept Manufacturing PMI
Singapore Sept Manufacturing PMI
|
| Monday, Oct. 02 |
|
US Sept Manufacturing PMI
Canada Sept RBC Manufacturing PMI
US Sept Manufacturing ISM, Prices Paid, New Orders & Employment
US Aug. Construction Spending
US Supreme Court Back in Session
US Treasury Auctions $42B 3-, & $36B 6-month Bills (That's it for Week!)
Brazil Sept Trade Balance
Fed's Kaplan in Q&A @ "Dialogue with the Fed Luncheon" (El
Paso TX 2pm )
Holiday in India
OVERNIGHT into US Tues. am. et:
Aussie Aug HIA New Home sales & ANZ
Sept Job Ads, Aug Building Approvals, Sept Commodity Index
RBA (Aussie) MPC post-Meeting
Rate Decision (10/03 local time)
India Nikkei Markit Sept Mnftg PMI
BoJ Core CPI & Sept
Household Confidence
Spanish Unemployment Change
Italian Q2 Public Debt
UK Markit/CIPS Sept Construction PMI
Hong Kong Aug Retail Sales
Riksbank Gov Ingves speaks on development
of economy & current monetary policy at lunch arranges by W. Sweden Chamber of
Commerce (Gothenburg Swdn)
Brazil Aug Industrial Production
Eurozone Aug PPI
Joseph Stiglitz best-known speaker @BoE
"Workshop on Growth, Stagnation & Inequality" (London thru 4th)
|
| Tuesday, Oct. 03 |
|
US Sept Motor Vehicle Sales
(perhaps hurt by Harvey & Irma until Oct)
Fed Gov Powell on Regulatory Reform at Reuters "Conversation on U.S.
FInancial Regulation" w/Q&A (Washington D.C. 8:30am et)
Redbook weekly store sales snapshot
BoC Gov Leduc speaks at Sherbrooke Chamber of Commerce (Quebec)
German Unification Day Holiday
South Korea Full Moon Festival Holiday
OVERNIGHT into US Wed. a.m. et:
New Zealand Sept QV House Prices & ANZ Job
Ads & Commdity Prices
Aussie CBA Sept PMI, AiG Performance of
Services Index
UK BRC Sept Shop Price Index
Russia Sept Markit Services PMI
South Africa Standard Bank Sept PMI
Japan Nikkei Sept Services & Composite PMI
Eurozone, Markit French, Italian, German Sept
Services & Composite PMI
India Central Bank Interest & Reserve Rate
Decisions
UK Markit/CIPS Sept Services & Composite
PMI
UK Sept Official Fx Reserves
Eurozone Aug Retail Sales
|
| Wed.,
Oct. 04 |
|
MBA weekly Mortgage/Refinance
Applications
ADP Sept Private Sector Employment Report
US Sept Services PMI
US non-Manufacturing ISM Index
EIA weekly Petroleum/Gasoline/Distillates Stats (w/e 09/29)
Sohn Investment Conference (San Francisco CA)
Brazil Markit Sept Services & Composite PMI, FX Flows
Fed's Bullard welcome remarks at Community Banking in 21st Century
Conference (St Louis 3pm)
Fed Chair Yellen opens Community Banking in the
21st Century Conf (3:15pm et)
South Korea continues Full Moon Festival Holiday (thru end of week)
OVERNIGHT into US Thurs. a.m. et:
Aussie Aug Trade Balance & Retail Sales
RBA's Debelle panelist (Melbourne)
India Nikkei Sept Services PMI
Swiss Sept CPI
German Markit Sept Construction PMI
UK Sept New Car Registrations
Markit Eurozone, French, German, Italian Sept
Retail PMI
UK Qtr Housing Equity Withdrawal
|
| Thursday, Oct 05 |
|
US Sept. Chain Store Sales
(hurricane hit apparel & shoes, benefited bldg products)
Challenger Sept Job-Cut Report
ECB releases account of monetary policy meeting
US weekly Jobless Claims
US Aug. International Trade Deficit
Canada Aug Int'l Trade Balance
Russia Central Bank Reserves
Fed Gov Powell on Treasury Markets @TMPG Best Practices: A Look Back and
a Look Ahead w/Q&A (NY: TMPG Treasury Markets Practices Group, the 13th Central Bank
Conference on Microstructure of Financial Marketss @BoE (London thru 6th)
Fed's Williams morning keynote @Community Banking the 21st Century
Research & policy Conference @Federal Reserve Bk of St Louis (9:15am et)
Fed's Harker at "Investing in America's Workforce Capstone
Conference" w/Q&A (Austin TX 9:30am)
US Aug. Factory Orders (10am et)
US Aug (F) Durable Goods Orders/Shipments
EIA weekly Natural Gas Report
US Treasury Oct. Refunding Announcement (1st month of new Fiscal year)
Fed's George speaks @America's Workforce Capstone Conference (Austin
4:30pm)
Fed's Weekly Balance Sheet & US Money Supply
OVERNIGHT into US Fri a.m. et:
Aussie AiG Sept Performance of
Construction Index
Japan Aug Labor/Real Cash
Earnings+Overtime, & Sept Fx Reserves
German Aug Factory Orders
South Africa Sept Fx Reserves
French Aug Current Account &
Government Budget Balance
Spain Aug Industrial Production
Italian Aug Retail Sales
Brazil Sept CPI
Swiss Sept Fx Reserves
UK Halifax plc Sept/Q3 House Prices + Q2
Unit Labor Costs
|
| Friday,
Oct. 06 |
|
US Sept Unemployment
Rate/Change/Participation
Canada Sept Unemployment Rate/Change/Participation
Fed's Bostic speaks @America's Workforce Capstone Conference (9:15am)
US Aug. Wholesale Trade/Inventories
Canada Ivey Sept PMI, Aug Bulding Permits
Fed's Dudley on Monetary Policy & Outlook +Import of Higher Education
for Economic Mobility @Council for Education Event w/Q&A (NY 12:15pm)
Fed's Kaplan @Investing in America's Workforce Capstone Conf. (12:45pm)
Baker-Hughes US/North American Rig Count (1pm et)
Fed'sBullard on "Standard of Living Across US Metropolitan
Statistical Areas" @Bi-State Development Annual Luncheon (St Louis 1:50pm)
Brazil Sept Vehicle Production/Sales
US Aug Consumer Credit (debt, really; Texas should show pre- hurricane
related spike in spending on cards)
|
| Saturday, Oct. 07 |
|
Fed's Rosengren delivers
Wm S Vickrey Distinguished Address @84th Int'l Atlantic Economic Conference sponsored by
Int'l Atlantic Economic Society (Montreal Canada 11:45am)
China Sept Fx Reserves
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WEEKS AHEAD: 10/09
RBNZ (New Zealand) MPC Meets
10/11 FOMC Publishes Minutes of the 09/19--20 meeting
10/25 BoC (Canada) MPC Meets
10/26 Norges Bank (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, Stanley Fischer, Lael Brainard,
Jay Powell. Dan Tarullo was the 5th.vote at every meeting but he retired from the Board.
(Board Governors now endure 3 vacancies, w/Trump nominating one after July 4th). 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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