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August/September 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,
Aug. 27 |
|
OVERNIGHT
into US Mon. a.m. et:
German July Retail Sales
China July Industrial Profits
BoJ discloses 1--3 & 3--5 yr Bond
Purchases
Swiss Unemployment Rate/Change
Eurozone July M3 & Private Sector
Loans
|
| Monday, Aug. 28 |
|
US (P) July Trade Deficit
US July (P) Wholesale & Retail Inventories
French 3-, 6-, 12-month BTF Auctions
Dallas Fed Aug Manufacturing Activity
US Treasury Auctions $33B 6-month Bills + $26B 2-year Notes (11:03am et)
US Treasury Auctions $39B 3-month Bills + $34B 5-year Notes (1pm et)
OVERNIGHT into US Tues. a.m. et:
Japan July Jobless Rate &
Household Spending, BoJ Core CPI
South Korea Sept BSI Index
German GfK Sept Consumer Survey
French Q2 (P) GDP & July
Consumer Spending
Spain Aug CPI & HICP
Hong Kong July Retail Sales
UK Nationwide Aug. Home Price
Index
|
| Tuesday, Aug. 29 |
|
Canada July Industrial Products
(IPPI) & Raw Materials Price (RMPI) Indexes
Redbook weekly store sales snapshot
S&P CoreLogic/Shiller June 20-city Home Price Index
Conference Board's Aug. Consumer Confidence
Chico Fed's Evans opens the Large-Bank
Directors Conference
US Treasury Auctions $28B 7-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
New Zealand July Building Permits
UK Aug. BRC Shop Price Index
Japan July Retail Trade
BoJ discloses Outright 5--10 years +
10--25 years & 25+ Bond Purchases
Aussie July Building & Private House
Approvals + Q2 Construction Work Done
South Africa July Private Sector Credit
& M3 Money Supply
Spain Aug HICP
Swiss ZEW Aug Expectations, UBS July
Consumer Indicator, & Aug Credit Suisse Survey Expectations
UK July Net Consumer Credit,
Lending for Dwellings, Mortgage Approvals, M4 Money Supply
Italy July PPI
Eurozone Aug Economic Confidence,
Business Climate Indicator, Services & Consumer Confidence, Industrial Sentiment
|
| Wed.
Aug. 30 |
|
German Aug (P) CPI & HICP
MBA weekly Mortgage/Refinance Applications
ADP Aug. Private Sector Employment Report
US Q2 (P) GDP, PCE
Canada Q2 Current Account
Brazil July Budget Balance, Debt/GDP Ratio
US Q2 Corporate Profits
Fed Gov J. Powell speaks on "The Role of Boards at Large Financial
Firms" at breakfast during Chicago Fed's "Large-Bank Directors" Summit
w/Q&A (9:15am)
EIA weekly Petroleum/Distillates/Gasoline Stats (w/e 08/24)
Brazil FX Flows
USDA Farm Prices (3pm et)
OVERNIGHT into US Thurs. a.m. et:
South Korea July Industrial Production,
Service Sector Output
Japan July (P) Industrial Production,
Loans & discounts
UK GfK Aug Consumer Confidence Survey
& Lloyds Business Barometer
New Zealand ANZ Aug Activity, Outlook
& Business Confidence
Aussie HIA July New Home Sales, Q2
Building Capital Expenditures
China Aug Manufaturing &
Non-Manufacturing PMIs, Swift Global Payments
Aussie July Private Sector Credit, Q2
Private Capital Expenditures
Singapore July Bank Lending
BoJ's Masai speaks &
holds press conference (Matsuyama)
RBA's (Aussie MPC) Harris participates in
a panel at a conference
Japan July Housing Starts,
Vehicle & Industrial Production, Construction Orders
South Korea Aug MPC Interest Rate
Decision
German Aug. Unemployment Rate/Change
& July Retail Sales
Spain July Retail Sales + June
Current Account
Eurozone July Unemployment Rate, Aug CPI
Italy July Unemployment
Rate/Change, Aug CPI & HICP
South Africa July PPI & Trade Balance
India Q1 GDP, July Federal Fiscal
Deficit, Insfrastructure Output
India FinMin Jaitley speaks @The
Economist's (magazine) India Summit
Canada CFIB Aug Business Barometer
|
| Thursday, Aug. 31 |
|
US Aug. Chain Store Sales (9 or
fewer will announce)
Challenger Aug. US Job-Cut Report
US weekly Jobless Applications/Continuing Claims
US July Personal Income/Expenditures/Savings/PCE (8:30am et)
Canada June + Q2 GDP
Chicago Aug. PMI
NAR July Pending Home Sales
EIA weekly Natural Gas Report
Fed weekly Balance Sheet (importance will rise once unwind starts) +Money Supply
OVERNIGHT into US Fri. a.m. et:
New Zealand QV Aug House Prices, Q2
Terms of Trade Index
Aussie Aug Commonwealth Bank
Manufacturing PMI, AiG Performance of Manufacturing Index, CoreLogic Aug House Price Index
South Korea Aug CPI, Q2 GDP,
Trade Balance
Japan Q2 Capital Spending,
Company Sales & Profits, Nikkei Aug Mnftg PMI
Japan Aug Official Reserve Assets,
Vehicle Sales, Consumer Confidence
China Caixan Aug Manufacturing
PMI
Aussie Aug Commodity Index, RBA Commodity
Index SDR
Swiss SVME Aug PMI
Eurozone, France, Germany, Italy Aug
Markit Manufacturing PMI
Italy Q2 (F) GDP
UK Markit Aug Manufacturing PMI
Brazil Q2 GDP
South Africa Aug Total Vehicle Sales
|
| Friday, Sept.
01 |
|
US Aug. Motor Vehicle Sales
US Aug. Unemployment Rate/Change/Particpation/Hrly Earnings/Avg Work Wk
Canada RBC Aug Manufacturing PMI
ECB VP Constancio speaks @43rd "Intelligence on the World,
Europe+Italy Forum"
US Aug. Manufacturing PMI Index
US Aug. ISM Manufacturing Index, New Orders, Prices Paid, Employment
US July Construction Spending
U.M. Aug (F) Consumer Sentiment
Baker-Hughes weekly US/North America Rig Count (1pm et)
ALL US Markets Trade Regular Hours
|
| Saturday, Sept. 02 |
|
US & Canadian Labor Day Weekend
Holiday |
| Sunday,
Sept. 03 |
|
OVERNIGHT
into US Mon. a.m. et
RBA Gov Lowe speaks at Board
Dinner, Aussie Q2 Inventories & Corp Profits, Current Account Balance, Net Exports, TD
Securities Aug Inflation +ANZ Aug. Job Ads
Eurozone July PPI, Sentix Sept Investor
Confidence
Aussie Commonwealth Bank Aug PMI Services
& Composite Indexes, Commodity Prices
Japan Nikkei PMI Services & Composite
Indexes
Swiss Q2 GDP & Aug CPI
Markit Eurozone, Italy, France, Germany,
Services & Composite PMI
UK Markit Aug New Car
Registrations, Services & Composite PMI
Eurozone July Retail Sales,
Q2 Gross Fixed Capital Investment, Gov't Expenditures, Household Consumption, Q2 (F) GDP
|
| Monday, Sept. 04 |
|
US + Canadian Markets Closed
for Labor Day Holiday
OVERNIGHT into US Tues. a.m. et:
Spain Unemployment
Rate/Change
UK Markit/CIPS Aug Construction PMI
Eurozone Sept Sentix Investor
Confidence
French 3-, 6-, &
12-month BTF Auctions
Singapore Aug Manufacturing PMI
South Korea July Current Account,
Aug Fx Reserves
UK BRC Aug Like for Like Sales,
Retail Sales Monitor
Hong Kong Aug Manufacturing PMI
China Caixin Aug PMI
Services & Composite Indexes
India Nikkei Aug Services PMI
Swiss Q2 GDP , Aug CPI
South Africa Standard Bank Aug PMI
Eurozone Q2 GDP + July Retail
Sales
Brazil Jul Industrial Production,
Markit Services & Composite Aug PMI's
ECB supervisor Nouy, German FinMin
Schauble, & Luxembourg FinMin Gramegna @Handelsblatt newspaper German Banking
Conference (Frankfurt)
|
| Tuesday, Sept. 05 |
|
Fed Gov Brainard speaks
@Economic Club of NY (7:30am et)
US Markit Aug Composite PMI
US July Factory Orders
US (F) July Durable Goods Orders/Shipments
US Treasury Auctions $39B 3- & $33B 6-month Bills +$20B 4-week Bills+$25B Reopened
8-day Bills
TD Ameritrade IMX (12:30pm et)
MN Fed's Kashkari moderated Q&A @Carlson School of Mngmnt (1:10pm et)
Fed's Kaplan @ Dallas Businbess Club (7pm et)
OVERNIGHT into US Wed. a.m. et:
Japan July Labor Cash
Earnings/Overtime Pay
Aussie Q2 GDP, Capital
Expenditures, Chain Price Index, Final Consumption
RBA's Heath speaks
(Tasmania)
RBA (Aussie) MPC Rate Decision
(Stockholm, 09/06 local time)
German July Factory Orders,
Construction
Italy July Retail Sales
Markit Eurozone, France, Italy,
German Retail PMI's
Brazil Aug CPI
|
| Wed.,
Sept. 06 |
|
Fed's Beige Book
(2pm et)
US weeky Mortgage/Refinance Applications
US July Int'l Trade Deficit
Redbook weekly store sales
Canada Q2 Labor Productivity, July Int'l Merchandise Trade Balance
US Aug. Services PMI Index/Orders
US Aug. ISM non-Manufacturing Index/Prices Paid (10am et)
Bk of Canada MPC Rate Decision (Ottawa)
Brazil Central Bank MPC Rate Decision (current 9.25%) + Fx Flows
OVERNIGHT into US Thurs. a.m. et:
Aussie Aug AiG Performance of Construction
Index, Jul Retail Sales & Trade Balance & Aug Fx Reserves
China Aug Fx Reserves
Sweden's Riksbank MPC Rate Decision
(09/07 local time)
Germany July Industrial Production
Swiss Aug Fx Reserves
South Africa Aug Fx Reserves
French July Trade Balance (Imports/Exports)
Hong Kong Aug Fx Reserves
Singapore Aug Fx Reserves
South Africa July Mining & Gold Production
Eurozone Q2 GDP
UK Halifax Aug House Prices
ECB MPC Interest Rate Decision,
Sept Asset Purchase Target (09/07 local time)
|
| Thursday, Sept 07 |
|
Mario Draghi Press
Conference post-ECB MPC Meeting
NY Fed's Dudley speaks @Money Marketeers of NYU (5:30 pm et)
Weekly US Jobless Claims
Canada Ivey Aug PMI & July Building Permits
Russia Central Bank Fx Reserves
US Q2 Productivity & Costs
Qtrly Services Survey
EIA weekly Natural Gas Report (10:03am et)
EIA weekly Petroleum/Gasoline/Distillates Report (11am et)
US Treasury Refunding Announcement
Fed's Mester on Eco outlook & monetary Policy @Economic Club of Pittsburgh,
World Affairs Council of Pittsburgh, Pittsburgh Ass'n
for FPA's (12:15pm, et)
Brazil Independence Day Holiday
Fed's weekly Balance Sheet & US Money Supply (4:30pm et)
A Meeting with Raphael Bostic, the new Atlanta Fed new Pres. (Atlanta
7pm et)
Fed's George on US Eco Outlook @Omaha Economic Forum (Omaha NE 8:15pm et)
OVERNIGHT into US Fri. a.m. et:
New Zealand Q2 Manufacturing
Volume/Activity
Japan Q2 (F) GDP,
July Current Account, Trade Balance, Private Consumption, Business
Spending, Aug. Bank & Trust Lending
China Aug Trade Balance
(Imports/Exports), Foreign Direct Investment
Aussie Jul Home Loans,
Investment Lending, Value of All Loans
RBA's Debelle panelist
(Sydney)
German Jul Trade Balance
& Current Account
Swiss Aug Unemployment Rate
French Jul Gov't Budget Balance,
Industrial Production
Spanish Jul Industrial Production
Eurozone Q2 Labor Costs
UK July Industrial &
Manufacturing Production, Construction Output, Trade Balance, BoE/TNS 12-month
Ahead Inflation
RBA's Lowe speaks (Sydney)
UK/NIESR Aug GDP
|
| Friday,
Sept 08 |
|
Fed's Harker on
Consumer Finance Issues @New Perspectives on Consumer Behavior in Credit &
Payments Market Conference (Philly PA 8:45 am et)
US July Wholesale Trade
Canada Aug Unemployment Rate/Change/Participation Rate, Q2 Capacity Utilization
Baker-Hughes weekly US/North American Rig Count (1pm et)
US July Consumer Credit (Debt, really; 3pm et)
|
| Saturday, Sept 09 |
|
China Aug CPI & PPI |
|
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WEEKS AHEAD: 09/14 Swiss
National Bank MPC Meets
BoE MPC Rate Decision + Minutes
ECB's Lane addresses London's Society of Business Economists (London)
09/18 BoE Gov Carney lectures @ IMF followed
by discussion with Mng Dir Lagarde (Washington DC)
09/19--20 FOMC Meets (2-days)
09/20 FOMC Statement, Updated SEP (Financial Projections)
Janet Yellen Press Conference
09/20--21 BoJ MPC Meets (thru 21st)
09/21 ECB Pres Draghi speaks at conference on
financial stability
09/27 Fed's Rosengren @Money Marketeers of NYU (5:30pm
et)
*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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