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November/December 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,
Nov. 26 |
|
OVERNIGHT
into US Mon. a.m. et:
Japan Oct Corporate Service Price
German Oct Retail Sales
Chinese Oct Industrial Profits
Swiss Q3 Employment Level
Hong Kong Oct Trade Balance
(Imports/Exports)
|
| Monday, Nov. 27 |
|
Oct US New Home Sales
Dallas Fed Manufacturing Survey
US Treasury Auctions $36B 6-month Bills & $26B 2-year Notes (11:30am
et)
US Treasury Auctions $42B 3-month Bills & $34B 5-year Notes (1pm et)
OVERNIGHT into US Tues. a.m. et:
Fed's Kashkari Q&A
@Winona State U town Hall (Winona MN 6:30pm)
Conversation with NY Fed Pres Wm
Dudley, "US Economy: 10 Years after the Crisis," (NY on behalf of UCal
Berkeley 7pm et)
UK Nov Nationwide House Price Index
OECD Updated Economic Outlook
South Korea Dec Manufacturing BSI
Index
German GfK Dec Consumer Confidence
ECB Monthly Lending &
Money Supply Stats
BoE Publishes Results of Bank
Stress Tests & Financial Stability Report
|
| Tuesday, Nov. 28 |
|
Canada Oct Industrial Product &
Raw Materials Price Indices
Senate Banking Cmte hearing on Jerome Powell as FOMC Chief (10am et)
US Oct. International Trade Deficit
US Oct Wholesale & Retail Inventories
FHFA Sept. House Price Index
S&P CoreLogic Sept 20-City House Price Index
Fed's Dudley opens the 3rd Annual Conference on the Evolving Structure of
the US Treasury Market (NY 9:15am et) Other Speakers include: Treas. Sec'y
Mnuchin, SEC Chair Clayton, CFTC Chair Giancarlo
Conference Board's Oct. Consumer Confidence
Federal Reserve Bank of Chicago Midwest Agriculture's Ties to the Global Economy (Keynote
former Sec'y of USDA, Tom Vilsack, currently CEO US Dairy Export C0uncil)
Bk of Canada Gov Poloz & Dpty Wilkins Press Conference
Canada Oct IPPI & RMPI
Richmond Fed Manufaturing Index
Mexican Oct Unemployment Rate
Dallas Fed Services Revenue + Texas Services Sector Nov Outlook
US Treasury Auctions $28B 7-year Notes (1pm et)
Fed's Harker on "Financial Safety for the Aging Population" @
Aging, Cognition, & Financial Health: Building a Robust System for Older Americans
(Philly Fed)
BoE's Ramsden speaks (London)
OVERNIGHT into US Wed. a.m. et:
Japan Oct Retail Sales
UK BRC Nov Shop Price Index
Swiss Oct UBS Consumption Indicator &
ZEW BusinessOutlook/Expectations
French Q3 (P) GDP & Oct Consumer
Spending
BoE Oct Consumer Credit,
UK Oct Mortgage Approvals, Net Lending, M4 Money Supply
Eurozone Nov Economic/Industrial/Business
& Consumer Confidence/ Expectations
German Nov CPI + HICP
|
| Wed.,
Nov. 29 |
|
MBA weekly Mortgage/Refinance
Applications
NY Fed's Dudley "fireside chat" on "Prospects for the
National & Regional Economy," w/Q&A @Rutgers Univ. (New Brunswick, NJ 8:30am
et)
US Q3 (P) GDP/Household Spending/Net Exports/PCE
US Q3 Corporate Profits
FOMC Chief Yellen Semi-Annual Testimony @Joint Economic Committee
(@Congress 10am chance for both houses to thank her for her service)
US Oct. Pending Home Sales
Brazil Oct Budget Balance & Debt/GDP Ratio & FX Flows
Redbook weekly Retail Sales Snapshot
EIA weekly Petroleum/Gasoline/Distillates Stats (10:30am et--w/e 11/24)
Fed's Williams keynotes 54th Annual Economic Forecast Lunch w/Q&A,
sponsored by Arizona State Univ (Phoenix 1:50pm)
Fed's Beige Book (2pm Not that it will change the expectation for Dec.
Rate Hike)
OVERNIGHT into US Thurs. a.m. et:
New Zealand Oct Building Consents
+RBNZ Publishes Financial Stability Report
South Korea Oct Industrial
Production & Service Sector Output
Canada CFIB Nov Business Barometer
Aussie HIA Oct New Home Sales, Oct
Private Sector Credit, Q3 Expenditures, Oct. Building Approvals
China Nov. Manufacturing
& non-Manufacturing PMI, Oct Swift Global Payments
Singapore Oct Bank Lending
BoJ's Harada speaks (Fukushima)
Japan Oct Vehicle + Industrial
Production & Forecasts, Housing Starts & Construction Orders
UK GfK Nov Consumer Confidence,
Lloyds Business Barometer & Nationwide Nov Home Price Index
Swiss Q3 GDP + KOF Nov Leading
Indicator
German Nov Unemployment
Claims/Change & Oct Retail Sales
Spain Q3 GDP & Sept Current
Account
South Africa Oct PPI & Trade
Balance
Italy Oct Unemployment Rate &
Nov CPI + HICP + Oct PPI
Russia Central Bank FX Reserves
India Oct Federal Fiscal Deficit
Eurozone Oct Unemployment
Rate & Nov. (adv) CPI
OPEC & non-OPEC Oil
Producers meet to discuss additional measures to boost prices, while continuing
current quotas (Vienna Austria)
ECB's Mersch speaks
at Jt ECB/Banca d'Italia Conference "Digital transformation of the retail payments
ecosystem" (Rome)
ECB Bank Supervisor Hakkarainen
panelist "Europe in the C-Suite: Banking on a better future for the continent"
(@FT Banking Summit: "Thinking Through Uncertainty" (London)
|
| Thursday, Nov. 30 |
|
US weekly Jobless Claims
Canada Q3 Current Account Balance
US Oct Personal Income/Spending/PCE
Fed's Mester moderates panel "Financial Stability & FinTech
Conference" (@Jt Fed Reserve of Cleveland/Office of Financial Research& Univ of
Maryland Conference Fed Gov Powell speaks later in the day
Chicago Nov. PMI
NRF Nov. Monthly Chain Store Sales (9 still report but others may update)
EIA weekly Natural Gas Report
Fed's Kaplan Q&A at Real Estate Council Speaking Series (Dallas 1pm)
USDA Farm Prices (3pm et)
Fed weekly Balance Sheet & US Money Supply
OVERNIGHT into US Fri. a.m. et:
New Zealand Nov QV House Prices & Q3
Trade Balance
South Korea Q3 GDP, Nov CPI, Trade
Balance + Nikkei Mnftg PMI
Aussie CBA Nov Manufacturing PMI &
AiG Nov Performance of Manufacturing Index + CoreLogic Nov House Price Index, RBA Nov
Commodity Index SDR
Japan Oct Official
Reserves, Jobless Rate, Household Spending, CPI, Q3 Capital Spending + Company Profits,
& Nikkei Nov Manufacturing PMI & Vehicle Sales
Caixan Nov China Manufacturing PMI
India Nikkei/Markit Nov
Manufacturing PMI
Russia Markit Manufacturing PMI
Swiss Oct Retail Sales & Nov
Manufacturing PMI
Italian Q3 GDP
Eurozone, French, German,
Italian Markit Manufacturing PMI
Brazil Q3 GDP & Nov Markit
Mnftg PMI
South Africa Nov Total Vehicle
Sales
|
| Friday,
Dec. 01 |
|
US Nov. Motor Vehicle Sales
Canada Nov Unemployment Rate/Change/Participation, & Q3 GDP + RBC Manufaturing PMI
Fed's Bullard on US Economy & Monetary Policy at the Economic
Briefing (Little Rock AK 9:05 am)
US Nov Manufacturing PMI
US Nov ISM Manufacturing Index; Employment/Prices Paid/Orders/Shipments
US Oct Construction Spending
Fed's Kaplan Q&A before "Border Economic Development &
Entrepreunership Symposium" (McAllen TX)
Baker-Hughes weekly US/North America Rig Count (1pm et)
|
| Saturday, Dec.02 |
|
FOMC Vice Chair Quarles
participates in "Financial Regulation" discusson before Group of 30 Winter
Plenary (NY)
|
| Sunday,
Dec. 03 |
|
OVERNIGHT
into US Mon. a.m. et:
Japan Nov Monetary Base End of Period,
Oct Loans & Discounts
Aussie TD Securities Nov Inflation, ANZ
Nov Job Ads, Q3 Company Operating Profit & Inventories
BoJ's Kuroda & ECB Bd Member
deGalhou speak at a seminar (Tokyo)
Spain Unemployment Rate/Change
Eurogroup Meets (Brussels)
Riksbank Executive Board Meets
UK Markit/CIPS Nov Construction PMI
Eurozone Sentix Dec. Investor Confidence,
Oct PPI
Singapore Nov Manufacturing PMI
Brazil Nov Trade Balance
|
| Monday, Dec. 04 |
|
US Oct Factory Orders
US Oct (F) Durable Goods Orders/Shipments
US Treasury Auctions $42B 3-, & $36B 6-month Bills
TD Ameritrade IMX (12:30pm et)
OVERNIGHT into US Tues. a.m. et:
New Zealand Q3 Voume of All Buildings
Aussie CBA Nov. Services &
Composite PMI + AiG Nov. Performance of Service Index & Oct Retail Sales Q3 Company
Profits/Gross Operating Profits
UK BRC Nov Like for Like Sales
South Korea Oct Current Account
Hong Kong Nov Manufacturing PMI
Japan Nikkei Nov Services & Composite
PMI
China Caixin Nov Services & Composite
PMI
RBA (Aussie) MPC Rate Decision &
Cash Rate Target (12/05 local time)
Japan 10-year JGB Auction & BoJ Core
CPI
India Nikkei Nov Services PMI
Russia Markit Nov Services PMI
Spanish Oct Industrial Production &
Nov Services PMI
Markit Nov Eurozone, France, Germany,
Italy, Services & Composite PMI
So. Africa Q3 GDP
UK Nov New Car Registrations,
Markit/CIPS Nov Services & Composite PMI + UK Nov Official FX Reserves/Changes
Eurozone Oct Retail Sales, Q3 Gov't
Expenditure, Household Consumption, Q3 (F) GDP
Bundesbank Pres Weidmann
& Singapore Dpty PM Shanmugaratnam speak (Frankfurt)
Riksbank Gov Ingves opens think-tank
Global Utmanings Seminar on indebtedness & the risks of a new banking crisis in Sweden
Brazil Oct Indsutrial Production, Markit
Nov Composite & Services PMI
Canada Oct Int'l Merchandise Trade
Balance
BoE releases Record of Financial
Policy Committee 11/22 Meeting
|
| Tuesday, Dec. 05 |
|
US Oct. Int'l Trade Deficit
US PMI Nov (F) Services Index
US ISM non-Manufacturing Nov (F) Index
US Treasury Auctions 4-week & $20B 52-week Bills (that's it for the
week!)
OVERNIGHT into US Wed. a.m. et:
Aussie Q3 GDP
BoJ's Masai speaks
German Oct Factory Orders, Markit Nov
Construction & Retail PMI
Swiss Nov CPI
India Central Bank MPC Interest Rate
Decision, Reverse REPO Rate
Eurozone, France, Italy, Nov Markit Retail PMI
Riksbank Dpty Gov Jansson speech "The
Ideaological debate on monetary policy--lessons from developments in Sweden"
(Stockholm, 12/06 local time)
EU Commission Pres Juncker to present
his ideas for transforming the bailout fund ESM into a European Monetary Fund, and
creating the post of a European Finance Minister (Brussels)
ECB's Mersch speaks (Frankfurt Germany)
|
| Wed.
Dec. 06 |
|
MBA weekly Mortgage/Refinance
Applications
ADP Nov Private Sector Employment Report
US 17Q3 (rev) Productivity & Costs
Brazil Nov Auto Production/Sales & FX Flows
BoC (Canada) MPC Rate Decision
EIA weekly Petroleum/Gasoline/Distillate Stats (10:30am et)
OVERNIGHT into US Thurs. a.m. et:
Brazil MPC Interest Rate Decision
New Zealand QV Nov House Prices
Aussie AiG Nov Performance of
Construction
China Nov FX Reserves
UK Dec. CBI Selling Prices Trends &
Total Order Trends
Aussie Oct Trade
Balance, Nov FX Reserves
BoJ's Masai speaks to business leaders
(Kobe)
So. Africa Nov FX Reserves
Swiss Nov Unemployment Rate + Nov FX
Reserves
ECB Governing Council meets--no interest
rate decision scheduled (Frankfurt)
French Oct Trade Balance & Current
Account
German Oct Industrial Production
Hong Kong Nov FX Reserves
ECB Pres Draghi news conference on
Basel banking reforms (Frankfurt)
UK Halifax Nov House
Prices
|
| Thursday, Dec. 07 |
|
Challenger Job-Cut Report
US Weekly Jobless Claims
Canada Oct Building Permits, & Ivey Nov PMI
US Quarterly Services Survey
Canada Q3 Labor Productivity Q3 Capacity Utilization, Ivey Nov PMI
EIA weekly Natural Gas Report
US Treasury Refunding Announcement (includes 3-, 10, + 30-year)
US Oct Consumer Credit (Debt, really)
Weekly Fed Balance Sheet & US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
New Zealand Q3 Manufacturing
Activity/Volume
Japan Q3 GDP, Business
Spending, Nov Bank Lending w/ & w/out Trusts, Oct Labor Cash Earnings
China Nov Trade Balance
(Imports/Exports), Nov Foreign Direct Investment
Aussie Oct Home Loans, Investment
Lending, Value of Loans
So Africa Oct Gold & Mining
Production
German Oct Trade Balance & Current
Account
French Gov't Oct Budget Balance &
Industrial Production
Eurozone Q3 Labor Costs & Q3 GDP
Russia Central Bank Reserves
Riksbank Gov Ingves on changes on the
payments market @Riksbank in the cashless society" organized by Swedish House of
Finance (Stockholm)
UK Oct Trade Balance,
Industrial & Manufacturing Production + Construction
Output
Brazil Nov CPI
UK NIESR Nov GDP,
BoE/TNS Inflation next 12 Months
|
| Friday,
Dec. 08 |
|
US Nov. Unemployment
Rate/Change/Participation
Canada Nov Housing Starts, Q3 Capacity Utilization
U.M. Prelim. Dec. Consumer Sentiment
US Oct. (F) Wholesale Trade (Sales + Inventories)
Baker-Hughes weekly US/North American Rig Count (1pm et)
|
| Saturday, Dec. 09 |
|
China Nov CPI & PPI |
|
WEEKS AHEAD: 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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