wall street in advance

April 2018 Economic Statistics
and Other Economic Influences

                Weekly Chain Store Sales*
                 Average Hourly Earnings*
                 API Weekly Gas/Oil Stockpiles Report*  **
Mortgage Applications  Data
                 EIA Weekly Report on Gas & Oil Stockpiles* (10a.m.)
                 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,   April 1st EASTER SUNDAY
Swuss Q1 Real Estate Index of Family Homes
    OVERNIGHT into US Mon. a.m. et:
         Japan Q1 Tankan Survey
+ Official Japan March Reserve Assets
         So.Korea Mar Trade Balance & Nikkei Manufacturing PMI
         Russia Markit March Manufacturing PMI
         So. Africa Manufacturing PMI
         Brazil March Manufacturing PMI
         Japan Nikkei March PMI Manufacturing Index
         Singapore URA Q1 Property Index & March Manufacturing PMI
         India Current Account
         China Caixan March Manufacturing PMI
         Japan March Vehicle Sales
Monday, April 02 US March Manufacturing PMI
Canada March RBC Manufacturing PMI
ISM March US Manufacturing Index/Orders/Prices Paid/Hiring
US Feb Construction Spending
US Treasury Auctions $48B 3-, & $42B 6-month Bills (11:30am et)
Brazil March Trade Balance
So. Korea Fx Reserves
Holidays in France, Hong Kong, Italy, Spain, Switzerland, Germany, UK, So. Africa
    OVERNIGHT into US Tues. a.m. et:
         Fed's Kashkari
speaks at U of MN Student Town Hall w/Q&A (Duluth MN 6pm)
         Fed Gov Brainard on "Financial Stability" at NYU Stern Center for Global Economy & Business   (NY 6:30pm)
         Bank of Spain/IMF Conference-"Spain: From Recovery to Resilience" (Madrid)
         Aussie CBA March Manufactureing PMI & AiG Performance of Mnftg Index
         Japan Monetary Base End of March
         Aussie March Commodity Index
         So. Korea March CPI
         German Feb Retail Sales
        RBA (Aussie) MPC Rate Decision (04/03 local time)
         India Nikkei Markit March Manufacturing PMI
         Swiss Feb Retail Sales & March Manufacturing PMI+SVME PMI
         Spain Unemployment Report/Change
         Hong Kong Feb Retail Sales
         Eurozone, France, Italy, Germany Markit March (F) Manufacturing PMI
         Brazil Feb Industrial Production
         Ward's US March Total Vehicle Sales Estimate
Tuesday, April 03 US March Motor Vehicle Manufacturers' Individual Sales Totals
UK Markit March Manufacturing PMI
Redbook weekly chain store sales snapshot
Fed's Kashkari for Q&A at Regional Economic Indicators Forum (Duluth 9:30am)
US Treasury Auctions 4-week Bills
   OVERNIGHT into US Wed. a.m. et:
        UK BRC March Shop Price Index

        Japan Nikkei March Services & Composite PMI
        Aussie Feb Building Approvals & Retail Sales
        China Caixin March Services & Composite PMI
        UK Markit/CIPS March Construction PMI
        Eurozone Feb Unemployment Rate, March (Adv) CPI
        Italian 17Q4 Public Debt
Wed.,     April 04 MBA weekly Mortgage/Refinance Applications
ADP March  Private Sector Employment Report
Fed's Bullard speaks @Arkansas Bankers Ass'n & State Bank Dept "Day with the Commissioner" w/Q&A (9:45am Little Rock AK)
Brazil Markit March Services & Composite PMI + Fx Flows
US March Services PMI
US ISM non-Manufacturing Index
US Feb (F) Factory Orders
US Durable Goods Orders/Shipments
EIA weekly Petroleum/Gasoline/Distillates
Stats (10:30am et)
Fed's (Hawk) Mester 'diversity in economics' keynote @Central State Univ. Leaders, Executives, Entrepreneurs and Directors (LEED) Program w/Q&A (Wilberforce OH 11am live-streamed @cleveleandfed)
    OVERNIGHT Into US Thurs. a.m. et:
         New Zealand March QV House Prices & Job Ads+ Commodity Prices
         So Korea Feb. Current Account
         Aussie Feb Trade Balance, AiG March Performance of Services Index & CBA March Services PMI
         German Feb Factory Orders
         Swiss March CPI
         So. Africa Standard Bank March PMI
         India Central Bank Rate Decision, Reverse REPO Rate, Cash Reserve Ratio
         Markit March Eurozone, France, Italy, German Services & Composite PMI
         UK March New Car Registrations, CIPS March Services & Composite PMI
         Eurozone Feb PPI & Retail Sales  
Thursday, April 05 Challenger March Private Sector Job-Cut Report
Canada Feb Merchandise Trade Balance
US Feb. International Trade Deficit

US weekly Jobless Claims
CCAR & Capital Plans due from the 16 largest Domestic & International Banks operating in the US (Federal Reserve)
EIA Natural Gas Report (10:30am et)
Brazil March Auto Production & Sales
SNB (Swiss Nat'l Bank)'s Maechler & Dewet Moser speak @Money Market Event (Zurich)
US Treasury Refunding Announcement includes 10- & 30-year Bonds
Fed's Bostic speaks, w/Q&A on Financial Literacy Day  @Univ of So. Fla. (Sarasota FL 1pm) 
US Fed Balance Sheet & Money Supply
Holidays in China & Hong Kong
    OVERNIGHT into US Fri. a.m. et:
         Japan Feb Household Spending
, Avg. Cash Earnings, March Fx Reserves
         German Feb Industrial Production
         Swiss March Fx Reserves
         Markit Eurozone, France, German, Italian Retail PMI
         Spain Feb Industrial Production
         French Feb Exports, Current Account, Gov't Budget Balance, Trade Deficit
         Hong Kong March Manufacturing PMI
         ECB's Coeure on "The Outlook for the Economy & Finance" (Cernobbio Italy)
         Norges (Norway) Gov. Olsen speaks (London)
         UK 17Q4 Unit Labor Costs, Housing Equity Withdrawal
Friday,    April 06 US March Unemployment Report/Change/Participation
Canada March Employment Report/Change/Participation/Part-Time/Earnings & Ivey March PMI
Russia CPI
Fed Chief Powell on Economic Outlook @Economic Club of Chicago, then tours the HUB Facility
Fed's Williams on outlook for Nat'l Economy (Santa Rosa CA)
BoE's Gov Carney speaks @Int'l Climate Risk Conference for Supervisors (Amsterdam)
Baker-Hughes weekly US/North American Rig Count (1pm)
US Feb. Consumer Credit (debt really 3pm et)
China Holiday
Saturday, April 07 Fed's Evans on Financial Stability, the Global Economy & Monetary Policy, a discussion with Charlges Evans & Lars Peter Hansen (Noble Memorial Prize in Economics)" during Chicago Graduate China Forum w/Q&A (Chicago 10:30am)
China March Fx Reserves
Sunday,   April 08 BPoC's Zhou speaks @Boao Forum for Asia (Boao Hainan Province China thru 11th)
China March Foreign Direct Investment
    OVERNIGHT into US Mon. a.m. et:
         Aussie AiG Performance of Construction Index
         Japan Feb Current Account Balance & Trade Balance
         New Zealand REINZ March House Sales
         Japan Mar. Consumer Confidence & Bankruptcies
         Swiss Mar. Unemployment Rate
         South Africa Mar. Fx Reserves
         Hong Kong Fx Reserves
         Singapore Fx Reservces
         German Feb Trade Balance
         Aussie March FX Reserves
         UK Halifax Mar. House Prices
         Eurozone Sentix April Investor Confidence.
Monday, April 09 US Treasury Auctions $48B 3-, & $43B 6-month Bills (11:30am et)
Canada Mar Housing Starts, Q1 Business Outlook on Future Sales, BoC Senior Loan Officer Survey
Conference Board's March Employment Trends Index
TD Ameritrade IMX (12:30pm)
    OVERNIGHT into US Tues. a.m. et:
         UK BRC March Like-for-Like Sales

         China Mar. Money Supply, Aggregate Financing, New Yuan Loans
         German Mar. Wholesale Price Index
         Aussie NAB Mar Business Conditions/Confidence
         Norges Bank Gov Olsen speaks to Foreign Embassy Representatives
         French & Italian Feb Industrial Production
         South Africa Feb Manufacturing Production
         Japan Mar Machine Tool Orders
         ECB Gov. Council Member Hansson speaks (Frankfurt)
Tuesday, April 10 NFIB Small Business Optimism Index

Brazil March CPI
Canada Feb Building Permits
Redbook weekly chain sales snapshot
US Wholesale Inventory/Sales
Social Media Execs Testify at US Senate on data security & Privacy
US Treasury Auctions $30B 3-year Notes (1pm et)
    OVERNIGHT into US Wed. a.m. et:
         New Zealand QSBO Q1 Capacity Utilization
         South Korea Marc. Unemployment Rate
         Japan Feb Machine Orders, Mar. Domestic Corporate Goods Price Index, Bank Lending
         China Mar CPI & PPI
         RBA (Aussie) Gov. Lowe speaks
         Italian Feb Retail Sales
         Germany 30-year Bund Auctiion
         UK Feb. Visible Trade balance, Industrial/Manufacturing/Construction Production, NIESR March GDP, 10-yr Treasury Gilt Auction
Wed.       April 11 MBA Mortgage/Refinance Applications
US March CPI (8:30am et)
Russia Feb Trade Balance
Atlanta Fed Business Inflation Expectations (10am et)
Brazil FX Flows
Facebook's Zuckerberg testifies at House Energy & Commerce Cmte
EIA weekly Petroleum/Gasoline/Distillates Status 
US Treasury Auctions $13B reopened 10-year Notes (1pm et  Length has been problematic)
FOMC Minutes of March 20--21st Meeting (2pm Discussed more pressers?)
US Treasury April Budget
    OVERNIGHT into US Thurs. a.m. et:
         New Zealand Mar. Card Spending
         UK RICS Mar. House Price Balance
         Japan Mar. Money Stock/M3
         Aussie Feb Home Loans, Investment Lending, Credit Card Purchases/Balances
         BoE Credit Conditions & Bank Liabilities Surveys
         Singapore Retail Sales
         South Korea April Interest Rate Decision (Post-Olympic Slump?)
         French Mar. CPI, HICP
         Eurozone Feb Industrial Production
         South Africa Feb. Mining & Gold Production
         India Feb Industrial Production/Manufacturing Output & Mar CPI
         ECB Releases Account of Monetary Policy Meeting
Thursday, April 12 OPEC Monthly Report
US March Chain Store Sales (The few who still report monthly)
Brazil Feb Retail Sales
Weekly US Jobless Claims
Canada Teranet/National Bank March Home Price Index (HPI)
BoE's Carney speaks at Canada Growth Summit (Toronto)
US March Import/Export Prices
EIA weekly Natural Gas Report
US Treasury Refunding Announcement
Fed Reserve Balance Sheet & US Money Supply (4:30pm et)
    OVERNIGHT into US Fri. a.m. et:
         South Korea Mar. Export & Import Price Index
         Singapore Q1 GDP
         China Mar. Trade Balance (Imports/Exports)
         RBA (Aussie) Financial Stability Review
         German Mar. CPI, HICP
         Eurozone Feb Trade Balance
         IEA Monthly Report
         India Bank Loan & Deposit Growth, Trade Balance, Fx Reserves
Friday,     April 13 Canada Mar. Existing Home Sales
U.M. (P) April Consumer Sentiment
Fed's Rosengren speaks @Greater Boston Chamber Economic Outlook Breakfast
Fed's Bullard on "Living Standards Across U.S. Metropolitan Statistical Areas (Washington Univ. Calhoun Lecture Series) 
Baker-Hughes weekly No. American/US Rig Count (1pm et)
Saturday, April 14

         WEEKS AHEAD:  0
4/18    BoC (Canada) MPC Meets
                                                      FOMC Beige Book
                                        04/26    ECB MPC Meets
                                                    Riksbank (Sweden) MPC Meets
                                        04/27   BoJ MPC Meets  
                                 05/01--02   FOMC 2-day Meeting
*FOMC 2018 Voting Members:  Chairperson Jerome Powell, as of 02/05/18, and ALL members of the FOMC Board of Governors are permanent voters: That includes Randall Quarles, & Lael Brainard, plus New York Fed Pres, currently William Dudley, who plans on retiring in 2018.:New, revolving Regional Fed Bank leaders who are voters for 2018: Atlanta Fed Pres. Raphael Bostic, new in August 2017 (replaced Dennis Lockhart), former McKinsey exec Thomas Barkin, who assumed the title of Pres of Richmond Fed on 01/01/18, plus veterans John Williams, who became Pres of the San Francisco Fed after Janet Yellen became Fed Chairperson, and Cleveland Fed's Loretta Mester, a very vocal hawk who wants rates raised at a quicker pace because she believes the Fed has, already, fallen behind the curve.  Richmond wound up with an opening, after Jeff Lacker resigned, in early April 2017, when it became known he'd leaked sensitive FOMC discussions to Medley Advisors. Richmond operated with an Interim Pres, Mark L Mullinix, while searching for a new leader. Dissenters at the Dec. 2017 Meeting, Neel Kashkari & Charles Evans, are no longer voters in 2018. Hawk Mester votes in 2018..