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November 2018 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 04 |
|
OVERNIGHT
into US Mon. a.m. et:
Hong Kong PMI
Singapore PMI
Aussie AiG Oct Services Index, Job Ads,
Commodity Price Index
China Q3 Current Account Balance & Official
PMI
Caixin China Oct. PMI Services & Composite
Index
BoJ Releases Sept 18/19th MPC Meeting
Minutes
BoJ's Kuroda speaks w/Business Leaders
(Nagoya)
India Nikkei PMI Services Index
Hong Kong Oct Manufacturing PMI
UK Oct New Car Registrations,
Markit/CIPS Oct Services & Composite PMI
Spain Unemployment Rate/Change, Consumer
Confidence
Eurozone Nov Sentix Investor Confidence
ECB V.P. Guindos, Economist Praet
& Gov Council's Smets speak (Brussels)
BoC Chief Poloz speaks at
Canada-UK Chamber of Commerce (London)
|
| Monday, Nov 05 |
|
US Markit Oct Services &
Composite PMI/Employment/Orders/Prices
ISM Oct non-Manufacturing Index
US Treasury Auctions $45B 3-, & $39B 6-month Bills (11:30am)
US Treasury Auctions $37B 3-year Notes (1pm)
TD Ameritrade IMX (12:30pm et)
OVERNIGHT into US Tues. a.m. et:
Japan Sept Overall Household Spending
German Sept Factory/Manufacturers' Orders
Eurozone, French, German, Italian Oct
Services & Composite PMI
UK BRC Oct Like-for-Like Retail Sales Monitor
Japan Nikkei Oct Services & Composite PMI
RBA (Aussie) MPC Rate Decision
Announced
Eurozone PPI
Brazil BCB MPC Meeting Minutes, Markit Services
& Composite PMI
Eurozone FinMins meet to discuss deeper
Eurozone integration, including a Euro zone budget, new powers for bailout fund
& setting up Eurozone deposit guarantee scheme (Brussels)
ECB's Praet speaks (Brussels)
ECB's Lautenschlager speaks
before Chairs of Supervisory Boards of Banks in Germany (Frankfurt)
Riksbank 1st Dpty af Jochnick speaks at
Boligmarkedet 2018 on significance of interest rate for Swedish housing market (Oslo)
Riksbank Gov Ingves to present his bank's view
of the payment system of today and tomorrow at Framtidens Betalningar Conference
(Stockholm)
ECB's Coeure speaks (Brussels)
Norges Bank Gov Olsen speaks at NEF
Bligmarkedet--Balanser og unbalanser, hosted by the Ass'n of Real Estate (Oslo)
Norges Dpty Gov matsen speaks at
"Sparebankdagene 2018" a conference hosted by the Norwegian Savings Banks Ass'n
(Trondheim, Norway)
|
| Tuesday, Nov 06 |
|
US Mid-Term Elections
Canada Sept Building Permits
Russia CPI
Redbook weekly store sales snapshot
Fed's Sept JOLTS (Job Turnover/Openings/Quits)
US Treasury Auction of 4-wk & 8-wk Bills in Amounts not yet detailed
US Treasury Auctions $26B 52-week Bills +$27B 10-year Notes
OVERNIGHT into US Wed. a.m. et:
New Zealand Q3 Unemployment
Rate/Change/Participation/Labor Costs
China Oct FX Reserves
BoJ's Funo speaks to business leaders(Kochi) +
Sept Labor Cash Earnings
RBNZ 2-year Inflation Expectation
BoJ Summary of Opinions from
its 10/30--31 Policy Meeting (Tokyo)
German Sept. Industrial Production & Markit
Oct Construction PMI
UK Halifax Oct Home Price Index
Italy Sept Retail Sales
Singapore Oct FX Reserves
South Africa Oct FX Reserves
Eurozone Sept Retail Sales
Brazil Oct CPI, Auto Production & Sales, FX
Flows
|
| Wed.
Nov 07 |
|
FOMC 2-day Meeting
Starts (Rare Wed. Start Pushes Out the Decision to Thursday)
MBA weekly Mortgage/Refinance Applications
Canada Ivey Oct PMI
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et; w/e 11/02)
US Treasury Auctions $19B 30-year Bonds
US Sept Consumer Credit (3pm et)
OVERNIGHT into US Thurs. a.m. et:
BoJ MPC Minutes/Summary of Opinions/Sept
Current Account Balance
Japan Reuters Nov Tankan Index,
Sept Machine Orders, Trade Balance, Oct Lending, Sept Current Account, Purchases of
Foreign Bonds & Stocks
China Oct Trade Balance,
Foreign Direct Investment
UK RICS Oct House Price Balance
Swiss Oct Unemployment Report
French & German Int'l Trade Balances
ECB's Coeure keynotes "Scaling up Green
Finance: The Role of Central Banks" at Network for Greening the Financial System
& Council on Eco Policies (Berlin)
Spanish Sept Industrial Production
SNB Gov Bd Member Maechler & Alternate
Moser speak at Money Market Event (Geneva)
RBNZ (New Zealand) MPC Decision
+ Press Conference (11/08 local time)
ECB Economic Bulletin of Forecasts
South Africa Sept Mining + Gold Production
|
| Thursday, Nov 08 |
|
Canada Oct Housing Starts, Sept New
Housing Price Index
US weekly Jobless Claims
Mexico Oct CPI
Fed Reserve Bk of NY's Williams opens, & Philly Fed's Harker
on "Workforce Investment by Sector," at "Investing in America's Workforce
Book Launch" (NY)
EIA weekly Natural Gas Report
SNB's Maechier speaks (Geneva Suisse)
FOMC Statement Released (2pm et)
US WASDE Report
US weekly Federal Reserve Balance Sheet & Money Supply
OVERNIGHT into US Fri. a.m. et:
New Zealand Oct Card Spending,
REINZ Oct House Sales
Aussie Sept Home Loans
RBA Q4 Statement on Monetary Policy
China Oct PPI & CPI
French Sept Industrial Production
UK Sept & Q3 NIESR
GDP/Private Consumption/Government Spending, Business Investment, Trade Balance,
Industrial, Manufacturing Production, Construction Output, Merchandise Trade Balance,
Index of Services
Russia Sept Trade Balance (How much oil
exported?)
India Deposit & Loam Growth + FX
Reserves
|
| Friday,
Nov 09 |
|
US Oct PPI--FD
U.M. Prelim Nov Consumer Sentiment (10am et)
US Sept (F) Wholesale Inventories & Sales
FOMC V.Chair Quarles on Stress Testing @ Brookings Institution
"Future of Financial Regulation" (D.C.)
Mexican Sept Industrial Production
Baker-Hughes weekly US/North American Rig Count (1pm et)
OVERNIGHT into US Sat. a.m. et
China Oct New Yuan Loans, Aggregate
Financing, Money Supply
|
| Saturday, Nov 10 |
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|
| Sunday,
Nov 11 |
|
US Veteran's Day
OPEC & non-OPEC Oil Producers Meet on Quotas (Dubai UAE)
Alibaba Singles Day Sales (includes Tmall)
52nd Felaban LatAm Bankers Assembly (Punta Gorda Dominican Republic thru
14)
World Economic Forum (WEC) Future Councils Annual Mtg (Dubai UAE thru 12th)
OVERNIGHT into US Mon. a.m. et:
New Zealand Oct Card Spending + Food
Prices
Italian Sept Industrial Production
Australia NAB Oct Business Survey
India Sept Industrial Production,
Manufacturing Output
BoE Dpty Gov for Prudential
Regulation & CEO of Reg Authority Sam Woods moderates a panel @ Chatham House
Conference on "The Future of London as a Financial Centre" (London)
German FinMin Scholz speaks to VAP
(Foreign Press Ass'n--Berlin)
21st Euro
Finance Week opens w/Keynote by ECB V.P. de Guindos (Frankfurt Germany
thru 16th)
|
| Monday, Nov 12 |
|
US Bond Markets Closed
US V.P. Pence leaves for Japan (thru 13th)
US Equities Trade Regular Hours (9:30am to 4pm et)
Janet Yellen, Pres'ts Bill Clinton & George Bush, David Cameron, Ken Griffin,
Gary Cohn, CFTC Chair Giancarlo, H.R. McMaster, Bob Woodward, Steve Wozniak, Alex
Ohanian, all speak at the CME Global Financial Leadership Conf (Naples FL
thru 14th)
APEC (AsiaPac) Economic Cooperation Leaders Week (Papua New Guinea
thru 13th)
Cowen post-Election Pow-Wow (D.C. thru 13th)
New San Francisco Fed Pres Mary Daly speaks "REDI: the Regional
Economic Development for Eastern Idaho" w/Q&A (Idaho Falls ID; 2:30pm et)
OVERNIGHT into US Tues. a.m. et:
Aussie Oct NAB Business Conditions
& Confidence
South Korea Oct Import/Export Price
Indices
Singapore Sept Retail Sales
China Outstanding Loan Growth YTD
Japan Oct Corporate Goods
Price Index (PPI)
German Oct CPI +HICP
Swiss Oct PPI
Italian 3-, 7-, &
30-year BTP Auctions
UK ILO Sept Unemployment Rate/Change/Earnings,
Oct Claimant Count/ Change
German ZEW Nov
Survey of Eco Conditions & Expectations
|
| Tuesday, Nov 13 |
|
US NFIB Small Business
Optimism Index
Redbook store sales weekly snapshot
Brazil Sept Retail Sales
Fed's Kashkari delivers welcome remarks @ Regional Economics
Conference on Immigration w/Q&A (Fed Reserve Bk of Minneapolis 10am )
OPEC Monthly Report (estimated date)
Russian Qtrly GDP
Philly Fed's Harker participates in lead into "Fintech and the New
Financial Landscape" (Philadelphia PA)
US Treasury Auctions $45B 3-, & $39B 6-month Bills (11:30am et)
Treasury Auctions $50B 4-, & $30B 8-week Bills (1pm et)
US Treasury Monthly Budget (2pm et)
S.F. Fed's Daly lectures at Boise State Univ w/Q&A (Boise ID 5pm et)
OVERNIGHT into US Wed. a.m. et:
Japan Q3 GDP/Private Consumption/Business
Spending/CapEx
South Korea Oct Unemployment Rate
German Oct Wholesale Price Index
Aussie Q3 Wage Price Index
China Oct Retail Sales,
Industrial Production, Fixed Assets, Property Investment, Oct Jobless Rate
Japan Sept Industrial Production/Capacity
Utilization, Tertiary Industry Activity Index
India Oct Fuel, Food, & Manufacutring
Inflation
German Q3 GDP
ECB's Lautenschlager part of
"Banking Supervision, Resolution & Risk Management in Europe" @
Euro Finance Week (Frankfurt)
Bk of Greece Gov Stournaras speaks on
lessons from the crisis & challenges for Greek banking sector going forward (Geneva)
BoE's Ramsden participates in online
Q&A on the future of money (London)
French & Spanish Oct CPI & HICP
UK Oct CPI, Retail & Producer
Input & Output Price Indices, Sept House Price Index
IEA Monthly Report .
EU FinMins Meet (must be some
Brexit terms to discuss)
Eurozone Sept Industrial
Production, Q3 GDP, Unemployment
South Africa Sept Retail Sales
|
| Wed.,
Nov 14 |
|
MBA weekly Mortgage/Refinance Apps
US Oct CPI
FOMC V. Chair Quarles testifies at House Financial Services Cmte (9am et)
Amal Clooney keynotes Greenbuild International Conference (Chicago)
Atlanta Fed Business Inflation Expectations (10am et)
Brazil FX Flows
FOMC Chief Powell & Dallas Fed's Kaplan discuss national & global
economic issues w/Q&A at Dallas Fed (TX 5pm et)
OVERNIGHT into US Thurs. a.m. et:
Japan Q3 Housing Loans + Oct Condominimum
Sales
German Oct Wholesale Price Index,
Aussie Oct Unemployment
Rate/Change/Participation/Full & Part-Timers
RBA Oct FX Transactions
China Oct. New House Prices
EU 25 Oct New Car Registrations
French Q3 GDP
UK Oct Retail Sales
Eurozone Sept Trade Balance
India Trade Balance
Riksbank's af Jochnick discusses Central
Bank Digital Currencies @ Euro Finance Week (Frankfurt)
ECB V.P. de Guindos keynotes General
Annual Meeting of Foreign Bankers Ass'n (Amsterdam NL)
Atlanta Fed's Bostic
speaks at GIC "Central Banking Series:Madrid"
|
| Thurs.
Nov 15 |
|
US weekly Jobless Claims
Philly Fed Business Outlook Survey
Ontario FinMin Fedeli presents the province's fall economic statement--1st
buget update for new Progressive Conservative Party gov't
Canada Teranet/National Bank Oct HPI & ADP Payrolls Report/Change
US Oct Retail Sales
Russia FX Reserves
Empire State (NY Fed) Manufacturing Survey
Import/Export Prices (8:30am et; Tariff impact?)
Business Inventories, & Inventories/Sales Ratio (10am et)
Canada Oct Existing Home Sales
FOMC V. Chair Quarles testifies at Senate Banking Cmte on the Fed's Supervision
& Regulation of the Financial System (10am et)
EIA weekly Natural Gas Report (10:30am et w/e 11/09)
EIA weekly Petroleum/Gasoline/Distillates Report (11am et)
Bank of Mexico MPC Rate Decision
Fed's Kashkari partipates in moderated Q&A @ MN AgriGrowth Council
(Minneapolis 3pm)
Fed weekly Balance Sheet & US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
New Zealand non-Resident Bond Holdings,
Oct PMI
Singapore Trade Balance & non-Oil
Exports
German Oct WPI
Hong Kong Q3 GDP, Oct Unemployment Rate
Italian Industrial New Orders &
Sales, Sept Trade Balance, Oct CPI
India FX Reserves
UK Inflation Report Hearings (Parliament)
Eurozone Oct CPI
ECB Pres Draghi & Bindesbank Pres
Weidmann speak at conf. (Frankfurt)
|
| Friday,
Nov 16 |
|
US Oct Industrial
Production/Capacity Utilization
Quarterly (adv) Services Report (10am et)
Canada Unemployment Report, Sept TICs + Manufacturing Sales
Russia Industrial Production
K.C. Fed Nov Manufacturing Index (11am et)
Fed's Evans speaks on current eco conditions & monetary policy @
Fixed Income Forum Roundtable w/Q&A (11:30am Chicago)
Baker-Hughes weekly US/North American Rig Count (1pm et)
US Sept TICS (4pm et)
|
| Sat.
Nov 17 |
|
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WEEKS AHEAD: 11/28
FOMC Chief Powell speaks @ Economic Club of NY luncheon
12/04 RBA (Aussie) MPC Meets
12/05 BoC (Canada) MPC Meets
FOMC Chief Powell testifies before Jt Economic Cmte of Congress
(DC)
12/13 ECB MPC Meets
SNB (Swiss) MPC Meets
Norges (Norway) MPC Meets
12/16 ECB's Draghi & Bundesbank's Weimann speak
(Frankfurt)
Chico Fed's Evans Q&A @ Fixed Income Forum Roundtable (Chicago)
12/18--19 FOMC Meets
12/19 FOMC Chief Powell Press Conference post-Expected Rate Hike
BoJ's Kuroda & Bk of France's de Galhau speak @ Europlace Int'l Fin Forum
12/20 BoE MPC Meets
BoJ MPC Meets
Riksbank (Sweden) MPC Meets
Bk of Mexico MPC Meets
*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, newly (Sept) sworn in Richard Clarida, plus New York Fed Pres,
currently John Williams (Formerly of the San Francisco Fed) who replaced William
Dudley, who retired from the bank on June 15, 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
San Francisco Fed, without a leader, since Williams left for NY in July, named Mary Daly
Pres/CEO as of 10/1/2018, who'll be a voter until Feb. The hole in the San
Francisco Fed's hierarchy resulted in Esther George--a very vocal hawk--becoming a voting
member of the FOMC, but she steps aside as of Mary Daly's swearing in, and returns as a
voter in Feb 2019. Cleveland Fed's voter, Loretta Mester, a 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 (unintentionally) leaked
sensitive FOMC discussions to Medley Advisors. Richmond operated with an Interim Pres,
Mark L Mullinix, while searching for its new leader, Thomas Barkin, who arrived Jan 1st
2018.. Dissenters at the Dec. 2017 Meeting, Neel Kashkari & Charles Evans, are no
longer voters in 2018. |
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* HICP used in Europe, means Harmonized Index of Consumer Price |
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