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February 2019 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: |
Sun.
Jan 27 |
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OVERNIGHT
into US Mon. a.m. et:
BoJ Minutes of its Dec. 19--20, 2018 Meeting
Riksbank Dpty Gov af Jochnick speaks on
forthcoming normalization of monetary policy, how households & the economy
will be impacted when the repo rate is increased and the bank reduces its Gov't bond
holdings (Stockholm)
German Dec Retail Sales
Japan Dec Corporate Service Prices
Hong Kong Dec Trade Balance
Eurozone Dec Private Sector Loans
UK Jan Nationwide House
Price Index
China Dec Industrial Profits
Brazil Dec Current Account, Foreign
Direct Investment
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Monday, Jan 28 |
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Chicago Fed National
Activity Index (8:30am et)
Dallas Fed Manufacturing Survey (10:30am et)
US Treasury Auctions $42B 3-, & $39B 6-month Bills (11am et)
US Treasury Auctions $40B 2-year & $41B 5-year Note (1pm et)
Australia holiday
OVERNIGHT into US Tues. a.m. et:
New Zeland Dec Trade Balance
Aussie NAB Dec Business
Conditions/Confidence
Swiss Dec Imports/Exports/Watch
Exports/Trade Balance
Spain 18Q4 Unemployment Rate
Italian PPI
Brazil Dec Bank Lending
Paris FinTech Forum with
Riksbank Gov Ingves, ECB's Nowotny, IMF's Lagarde +other Central Bankers (to
30th)
BoE Economist Haldane is panelist
at Society of Professional Economists "Women in Economics" Event (London)
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Tuesday, Jan 29 |
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FOMC 2-day Meeting Begins
US Int'l Trade Deficit
US Dec Adv Retail Inventories
US Dec Wholesale Inventories
Redbook weekly store sales shapshot
S&P CoreLogic/Case-Shiller Nov Home Price Index
Dallas Fed's Services Revs & TX Service Sector Outlook
Conference Board's Jan Consumer Confidence/Expectations (10am et)
US Treasury Auctions $26B 52-week Bills & $20B 2-year FRN (11:30am
et)
US Treasury Auctions $32B 7-year Notes (1pm et)
Pres Trump will NOT deliver State of the Union Address
OVERNIGHT into US Wed. a.m. et:
BoJ Summary of Opinions from board
members at Jan 22--23 policy meeting
So. Korea Feb Manufacturing BSI Index
Japan Dec Retail Trade &
Jan Consumer Confidence Index
UK BRC Jan Shop Price index
Aussie 18Q4 CPI
French 18Q4 GDP
German GfK Feb Consumer Confidence &
BDec Import Price Index
French Dec Consumer Spending
Spain Dec Retail Sales
Credit Suisse Jan Swiss Survey of
Expectations & ZEW Jan Expectations
BoE Net Dec Consumer Credit, UK
Dec Mortgage Approvals, M4 Money Supply
Eurozone Jan Economic
Confidence/Business, Industrial, Services Climate
German Jan CPI +HICP
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Wed.
Jan 30 |
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MBA weekly
Mortgage/Refinance Apps
ADP Jan Non-Farmn Employment Report
US 18Q4 GDP + PCE (2nd guess, with bean counters on furlough, so subject
to gov't reopening 8:30am et)
Treasury Refunding Announcement (8:30am et)
NAR Dec Pending Home Sales
EIA weekly Petroleum/Gasoline/Distilates Status (10:30am et)
FOMC post-Meeting Statement Released (2pm et)
FOMC Chief Jerome Powell Press Conference (2:30pm et)
OVERNIGHT into US Thurs. a.m. et:
Japan Dec Loans & Discounts, Jan
Foreign Buying of Japanese Stocks & Bonds, Dec Industrial Production
So Korea Dec Industrial Production,
Services Sector Output, & Retail Sales
China Dec Swift Global Payments
UK Jan GfK Consumer Confidence &
Lloyds business Barometer
Aussie 18Q4 Import/Export Price Index,
Dec Private Sector Credit, Housing Credit
China Jan Manufacturing,
Non-Manufacturing & Composite PMI
BoJ Dpty Gov Amamiya speaks to business
leaders (Shimonoseki Japan)
Singapore Business Expectations, Dec Bank
Lending, 18Q4 Unemployment Rate
Japan Dec Vehicle Production,
Housing Starts, Construction Orders
German Jan Unemployment
Rate/Claims/Change
French, Spanish, CPI & HICP
Eurozone 18Q4 GDP, Dec
Unemployment Rate/Change
Italy 18Q4 (Prelim) GDP, Monthly
Unemployment
So Africa Dec PPI
India Dec Federal Fiscal Deficit
Brazil Unemployment Rate
So Africa Dec Trade Balance
Canada Nov '18 GDP, Dec Industrial
Product Price, Raw Materials Price
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Thursday, Jan 31 |
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Challenger Jan. US Lay-offs
Brazil Dec Budget Balance
US weekly Jobless Claims
US Nov. Personal Income/Outlays/PCE (subject to gov't reopening)
US 18Q4 ECI
Jan Chicago PMI
Canada Jan CFIB Business Barometer, Nov GDP, Dec IPPI, RMPI
EIA weekly Natural Gas Report
US Treasury Auctions 4-, & 8-week Bills
USDA Farm Prices (if gov't reopens)
BoC Dpty Gov Wilkins speaks on "How the Labour Market is changinng
& how it influences monetary policy:" (Toronto)
Fed Reserve weekly Balance Sheet & US weekly Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
Aussie AiG Jan Performance of Manufacturing
Index, CBA Jan Manufacturing PMI, CoreLogic Jan HPI, PPI
So. Korea Jan CPI, Trade Balance, Nikkei
Manufacturing PMI
Japan Dec Jobless Rate, Jan Official
Reserve Assets
Ward's Total Jan US Vehicle Sales
Aussie 18Q4 PPI
Japan Nikkei Jan Manufacturing PMI, Jan
Vehicle Sales
India Nikkei Jan Manufacturing PMI
China Caixan Jan Manufacturing
PMI
Aussie RBA Jan Commodity Index
Swiss SECO Jan Consumer Confidence, SVME
Manufacturing PMI. Dec Retail Sales
Eurozone, France, German,
Italian, Markit Jan Manufacturing PMI
UK Markit Jan Manufacturing PMI
Eurozone Jan CPI
Brazil Jan Trade Balance
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Friday,
Feb 01 |
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US Jan. Motor Vehicle Sales
US Jan. Unemployment Report (8:30am expect uptick on Fed contract workers laid
off)
US Avg Hourly Earnings/Weekly Earnings
RBC Jan Canadian Manufacturing PMI
US PMI Manufacturing Index (9:45a,m et)
US ISM Manufacturing Index/New Orders/Prices Paid/Employment (10am
et)
US Dec Construction Spending
U.M. Jan Consumer Sentiment (10am et)
Mexico Markit Jan Manufacturing PMI
Fed's Kaplan Q&A before Texas Lyceum Public Conference (Austin TX)
Baker-Hughes wkly US/No.Am Rig Count (1pm--last week 1st serious decline in ages)
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Saturday, Feb 02 |
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BoP (China)
18Q4 Current Account Balance
China Caixin Jan Services & Composite PMI
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Sunday, Feb 03 |
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Fed's Kashkari participates
at Town Hall Q&A (Long Lake MN)
OVERNIGHT into US Mon. a.m. et:
New Zealand Dec Building Permits
Aussie Dec Building Approvals
Eurozone Feb Sentix Investor Confidence
UK Markit/CIPS Jan Construction PMI
Italy Jan CPI & HICP
Singapore Jan Manufacturing PMI
Eurozone Dec PPI
Spain Unemployment Rate
ASIA celebrates the Lunar New Year most of the week, China all week, with
markets & factories closed. Only Rails & Airlines are functioning normally all
week
Data from US Federal Agencies will arrive only as ready, since the shutdown ended.
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Monday, Feb 04 |
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US Jan Motor Vehicle Sales
US Dec Factory Orders
US Dec Durable Goods Orders/Shipments (if the data is ready, since
shutdown ended)
Conference Board's Jan Employment Trends Index
US Treasury Auctions $45B 3-, & $39B 6-month Bills
TD Ameritrade IMX
Fed's Mester on eco outlook & monetary policy at 50 Club of Cleveland
Annual (7:30pm)
South Korea, China, Hong Kong, Singapore CLOSED for Lunar New Year
OVERNIGHT into US Tues. a.m. et:
Aussie AiG Jan Performance of Services,
CBA Services & Composite PMI
New Zealand ANZ Jan Commodity Prices
Aussie Dec Trade Balance, Retail Sales
RBA (Aussie) MPC Rate Decision
Japan Nikkei Jan Services & Composite
PMI
Eurozone, France, Italy, Germany
Markit Jan Services & Composite PMI
Riksbank Gov Ingves at hearing on
financial stability @Riksdag Cmte on Finance
UK Markit/CIPS Jan Services &
Composite PMI, Retail Sales, Official Fx Reserves
Eurozone Dec Retail Sales
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Tuesday, Feb 05 |
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Redbook weekly store sales snapshot
US Jan Markit Services & Composite PMI
ISM Jan US non-Manufacturing Index
Canada Dec Trade Balance
US Treasury Auctions 4-, & 8-week Bills (11am et values to be announced)
US Treasury Auctions $38B 3-yr Notes (1pm et)
New Year Holidays in China, So Korea, Singapore Hong Kong
OVERNIGHT into US Wed. a.m. et:
RBA's Lowe speaks (Sydney)
German Dec Factory Orders, Markit Jan
Contruction PMI
Central Bank of India Interest Rate
& REPO Rate Decision, Cash Reserve Ratio
Riksbank Dpty Gov Jochnick panelist on Banking
Union (Stockholm)
EU Economic Forecasts
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Wed.,
Feb 06 |
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MBA weekly Mortgage/Refinance
applications
Brazil Markit Jan Services & Composite PMI
US Dec Int'l Trade Deficit (if ready after shutdown ended)
US Dec Retail Sales?
US Q4 GDP? PCE? (if ready since US gov't shutdown ended)
Canada Dec Building Permits + Ivey Jan PMI
18Q4 US Productivity & Costs
Brazil Jan Auto Production & Sales
EIA weekly Petroleum/Gasoline/Distillates Report (w/e 02/01)
US Treasury Auctions $27B 10-year Notes (1pm et)
Brazil MPC Interest Rate Decision (current 6.5%)
BoC Dpty Gov Lane speech on "Canadian Approach to Foreign
Reserve Mgnmnt" @ Peterson Institute for Int'l Economics (D.C.)
Holidays in China, So Korea, Singapore Hong Kong + New Zealand
Fed's Powell opens, & answer questions via livestream, to Fed Bk of
Richmond Charlotte branch, "Conversation with the Chairman: a Teacher Town Hall
Meeting" (7pm)
OVERNIGHT into US Thurs a.m. et:
Aussie AiG Jan Performance of Construction
Index, NAB Q4 Business Confidence
New Zealand Q4 Unemployment
Rate/Change/Participation/Labor Costs
German Dec Industrial Production, Trade Balance
French Dec Current Account, Trade Balance
Spain Dec Industrial Production
Italy Dec Retail Sales
Swiss UBS Q4 Real Estate Bubble Index, Jan Fx
Reserves
UK Jan Halifax House Price Index
BoE MPC sets Interest Rates. Asset
Purchase Targets, Issues Inflation Report
ECB's Mersch speaks @ American European
Community Association (Brussels)
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Thurs.
Feb 07 |
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BoE Gov Carney post-meeting
Press Conference
US weekly Jobless Claims
Mexico Jan CPI
Pres Trump former personal attorney, Michael Cohen testimony @ US House cancelled
EIA weekly Natural Gas Report
US Treasury Auctions 4-, & 8-week Bills (11:30am et)
US Treasury Auctions $19B 30-year Bonds (1pm et)
US Dec Consumer Credit (3pm et; debt really)
Bank of Mexico MPC Sets Interest & Overnight Rates
Fed weekly Reserve Bank Balance Sheet & US Weekly Money Supply
China Holiday
Fed's Bullard on US economy & monetary policy @ St Cloud State Univ
w/Q&A (MN 7:30pm)
China remains closed for Golden Week/Lunar NewYear
OVERNIGHT into US Fri. a.m. et:
Japan Dec Current Account Balance/Trade
Balance, Q4 Housing Loans, Overall Lending, Labor Cash Earnings, Jan Bankruptcies, Dec
Household Spending
Hong Kong Jan Manufacturing PMI
Swiss Jan Unemployment Rate
French Q4 Unemployment Rate/Change,
Dec Industrial Production
Russian Central Bank Feb Interest Rate
Decision
German Dec Trade Balance
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Friday,
Feb 08 |
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Canada Jan Unemployment Rate/Change/Participation,
Housing Starts
US Dec Wholesale Inventories (if ready since Gov't shutdown ended)
Fed's Bullard on US Economy & Monetary Policy @57th Winter Institute
hosted by Center for Economic Education (Saint Cloud MN)
Baker-Hughes weekly US/North American Rig Count (1pm et)
US WASDE Report (if ready, since shutdown ended)
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Sat.
Feb 09 |
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China Spring Festival--Holiday |
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WEEKS AHEAD: 02/12 RBNZ (New
Zealand) MPC Meets
02/13 Riksbank (Sweden) MPC Meets & Releases Policy Statement
Fed's Bostic on Eco Outlook & Monetary Policy before European
Financial Forum (Dublin Ireland)
Fed's Mester "A View from the Federal Reserve" before
"What's Next for Kentucky in the Global Economy," hosted by U of KY Gatton
College of Biz & Economics
02/20 FOMC Jan 29--30 Meeting Minutes
02/22 Fed's Bullard panelist on "The Future
of the Federal Reserve Balance Sheet" at U of Chicago Booth School fo Biz Initiative
on Global Markets
03/06 NY Fed's Williams speaks @ Economic
Club of NY (11:30am--2pm)
Fed's Beige Book
BoC MPC Interest Rate Decision
ECB Monetary Policy Release, Draghi Press Conference
03/15 BoJ MPC Meeting
03/19--20 FOMC 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. |
* HICP used in Europe, means Harmonized Index of Consumer Price |
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