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November/December 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: |
| Sunday,
Nov 24 |
|
German Oct PPI
OVERNIGHT into US Mon. a.m. et:
ECB's Lane speaks (Luxembourg)
German IFO Nov Current Assessment/Expectations
UK CBI Nov Reported Sales/Total Distributed
Sales
Brazil Oct Current Account, Foreign Direct
Investment
Mexican Sept Economic Activity IGAE
|
| Monday, Nov 25 |
|
Chicago Fed Nov National
Activity Index (8:30am et)
Canada Sept Wholesale Sales
Dallas Fed Nov Manufacturing Survey (10am et)
US Treasury Auctions $45B 3-, & $39B 6-month Bills (11:30am et)
US Treasury Auctions $40B 2-year Notes (1pm et)
OVERNIGHT into US Tues. a.m. et
Fed's Powell speaks @Greater
Providence Chanmber of Commerce Annual Dinner (7pm et Providence RI)
New Zealand Q3 Retail Sales
RBA's Debelle speaks (canberra)
Japan Oct Corporate Services Price Index, BoJ
Core CPI
Singapore Oct Industrial Production
German Oct Retail Sales, GfK Dec Cosumer
Confidence/Expectations
RBA's Lowe speaks (Sydney)
Swiss Q3 Level of Employment
Hong Kong Oct Trade Balance
Italian Oct Trade Balance
UK BBA Oct Loans for House Purchases
|
| Tuesday Nov 26 |
|
US Sept Int'l Trade Deficit
(8:30am et)
US Retail (adv) Inventories
US Wholesale (adev) Inventories
Redbook weekly store sales snapshot (8:55am et)
S&P Case Shiller Sept Home Price Index (9am et)
FHFA Sept House Price Index
US Oct New Home Sales (10am et)
Conference Board's Nov Consumer Confidence
US Treasury Auctions $18B reopened 2-year FRN (11:30am et)
Richmond Fed's Nov Manufacturing Shipments, Services Index
Fed Gov Lael Brainard speaks on the FRB Framework Review of Monetary
Policy Strategy, Tools & Communications @NY Ass'n for Business Economics 2019
William F. Butler Award event (NY 1pm et)
US Treasury Auctions $41B 5-year Notes
OVERNIGHT into US Wed. a.m. et:
New Zealand Financial Stability Report, Oct
Trade Balance
UK BRC Nov Shop Price Index
Aussie Q3 Construction Work Done
Chiina Oct Industrial Profits
BoJ's Sakurai speaks
Swiss ZEW Nov Expectations
UK Nov Nationwide House Price Index, BoE MPC
Treasury Cmte Hearings (est.)
Credit Suisse Nov Survey Expectations
|
| Wed.
Nov 27 |
|
MBA weekly Mortgage/Refinance
Applications (7am et)
US Oct Durable/Capital Goods Orders/Shipments (8:30am et)
US Q3 GDP/PCE (2nd guess)
US weekly Jobless claims
US Q3 Corporate Profits
US Oct Persxonal Income/Spending/PCE (10am et)
NAR Oct US Pending Home Sales Index
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am et)
Survey of Business Uncertainty (11am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am et/ value to be announced
11/26)
US Treasury Auctions $32B 7-year Notes (11:30am et)
EIA weekly Natural Gas Report (noon et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed's Beige Book (2pm et)
USDA Farm Prices
OVERNIGHT into US Thurs. a.m. et:
South Korea Dec Manufacturing BSI Index
Japan Oct Retail Trade, Foreign Inestments in
Japanese Stocks/Bonds, Retail Sales
New Zealand ANZ Nov business Confidence, Q3
Private CapEx
Aussie Q3 CapEX
Swiss Sovereigh Debt Rating from Moody's
Expected
Swiss Q3 GDP
Eurozone Business, Industrial, Services, &
Consumer Nov Confidence
UK Nov Nationwide Hone Price Index
Eurozone, French, German, Italian, Spanish Nov
CPI, HICP
Italian Oct PPI
South Africa Oct PPI
|
| Thurs.
Nov 28 |
|
US Thanksgiving Holiday--All
US Markets Closed
Canada Q3 Current Account Balance
OVERNIGHT into US Fri. a.m. et:
New Zealand Gov't 4-month Financial Statements,
Oct Building Permits
South Korea Oct Industrial Production, Retail
Sales, Service Sector Output
Japan Oct Jobless Rate/Change,
Oct Industrial Production, Nov CPI
UK GfK Nov Consumer Confidence,
Lloyds Business Barometer
Aussie Oct Private Sector Credit, HIA New Home
Sales, Housing Credit
Japan Sept Vehicle Production, Oct
Construction Orders, Housing Starts, Consumer Confidence
South Korea Nov MPC Interest Rate Decision
RBI (India) Monetary & Credit Information
Review, Federal Fiscal Deficit
Singapore Oct Bank Lending
French Q3 GDP
German Nov Unemployment Claims/Rate/Change
Italian Oct Unemployment Rate/Change, Q3 GDP
UK Oct Consumer Credit, Mortgage Approvals,
Lending on Dwellings, M4
South Africa OCt Trade Balance
Eurozone Nov CPI, Oct Unemployment Rate
Brazil Oct Budget Balance
|
| Friday,
Nov 29 |
|
Canada Sept & Q3GDP, Oct
Industrial Product Price Indx, Raw Materials Price Index
Chicago Nov PMI (9:45am et)
Canada Sept Budget Balance
Black Friday--Equities Close 1pm; Treasuries Close 2pm
Fed weekly Balance Sheet (4:30pm et) + US Money Supply
OVERNGHT into US Sat. a.m. et:
China Nov
Manufacturing/non-Manufacturing/Composite PMI
|
| Saturday, Nov 30 |
|
South Korea Nov Trade Balance |
| Sunday,
Dec 01 |
|
ECB Pres. Lagarde participates
in ceremony with presidents of EU Parliament, EU Commission & European Council marking
10th anniversary of the Lisbon Treaty (Brussels)
OVERNIGHT into US Mon. a.m. et:
Japan Nov Official Reserves, Q3 Capital
Spending, Corporate Sales/Inventoires/ Profits
Aussie AiG Performance of Manufacturing Index,
Aussie CoreLogic Nov HPI, Oct Building Approvals
New Zealand Q3 Terms of Trade
China Nov Caixin Manufacturing PMI
Aussie RBA Nov Commodity Index, ANZ Job Ads, Q3
Corporate Gross Operating Profit, Business Inventories, Company Pre-tax Profits
German Oct Retail Sales
South Korea Nov CPI
Japan Q3 Capital Spending, Nov Nikkei
Manufacturing PMI
India Nov Nikkei Markit Manufacturing PMI
Russia Nov Manufacturing PMI
Swiss Oct Retail Sales, Nov Manufacturing PMI,
procure.ch Nov Manufacturing PMI
Hong Kong Oct Retail Sales
Markit Eurozone, France, Germany, Italy Nov
Manufacturing PMI
ECB Pres. Lagarde testifies
@European Parliament ECON Hearing (Brussels 15:00cet)
Speakers @BoE "New Approaches for
Modelling Expectations in Economics" include Chief Economist Haldane, and
more here
(BoE, London, thru 3rde)
|
| Monday, Dec 02 |
|
Canada Nov RBC Manufacturing PMI
(9:30am et)
Markit US Nov Manufacturing PMI (9:45am et)
US Nov ISM Manufacturing Index/Employment/Prices Paid/New Orders (10am
et)
US Oct Construction Spending
Mexico Nov Markit Manufacturing PMI
US Treasury Auctions $42B 3-, & $36B 6-month Bills (11:30am et)
Apple Inc (AAPL) Press Event honoring fave apps & games of 2019 (NYC
4pm et)
Brazil Nov Trade Balance
OVERNIGHT into US Tues. a.m. et:
South Korea Q3 GDP
China Nov Composite PMI
UK Nov BRC Like-for-Like Sales Monitor
Aussie Q3 GDP, Current Account, Net Exports:GDP
RBA (Aussie) Interest Rate Decision (12/03
local time)
French Oct Gov't Budget Balance
South Africa Q3 GDP
BoE MPC Treasury Cmte Hearings
Brazil Q3 GDP
Singapore Manufacturing PMI
ECB's Couere participates in
event organized by ECB Representation (Brussels)
|
| Tuesday, Dec 03 |
|
US Redbook weekly store sales
snapshot
US Nov Total Motor Vehicle Sales
ISM Nov NY Business Conditions
US Treasury Auctions $26B 52-week Bills (11:30am et)
OVERNIGHT into US wed. a.m. et:
Aussie Q3 GDP/CapEx/Consumption, Nov CBA
Performance of Services/Composite PMI
RBA Chart Pack Release
Japan Jibun Bank Nov Services/Composite PMI
China Caixin Nov Services/Composite PMI
Hong Kong Nov Manufacturing PMI
New Zealand QV Nov House Prices
India Nov Nikkei Services PMI
South Africa Nov Standard Bank PMI
Swiss Nov CPI, HICP
Eurozone, France, Germany, Italy, Spain
Nov Services/Composite PMI
UK Markit/CIPS Nov Construction PMI,
Services/Composite PMI, Q2 Labor Costs
Eurozone Oct PPI
Brazil Oct Industrials
Production/Services/Composite PMI
ECB's Lagarde & Couere at Eurogroup
Meeing (Brussels)
|
| Wed.
Dec 04 |
|
US weekly Mortgage/Refinance Apps
(7am et)
ADP Nov US Private Sector Employment Count/Change (8:15am et)
Canada Q3 Labor Productivity
US Markit Nov Services/Composite PMI (9:45am et)
Trump & his Counsel Invited to Appear at US House Judiciary Cmte Impeachment Hearing
ISM Nov non-Manufacturing/Services/Composite
Bk of Canada Interest Rate Decision, Press Conference
Fed V.Chair Quarles speaks on Supervision & Regulation @US US House
FinServ Cmte (10am et; D.C.)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (w/e 11/29)
Brazil Oct Industrial Production, Markit Nov Services/Composite PMI
Viacom + CBS merger should close
OVERNIGHT into US Thurs. a.m. et:
Japan Reuters Dec Tankan Index
New Zealand Q3 Volume of All Buildings
RBNZ (New Zealand) Publishes Bank
Capital Review Decisions
Aussie Oct Trade Balance, Retail Sales
BoJ's Harada speaks (Oita)
German Oct Factory Orders, Markit Nov
Construction PMI
UK Nov New Car Registrations
RBI (India) Interest Rate Decision/Cash
Reserve Ratio/Reverse REPO Rate
Eurozone Q3 GDP, Gov't
Expenditures, Unemployment/Change, Oct Retail Sales, Gross Fixed Capital
OPEC & OPEC+ Production Quota
Meeting (Vienna, Austria thru 6th)
BoE Monhtly Decision Maker Panel Data
ECB's de Guindos participates
at ECOFIN Meeting (Brussels)
|
| Thurs,
Dec 05 |
|
Challenger Nov Lay-offs Report
(7:30am et)
US weekly Jobless Claims/Continuing Claims
Canada Oct Trade Balance
US Oct Trade Balance (8:30am et)
Bk of Canada Dpty Gov Lane Provides Economic Progress Report Press
Conference, Oct Int'l Merchandise Trade, Canada Ivey Nov PMI
US Oct Factory Orders (10am et)
Deadline for Pres Trump to respond to Supreme Court on Release of Tax Returns
Fed V. Chair Quarles on Supervision & Regulation @US Senate Banking
Cmte (10am)
US Oct (F) Durable Goods/Capital Goods Orders/Shipments
Brazil Nov Auto Production/Sales
EIA weekly Natural Gas Report (w/e 11/29)
OVERNIGHT into US Fri. a.m. et:
Japan Oct Labor Cash Earnings, Overall
Household Spending/Overtime
China Nov Foreign Reserves
UK CBI Total Orders/Selling Trends+Prices
Aussie Nov Foreign Reserves, AiG Nov
Constructon Index
German Oct Industrial Production
French Trade Balance
UK Halifax Nov House Price Index
Hong Kong Fx Reserves
India Bank Deposit & Loan Growth, Fx
Reserves
Russia Nov CPI
Swiss Nov Fx Reserves
|
| Friday, Dec 06 |
|
US Nov Unemployment
Report/Change/Participation/Wages/Workweek (8:30am et)
Canada Nov Employment Rate/Change/Wages/Participation Rate
NY FRB/Communilife/NYC Health +Hospitals & Robert W Johnson
Foundation--Healthy Communities: "New Sources of Place-based Capital to
Improve the Upstream Social Determination of Health" (NY FRB
U.M. (P) Dec. Consumer Sentiment/Expectations (10am et)
US Oct (F) Wholesale Trade Inventories
Baker-Hughes weekly US/North America Rig Count (1pm et)
US Oct Consumer Credit (3pm et)
|
Saturday, Dec 07
|
|
China Fx Reserves |
|
WEEKS AHEAD: 12/10--11 FOMC Meeting (2pm et)
12/11 Fed Chair Powell Press Conference (2:30pm et)
12/12 ECB MPC Meeting
SNB (Swiss) MPC Meeting
12/13 FRB Chicago 33rd Annual Economic Outlook Symposium (Chicago
Fed
12/19 BoJ MPC Meets
BoE
MPC Meets
*FOMC 2019 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, Richard Clarida, Gov Bowman, (Senate confirmed
09/12/19) 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. San Francisco Fed 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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