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October 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, Sept 29 |
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ECB's Lautenschlager dinner
speech @13th Luxembourg Expert Forum on the Development of Union Law organized by ECJ (EU
Court of Justice, Luxembourg 20:00cet)
Rosh Hashana, the Jewish New Year starts at Sundown (thru 10/01 at
sundown)
OVERNIGHT into US Mon. a.m. et:
New Zealand Aug Building Permits,ANZ Business
Confidence
South Korea Aug Industrial Production, Service
Sector Output, Retail Sales
Japan Aug Industrial Production, Retail Trade
(Sales)
BoJ Summary of Opinions (09/19
mtg), Official Fx Reserves
Aussie TD Securities Sept Inflation, ANZ
Business Activity/Outlook/Confidence
German Aug Retail Sales
Lloyds Sept UK Business Barometer
China Sept (official)
Manufacturing/non-Manufacturing/Composite PMI
Aussie Aug Private Sector Credit, Housing
Credit
China Caixin Sept Manufacturing PMI
Singapore Bank Lending
RBI (India) Monetary & Credit
Information Review
UK Sept Nationwide House Price Index
Japan Jul Vehicle Production, Aug Construction
Orders, Housing Starts
Wards Sept Total US Vehicle Sales
German Sept Unemployment Claims/Change, Aug
Retail Sales, Import Price Index
South Afridca Aug Private Sector Credit
UK Q2 (F) GDP, Aug Consumer
Credit, Mortgage Approvals, Business Investment
Italy Aug Unemployment Rate/Change
Eurozone Aug Unemployment Rate/Change
Eurozone, French, German, Italian, Spanish CPI
& HICP
India Aug Federal Fiscal Deficit
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Monday, Sept 30 |
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Brazil Q4 Long Term Interest
Rate Oulook, Sept IGP-M Inflation Index, BCB Readout
Canada Aug Industrial Product & Raw Materials Prices
Brazil Aug Budget Balance, Debt-to-GEP Ratio
Chicago Sept PMI (9:45am et)
Dallas Fed Manufacturing Survey (10:30am et)
US Treasury Auctions $45B 3-, & $42B 6-month Bills (11:30am et)
ECB's Lane speaks @UCLA's MAE Distinguished Speaker Series (L. A. CA 6pm)
OVERNIGHT into US Tues. a.m. et:
Aussie AiG Sept Performance of Manufacturing
Index, CBA Sept PMI
South Korea Sept CPI, Trade BAlance
Japan Aug Jobless Rate, Job-to-Applicant Ratio,
Tankan Indices/Outlooks
Aussie CoreLogic Sept House Price Index
Japan Nikkei Sept Manufacturing PMI
Singapore URA Qtr Property Index
Aussie Aug Building Approvals, RBA Sept
Commodity Index
RBA MPC Rate Decision/Cash Rate Target
(Oct 01 local time)
Japan Sept Vehicle Sales
India Nikkei Sept Manufacturing PMI
Chicago Fed's Evans on
monetary policy w/Q&A @GIC Central Banking Series: "Monetary & economic
policies on both sides of the Atlantic" (Frankfurt DE 4:15am et)
Swiss Aug Retail Sales, Sept Manufacturing PMI
Eurozone, France, Germany, Italy, Spain
Sept Manufacturing PMI
Eurozone Sept CPI
South Africa SARB Monetary Policy Review
RBA Gov Lowe speaks (Melbourne)
China's National Day--70th Anniversary
since China Republic Founded-kicks off Golden Week (China on vacation until next
week)
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Tuesday Oct 01 |
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US Government New Fiscal
Year Begins
Nobel Prize Winners Announced throughout the week
China/Hong Kong Holiday--National Day (Golden Week Starts)
Canada Jul GDP, RBC Sept Manufacturing PMI
South Africa SEpt Total Vehicle Sales
Brazil Aug Industrial Production, PPI
Fed V Chair Clarida remarks @FRB
"Nontraditional Data, Machine Learning & Natural Language Processing in
Macroeconomics" (8:50am et; FRB D.C. thru 2nd)
Redbook weekly store sales snapshot (8:55am et)
Fed's Bullard (9:15am et) welcome, (new) Fed Gov Bowman keynotes (9:30am et), FDIC
Chair McWilliams (11:30am et) @Community Banking in the 21st Century Research
& Policy Conference
(St. Louis FRB )
US Markit Sept Manufacturing PMI (9:45am et)
US Sept ISM Mnftrg Index/Orders/Shipments/Employment/Prices Paid (10am
et)
US Aug. Construction Spending
Mexico Sept Markit Manufacturing PMI
Brazil Sept Trade Balance
ECB's Draghi's Official Reception into the Academy of Athens (Athens
Greece 19:45)
OVERNIGHT into US Wed. a.m. et:
New Zealand QV Sept House Prices
UK BRC Sept Shop Price Index
Japan Sept Consumer Confidence
Swiss Sept CPI, HICP
Spain Unemployment/Change
Euro Area Qtrly Balance of Payments & Int'l
Investment Position (10:00 cet)
Hong Kong Aug Retail Sales, Fx
Reserves
UK Markit/CIPS Sept UK Construction PMI
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Wed.,
Oct 02 |
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US Sept Motor Vehicle Sales
(GM & F may announce Q3 Sales)
MBA Mortgage/Refinance Apps (7am et)
ADP Sept Private Sector Employment Report (8:15am et)
89th Annual Securities Traders Ass'n Market Structure Conference (NY)
Singapore Manufacturing PMI
Fed's Harker Day 2 Keynote @St Louis FRB Community Banking Research Conf
(9am)
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et; w/e 09/27)
NY Fed's Williams participant @UCal San Diego Economics Roundtable
Lecture Series (10:50am et La Jolla CA)
OVERNIGHT into US Thurs. a.m. et:
Aussie AiG Sept Performance of Service Index,
CBA Sep Services/Composite PMI
New Zealand ANZ Sept Commodity Prices
Japan/Jibun Bank Sept Services/Composite PMI
Aussie Aug Trade Balance
Fed's Evans on monetary policy
w/Q&A & ECB's de Guindos @Global Interdependence Ctr Central Banking Series Madrid
(Spain 3:45am et)
South Africa Sept Standard Bank PMI
Eurozone, France, Germany, Italy Markit Sept
Services/Composite PMI
UK Markit/CIPS Sept Services/Composite PMI
Eurozone Aug Retail Sales, PPI
ECB's Enria speaks @Annual Supervisory
Conference of the Financial Market Authority (Vienna Austria 9:30 cet)
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Thurs.
Oct 03 |
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Challenger US Sept Job-Cuts Report
(7:30am et)
Brazil Markit Sept Services/Composite PMI
US weekly Jobless Claims/Continuing Claims (8:30am et)
Fed V.Chair Quarles on "The Financial Stability Board at 10
Years" @European Banking Federation's European Banking Summit 2019 (8:30am
et Brussels Belgium)
US Sept Services PMI (9:45am et)
US Aug Factory Orders (10am et)
US non-Manufacturing ISM Index
US Aug (F) Durable Goods/Capital Goods Orders/Shipments
EIA weekly Natural Gas Report (10:30am et; w/e 09/27)
US Treasury Refunding Annoubcement (11am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am et)
Fed's Mester panelist on implications for monetary policy, +
Janet Yellen, Ben Bernanke, Paul Krugman, Jared Bernstein, Olivier Blanchard,
David Wessel @Hutchins Ctr of Brookings Institution "What's (not) Up
with Inflation?" (D.C.)
Fed V.Chair Clarida on "Outlook for the Economy & Monetary
Policy" @WSJ Future of Markets Conference
(6:35pm NY)
Fed weekly Balance Sheet (no more drawdowns) & weekly Money Supply (4:30pm et)
French-American Chamber of Commerce Foundation Gala (NY)
Holidays in China, South Korea & Germany
OVERNIGHT into US Fri. a.m. et:
RBA (Aussie) Financial Stability Review,
Aug Retail Sales, RBA's Ellis speaks (Geelong), HIA New Home Sales
India Nikkei Services PMI
RBI (India) MPC Interest Rate Decision
French Gov't Aug Budget Balance
German Markit Sept Construction PMI
UK Sept New Car Registrations, Q2 Housing
Equity Withdrawal
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Friday,
Oct 04 |
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US September Unemployment
Report/Change/Wages/Participation (8:30am et)
US Aug Int'l Trade Deficit
Canada Aug Int'l Merchandise Trade Balance, Ivey Sept PMI
Fed's Rosengren opens (8:30am et) FRB of Boston 63rd Economic
Conference: "A
House Divided Geographic Disparities in 21st Century America," (Boston
FRB thru 5th)
Fed's Bostic fireside chat on economy w/Q&A @40th Tulane Business Forum: Curating the
Customer Experience (New Orleans LA 10:25am et)
Baker-Hughes weekly US/North American Rig Count (1pm et w/e 09/27)
Fed's Kashkari moderated Q&A "Next Steps in local housing
policy" @Fall Opportunity & Inclusive Growth Institute Conference (12:45pm et
Minneapolis MN)
Fed's Powell opens @Fed
Listens:"Perspectives on Maximum Employment & Price Stability" (2pm), then
turns mic over to Fed Gov Brainard on "Gauging
Maximum Employment in a changing Labor Market" (2:10pm et)
Fed Vice Chair Quarles panel: "The Importance of Price Stability
& Low Inflation in Today's Economy" (4pm et) @Fed
Listens:"Perspectives on Maximum Employment & Price Stability"
@FRB (D.C.)
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Saturday, Oct 05 |
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China Golden Week Continues |
Sunday,
Oct 06 |
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China FX reserves
Fed's George closing 1st day @NABE (Business Economists; 4pm Denver
CO thru 8th)
OVERNIGHT into US Mon a.m. et:
Aussie AiG Sept Performance of Construction
China Sept Caixin Services/Conmposite
PMI
Japan Sept Fx Reserves
German Aug Factory Orders
Eurozone Oct Sentix Investor Confidence
UK Halifax Sept House Price Index
Nobel Prize for Physiology or Medicine
Announced
Brazil BCB Focus Market Readout
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Monday, Oct 07 |
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Fed's Kashkari fireside
chat about Minneapolis Fed work in Native Am. Country @NAFOA Annual Finance & Tribal
Economies Conference (10:20am Prior Lake MN)
WSJ Global Food Forum (NY)
US Treasury Auctions $45B 3-, & $42B 6-month Bills (11:30am et)
TD Ameritrade IMX (12:30pm et)
Fed Chief Powell remarks before premiere screening of KUED film,
"Marriner Eccles: Father of the Modern Federal Reserve" (1pm et Salt Lake City
UT)
US Aug Consumer Credit (3pm; debt, really)
National Day Golden Week Continues in China & Hong Kong
OVERNIGHT into US Tues. a.m. et:
UK BRC Sept Like-for-Like Sales
Japan Aug Labor Cash Earnings,
Household Spending, Trade Balance, Current Account Balance
New Zealand Gov't Full Year Financial
Statements
Aussie NAB Sept Business Confidence/Conditions,
ANZ Sept Job Ads
BoE Gov Carney speaks @Task Force on
Climate-related Financial Disclosure Summit (speech to be released at 5:10 gmt
Tokyo)
China Sept New Yuan Loans, Aggregate Financing
NewZealand REINZ Sept House Sales
Swiss Sept Unemployment Rate
German & Spanish Aug Industrial Production
French Aug Trade Balance
Italian Aug Retail Sales
UK Q2 Labor Productivity
BoE's Cleland speaks @PayExpo
2019 (London 12:10gmt)
Nobel Prize for Physics
Announced
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Tuesday, Oct 08 |
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NFIB Small Business Optimism Index
(6am et)
Canada Sept Housing Starts/Aug Building Permits
US Sept PPI--Final Demand (8:30am et)
Redbook weekly store sales snapshot (8:55am et)
Fed's Schedule of Continuing REPO Offerings through end of October
here
US Treasury Auctions $28B 52-week Bills (11:30am et)
US Treasury Auctions $38B 3-year Notes (1pm et)
Fed's Evans speaks w/Q&A @Chicago Rotary Club luncheon (1:35pm Chicago IL)
Fed Chief Powell speaks on "Data Dependence in an Evolving Economy" @NABE
Business Economics Annual Meeting (2:30pm et Denver CO)
Fed Chief Powell speaks @NABE (1:50pm et)
Fed's Kashkari speaks @St Cloud State Univ. Town Hall w/Q&A (5pm St. Cloud MN)
Holiday in India--Dasara
Yom Kippur, the Jewish Day of Atonement begins at Sundown
OVERNIGHT into US Wed. a.m. et:
New Zealand Sept ANZ Heavy Truckometer
Japan Machine Tool Orders
Swiss Q3 Real Estate Index of Family Homes
Nobel Prize for Chemistry
Announced
BoE publishes Financial Policy Summary
& Record of the Financial Policy Cmte Meeting (9:30gmt)
Brazil Sept CPI
ECB Governing Council meets for Non-Monetary
Policy session
ECB's Lane panelist @ECB
Conference on Monetary Policy: bridging science & practice (Frankfurt Germany
11:30cet)
Publication of the Consolidated Financial
Quarterly Statement of the Eurosystem
Mexico Sept CPI
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Wed.
Oct 09 |
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MBA Mortgage/Refinance Apps (7am et)
US Aug JOLTS (Job Turnover & Openings; 10am et )
US Aug. Wholesale Trade (Sales/Inventories; 10am et)
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et; w/e
10/04)
Fed's Powell opens, then he & K.C. Fed's George co-host roundtable
"Fed Listens: A Community Listening Session" before Community & Biz Leaders
(11am et; K.C., MO)
Brazil Reuters Oct IPSOS-PCS
US Treasury Auctions $24B reopened 10-year Notes (1pm et)
Fed Minutes of 2-day Meeting Sept 18th (2pm et)
Yom Kippur, the Jewish Day of Atonement ends at Sundown (light
trading volume)
OVERNIGHT into US Thurs. a.m. et:
UK RICS Sept House Price Balance
Japan Sept Bank & Trust Lending, Aug
Machine Orders, Sept Domestic Goods Price Index, PPI
Japan Reuters Oct Tankan Index
Aussie Aug Home Loans, Investment
Lending, Owner-Occupied Loan Value
China Sept Foreign Direct Investment
German Aug Trade Balance,
Current Account, Sovereign Debt Rated by S&P
French & Italian Aug Industrial
Production
ECB publishes account of the Sept
11--12/19 Governing Council MPC (13:30cet)
UK Aug Construction
Ouput, Industrial & Manufacturing Production, NIESR GDP, Trade
Balance, Index of Services
South Africa Aug Mining & Gold
Production
BoE Gov Carney speaks at
launch of of new 20 GBP banknote (Margate 10:30gmt)
Nobel Prize in Literature for
2018 & 2019 Announced
OPEC Monthly Report (estimated date)
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Thurs,
Oct 10 |
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Brazil Aug Retail Sales
US Sept CPI (8:30am et)
US weekly Jobless Claims
US Sept Chain Store Sales
Canada Aug New Housing Price Index
EIA weekly Natural Gas Report (10:30am et; w/e 10/04)
Bloomberg Future of Investing: Focus on Corporate Governance (D.C.)
Chinese delegation lead by PremierLiu arrives for Trade Talks (D.C. thru
11th)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; value not available at post)
Fed's Kashkari fireside chat on Fed Reserve, economy & markets @Yahoo
Finance All Markets Summit (NY 12:15pm et)
US Treasury Auctions $16B reopened 30-year Bonds (1pm et)
US Treasury Budget (2pm et)
US weekly Fed Balance Sheet & US weekly Money Supply (4:30pm et)
ECB's Lane speaks @CEPR Research & Policy Network Workshop (Frankfurt
19:30cet)
Fed's Mester fireside chat w/Q&A @John Carroll U. (5:30pm University
Heights, OH)
OVERNIGHT into US Fri. a.m. et:
Singapore Q3 (P) GDP
RBA (Aussie) Financial Stability Review
So. Korea BOK Financial Stability Board Meeting
Minutes
Singapore Aug Retail Sales
New Zealand Sept Businesss & Manufacturing PMI,
Card Spending
Eurozone, French, German Italian, Spanish
Sept CPI & HICP
Nobel Prize for Peace announced
Mexican Aug Industrial Production
India Aug Industrial Production, Manufacturing Output
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Friday, Oct 11 |
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Fed's Kashkari
fireside chat @Council on Foreign Relations w/Q&A (8am et NY)
US Sept Import/Export Prices (8:30am et)
Canada Sept Unemployment Rate/Change/Participation/Wages/Part-/Full-Time
U.M. (Prelim) Oct. Consumer Sentiment--Current/Expectations (10am et)
Fed Reserve Bk hosts students on
"Exploring Careers in Economics" (10:30am et D.C.)
Russia Aug Trade Balance
Baker-Hughes weekly US/North American Rig Count (1pm et; w/e 10/04)
Fed's Rosengren speaks @American Economic Challenges Symposium @Univ of
Wisconsin-Madison (1:15pm Madison WI)
Fed's Kaplan speaks w/Q&A @Commonwealth Club of California (3pm et
San Francisco)
OVERNIGHT into US Sat. a.m. et:
Singapore Q2 GDP
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Saturday, Oct 12
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Brazil Holiday--Our Lady of
Aparecida Day
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WEEKS AHEAD: 10/14 Econonic Sciences
Memorial Prize awarded in memory of Alfred Nobel
10/15 12 Democratic 2020 Presidential Hopefuls Debate on CNN
10/24 ECB MPC Meets (a week pre-Brexit)
Norges (Norway) MPC Meets
10/29--30 FOMC 2-day Meeting
10/30 FOMC Rate Decision
BoC (Canada) MPC Rate Decision
10/31 BoJ 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. |
* HICP used in Europe, means Harmonized Index of Consumer Price |
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