|
|
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: |
Sunday, Feb 03 |
|
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.
|
Monday, Feb 04 |
|
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
|
Tuesday, Feb 05 |
|
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
|
Wed.,
Feb 06 |
|
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)
|
Thurs.
Feb 07 |
|
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
|
Friday,
Feb 08 |
|
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)
|
Sat.
Feb 09 |
|
China Spring Festival--Holiday |
Sun.
Feb 10 |
|
OVERNIGHT
into US Mon. a.m. et:
China Jan. New Yuan
Loans & Aggregate Financing, Foreign Direct Investment, + Money
Supply
Hong Kong Jan Fx Reserves
Swiss Jan CPI
UK 18Q4 GDP, Total
Business Investment, Private Consumption, Goverment Spending, Dec Trade
Balance, Industrial & Manufacturing Production, Construction Output, Index of
Services, NIESR Jan GDP Estimate
Russian Trade Balance
ECB VP de Guidos speaks @ Deusto
Business School (Madrid Spain)
MBA Q4 Mortgage
Delinquencies/Foreclosures
|
Monday, Feb 11 |
|
US Revisions to CPI
Canada Trade Balance
Mexican Dec Industrial Production
US Treasury Auctions $45B 3-, & $39B 6-month Bills
Japan Holiday--National Founding Day
OVERNIGHT into US Tues. a.m. et:
New Zealand Jan Card Spending
Aussie Dec Home Loans, Value of All
Loans, NAB Jan Biz Conditions/Confidence
Japan Dec Tertiary Industry Index, Jan
(P) Machine Tool Orders
Singapore Dec Retail Sales
South Africa 18Q4 Unemployment Rate, Dec
Manufacturing Production
India Dec & Cumulative Industrial
Production, Manufacturing Output
South Korea Jan Unemployment Rate
|
Tuesday, Feb 12 |
|
US Revises PPI
NFIB Small Business Optimism Index (6am et)
Redbook weekly store sales snapshot
Fed's JOLTS (Job Turnover & Quits)
Fed's George on "Charting America's Economic Course" @ KC
Public Library (5:30pm)
Fed's Mester on eco outlook & monetary policy @ Xavier Univ &
Financial Executives Int'l Cincinnati Chapter (OH 6:30pm et)
OVERNIGHT into US Wed. a.m. et:
New Zealand Jan QV House Prices
Japam Domestic Corporate Goods Price
Index, Jan PPI
German JanWholesale Price Index
RBNZ (New Zealand) MPC Rate
Decision, Official Cash Rate (13th local time)
UK Jan CPI, Retail Price Index,
PPI, House Price Index
Riksbank (Sweden) MPC Rate Decision &
Policy Statement (13th local time)
Eurozone Dec Industrial Production
Brazil Dec Retail Sales
South Africa Dec Retail Sales
IEA Monhly Report
|
Wed.
Feb 13 |
|
MBA weekly Mortgage/Refinance Apps
Fed's Bostic on Eco Oulook & Monetary Policy before European
Financial Forum (Dublin, Ireland 7:15am et)
Canada Teranet/Nat'l Bank Jan Home Price Index
US Jan CPI (8:30am et)
Fed's Mester "A View from the Federal Reserve" @ "What's
Next for Kentucky in the Global Economy" hosted by U of KY Galton College of Business
& Economics (850am et)
Atlanta Fed Business Inflation Expectations
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et w/e
02/08)
Fed's Harker on Eco Outlook @ Jewish Business Network Powr Lunch
(Philadelphia)
US Monthly Treasury Budget (2pm et)
OVERNIGHT into US Thurs. a.m. et:
New Zealand Jan Food Prices
Japan 18Q4 GDP/Private
Consumption/Business Spending
China Jan Imports/Exports, Trade Balance
UK RICS Jan House Price Balance
India Jan WPI Food, Fuel, Consumer
Inflation
French 18Q4 Unemployment Rate
German 18Q4 GDP
Swiss Jan Producer & Import Prices
South Africa Dec Gold & Mining
Production
Eurozone 18Q4 Employment, GDP
Canada Dec Manufacturing Sales, Housing
Price Index
|
Thursday, Feb 14 |
|
US weekly Jobless Claims
US Jan PPI-FD (8:30am et)
US Dec. '18 Retail Sales (Delayed until today)
US Nov Business Inventories (shutdown delayed 10am et)
EIA weekly Natural Gas Report (w/e 02/08)
US Treasury Refunding Announcement (11am et)
US Treasury Auctions 4-wk & 8-wk Bills (11:30am et)
Fed's Harker on "Approaches to Leadership" @ 3rd Lerner MBA
Student Ass'n Conf (Newark DE)
Fed Reserve Bk Balance Sheet & US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
29th Australian & New Zealand
Econonmetric Study Group Meeting (to 15th Wellington)
RBA's Kent speaks (Melbourne)
Norsk (Norway) Gov Olsen Annual
Policy/Sovereign Wealth Fund Address (Oslo)
New Zealand Jan Business Manufacturing
China's BoP 18Q4 Current Account
Balance, Jan CPI + PPI
Singapore 18Q4 GDP
Japan Dec Industrial Production/Capacity
Utilization
Italy Dec Trade Balance
Spain Jan CPI + HICP
EU 25 Jan New Car Registrations
UK Jan Retail Sales
Eurozone Dec Trade Balance
Canada Dec International Securities
Transactions
|
Friday,
Feb 15 |
|
Empire State Feb Manufacturing
Survey (8:30am et)
US Jan Import/Export Prices
Canada Jan Existing Home Sales
US Jan Industrial Production/Capacity Utilization (9:15am et)
Fed's Bostic on "Workforce Development" @ Public Affairs
Research Council of Alabama w/Q&A (Birmingham AL 9:55am)
U.M. Interim Feb Consumer Sentiment (10am et)
ECB's Coeure @ C. Peter McCol,ough Series on Int'l Economics from Council
on Foreign Relations (NY)
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed's Daly speaks @ Economic Forecast Conference (1:15pm et)
US Dec TICS
|
Saturday, Feb 16 |
|
|
|
WEEKS AHEAD: 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 |
|
|
|
|
|