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January 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.
Dec 30 |
|
OVERNIGHT
into US Mon. a.m. et
Aussie Nov Private Sector & Housing Credit
South Korea Dec CPI
China Dec Manufacturing,
Non-Manufacturing & Composite PMI
Singapore Nov Bank Lending
India Nov Federal Fiscal Deficit, foreign Debt,
Infrastructure Output
Brazil Q1 Long-term Interest Rate
|
| Monday, Dec 31 |
|
Calendar Year 2018 Ends
Worldwide Markets Either Close Early or Do Not Open at All
Dallas Fed Dec Manufacturing Survey (10:30am)
US Treasury Auctions $36B 3-, & $26B 6-month Bills (11am)
US Treasury Auctions $26B 52-week Bills (11:30am)
US Bond Market Closes 2pm
US Equities Trade Full Day to 4pm et
|
| Tuesday, Jan 01 |
|
New Year's Day 2019
Holiday Worldwide
Brazil's New President, Jair Bolsonaro, Inaugurated
Some US Gov't Data Will Be Delayed Until the Federal Goverment Reopens
OVERNIGHT into US Wed. a.m. et
Aussie CBA Dec Manufacturing &
Composite PMI + CoreLogic HPI
South Korea Dec Trade Balance, Nikkei
Manufacturing PMI
Singapore Q4 GDP & URA Property Index
German Nov Retail Sales
China Caixin Dec Manufacturing
PMI
UK Markit/CIPS Dec Manufacturing PMI
|
| Wed.
Jan 02 |
|
Redbook weekly store sales snapshot
US (Adv) Nov Trade Balance
US Nov Wholesale Inventories
US Manufacturing PMI (9:45am)
Brazil Fx Flows & Dec Trade Balance
Mexico Markit Dec Manufacturing PMI
Holidays in Switzerland, New Zealand, Russia & Japan
OVERNIGHT into US Thurs. a.m. et
India Nikkei/Markit Dec Manufacturing PMI
Eurozone, Italy, France, German,
Swiss, Spanish Dec Manufacturing PMI
Swiss SVME Dec PMI
UK Markit/CIPS Dec Construction PMI
Wards Dec Total US New Vehicle
Sales
|
| Thursday, Jan 03 |
|
US December 2018 Motor
Vehicle Sales
MBA weekly Mortgage/Refinance Applications (always slowest week of yr)
New US Congress Sworn In--Pelosi likely returns as Speaker of the House
Challenger Dec 2018 Job Cut Report (7:30am et)
ADP December Private Company Dec. Employment Report (8:15am et)
US weekly Jobless Claims (8:30am et; Issued last week so likely this week, as well)
Dec. US ISM Manufacturing Index/Employment/Prices Paid/New Orders
(10am)
US Refunding Announcement (11am et)
US Treasury Auctions 4-, & 8-week Bills (amounts not known, yet)
Fed Reserve Bank weekly Balance Sheet & US weekly Money Supply (4:30pm et)
OVERNIGHT into US Fri a.m. et:
Aussie Dec Services PMI & Global Dairy
Index
Japan Dec Official Fx Reserves, Dec Nikkei
Manufacturing PMI
China Caixin Dec Services &
Composite PMI
Singapore Dec Manufacturing PMI
Spain Unemployment Rate/Change
UK BRC Dec Shop Price Index,
Markit/CIPS Services & Composite PMI
Markit Eurozone, France, Italy, German Dec
Services & Composite PMI
Hong Kong Nov Retail Sales & Dec
Manufacturing PMI
German Dec Unemployment Rate/Claims
UK Nov Net Consumer Credit, Lending for
Dwellings, Mortgage Approvals, Dec Nationwide HPI, Money Supply, + Official
Fx Reserves
Eurozone, France, Spain, Italy, Germany
Nov PPI & Dec CPI & HICP
India Bank Loan & Deposit Growth, Fx
Reserves
Brazil Markit Dec Services & Composite PMI
|
| Friday,
Jan 04 |
|
US Dec 2018 Unemployment
Rate/Change/Participation (Gov't Shut down impact might be no release?)
Canada Dec Employment Report/Change/Participation/Wages
US Dec. Markit Services PMI
Canada Nov Raw Materials & Industrial Price Indices
FOMC Chief Powell panelist w/Ben Bernanke & Janet Yellen
@AEA "US Federal Reserve: Joint Interview" (10:15am Atlanta GA)
Fed's Barkin on "The Outlook for Growth" @ Maryland Bankers
Ass'n 1st Friday Economic Outlook
Fed's Bostic panelist on "Long-Run Macroeconomic Performance: A
Multi-Faceted Perspective" AEA/Allied Social Science Ass'n Jt Mtg (10:15am Atlanta)
EIA weekly Natural Gas Report (10:30am et; w/e 12/28)
EIA Weekly Petroleum/Gasoline/Distillates Report (11am et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
OVERNIGHT into US Sat a.m. et:
French Nov Trade Balance
|
| Saturday, Jan 05 |
|
Fed's Williams on
"Monetary Policy Frameworks & Effective Lower Bound on Interest Rates" @ AEA
Fed's Daly panelist on "What's Next? Moving Beyond Research Results
to an Inclusive Classroom" (10:15am et), + Speaks at AEA LGBTQ Luncheon @ AEA/ ASSA
Jt Mtg
Fed's Bostic panelist on "The Future of Traditional Banking" @
AEA
Fed's Harker Speaks
French Nov Trade Balance
|
| Sunday,
Jan 06 |
|
Canada Nov Industrial Product Price
Index
US Trade Delegation leaves for Bejing for 2-days of hi-level trade talks
OVERNIGHT into US Mon. a.m. et:
Aussie Dec Performance of Manufacturing
Index
Japan Nov Loans & Discounts, Dec End
Monetary Base
China Dec Fx Reserves &
Imports
German Nov Factory Orders & Retail
Sales
Italy Q3 Public Debt
Eurozone Sentix Jan Investor Confidence
& Nov Retail Sales
|
| Monday, Jan 07 |
|
US Nov Factory Orders
US Nov Retail & Wholesale Inventories
US/China to hold hi-ministerial trade talks in Beijing (thru 8th)
US Nov (F) Durable Goods Orders/Shipments
US Nov Construction Spending
US Nov Int'l Trade Deficit
Nov New Home Sales
ISM US Dec Non-Manufacturing Index
Canada Ivey Dec PMI
Fed's Bostic fireside chat @ Rotary Club of Atlanta
US Treasury Auctions $39B 3-, & $36B 6-month Bills
TD Ameritrade IMX (12:30pm et)
Holiday in Russia
OVERNIGHT into US Tues a.m. et:
Aussie Nov Trade Balance, Dec
Performance of Services
New Zealand ANZ Job Ads, Dec Fx
Reserves
Japan Dec Nikkei Services &
Composite PMI & Dec Vehicle Sales
Swiss Dec Unemployment Rate +
Retail Sales
German Nov Industrial Production,
Markit Dec Construction PMI
French Nov Current Account + Trade
Balance
UK Halifax Dec House Price
Index, New Car Registrations
Eurozone Dec Business, Industrial,
& Consumer Climate + Sentiment Surveys
|
| Tuesday, Jan 08 |
|
NFIB Small Business Optimism Index
(6am et)
Canada Nov Int'l Trade Balance
Redbook weekly store sales snapshot (includes post-Xmas sales & New Year)
Fed's Nov JOLTS (Job Turnover, Openings, & Quits)
Brazil Nov Industrial & Dec Auto Production
South Africa Dec Total Vehicle Sales
US Treasury Auctions $38B 3-year Notes (1pm et)
US Nov Consumer Credit (3pm et)
OVERNIGHT into US Wed. a.m. et:
New Zealand Jan ANZ Commodity Prices
Japan Nov Labor Cash Earnings
Aussie Nov Building Approvals, Job
Vacancies, AiG Services Index
South Korea Dec Unemployment Rate
German Nov Trade Balance
Swedish Central Bank MPC Meeting Minutes
Swiss Dec CPI
Italy Nov Unemployment Rate
Eurozone Nov Unemployment Rate
UK NIESR GDP Estimate
|
| Wed.,
Jan 09 |
|
MBA weekly Mortgage/Refinance
Applications
Canada Dec Housing Starts
Fed's Bostic on Eco Outlok @ Chattanooga Chamber Commerce (8:20am et)
Fed's Evans on Eco Conditions & Monetary Policy @ Discover Financial
Services Meeting (9am et)
BoE Gov Carney online Q&A on "Let's Decide the Future of
Money"
BoC (Canada) MPC Interest Rate Announcement & Monetary Policy Report
BoC Gov Poloz & Dpty Wilkins post-Meeting Press Conference
EIA weekly Petroleum/Gasoline/Distillates Stats (10:30am et)
Fed's Rosengren on Eco Outlook @ Boston Economic Club (11:30am et)
US Treasury Auctions $24B reopened 10-year Notes
FOMC Minutes of Dec 18--19, 2018 Meeting at which it raised rates (2pm et)
OVERNIGHT into US Thurs. a.m. et
Japan Fx Reserves
Aussie NAB Business Confidence
Swiss Q4 Real Estate Index of Family
Homes
China Dec Money Supply, New Yuan
Loans & Aggregate Financing
UK BRC Dec Like-for-Like Sales & RICS
Dec House Price Balance
China Dec PPI, CPI, Industrial Production
Swiss Dec Unemployment Rate
French Nov Industrial Production
Italy Nov Retail Sales
South Africa Nov Manufacturing Production
ECB Publishes Account of
Dec. Monetary Policy Meeting
Russia Fx Reserves
|
| Thurs.
Jan 10 |
|
US weekly Jobless Claims
Canada Nov New Housing Price Index, Building Permits
Dec US Chain Store Sales Release (Holiday season)
Fed's Barkin speaks to Greater Raleigh Chamber of Commerce (8:35am
et)
Brookings Institution '10 years later:Lessons from the 2008-09 financial crisis'
speakers include Peter Orszag, Carmen Reinhart, Larry Summers, and more (9am)
US Dec Wholesale Trade (10am et)
US New Home Sales (approx date)
EIA weekly Natural Gas Report (w/e 01/04)
US Treasury Auctions 4-wk & 8-wk Bills (11:30am et; amount not yet known)
Fed's Bullard on Eco & Monetary Policy @ Little Rock Chamber of
Commerce (12:30;pm et)
Fed's Evans on current Eco Conditions & Monetary Policy @
Milwaukee Business Journal Economic Forecast Event (1pm et)
US Treasury Auctions $16B reopened 30-year Bonds (1pm et)
Fed's weekly Balance Sheet & Money Supply (4:30pm et)
Fed V.Chair Clarida speaks to Money Marketeers of NY (5:30pm est)
OVERNIGHT into US Fri. a.m. et:
French MPC de Galhau on European
Economic Prospects in 2019
Aussie AiG Dec Construction Index
New Zealand Nov Building Permits
South Korea Dec Unemployment Rate
Japan Nov Current Account
Balance, Trade Balance, Dec Bank & Trust Lending, Eco Watchers Dec Current
Survey, Nov Household Spending
China Dec Foreign Direct
Investment
Aussie Nov Retail Sales
Singapore Retail Sales
Spain & Italy Nov Industrial
Production
UK Nov Trade Balance, Industrial
+ Manufacing Production, Construction Output, Nov GDP
ECB's Mersch, Nowotny & Makuch at Eco
Conferenc to mark Slovakia's 10th Euro Adoption Annivesary
India Nov Industrial Production
|
| Friday,
Jan 11 |
|
US Dec CPI , Real
Avg Weekly Earnings (830am et)
Mexico Nov Industrial Prolduction
Baker-Hughes weekly US/North American Rig Count (1pm et)
WASDE Report probably delayed by partial gov't shutdown
Fed's George on Eco & Monetary Policy before The Central Exchange
US Treasury Budget Released (2pm et with 800K workers not being paid, for now)
|
| Sat.
Jan 12 |
|
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WEEKS AHEAD: Jan. 21, 2019 Martin
Luther King Jr US Holiday ALL Markets Closed
01/23 BoJ MPC Meets
01/24 ECB MPC Meets
Norges MPC Meets
01/29 FOMC 2-day Meeting Starts
01/30 FOMC Meeting Statement & Powell Press Conference
*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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