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July 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, June
30 |
|
OVERNIGHT into
US Mon.. a.m. et:
China Official Jun
Manufacturing,non-Manufacturing, & Composite PMI
Aussie CBA Jun Mnftg PMI, AiG Performance of Mfg
Index, CoreLogic HPI , TD Securities Jun Inflation, Commodity Index, HIA New Home Sales
Japan Q2 Tankan Manufacturing & Non-Mnftg
Index/Outlook, May Loans, Fx Reserves, Nikkei Jun Manufacturing PMI, Jun Vehicle
Sales, Consumer Confidence
So. Korea Jun Trade Balance, Nikkei Mnftg/non-Mnftg
PMI
Singapore URA Qtr Property Index
China Caixin Jun Manufacturing PMI
Russia Markit Jun Mnftg PMI
Swiss May Real Retail Sales, Jun Manufacturing PMI
Eurozone, French, German, Italian Spanish Jun
Manufacturing PMI
German Jun Unemployment Report
Italian May Unemployment Report
BoE May Consumer Credit, Mortgage Approvals,
M4 Money Supply
UK Jun Markit Mnftg PMI
Eurozone May Unemployment Rate
So. Africa Jun total Vehicle Sales
ECB's de Guindos opens 13th ECB
Central Banking Seminar "Monetary Policy in the euro area" (8:45 cet Frankfurt
DE)
Nat'l Balance sheet of euro area monetary financial
institutions ex-Eurosystem
Fed V.Chair Clarida (2:15am et) on
"Federal Reserve's Review of its Monetary Policy Strategy, Tools, &
Communications Practices" & ECB's Lane (12:15cet) also speaks
@Bk of Finland Conf on Monetary policy/future of EMU (Helsinki )
OPEC Meeting (07/01 local time; Vienna
Austria)
|
| Monday, July 01 |
|
US June Markit Manufacturing PMI
(9:45am et)
US Manufacturing ISM Index/Prices Paid/Employment/Raw Materials Prices
(10am et)
Brazil Markit Jun Mnftg PMI , Trade Balance
US May Construction Spending
Mexico Markit Junn Mnftg PMI
US Treasury Auctions $36B 3-, & $36B 6-month Bills (11:30am et)
Canadian Holiday
HK Special Administrative Region Establishment Day Holiday
OVERNIGHT into US Tues. a.m. et:
New Zealand NZIER Q2 Biz Confidence, QSBIO
Capacity Utilization, May Building Consents
So. Korea Jun CPI
RBA (Aussie) MPC Rate Decision + Press
Conference (07/02 local time)
Riksbank (Sweden) MPC Meeting
RBA Gov Lowe speaks (Darwin)
UK Markit/CIPS Jun Construction PMI, Nationwide
HPI
French gov't Budget Balance
Spanish Unemployment Rate
Swiss SVME Jun PMI
Hong Kong May Retail Sales
Wards Jun Total US Vehicle Sales
Eurozone May PPI
So. Africa Mnftg PMI
BoE Gov Carney speaks @Local
Government Ass;n Annual Conf. (Bournemouth UK)
OPEC+ (OPEC & non-OPEC Oil
Producers) Meet on Production Quotas
|
| Tuesday, July 02 |
|
Fed's Williams panelist
at UBS "Special High Level Event on the Global Economic & Monetary Policy
Outlook" (Zurich Switzerland 6:35am et)
Brazil May Industrial Production
US Jun Vehicle Sales (F & GM, now Qtrly)
Canada RBC Jun Manufacturing PMI
Redbook weekly store sales snapshot (8:55am et)
Fed's Mester speaks on Eco Outlook @Europan Economics & Financial Ctr
w/Q&A (11am et London)
OVERNIGHT into US Wed. a.m. et:
New Zealand QV Jun House Prices
Aussie AiG Jun Performance of Services,
CBA Ausie Services/Composite PMI
UK BRC Jun Shop Price Index
Japan Markit Jun Services &
Composite PMI
Aussie May Building Approvals & Trade
Balance
BoJ's Funo speaks (Hiroshima)
China Caixan Jun Services &
Composite PMI
India Nikkei Jun Services PMI , M3
So. Africa Standard Bank Jun PMI
Eurozone, France, Germany, Italy,
Jun Markit Services & Composite PMI
UK Markit/CIPS Jun Services &
Composite PMI , Official Reserves
BoE's Cunliffe speaks
@Bk of Portugal conf., on "Financial stability & macropru- dential policy"
BoE's Broadbent @ Dept
for Education & HMT Financial Ed Conference (London)
|
| Wed.
July 03 |
|
MBA weekly Mortgage/Refinance Apps
(7am et)
Challenger June Job-Cuts (7:30am et)
ADP June Private Sector Employment Report (8:15an et)
US May Int'l Trade Deficit (8:30am et)
US weekly Jobless Claims
US June Markit Services & Composite PMI (9:45am et)
US May Factory Orders (10am et)
US (Jun F) Durable/Capital Goods Orders/Shipments
Canada May Trade Balance
US ISM June non-Manufacturing Index
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et; w/e 6/28)
EIA weekly Natural Gas Report (11:30am et)
US Refuuding Announcement incl. 30-year Bond
US Treasury Auctions 4-, & 8-week Bills (11:30am et; values not available at
post)
US Equity & Options Markets Close 1pm et
US SIFMA Controlled Markets (Bonds) close 2pm et
OVERNIGHT into US Thurs. a.m. et:
Japan June Purchases of Foreign Stocks
& Bonds
Aussie May Job Vacancies & Retail
Sales
Hong Kong Jun Mnftg PMI
Swiss JunCPI & HCPI
BoE Qtr Housing Equity Withdrawal
Germany Market Jun Construction PMI
UK Jun New Car Registrations
Eurozone May Retail Sales
ECB's Lane addresses ECB Conf on
"Challeges in the Digital Age" (Frankfurt 9cet)
ECB's de Guindos keynotes
CIRSF Annual Int'l Conf. "Financial Supervision & Financial Stability/Ten Years
After the Crisis: Achievements & Next Steps" (Lisbon Portugal 11:10 cet) ECB Bd
member Enria speaks (11:55 cet)
|
| Thurs,
July 04 |
|
US Independence Day
Holiday--ALL US MARKETS CLOSED
Macy*s (M) Fireworks Display on NY's East River/Brooklyn Bridge
OVERNIGHT into US Fri. a.m et:
Aussie AiG Jun Performance of
Construction Index, Fx Reserves
Japan May Household Spending,
Leading Index, Fx Reserves
French May Traded Balance
Spanish May Industrial Production,
Consumer Confidence
India Bank Loan & Deposit Growth, Fx
Reserves
German May Factory Orders
ECB's de Guindos panelist
on "Spain's Financial Sector's Restructuring: Looking back with persective"
@FROB 10th Anniversary Conf. by Spanish Exec Resolution Authority (10 cet, Madrid Spain )
Recontres Economiques D'Aix-en-Provence
"In a World of Turmoil:
What is a Nation For?" (thru 7th, Aix-en-Province FR; w/SocGen, HSBC,
Carrefour, Grpe Renault, AXA, ECB's Coeure, Engie, UBS, Dentons, FT, Les Echos,
World Bk, Airbus, Veolia, Nestle, LVMH, BLK, Galeries Lafayette, PwC, Riksbank's Ingves,
Solvay, IMF's Lagarde among speakers )
UK Jun Halifax Jun HPI, Q1 Unit Labor
Costs
|
| Friday, July 05 |
|
US June Unemployment
Report/Change/Participation/Avg Hrly Wages (8:30am et)
Canada Jun Unemployment Report/Change/Participation/Full-Part-Time
Canada Ivey Jun PMI
Brazil Auto Production & Sales
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed weekly Balance Sheet & US weekly Money Supply (4:30pm et)
|
| Saturday,July 06 |
|
ECB's Couere speaks
@Le Cercle des Econonmists (9:30cet Aix-en-Provence FR) |
| Sunday, July 07 |
|
OVERNIGHT
into US Mon. a.m. et:
China June Fx Reserves
Japan May Trade Balance,
May Core Machiney Orders, Bank Lending, Bankruptcies, Eco Watchers Survey
German May Industrial Production,
Trade Balance, Current Account
Eurozone Sentix July Investor Confidence
Russia CPI
ECB's Draghi & Coeure @Eurogroup
Meeting (Brussels Belgium)
|
| Monday, July 08 |
|
OMFIF St. Louis Fed Modeling
the Macroeconomy in Risky Times (St Louis MO)
US Treasury Auctions $36B 3-, & $36B 6-month Bills
TD Ameritrade IMX (12:30p, et)
US May Consumer Credit (debt, really; 3pm et)
OVERNIGHT into US Tues. a.m. et:
New Zealand Jun Heavy Truckometer, REINZ
Jun House Sales
Chinese Jun New Yuan Loans, Aggregate
Financing
UK BRC Jun Like-for-Like Sales
Japan May Real Labor Cash Earnings, Jun
Money Stock
Aussie NAB Jun Business
Conditions/Confidence
Bk of Korea Financial Stability Board
Meeting Minutes
Swiss Jun Unemployment Rate
Italian May Retail Sales
Japan Jun Machine Tool Orders
ECB Publishes Conslidated
Financial Statement of Eurosystem (15:00 cet)
ECB Governing Council non-Rate Meeting
(Frankfurt DE)
|
| Tuesday, July 09 |
|
NFIB Small Business Optimism
Index (6am et)
FOMC Chief Powell opens Fed Reserve Bd Conf. Stress Testing: A Discussion
& Review streamed (8:45am et Boston Fed)
Redbook weekly store sales snapshot (8:55am et)
Fed's Bullard speaks @OMFIF Foundation Mtg (10am et)
US May JOLTS (10am et)
Mexican Jun CPI
Canada Jun Housing Starts, May Building Permits
US Treasury Auctions $38B 3-year Notes (1pm et)
Fed's Bostic on monetary policy @OMFIF Forum
(St Louis MO 1pm cdt)
Fed. V.Chair Quarles speech streamed
@Fed Reserve Bd Conf on Stress Testing (2pm et)
St Louis Fed AP Economics Conference (St Louis thru 12th)
OVERNIGHT into US Wed. a.m. et:
Japan Jun Domestic Corporate Goods
Prices, PPI
RBNZ (New Zealand Central Bk) Gov Orr on
Phase 2 Review
So. Korea Jun Unemployment Rate
Swiss Q2 Real Estate Index of Family
Homes
China Jun CPI & PPI
French & Italian May Industrial
Production
UK May GDP, Industrial +
Manufacturing Production, Construction Output, Visible Trade Balance, Index of Services
|
| Wed.,
July 10 |
|
MBA Weekly Mortgage/Refinance Apps
(7am et)
Atlanta Fed Business Inflation Expectations (10am et)
FOMC Chief Powell Semiannual Testimony @US House FinServices Cmte (10am
et; D.C.)
SIFMA Regulation Best Interest Seminar (D.C.)
Brazil Jun CPI
US May Wholesale Trade (Inventories & Sales)
EIA weekly Petroleum/Gasoline/Distillates Report (w/e 07/05 10:30am
et)
Bk of Canada Rate Decision, Monetary Policy Report, & Press Conference
US Treasury Auctions $24B reopened 10-year Notes (1pm et)
Fed's Bullard moderated Q&A on Monetary Policy @OMFIF (1:30pm et St
Louis MO)
FOMC Minutes of June 18--19 Meeting (2pm et)
OVERNIGHT into US Thurs. a.m. et:
New Zealand Jun Card Spending
Japan Tertiary Industry Activity Index
UK RICS Jun House Price Balance
China Jun foreign Direct
Investment
Aussie May Hone Loans, Investment
Lending, Jul Inflation Expectations
Eurozone, French, German,
Italian Jun CPI, HICP
So. African May Mining & Gold
Production, Manufacturing Production
BoE's Tenreyro delivers
the 2019 Ronald Tress Memorial Lecture (London)
BoE releases Financial Stability
Report, Account of Monetary Policy Meeting June 05--06, 2019 (13:30 cet)
ECB's Coeure lectures @SAFE Policy Center
(Frankfurt 12:15 cet)
OPEC Monthly report
|
| Thurs.
July 11 |
|
US June CPI (8:30am
et)
US weekly Jobless Claims
Canada May New Housing Price Index
FOMC Chief Powell semiannual testimony @US Senate Banking Cmte (D.C,.
10am et)
EIA weekly Natural Gas Report (10:30am et)
Fed's Williams speaks on regional community revitalization (11:10am et
Hudson Valley/Albany NY)
US Refunding Announcement (11am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am et values not announced at post)
Fed's Barkin speaks @11th Rocky Mountain Economic Summit
w/Q&A (10:30 mdt Victor ID)
Fed's Bostic on Monetary Policy @Volcker Alliance "Truth &
Integrity in State Budgeting- Looming Risks, Durable Solutions (1pm edt Atlanta GA)
US Treasury Auctions $24B reopened 10-year Notes
Fed's Williams on regional economy @Univ of Albany-SUNY w/Q&A (1:30pm et)
US Treasury Budget (2pm et)
Fed's Kashkari discusses
housing, business leaders' roundtable, towqn hall on eco & monetary policy
w/Q&A, then tours, on 12th AgP Soybean procedssing plant/meets ag leaders (5pm et
Aberdeen DC thru 12th)
OVERNIGHT into US Fri. a.m. et:
So. Korea Jun Import/Export Price Indices
New Zealand Jun Business Manufacturing
PMI
Singapore Q2 GDP
China Jun Trade Balance, Foreign
Direct Investment
Japan May Industrial
Production/Capacity Utilization
German Jun WPI
Spanish Jun CPI & HICP
Eurozone May Industrial Production
EU Finance Ministers Meet
BoE's Vlieghe speaks
@Thomson Reuters (London)
BoE releases Q1 Banking Sector Regulatory
Capital
IEA Monthly Report
India May Industrial Production,
Manufacturing Output, CPI, Fx Reserves
|
| Friday, July 12 |
|
US June PPI--Final Demand
Mexican May Industrial Production
Russia May Trade Balance
Baker-Hughes weekly US/North American Rig Count (1pm; w/e 07/05)
|
| Saturday,July 13 |
|
India Trade Balance
German Jun Wholesale Prices
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WEEKS AHEAD: 07/25 ECB
MPC Meets
07/30 BoJ MPC Meets
07/30--31 FOMC 2-day Meeting, followed by
Powell Press Conference
*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, 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. 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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