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September 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. 01 |
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US Boosts 25% Tariffs on
Chinese Imports to US to 30%, and Adds new 15% Tariffs on $160B of additional Chinese
Imports to US
FASB start date for new rule forcing Lease Oligations to
be accounted for on Balance Sheets, in Q4
OVERNIGHT into US Mon. a.m. et:
Aussie AiG Performance of Manufacturing Index,
CBA Aug Mnftg PMI, CoreLogic House Price Index, Aug TD Securities Inflation/Sept
Expectations, Q2 Corp. Profits & Inventories, ANZ Aug Job Ads, Commodity Index
So. Korea Nikkei Aug Manufacturing PMI
China Caixin Aug Manufacturing PMI
Japan Aug Official Reserves, Q2 Capital
Spending, Corporate Profits , Nikkei Mnftg PMI
India Nikkei Aug Mnftg PMI
Russia Markit Aug Mnftg PMI
Swiss July Retail Sales, Aug Manufacturing PMI
Markit Eurozone, Germany, Italy, Spain
Aug Manufacturing PMI
Hong Kong Fx Researves
South Africa Aug Total Vehicle Sales
ECB 'Mersch Keynotes ECB Legal
Conference "Building Bridges-central banking law in an interconnected
world" (8:45cet) ECB's Lautenschlager chairs panel "Autonomy of interpretations
of Union law by the CJEU" @ECB Legal Conf (11:15cet)
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Monday, Sept 02 |
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US National Holiday--Labor
Day ALL US Markets CLOSED
Canada Labour Day Holiday, Banks & Markets Closed
ECB VP de Guindos panel chair "The application of national law by
ECB" (14:00 cet) ECB's Couere chairs panel "Extraterritorial
sanctions, central banks & financial services (15:45cet) @ECB Legal Conference
Brazil Aug Trade Balance, Markit Mnftg PMI
BoE's Brazio speaks at Jt BoE/Edinburgh Futures Institute on "Sustaining
Financial Resilience" (18:00gmt; Edinburgh)
Mexican Markit Aug Manufacturing PMI
OVERNIGHT into US Tues. a.m. et:
South Korea Q2 GDP, Aug CPI
Aussie Q2 GDP, Current Account Balance, Jul
Retail Sales
RBA (Aussie) MPC Interest Rates
Decision (09/03 local time)
UK Markit Aug Manufacutring PMI,
BRC Like-for-Like Sales
Swiss Aug CPI, & SNB Presentation of New
100-Franc Note
UK Markit/CIPS Aug Construction PMI
Eurozone July PPI
South Africa Mnftg PMI, Q2 GDP
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Tuesday Sept 03 |
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US August Vehicle Sales (ex-GM
& F)
Canada RBC Aug Manufacturing PMI
ECB's Enria panel chair "The institution of 'close cooperation' in
the SSM" @ECB Legal Conference (13:30cet)
US Aug. Manufacturing PMI (9:45am et)
US ISM Manufacturing Index/Orders/Prices Paid/Employment Outlook (10am
et)
US July Construction Spending & Annual Revisions
US Treasury Announces Value of 4-, & 8-week Bills to be Sold 09/05 (11am et)
US Treasury Auctions $45B 3-, & $42B 6-month Bills (11:30am et)
Fed's Rosengren on US Economy w/Q&A @Stonehill College (Easton MA 5pm
et)
OVERNIGHT into US Wed. a.m. et:
Aussie Q2 GDP, Aug Performance of Services
Index, CBA Services + Composite PMI, CapEx
BoJ's Kataoka speaks (Hakodate)
China Caixin Aug Services + Composite
PMI
India Nikkei Aug Services PMI
South Africa Standard Bank Aug PMI
Markit Eurozone, Germany, Italy,
France, Aug Services+Composite PMI
Ward's US Aug Vehicle Sales
UK Markit/CIPS Aug Services+Composite PMI, Aug
Official Reserves
Eurozone Jul Retail Sales
ECB's Enria introductory
statement at ECON hearing of the EU Parliament (Brussels 9:00cet)
ECB's Lane keynotes 50th
Anniversary Conference "The Money, Macro & Finance Research Group (13:00cet
London)
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Wed.,
Sept 04 |
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MBA weekly Mortgage/Refinance Apps
UK Treasury Select Committee Hearing on August Inflation Report (14:15gmt)
ECB's Mersch hearing on his appointment as Vice Chair of ECB Supervisory Board
@EU Parliament (Brussels 16:00cet)
ECB's Lane speaks (London)
US July Int'l Trade Deficit (8:30am et)
Former Fed Gov Donald Kohn @"Money Macro & Finance" 50th
Anniversary Conference (London 17:00gmt)
ECB's de Guindos speaks at Annual US-EU Symposium hosted by Program on
Int'l Financial Systems (PIFS; Frankfurt 18:30 cet) )
Canada Q2 Labor Productivity, Jul Int;l Trade Balance
Redbook weekly store sales snapshot (8:55am et)
Fed's Williams keynotes "Real
Return XIII: The Inflation-Linked Products" Conference from Euromoney
& Global Capital (9:30am et NY)
Brazil Markit Aug Services + Composite PMI
Fed Gov Bowman & Fed Pres Bullard host Fed Listens (12:30pm St
Louis FRB MO)
Bk of Canada MPC Interest Rate Decision
Fed's Beige Book released (2pm et)
Fed's Evans opens "Forging a New Path for North American
Trade: The Auto Sector" @FRB
Chicago's Detroit branch (3:15pm edt thru 5th)
OVERNIGHT into US Thurs. a.m. et:
New Zealand Aug Volume of All Buildings
Japan Aug Foreign Purchases of Japan
Bonds & Stocks, Nikkei Services PMI
Hong Kong Aug Nikkei Mnftg PMI
(protests disrupted)
Aussie Jul Trade Balance
Swiss Q2 GDP
Germany Jul Factory Orders
ECB's de Guindos opens
4th Annual ECB Research Conference (@ECB Frankfurt)
Markit Germany Aug Construction PMI
SNB (Swiss) Chief Jordan speech
"Wahrungen, Geld und digitale Token" (Currency, Money & digital Tokens"
Basel, Suisse)
UK Aug New Car Registrations
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Thurs.
Sept 05 |
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Challnger Aug Job-Cut Report
(7:30am et)
ADP Aug Private Sector Employment Report (8:15am et)
US weekly Jobless Claims/Continuing Claims (8:30am et)
US Aug Chain Store Sales
Russia CPI, & Central Bank Fx Reserves
US Q2 non-Farm Productivity & Costs
US Services PMI (9:45am et)
US July Factory Orders (10am et)
US Jul Final Durable Goods/Capital Goods Orders, Shipments
US Aug Non-Manufacturing ISM
BoE's Teneyro speaks @ ECB Research Conference (Frankfurt)
EIA weekly Natural Gas Report (10:30am et; w/e 08/30)
EIA weekly Petroleum/Gasonline/Distillates Report (11am et; w/e 08/30)
US Treasury Refunding Announcement (11am et)
US Treasury Auctions 4-, & 8-week Bills (value not yet announced at post; 11:30am et)
BoC's Schembri Delivers Economic Progress Report
Fed weekly Balance Sheet & US weekly Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
Japan Jul Labor Cash Earnings, Overall
Household Spending & Wage Income
German Jul Industrial Production
Eurozone Q2 GDP, Employment Report,
Labor Costs, Gross Fixed Capital, Gov't Expenditureds. Household Consumption
French July Current Account & Trade Balance
Aussie Fx Reserves
Italian Jul Retail Sales
UK Halifax Aug House Prices,
BoE/TNS Aug Inflation Expectations
ECB's de Guindos speaks @45th
Annual Forum on "Intelligence on the World, Europe, & Italy" hosted by
Ambrosetti (11:15 cet; Cernobbia Italy)
Brazil Aug IPCA Inflation Index SA, CPI
Russian CBR Press Conference
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Friday,
Sept 06 |
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US Aug Unemployment
Rate/Change/Participation/Ccontinuing Claims (8:30am et)
Canada Aug Employment Report/Change/Participation/Continuing Claims
US Census Quarterly Services Report (10am et)
Canada/Ivey Aug PMI
Fed Chair Powell (stream) "Economic
Outlook & Monetary Policy" discussed with SNB Chair Jordan
hosted by Swiss Institute of Int'l Studies (12:30pm et Univ of Zurich Suisse)
Baker-Hughes weekly US/North American Rig Count (1pm et; w/e 08/30)
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Saturday,Sept 07 |
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China Aug. Fx Reserves
ECB's de Guindos speaks @ 45th "Intelligence on the World, Europe
& Italy" Forum
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Sunday, Sept
08 |
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OVERNIGHT
into US Mon. a.m. et:
China Aug Trade Balance, Aggregate
Financing, Money Supply
New Zealand Q1 Manufacturing Activity, Volume
Japan Q2 GDP/Private
Consumption/Business Spending, Jul Current Account, Trade Balance, Eco
Watchers Survey Outlook
Aussie Q4 Manpower Survey, Jul Home Loans,
Investment Lending
New Zealand REINZ Aug House Sales
Swiss Aug Unemployment Rate
German Jul Trade Balance,
Current Account
ECB's Hakkarainen speaks @
Financial LAw Seminar "ESG Governance in Investments--monety talks" organized by
Hannes Stellman Attorneys (Helsinki Finland 14:20 cet)
BoE's Vlieghe speaks (London)
UK Jul NIESR GDP, Industrial
& Manufacturing Production, Construction Output, Index of Services, Visible Trade
Balance
Brazil BCB Focus Market Readout
Russia Qtr GDP
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Monday, Sept 09 |
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Mexican Aug CPI
US Treasury Auctions $45B 3-, & $42B 6-month Bills (11:30am et)
TD Ameritrade IMX (Retail Investor Sentiment 12:30pm et)
US July Consumer Credit (Debt really, 3pm et)
OVERNIGT into US Tues. a.m. et:
New Zealand Aug Card & Retail Card
Spending, Heavy Truckometer
China Q4 Manpower Survey
Aussie NAB Aug Business Confidence/Survey
Japan Q4 Manpower Survey
China Aug PPI, CPI, NAB
Business Conditions/Confidence
Japan Aug Machine Tool Orders
French Q2 Non-Farm Payrolls, Jul
Industrial Production
Italy Jul Industrial Production
UK ILO Jul Unemployment
Rate/Change, Aug Claimant Count/Change
So Africa Jul Manufaturing Production
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Tuesday, Sept 10 |
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NFIB Small Business Optimism
Index (6am et)
Canada Aug Housing Starts, Jul Building Permits
Redbook weekly store sales snapshot (8:55am et)
JOLTS (Job Quits & Openings; 10am et)
US Treasury Auctions $28B 52-week Bills (11:30am et)
US Treasury Auctionss $38B 3-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
Japan Q3 BSI Large All Industry
South Korea Aug Unemployment Rate
China Aug Foreign Direct Investment
Spain Jul Industrial Production
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Wed.
Sept 11 |
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MBA weekly
Mortgage/Refinance Apps (7am et)
US Aug. PPI--Final Demand (8:30am et)
Canada Q2 Capacity Utilization
Brazil Jul Retail Sales
Russia Jul Trade Baance
Atlanta Fed Business Inflation Expectations (10am et)
US July Wholesale Trade Inventories/Sales
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et; w/e
09/06)
US Treasury Auctions $24B reopened 10-year Notes (1pm et)
OVERNIGHT into US Thurs.. a.m. et:
UK RICS Aug House Price Balance
Japan Reuters Sept Tankan Index, Aug Domestic
Cor;porate Goods Price Index, Jul Machinery Orders, Tertiary Industry Index, Aug
PPI
Singapore Q3 Unemployment Rate
China Trade Balance (?)
Eurozone, French, German Aug CPI, HICP
Swiss Aug Producer & Import Prices
Eurozone Jul Industrial Production
Singapore Jul Retail Sales
Italy Q2 Unemployment Rate
South Africa Jul Mining Production/Gold
Production
ECB MPC Interest Rate, Deposit
Facility, & QE Decision (09/12, 13:45cet)
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Thurs,
Sept 12 |
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India Jul Industrial &
Manufacturing Production, Aug CPI
ECB's Draghi post-Meeting Press Conference (14:30 cet)
EDCB Publication of ECB staff macroeconomic proejctions for Euro area
(15:30 cet)
Brazil Jul Service Sector Growth
ECB's Enria panelist "What abitions for the EU banking sector and
related policy priorities?" Draghi, Couere, & de Guindos
participate in ECOFIN (Helsinki 16:50 cet)
Former FOMC Gov Janet Yellen keynotes NIC Fall Conference
(Chicago 8am et)
US Aug. CPI (8:30am et)
US weekly Jobless Claims
Canada Jul New House Price Index
Thomas Sullivan, Fed Assoc. Dir Division of Supervision & Regulation before Senate
Banking Cmte on Insurance Company Supervision (D.C. 10am et)
EIA weekly Natural Gas Report (10:30am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; value not announced at post)
US WASDE Report
US Treasury Auctions $16B reopened 30-year Bonds (1pm et)
US Treasury Budget Released (2pm et)
US Fed weekly Balance Sheet & US weekly Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
New Zealand Aug ANZ Manufacturing PMI
German Aug Wholesale Price Index
Japan Jul Industrial Production/Capacity
Utilization
German Aug WPI
Spanish Aug CPI, HICP
BoE's Hauser Panelist @TradeTech Expo FX
Europe (Barcelona Spain 9 bst)
Eurozone Jul Trade Balance,
Q2 /Labor Costs
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Friday,
Sept 13 |
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US Aug Retail Sales
(8:30am et)
US Aug Import/Export Prices
US Business Inventories (10am et)
U.M. Prelim. Sept Coinsumer Sentiment/Expectations
Baker-Hughes weekly US/North American Rig Count (1pm et)
South Korea & China Holidays
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Saturday, Sept 14/
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WEEKS AHEAD: 09/17--18 FOMC Meets, Member
Forecasts Updated, Powell Presser
09/19 BoE MPC Meets
SNB MPC Meets
BoJ
MPC Meets
Norges Bk
(Norway) MPC Meets
09/24 RBNZ (New Zealand) MPC Meets
09/28 Bk of Mexico 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, 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. |
* HICP used in Europe, means Harmonized Index of Consumer Price |
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