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October/November 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,
Oct 20 |
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IMF Meetings Wrap
OVERNIGHT into US Mon. a.m. et:
Japan Sep Supermarket Sales, Sep Trade Balance,
Aug All Industry Activity
Singapore Q URA Property Index
China Sept New Home Prices
PBoC (China) Interest Rate Fix
New Zealand Sept Credit Card Spending
UK Rightmove House Price Index
German Sept PPI
Eurozone Gov't Debt-to GDP
BoE's Woods speaks @Mansion
House (London)
BoE's Haldane speaks on
Diversity @ECB, FRB, BoE Joint 2nd Gender & Career Progession Conference @ECB
(Frankfurt Germany)
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Monday, Oct 21 |
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Assembly Elections Holiday in
Maharashtra (India)
US Treasury Auctions $45B 3-, & $42B 6-month Bills (11:30am et)
Fed Gov Bowman @Gender & Career Progression: A Joint BoE, Fed
Reserve, ECB Conference (11:40am et @ECB, Frankfurt Gremany)
ECB's de Guindos closes Gender & Career Progression Joint Conference @ECB
OVERNIGHT into US Tues. a.m. et:
South Korea Sept PPI
German Buba Monthly Report
Spain Trade Balance
UK Oct CBI Business Optimism/Trends in
Orders/Sale Prices, Sept Public Finances
ECB Bank Lending Survey
Hong Kong Sept CPI
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Tuesday, Oct 22 |
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Canada Aug Retail Sales
Redbook weekly store sales snapshot (8:55am et)
US Sept Existing Home Sales (10am et)
Richmond Fed Oct Manufacturing Index
BoC (Canada) Q3 Senior Loan Officer Survey/Business Outlook
US Treasury Auctions $40B 2-year Notes (1pm et)
Japanese Holiday
OVERNIGHT into US Wed. a.m. et:
New Zealand Sept Trade Balance
RBA's Kent panelist (Sydney), Aussie Sept
Skilled Vacancies
French Oct Business Survey
China Sept Net Fx Settlement, SWIFT
Global Payments
South Africa Sept CPI
German Sept Import/Export Prices
ECB's Enria roundtable
discussant at "Banking Union--Five Years in the making" organized by Banco de
Espana (Madrid Spain)
Japan Sept Nationwide & Tokyo Dept Store
Sales
OPEC+ Monthly Monitoring Cmte Meeting??
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Wed.
Oct 23 |
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MBA Mortgage/Refinance Apps (7am et)
Canada Aug Wholesale Trade
FHFA Aug. House Price Index
EIA weekly Petroleum/Gasoline/Distillates/Refinery Report (10:30am et; w/e
10/18)
US Treasury Auctions $20B 2-year Floating Rate Notes (11:30am et)
US Treasury Auctions $41B 5-year Notes (1pm et)
OVERNIGHT into US Thurs. a.m. et:
Aussie Oct Manufacturing/Services/Composite
PMIs
South Korea Q3 GDP
Japan Nikkei Oct Manufacting PMI, Jibun
Bk Services & Composite PMI
Spain Q3 Unemployment Rate
EU Commission Economic Forecasts
UK & Italian Sovereign Debt to be
Rated by S&P
Norges (Norway) MPC Meets
Eurozone, France, Germany, Italy, Oct
Markit Mnftg/Services/Composite PMIs
Hong Kong Trade Balance
UK BBA Sept Loans for House Purchase
Mexican IAGAE Aug Economic Activity
ECB MPC Interest Rate/QE Decisions (a
week pre-Brexit & Draghi's swan song)
ECB's Draghi post-Meeting Press
Conference (14:30cet, Frankfurt)
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Thurs,
Oct 24 |
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Brazil BCB Nat'l Monetary Council
Interest Rate Meeting, Sep Current Account/FDI
US Sept (P) Durable/Capital Goods Orders/Shipments (8:30am et)
US weekly Jobless Claims
US Markit Flash Oct Composite PMI (9:45am et)
US Sept New Home Sales (10am et)
EIA weekly Natural Gas Report
K.C. Fed Manufacturing Index (11am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; values not available at post)
US Treasury Auctions $32B 7-year Notes (1pm et)
US weekly Fed Balance Sheet (rising again 4:30pm et)
OVERNIGHT into US Fri. a.m. et:
German Nov GfK Consumer Confidence
Japan Sept Machine Tool Orders
Singapore Unemployment Rate, Sept
Industrial Production
French & Spanish Sept PPI
Italy Trade Balance
France Total Job Seekers
Russia Oct Interest Rate Decision
India Bank Loan & Deposit Growth, Fx
Reserves
German Oct IFO Business
Climate/Expectations
ECB Survey of Professional Forecasters
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Friday, Oct 25 |
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U.M. Oct Consumer
Sentiment/Outlook (10am et)
Canada Aug Budget Balance
Baker-Huges weekly US/North American Rig Count (1pm et)
BoE Museum spook-tacular soiree (Halloween party at BoE museum)
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Saturday, Oct 26
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German Sept Retail
Sales
China Sept Industrial Profits
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Sunday,
Oct 27 |
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UK Nationwide Oct Home Price Index
OVERNIGHT into US Mon. a.m. et:
Japan Sept Corporate Service Price
UK Oct CBI Reported Sales, Total Distributed Sales
BoE Asset Purchase Facility Quality Report 19Q3 (9:30
gmt)
BoE's Tenreyro speaks @John Fleming
Memorial Lecture (London 17:00mgt)
German Import Price Index
Eurozone Sept Loans to non-Fnancial Corporations
Brazil BCB Focus Market Readout
Separate Holidays in Singapore, New Zealand,
India thru 28th
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Monday, Oct 28 |
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US Sept Int'l Trade Deficit (8:30am
et)
Chicago Fed Oct National Activity Index
US Sept Wholesale & Retail Inventories
Mario Draghi speaks @ his Farewell event in his honor at his term end (16:00 cet;
Frankfurt @ECB)
Dallas Fed Oct Manufacturing Survey (10:30am et)
US Treasury Auctions $45B 3-, & $42B 6-month Bills (that's it!)
OVERNIGHT into US Tues a.m. et:
Japan/Tokyo Oct CPI
South Korea Nov Manufacturing BSI Index
RBA Gov Lowe speaks (Canberra)
South Africa Sept Private Sector Credit, Q3
Unemployment
Spanish Sept Retail Sales
Italian Sept PPI
BoE Sept Consumer Credit, Mortgage
Approvals, M4 Money Supply
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Tuesday Oct 29 |
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Redbook weekly store sales snapshot
(8:55am et)
S&P Case Shiller Aug 20-city Home Price Index (9am
et)
Fed Reserve Bk of Chicago Housing Symposium (FRB
Chicago Detroit Branch)
Boeing CEO Muilenberg testifies @Senate Commerce Cmte on 737 Max
Certification
FOMC 2-day Meeting Starts
Conference Board's Oct Consumer Confidence/Expectations (10am et)
US Sept Pending Home Sales Index
OVERNIGHT into US Wed. a.m. et:
Japan Sept Retail Trade
UK BRC Oct Shop Price Index
Aussie Q3 CPI, HIA New Home Sales
BoJ Q4 Outlook Report
French Q3 GDP
German Oct Unemployment Report/Claims, CPI,
HICP
South Africa Budget Balance
Swiss ZEW Oct Conditions/Expectations
Eurozone Business/Industrial/Services/Consumer
Oct Confidence
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Wed.,
Oct 30 |
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MBA weekly Mortgage/Refinance
Applications (7am et)
ADP US Oct Private Employnment Report (8:15am et)
US Q3 GDP/Business Investment/Household Spending/PCE (8:30am)
US Treasury Refunding Announcement (11am et)
BoC (Canada) MPC Interest Rate Decision, Monetary Policy Report + Press Conference
Boeing (BA) CEO Muilenberg testifies @US House Transportation Cmte (D.C. 10am et)
EIA weekly Petroleum/Gasoline/Distillates/Heating Oil/Refinery Report
(10:30am et)
Atlanta FRB/Chicago/Booth+Stanford Univ Survey of Business Uncertainty
(11am et)
ECB's Lautenschlager speaks @"Mein Europe" Univ of Dusseldorf+KAS (Germany)
FOMC Interest Rates Decision (2pm et)
FOMC Chief Powell Press Conference (2:30pm et)
ECB's Enria speaks @Centre for European Reform event (London 21:05 cet)
Brazil Interest Rate Decision, Fx Flows
OVERNIGHT into US Thurs. a.m. et:
New Zealand Sept Building Permits, ANZ
Oct Activity Outlook, Business Confidence
South Korea Sept Industrial Production,
Services Output, REtail Sales
Japan Sept Industrial
Production
UK Lloyds Oct Business Barometer
Aussie Sept Building Approvals, Private Sector
Credit/Export & Import Price Index
China Oct
Manufacturing/Non-Manufacturing/Composite PMI
Singapore Sept Bank Lending, Q3 Business
Expectations
German Oct CPI
BoJ MPC Interest Rate/QE
Decisions, Official Reserves (10/31 local time), Aug
Vehicle Production, Sept Construction Orders, Housing Starts, Consumer Confidence
India Sept Federal Fiscal Deficit
Wards US Oct Total Vehicle Sales
ECB's de Guindos keynotes @Deusto Business
School Conference (Bilboa Spain)
Spain Q3 GDP, Aug Current Account
French CPI, HICP
Hong Kong Q3 GDP
SNB (Swiss) Announces 18Q3 Currency Allocation
Canada CFIB Oct Business Barometer
Eurozone Q3 GDP, Oct CPI, HICP, Sept
Unemploynment Rate
Italian Q3 GDP
ESCB (European System of
[National] Central Banks +BoE & ECB) Research Cluster on Monetary Econonics 3rd Annual
Workshop
(London thru 11/01)
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Thurs.
Oct 31 |
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Challenger Oct Lay-offs (7:30am et;
skewed by GM strike)
US weekly Jobless Claims (8:30am et)
US Sept Personal Income/Spending/PCE
19Q3 ECI--Employment Cost Index
Brazil Unemployment Rate, Sept Budget Balance
Canada Aug GDP, Sept IPPI, RMPI
Financial
System of the Future Conference from GA State Univ & FRB Atlanta (Atlanta
GA thru 11/01)
Chicago Oct PMI (9:45am et)
SNB Chief Jordan speaks on pension fund challenges (Bern, Suisse)
EIA weekly Natural Gas Report (10:30am et; w/e 10/25)
US Treasury Auctions 4-, & 8-week Bills (11:30am et values to be announced 10/29)
Fed Reserve Senior Loan Officer Survey
USDA Farm Prices (3pm et)
Fed Reserve weekly Balance Sheet (exploded on back of increase to
$120B)
OVERNIGHT into US Fri. a.m. et:
Aussie AiG Oct Performance of
Manufacturing, CSA Mnftg PMI, CoreLogic HPI
Japan Sept Jobless Rate, Nikkei
Manufacturing PMI
South Korea Oct Trade Balance, CPI,
Nikkei Manufacturing PMI
Aussie Q3 PPI, Oct RBA Commodity Index
China Caixin Oct Manufacturing
PMI
India Oct Nikkei Markit Manufacturing PMI
Japan Oct Vehicle Sales
Hong Kong Sept Retail Sales
Swiss Oct CPI, HICP, Sept Retail Sales,
Oct Manufacturing PMI
UK Oct Markit Manufacturing PMI
Brazil Sept Industrial Production, Markit
Oct Manufacturing PMI
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Friday,
Nov 01 |
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South Africa Oct Total Vehicle Sales
US Oct. Unemployment Report/Continuing Claims/Participation
(8:30am et)
Canada RBC Manufacturing PMI
US Oct Markit Manufacturing PMI (9:45am et)
US ISM Manufacturing Index/Orders/Shipments/Prices Paid/Employment (10am
et)
US Sept. Construction Spending
US Oct Vehicle Sales (ex-Ford, GM)
Mexico Oct Markit Manufacturing PMI
NY Fed's Williams participates in Newark (NJ) Anchor Collaborative
Roundtable (nnon)
Baker-Hughes weekly Rig count (w/e 10/25)
Fed V Chair Clarida speech
on "The U.S., Japan & the Global Economy" (1pm et; Japan Society NY)
Fed V. Chair Quarles speech on "Frederich Hayek & the Price
System" @9th Wm. F. buckley Jr Program at Yale Univ (New Haven, CT; 1pm et)
Fed's Williams moderated discussion @Rutgers Business School (Newark NJ
2:30pm)
Brazil Oct Trade Balance
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Saturday, Nov 02 |
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WEEKS AHEAD: 11/05 RBA (Aussie) MPC Meets
11/07 BoE MPC Meets
11/11 US Veterans Day Treasury Market Closed
11/12 RBNZ (New Zealand) MPC Meets
11/14 Banco de 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, 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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