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January/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, Jan 20 |
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OVERNIGHT
into US Mon. a.m. et
China Q4 GDP, Dec Industrial Production &
Profts, Retail Sales, Fixed Asset & Property Investment, Jobless Rate
China NBS (Bureau of Statistiics) Press
Conference
Japan Reuters Jan Tankan Index, Dec
Dept & Convenience Store Sales
Aussie HIA New Home Sales
UK Jan Rightmove House Prices
Germany Dec PPI
Russia GDP
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Monday, Jan 21 |
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Martin Luther King Jr US
Holiday --ALL US Markets Closed
OVERNIGHT into US Tues. a.m. et
South Korea Q4 GDP, Dec PPI
Hong Kong Dec CPI
Japan Dec Supermarket & Tokyo Condo Sales
World Economic Forum Annual (sans
Trump & Macron; Davos Switzerland thru 25th)
Spain Trade Balance
UK Dec Jobless Claims,
Claimant Count, Nov Avg Weekly Earnings, ILO Nov Unemployment Rate/Change,
Public Finances, Central Gov't NCR
German Jan ZEW Survey of Current
Situation/Expectations/Sentiment
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Tuesday, Jan 22 |
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Canada Nov Wholesale &
Manufacturing Sales
Redbook weekly store sales snapshot
NAR Dec Existing Home Sales
US Treasury Auctions $42B 3-, & $39B 6-month Bills
OVERNIGHT into US Wed a.m. et:
Japan Dec Trade Balance, Adj Merchandise Trade
Balance, Nov all Industry Activity
UK CBI Jan Reported & Total Orders, Selling
Prices, Business Optimism, Jan Industrial Trends
BoJ MPC Rate Decision (01/23
local time)
Singapore Dec CPI
BoJ Gov Kuroda press conference follows
Meeting
So. Africa Dec CPI
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Wed.,
Jan 23 |
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MBA weekly Mortgage/Refinance
Applications
Canada Nov Retail Sales
FHFA Nov House Price Index (9am et)
Richmond Fed Jan Manufacturing Index (10am et)
Brazil Fx Flows
OVERNIGHT into US Thurs. a.m. et
Aussie Jan Manufcturing, Services,
Composite PMI , Dec Unemployment Rate/ Change/Participation Rate/Full-, & Part-time
Employment
Japan Nikkei Jan Manufacturing
PMI, Dec Trade Balance
Singapore URA QoQ Property Index
New Zealand Dec Credit Card Spending
Norges Bank (Norway) MPC
Announces Rate Decision
French Jan Business Survey
Markit Jan.Eurozone, France, Germany,
Italy Manufacturing/Services/Composite PMI
ECB MPC Rate Decisions
(01/24 local time)
Russia Fx Reserves, PPI
ECB Chief Draghi press conference
(local time 1/24)
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Thurs.
Jan 24 |
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US weekly Jobless Claims
Brazil CAGED Net Payroll Jobs
Mexican Nov IGAE Economic Activity & Bi-weekly CPI
Markit Flash Jan Manufacturing, Services, Composite PMI
IMF's Adrian on Roundtable as dir. of Monetary & Caital Markets Dept (NY)
EIA weekly Natural Gas Report (10:30am et w/e 01/18)
K.C. Fed Jan Manufacturing Index (11am)
EIA weekly Petroleum/Gasoline/Distillates Report (11:30am et)
US Refunding Announcement (11am et)
US Treasury Auctions 4-, & 8-week Bills (amounts not yet announced 11:30am et)
Fed weekly Balance Sheet & Weekly US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
New Zealand Migration, Visitor Arrivals
Japan Jan Tokyo CPI
Singapore Dec Industrial Production
Riksbank (Sweden) Exec Board meets, no rate
decision expected
German Jan IFO Business Assessment,
Expectations
UK Gross Mortgage Approvals, CBI Jan
Distributive Trades Survey
India Fx Reserves
Russia Retail Sales & Dec Unemployment Rate
ECB Survey of Professional Forecasters
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Friday,
Jan 25 |
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US Dec Durable Goods
Orders/Shipments (Only IF gov't shutdown ends)
US Dec. New Home Sales (Only IF gov't shutdown ends)
Canada Nov Budget Balance
Brazil Federal Tax Revenue
Baker-Hughes US/North American Rig Count (1pm et)
Brazil Holiday--Sao Paulo Anniversary
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Sat.
Jan 26 |
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Sun.
Jan 27 |
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OVERNIGHT
into US Mon. a.m. et:
BoJ Minutes of its Dec. 19--20, 2018 Meeting
Riksbank Dpty Gov af Jochnick speaks on
forthcoming normalization of monetary policy, how households & the economy
will be impacted when the repo rate is increased and the bank reduces its Gov't bond
holdings (Stockholm)
German Dec Retail Sales
Japan Dec Corporate Service Prices
Hong Kong Dec Trade Balance
Eurozone Dec Private Sector Loans
UK Jan Nationwide House
Price Index
China Dec Industrial Profits
Brazil Dec Current Account, Foreign
Direct Investment
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Monday, Jan 28 |
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Chicago Fed National
Activity Index (8:30am et)
Dallas Fed Manufacturing Survey (10:30am et)
US Treasury Auctions $42B 3-, & $39B 6-month Bills (11am et)
US Treasury Auctions $40B 2-year & $41B 5-year Note (1pm et)
Australia holiday
OVERNIGHT into US Tues. a.m. et:
New Zeland Dec Trade Balance
Aussie NAB Dec Business
Conditions/Confidence
Swiss Dec Imports/Exports/Watch
Exports/Trade Balance
Spain 18Q4 Unemployment Rate
Italian PPI
Brazil Dec Bank Lending
Paris FinTech Forum with
Riksbank Gov Ingves, ECB's Nowotny, IMF's Lagarde +other Central Bankers (to
30th)
BoE Economist Haldane is panelist
at Society of Professional Economists "Women in Economics" Event (London)
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Tuesday, Jan 29 |
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FOMC 2-day Meeting Begins
US Int'l Trade Deficit
US Dec Adv Retail Inventories
US Dec Wholesale Inventories
Redbook weekly store sales shapshot
S&P CoreLogic/Case-Shiller Nov Home Price Index
Dallas Fed's Services Revs & TX Service Sector Outlook
Conference Board's Jan Consumer Confidence/Expectations (10am et)
US Treasury Auctions $26B 52-week Bills & $20B 2-year FRN (11:30am
et)
US Treasury Auctions $32B 7-year Notes (1pm et)
Pres Trump will NOT deliver State of the Union Address
OVERNIGHT into US Wed. a.m. et:
BoJ Summary of Opinions from board
members at Jan 22--23 policy meeting
So. Korea Feb Manufacturing BSI Index
Japan Dec Retail Trade &
Jan Consumer Confidence Index
UK BRC Jan Shop Price index
Aussie 18Q4 CPI
French 18Q4 GDP
German GfK Feb Consumer Confidence &
BDec Import Price Index
French Dec Consumer Spending
Spain Dec Retail Sales
Credit Suisse Jan Swiss Survey of
Expectations & ZEW Jan Expectations
BoE Net Dec Consumer Credit, UK
Dec Mortgage Approvals, M4 Money Supply
Eurozone Jan Economic
Confidence/Business, Industrial, Services Climate
German Jan CPI +HICP
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Wed.
Jan 30 |
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MBA weekly
Mortgage/Refinance Apps
ADP Jan Non-Farmn Employment Report
US 18Q4 GDP + PCE (2nd guess, with bean counters on furlough, so subject
to gov't reopening 8:30am et)
Treasury Refunding Announcement (8:30am et)
NAR Dec Pending Home Sales
EIA weekly Petroleum/Gasoline/Distilates Status (10:30am et)
FOMC post-Meeting Statement Released (2pm et)
FOMC Chief Jerome Powell Press Conference (2:30pm et)
OVERNIGHT into US Thurs. a.m. et:
Japan Dec Loans & Discounts, Jan
Foreign Buying of Japanese Stocks & Bonds, Dec Industrial Production
So Korea Dec Industrial Production,
Services Sector Output, & Retail Sales
China Dec Swift Global Payments
UK Jan GfK Consumer Confidence &
Lloyds business Barometer
Aussie 18Q4 Import/Export Price Index,
Dec Private Sector Credit, Housing Credit
China Jan Manufacturing,
Non-Manufacturing & Composite PMI
BoJ Dpty Gov Amamiya speaks to business
leaders (Shimonoseki Japan)
Singapore Business Expectations, Dec Bank
Lending, 18Q4 Unemployment Rate
Japan Dec Vehicle Production,
Housing Starts, Construction Orders
German Jan Unemployment
Rate/Claims/Change
French, Spanish, CPI & HICP
Eurozone 18Q4 GDP, Dec
Unemployment Rate/Change
Italy 18Q4 (Prelim) GDP, Monthly
Unemployment
So Africa Dec PPI
India Dec Federal Fiscal Deficit
Brazil Unemployment Rate
So Africa Dec Trade Balance
Canada Nov '18 GDP, Dec Industrial
Product Price, Raw Materials Price
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Thursday, Jan 31 |
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Challenger Jan. US Lay-offs
Brazil Dec Budget Balance
US weekly Jobless Claims
US Nov. Personal Income/Outlays/PCE (subject to gov't reopening)
US 18Q4 ECI
Jan Chicago PMI
Canada Jan CFIB Business Barometer, Nov GDP, Dec IPPI, RMPI
EIA weekly Natural Gas Report
US Treasury Auctions 4-, & 8-week Bills
USDA Farm Prices (if gov't reopens)
BoC Dpty Gov Wilkins speaks on "How the Labour Market is changinng
& how it influences monetary policy:" (Toronto)
Fed Reserve weekly Balance Sheet & US weekly Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
Aussie AiG Jan Performance of Manufacturing
Index, CBA Jan Manufacturing PMI, CoreLogic Jan HPI, PPI
So. Korea Jan CPI, Trade Balance, Nikkei
Manufacturing PMI
Japan Dec Jobless Rate, Jan Official
Reserve Assets
Ward's Total Jan US Vehicle Sales
Aussie 18Q4 PPI
Japan Nikkei Jan Manufacturing PMI, Jan
Vehicle Sales
India Nikkei Jan Manufacturing PMI
China Caixan Jan Manufacturing
PMI
Aussie RBA Jan Commodity Index
Swiss SECO Jan Consumer Confidence, SVME
Manufacturing PMI. Dec Retail Sales
Eurozone, France, German,
Italian, Markit Jan Manufacturing PMI
UK Markit Jan Manufacturing PMI
Eurozone Jan CPI
Brazil Jan Trade Balance
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Friday,
Feb 01 |
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US Jan. Motor Vehicle Sales
US Jan. Unemployment Report (8:30am expect uptick on Fed contract workers laid
off)
US Avg Hourly Earnings/Weekly Earnings
RBC Jan Canadian Manufacturing PMI
US PMI Manufacturing Index (9:45a,m et)
US ISM Manufacturing Index/New Orders/Prices Paid/Employment (10am
et)
US Dec Construction Spending
U.M. Jan Consumer Sentiment (10am et)
Mexico Markit Jan Manufacturing PMI
Baker-Hughes wkly US/No.Am Rig Count (1pm--last week 1st serious decline in ages)
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Saturday, Feb 02 |
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BoP 18Q4 Current Account
Balance
China Caixin Jan Services PMI
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WEEKS AHEAD: 02/05 RBA (Aussie) MPC
Meets
02/06 BoC Dpty Gov Lane speech on "Canadian Approach to Foreign
Reserve Mgnmnt" @ Peterson Institute for Int'l Economics (D.C.)
Fed's Powell opens, & answer questions via livestream, via Fed Bk of
Richmond Charlotte branch, "Conversation with the Chairman: a Teacher Town Hall
Meeting"
02/07 BoE MPC Meets, releases inflation report
Bank of Mexico MPC Meets
02/09 BoC (Canada) MPC Meets
02/12 RBNZ (New Zealand) MPC Meets
02/13 Riksbank (Sweden) MPC Meets & Releases Policy Statement
Fed's Mester "A View from the Federal Reserve" before
"What's Next for Kentucky in the Global Economy," hosted by U of KY Gatton
College of Biz & Economics
*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 |
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