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March/April 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.
Mar 24 |
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OVERNIGHT
into US Mon. a.m. et:
Fed's Evans keynotes w/Q&A
Credit-Suisse Asian Investment Conference (Hong Kong 2am et)
Japan Jan All Industry Activity Index
German Feb Import/Export Price Indices
UK BBA Feb Loans for House Purchases
BoJ's Harada speaks at conference
German Mar IFO Assessment/Expectations
ECB's Coerue, Eurogroup Chief Centeno, IMF
Dpty Lipton, Portuguese Central Bank Chief Costa speak @ Conference on Portuguese
Reforms (Lisbon)
BCB (Brazil) Focus Market Readout, Feb Current
Account & Foreign Direct Investment
Fed's Harker on Developments in the
US Economy w/Q&A @ OMFIF (London 6:30am et)
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Monday, Mar 25 |
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Chicago Fed March Nat'l Activity
Index (8:30am et)
Dallas Fed Manufacturing Survey (10:30am et)
Mexico Jan IGAE Econonic Activity
US Treasury Auctions $48B 3-, & $39B 6-month Bills
OVERNIGHT into US Tues. a.m. et:
RBA's Ellis speaks (Sydney)
New Zealand Feb Trade Balance
German April GfK Consumer Climate
Fed's Rosengren keynote @
Credit Suisse 22nd Asian Investment Conference (HK 8:30pm et)
BoJ Summary of Opinions of 03/14-15 Mtg,
Core CPI, Feb Corporate Service Prices
Singapore Feb Industrial Production/Utilization
French 18Q4 GDP
Hong Kong Feb Trade Balance
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Tuesday, Mar 26 |
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Fed's Harker on Eco
Outlook at ECB/Deustche Bundesbank Jt Mtg (Frankfurt DE 8am et)
US Feb Housing Starts/Building Permits (8:30am et)
Redbook weekly store sales snapshot
CoreLogic S&P CaseShiller Jan 20-city Home Price Index (9am et)
FHFA Jan House Price Index
Richmond Fed Manufacturing Index
Fed's Daly speaks @ Commonwealth Club (San Francisco)
Conference Board's March Consumer Confidence (10am et)
US Treasury Auctions 4-, 8-week Bills (11am value not yet announced)
US Treasury Auctions $26B 52-week Bills (11:30am et)
US Treasury Auctions $40B 2-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et
RBA's Kent panelist (Sydney)
German Feb Retail Sales
French, Spanish Feb PPI, CPI, HICP
ECB's Draghi, de Guindos, Praet &
Mersch speak @ "ECB and its Watchers" Conference (Frankfurt)
ECB's Lautenschlaeger & Nowotny
(also Austrian C.B. Chief) speak @ Conf. (Vienna)
ECB's Hakkarainen on
"Central banking & banking supervision in today's financial markets"
organized by Sveriges Riksbank (Stockholm)
KOF Institute Spring Economic Forecast,
ZEW Mar Expectations, + Credit Suisse Mar Expectations Survey
Italy Feb Trade Balance
ECB VP de Gguindos speaks
(Frankfurt)
UK CBI Mar Distributive Trades Survey
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Wed.
Mar 27 |
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MBA weekly Mortgage/Refinance Apps
US Jan Int'l Trade Deficit (8:30am et)
Canada Jan Int'l Merchandise Trade Balance
US Current Account
ECB Exec Bd's Mersch speaks (Frankfurt)
CANCELLED? US (Adv) Feb Retail Inventories
CANCELLED? US (Adv) Feb Wholesale Inventories
Brazil Feb Banking Lending, Fx Flows
SNB (Swiss) Quarterly Bulletin
EIA weekly Petroleum/Gasoline/Distillates Inventories (10:30am et
w/e 03/22)
US Treasury Auctions $18B reopened 2-year FRN (11:30am et)
US Treasury Auctions $41B 5-year Notes (1pm et)
Fed's George on eco outlook & monetary policy w/Q&A @ NYU Money
Marketeers (7pm et)
OVERNIGHT into US Thurs. a.m. et:
China Swift Feb Global Payments
UK Nationwide Mar Houe Price Index
South Korea BoK Financial Stability Board
Meeting
New Zealand Mar ANZ Activity Outlook+Business
Confidence & Feb Job Vacancies
South Africa Feb PPI
Canada CFIB Mar Business Barometer
RBNZ (New Zealand) MPC Decision on
Official Cash Rates, Press Conference
Eurozone Mar Business Climate,
Industrial/Services/Business Eco Confidence, Price Expectations
Riksbank Dpty Gov Skingsley panelist on
Brexit (Paris)
German Mar CPI +HICP
Russia Central Bank Reserves
South Africa MPC Interest Rate Decision
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Thursday, Mar 28 |
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Fed V Chair Quarles on
Financial Stability Board Agenda ( 7:15am et) @Jt ECB, 50th Annivesary Journal of Money,
Credit & Banking: Financial Intermediation, Regulation & Eco Policy. IMF
Chief Lagarde & ECB's de Guindos also speak (Frankfurt DE)
US 18Q4 (F) GDP & PCE (8:30am et)
US weekly Jobless Claims/Continuing Claims
US 18Q4 Corporate Profits
Fed V Chair Clarida panelist on Global Shocks & US Economy @ Bk of
France & European Money & Finance Forum Colloquium (9:30am et Paris FR)
NAR Feb Pending Home Sales (10am et)
Fed Gov Bowman on Agriculture & Community Banking @ Independent
Community Bankers Ass'n of New Mexico Ag Lenders Conference (10am Deming NM)
EIA weekly Natural Gas Report (10:30am et w/e 03/22)
K.C. Fed Feb Manufacturing Index (11am et)
Fed's Bostic panelist on "From Bankhead to Buckhead: Prosperity for
All" on workforce development & mobility w/Q&A @ Commerce Club (11:30am et
Atlanta GA)
US Treasury Auctions 4-, & 8-week Bills (11:30 am value undisclosed)
US Treasury Auctions $32B 7-year Notes (1pm et)
SNB's Maechler speaks (Zurich)
Fed's Williams participant w/Puerto Rico Chamber of Commerce President on
Economy (1:15pm et), Roundtable on small biz & entrepreneurship @ Parallel 18 (2:30pm
San Juan)
Banco de Mexico MPC sets Overnight Rate/Deposit & Lending Rate
USDA Farm Prices (3pm et)
Fed weekly Balance Sheet & US weekly Money Supply (4:30pm et)
Fed's Bullard on US Eco & Monetary Policy @ Ctr for Research on
Wisconsin Economy (CROWE)'s Spring Eco Outlook forum w/Q&A (Madison WI -6:20pm)
OVERNIGHT into US Fri a.m. et:
New Zealand Feb Building Permits
South Korea Feb Industrial Production,
Service Sector Output, Retail Sales
Japan Feb Jobless Rate, Mar Tokyo
CPI, Feb Industrial Production, Retail Trade
China BoP 18Q4 Current Account
UK GfK Mar Consumer Confidence &
Lloyds Business Barometer
Aussie Feb Private Sector Credit &
Housing Credit
Singapore Feb Bank Lending
Japan Jan Vehicle Production, Feb Housing
Starts/Construction Orders
German Mar Unemployment
Rate/Claims/Change, Feb Import Price Index
French Consumer Spending, CPI, Feb Gov't
Budget Balance, HICP
Spain 18Q4 GDP, Jan Current Account
India Feb Federal Fiscal Deficit, Current
Account, Fx Reserves, Bank Loan & Deposit, Infrastructure Output
Brazil Unemployment Rate, Feb Budget
BAlance
South Africa Feb Trade Balance
UK 18Q4 GDP, Total Business Investment, BoE
Feb Consumer Credit, Mortgage Approvals, Net Lending on Dwellings, M4
Eurozone Mar CPI
Canada Jan GDP, Feb Raw Materials Price
Index, IPPI/Industrial Product Prices
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Friday,
Mar 29 |
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US Feb Personal Income, Jan
Personal Spending/PCE (8:30am et)
Fed's Williams discusses workforce development @ My Brother's Workshop
(9:25am St. Thomas US V.I.)
Chicago Mar PMI (9:45am et)
US Feb New Home Sales (10am et)
Canada Jan Budget Balance
U.M. (F) March Consumer Sentiment
Fed Gov Quarles on Macroprudential Policy @ Manhattant Institute's Shadow
Open Market Cmte's Spring 2019 Meeting (12:05pm et NY )
Fed's Kaplan Q&A @ Quinnipiac G.A.M.E. Conference (NY)
Baker-Hughes weekly US/North American Rig count (1pm et)
End of Month & 1st Quarter 2019
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Saturday, Mar 30 |
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India 18Q4 Foreign Debt
China Mar Official Manufacturing & non-Manufacturing PMI
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Sunday,
Mar 31 |
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China Mar Manufacturing,
Non-Manufacturing + Composite PMIs
French Gov't Feb Budget Balance
OVERNIGHT into US Mon. a.m. et:
Aussie AiG Mar Performance of
Manufacturing, CBA Mar PMI, CoreLogic HPI
Japan Tankan Sm & Lg
Q1 Manufacturing & non-Manufacturig Index/Outlook, Feb Loans & Discounts, Mar
Official Reserves, Nikkei Manufacturing PMI, Vehicle Sales
South Korea Mar Trade Balance, Nikkei
Manufacturing PMI
Aussie NAB Mar Business
Conditions/Confidence, RBA Commodity Index
Singapore URA Qtrly Property Index
China Caixin Mar Manufacturing PMI
Russia Markit Mar Manufacturing PMI
Swiss Feb Retail Sales, Mar SVME
Manufacturing PMI
Eurozone, French, German, Italian
Mar Manufacturing PMI
Italy Feb Monthly Unemployment Rate
Hong Kong Feb Retail Sales
UK Markit Mar Manufacturing PMI
Russian CBR MPC Meeting
Eurozone Mar CPI
South Africa Mar Total Vehicle Sales
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Monday, Apr 01 |
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US Feb Retail Sales (8:30am
et)
RBC Canadian Mar Manufacturing PMI
Brazil Mar Markit Manufacturing PMI + Trade Balance
US Mar Manufacturing PMI (9:45am et)
US Jan (?) Business Inventories (10am et; gov't shutdown shifted release dates)
Russia Qtr GDP
US Mar Manufacturing ISM New Orders/Prices Paid/Employment
US Feb Construction Spending
US Treasury Auctions $45B 3-, & $39B 6-month Bills (11:30am et)
Mexico Markit Mar Manufacturing PMI
BoC Gov Poloz speaks @ Baffin Regional Chamber of Commerce/Nunavit Mining
Symposium (Iqaluit NU)
OVERNIGHT into US Tues. a.m. et:
New Zealand QSBO Q1 Capacity Utilization
+ Business Confidence
South Korea Mar CPI
Japan Monetary Base
Aussie Feb Building Approvals
RBA (Aussie) MPC April Interest
Rate Decision, Statemenmt
Nikkei India Mar Manufacturing PMI
Spain Unemployment Rate/Change
Swiss Mar CPI
Wards US Mar Total Vehicle Sales
UK Markit/CIPS Mar Construction PMI
Eurozone Feb Unemployment Rate,
PPI (oil prices rising)
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Tuesday, Apr 02 |
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US Feb Durable Goods
Orders/Shipments
Brazil Feb Industrial Production
Redbook weekly store sales snapshot
ISM NY Mar Business Conditions
Rep Maxine Waters (Chair House FinServices Cmte), Kevin Hasset (Council
of Eco Advisors), Sen Mike Crapo (Chair Senate Banking, Housing, Urban
Affairs Cmte) speak @ ABA Summit (8:30--11:30am Washington Update/Legislative Oultook
DC)
Fed's Kaplan eco outlook & policy in light of sharp downgrade
of FOMC Forecasts for Rates this year and next (Toronto)
OVERNIGHT into US Wed. a.m. et:
Aussie AiG Mar Performance of Services
Index, CBA Services +Composite PMI
UK BRC Mar Shop Price Index
New Zealand Mar Commodity Price
Aussie Feb Trade Balance & Retail
Sales, Job Ads
RBA releases Chart Package
China Caixin Mar Services &
Composite PMI
Hong Kong Manufacturing PMI
South Africa Mar Standard Bank PMI &
Manufacturing PMI
Eurozone, France, Germany, Italy
Mar Markit Services+Composite PMI
UK Markit/CIPS Mar Services+Composite
PMI, Official Reserves
Eurozone Feb Retail Sales
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Wed.,
Apr 03 |
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MBA weekly Mortgage/Refinance
Applications (w/e 03/29)
Brazil Mar Composite & Services PMI
Singapore Mar Manufacturing PMI
ADP March Private Sector Employment Report
Fed's Bostic, Barkin & George panelists at ABA Summit (D.C.
8:30am--10:30am)
US Mar Services PMI
ISM Mar non-Manufacturing ISM
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et; w/e
03/29)
Fed's Kashkari town hall @ N.D. State U (Fargo ND 5pm)
OVERNIGHT Into US Thurs. a.m. et:
So. Korea Feb Current Account
Japan 30-year JGB Auction
India Nikkei Mar Services PMI
India Central Bank Interest Rate
Decision/Reverse REPO Rate/Cash Reserve Ratio
ECB Releases Account of Last
Monetary Policy Meeting
German Feb Factory Orders, Mar
Construction PMI
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Thurs.
Apr 04 |
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Challenger Mar Lay-off Report
(7:30am et)
US weekly Jobless & Continuing Claims (8:30am et)
Fed's Williams welcome delivered to Community Bankers Conference (9am et
NY Fed)
Brazil Motor Vehicle Production/Sales
Canada Ivey Mar PMI
EIA weekly Natural Gas Report (10:30am et)
US Treasury Refunding Announcement (11am et)
US Treasury Auctions 4-, & 8-week Bills (11:30 am et)
Fed's Mester keynotes Ohio Banker's Day w/Q&A (Columbus OH 1pm et)
OVERNIGHT into US Fri. a.m. et:
Aussie AiG Mar Performance of
Construction Index, Mar Fx Reserves
Japan Feb Overall Household
Spending/Cash Earnings/Overtime Pay
German Feb Industrial Production
French Feb Trade Balance
Spain Feb Industrial Production
UK Halifax Mar House Prices, Qtr Equity
withdrawal Refinances
UK 18Q4 Unit Labor Costs
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Friday,
Apr 05 |
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US March Unemployment
Report/Change/Participation/Wages (8:30am et)
Canada Mar Unemployment Report/Change/Participation/Wages/Full-/Part-Time
Baker-Hughes US/North American Rig Count (1pm et; w/e 03/29)
US Feb Consumer Credit (3pm et)
Fed's Bostic discusses "Disruption & Opportunity: Shaping Policy
in a Digital World" w/Q&A @ Andrew Young School of Public Policy @ GA State U
(3:30pm et Atlanta GA)
China + Hong Kong Holiday-Ching Ming Festival
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Sat.
Apr 06 |
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WEEKS AHEAD: 04/10 FOMC Minutes of March
19--20th Meeting
ECB MPC Meets, Draghi Press Conference
0411
NY Fed's Williams Keynotes Ass'n for Neighborhood &
Housing Development 2019 Annual Conference w/Q&A (9:45am et NY)
04/10--12
World Bank/IMF Jt Annual Spring Meetings
04/17 Fed's Beige Book
04/24 BoC (Canada) MPC Meets
04/25 BoJ MPC Finishes 2-day Meeting (More QE?)
Riksbank (Sweden) MPC Meets
04/30--05/01 FOMC Meeting
05/01 FOMC Chair 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, 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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