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November/December 2020
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, Nov 22 |
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OVERNIGHT
into US Mon. a.m. et:
New Zealand Q3 Retail Sales
Aussie Markit Nov Flash
Manufacturing/Services/Composite PMI
Indonesia Oct Motor Bike Sales
Singapore Q3 GDP, Oct CPI
Thailand Oct Trade Balance
Taiwan Oct Unemployment Rate, Industrial
Production, Retail Sales
Eurozone, France, Germany, Markit flash
Nov Mnftg/Services/Composite PMI
UK Markit/CIPS Nov Mnftg/Services/Composite PMI
ECB's pre-release of Financial Stability
Review: Assessing Corp.Vulnerabilities
ECB's Schnabel welcome @ECB
Money Markets V-Conference (14:10 cet)
ECB's McCaul panelist @Financial Regulatory
Outlook V-Conference (15:00 cet)
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| Monday, Nov 23 |
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Chicago Fed Oct Nat'l
Activity Index
US Markit flash Mnftg/Services/Composite PMI
NY Fed Exec VP speaks @IIF--Institute
for Int'l Finance Emerging Markets Central Banking Summit (10am est)
US Treasury Auctions $56B 2-year Notes & $51B 6-month Bills
S.F.
FRB's Daly in conversation w/Magic Johnson, Mayor K. Bottoms, + more
US Treasury Auctions $54B 3-month Bills & $57B 5-year Notes
Fed's Evans discussion w/Abe Tubbs for the Iowa Bankers Ass'n Leaders (2pm ct)
Japan Workers Day Holiday
OVERNIGHT into US Tues. a.m. et:
RBA's Ass't Gov Debelle speaks
German Q3 GDP
French Q3 GDP, Nov Business &
Consumer Confidence
Hong Kong Oct Trade Balance
German IfO Nov Business Conditions/Expectations
UK Nov Distributive Trades
Mexico Oct Unemployment Rate/Change
BoJ's Kuroda speaks @IMF/Unc
of Tokyo V-Conference
ECB's Bollo speaks @Working Grp FinServices
organized by Kangaroo Group
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| Tuesday Nov 24 |
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ECB's Schnabel
speaks @Bk of Finland webinar "New challenges to monetary policy
strategies" (14:15 cet)
ECB Pres Lagarde V-roundtable @U.N. Rebirthing the Global Economy to
Deliver Sustainable Development (15:00 cet)
Redbook weekly store sales snapshot
US Sept FHFA House Price Index
S&P-Case/Shiller Sept 20-city House Price Index
Conference Board's Nov Consumer Confidence
Richmond Fed Nov Manufacturing Index
Fed's Bullard speaks
US Treasury Auctions $30B reopened 119-day & $30B reopened 42-day Bills
Fed's Williams discussion & Q&A @WSJ
Newsmakers Live (noon est)
Fed V.Ch. Clarida (12:45pm et) on
"The Federal Reserve's New Framework," BoC Dpty Gov Wilkins,
ECB's Lane (18:45 cet), IMF's Mng Dir Georgieva speak @IMF
Conf. on "New Policy Frameworks for a 'Lower for Longer' World"
US Treasury Auctions $24B reopened 2-year FRNs & $56B 7-year Notes
OVERNIGHT into US Wed. a.m. et:
RBNZ (New Zealand) Financial Stability
Report
Aussie Q3 Construction Work Completed
Thailand Oct Industrial Production
Swiss Nov ZEW Sentiment
Index/Expectations
ECB releases Financial Stability
Review--Nov. 2020 (10:30 cet)
'Monetary Developments in the
Eurozone' Dataset Released (10:00 cet)
France Oct Unemployment Claims/Total
Jobseekers
ECB's af Jochnick
panelist @SAFE Frankfurt V-conference on "Impact of Covid-19 on bank
capitalization & resolution" (12:15 cet, 11/25 local time)
BoE's Saporta chat w/Huw Jones @Reuters
Future of Insurance, Europe (11:40 bt)
Mexico Sept Retail Sales
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| Wed.
Nov 25 |
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MBA weekly US
Purchase/Refinance Applications
Brazil Oct Current Account, Foreign Direct Investment
US weekly Initial Jobless Claims/Continuing Claims
US Oct Durable + Capital Goods Orders/Shipments
US Q3 (rev) GDP/CapEx/Household Consumption/PCE
US Q3 Corporate Profits
US Q3 ECI (Employment Cost Index)
US Oct Trade Balance
US Oct Wholesale & Retail Inventories
Mexico Q3 Current Account
U.M. Final Nov Consumer Sentiment/Expectations
US Oct New Home Sales
US Oct Personal Income/Spending/PCE
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report(w/e 11/13;
10:30am et)
US Treasury Auctions 4-, & 8-week Bills (values not announced at post)
FOMC releases Nov 04--05 Meeting Minutes (2pm et)
OVERNIGHT into US Thurs. a.m. et:
New Zealand Oct Trade Balance
Aussie Q3 Private CapEx
South Korea Nov Interest Rate Decision
Singapore Oct Industrial Production
German GfK Dec Consumer Confidence
Swiss Q3 non-Farm Payrolls
Italy Oct Trade Balance
Riksbank (Sweden) Interest Rate Decision/Monetary
Policy Report, Oct Lending
ECB Oct Loans to Companies & Households, M3 Money
Supply
UK Oct Car Production
ECB's Lane speaks @V-event hosted by
Trinity College Dublin (13:00 cet)
Brazil Oct CAGED Net Payroll Jobs
ECB publishes Account of MPC Meeting
10/28--29/2020 (13:30 cet)
|
| Thurs. Nov
26 |
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US Thanksgiving Day
Holiday--All US Markets Closed
Mexico Q3 GDP, Sept Economic Activity
Mexico Monetary Policy Meeting Minutes
Brazil Oct Net Payrolls
OVERNIGHT into US Fri. a.m., et:
Japan Nov Tokyo CPI, Foreign Stock & Bond
Investments
China Oct/YTD Industrial Profits
UK Nov Nationwide Housing Prices
Spain Oct Retail Sales
Taiwan Q3 GDP
ECB's Panetta, Bundesbank Pres Weidmann,
Banca d'Italia Gov Visco all speak, and more @Deutsche Bundesbank's V-Conf.
"Future Payments in Europe" (10:30 cet)
ECB's Schnabel panelist
@V-debate of Statistisches Bundesamt Wiesbaden in light of EU Council presidency (11:00
cet)
Eurozone Nov
Industrial/Services/Economic/Consumer Sentiment/Expectations
Mexico Oct Trade Balance
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| Friday, Nov 27 |
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Brazil Oct Budget Balance,
Unemployment Rate
Canada Sept Budget Balance
US Equity Markets Close 1pm
US Bond Markets Close 2pm
Black Friday for Retailers--the day they're supposed to get into the black for
the year
Black Friday postoned in some European Countries until 12/04, when latest andemic lockdown
ends
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| Sat.
Nov 28 |
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Switzerland referendum on
Responsible Business Initiative
BoE's Haldane on "Central Bank Independence" @UCL Economics
V-Conference
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| Sun.
Nov 29 |
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OVERNIGHT
into US Mon. a.m. et:
South Korea Oct
Industrial/Mnftg/Construction/Service Output, Retail Sales
Japan Oct Industrial Production, Retail Sales
Aussie Q3 Business Inventories, Cororate Gross
Profits, Oct Private Sector Credit
China NBS Nov Manufacturing/non-Mnftg/Comosite
PMI
Japan Oct Housing Starts, Construction Orders,
Household Confidence
UK Nov Nationwide Housing Price Index
Swiss Oct Retail Sales, KOF Nov Leading
Indicators
UK Oct Mortgage Approvals/Lending
Germany, Italy, Spain Nov CPI/HICP
ECB Pres Lagarde & Panetta
join Eurogroup V-Conference
ECB's Enria speaks @ECB's
Supervision Innovators V-conference: "Technology & banking supervision
connected"
BoE UK Consumer Credit
ECB Pres Lagarde participates in
Thought Leadership V-Forum organized by European Policy Centre (11:30 cet)
BoE Chief Economist Haldane
opens BoE History & Policy Making Conference (thru 12/01)
BoE's Teneyro on "Challenges for Setting
Monetary Policy" @Resolution Foundation (14:30 bt)
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| Mon.
Nov 30 |
|
OPEC 180th Meeting
ECB's Hakkarainen speaks @ECB Supervision Innovators V-Conference "Tech & bank
Supervision"
Chicago Nov PMI
US Oct Pending Home Sales
US Treasury Auctions $54B 3-, & $51B 6-month Bills
Mexico Oct Fiscal Budget
OVERNIGHT into US Tues. a.m. et:
Aussie AiGroup Nov Mnftg PMI, Markit Nov Mnftg
PMI
So. Korea Q3 GDP, Nov Trade Balance, Markit Nov
Mnftg PMI
Japan Oct Unemployment Rate/Applicants to
Openings, Jibon Bk Nov Mnftg PMI
China Caixin Nov Mnftg PMI
RBA (Aussie) MPC Meets
India Nov Markit Mnftg PMI
Russia Nov Markit Mnftg PMI
Swiss Q3 GDP
Germany Oct Harmonized Unemployment Rate, Nov
Unemployment Rate/Change
Hong Kong Oct Retail Sales
Swiss Q3 GDP, procure.ch Nov Mnftg PMI
Eurozone, France, Germany Nov Markit Mnftg PMI
Italy Q3 GDP
UK Markit/CIPS Nov Mnftg PMI
Eurozone Nov CPI/Core CPI
So. Africa Nov Total NEw Vehicle Sales
Brazil Markit Nov Mnftg PMI
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| Tuesday, Dec 01 |
|
OPEC+ Meets on Production
Quotas
Redbook weekly store sales snapshot (includes Black Friday)
Canada Q3 GDP/Current Account, Oct IPPI/RMPI
ECB's Lagarde in conversation w/Fred Kempe on 'Leaderhsip through Crisis'
to open the Atlantic Council's GeoEconomics Center (18:00 cet)
BoE Gov Bailey panelist +Dpty Gov Woods speaks @BoE History & Policy
Making V-Conference
Fed Gov Powell & Treas Sec'y Mnuchin Qtrly CARES Act Report @US
Senate Banking Cmte on Coronavirus Aid, Relief & Economic Security Acts
(10am et)
Markit US Nov Manufacturing PMI
US ISM Nov Manufacturing PMI/Employment/Prices/Orders/Sales
US Oct Construction Spending
Fed. Gov Brainard discusses CRA Modernization @The Chicago Community
Trust (noon)
Chicago FRB Midwest Ag & Shifting Consumer Presferences V-event
Chico Fed Project Hometown Visions of Milwaukee's Future: A Community V-Forum
Mexico Nov Markit Manufacturing PMI
Brazil Nov Trade Balance
US Treasury Auctions $34B 52-week, $30B Reopened 119-Day + $20B 42-Day Bills
NY Fed Exec VP Logan keyenotes Money Marketeers of NYU webinar
(3pm est)
Evening with the (Richmond)
Fed Education & Entrepreneurship in the Valley (4pm)
API weekly Crude Supplies
OVERNIGHT into US Wed. a.m. et:
New Zealand Q3 Terms of Trade
Aussie Q3 GDP /CapEx/Consumption
RBA releases Chart Pack
German Oct Retail Sales
ECB non-Monetary Policy Meeting
Spain Nov Unemployment Rate/Change, Oct Tourist
Arrivals
Italy Oct Unemployment Rate
Eurozone Oct Unemployment Rate,
Oct PPI
BoE's Hauser speaks @IFN UK OnAir Forum &
Report 2020
Brazil Oct Industrial Production
Wards US Nov. Vehicle Sales
|
| Wed.
Dec 02 |
|
US weekly Mortgage
Purchase/Refinance Applications (rates at record low)
ECB's Lane chats online @Thomson Reuters Global Investment V-Summit
ADP Nov non-Farm Payroll Employment Change
Fed V.Ch. Quarles on Financial Regulation @FT Global Banking V-Summit (9am et)
CEO Williams opens NY Fed Web Series
on Culture: Trust & Decision-Making (9am et)
ISM Nov NY Index
FOMC Gov Powell testifies @US
House FinServices Cmte on CARES Act (10am)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report
Fed's Williams Press Briefing on Economic
Impacts of COVID-19 on 2nd District (1pm)
Dallas Fed's Debt
in TX: The Unintended Consequences of Gov't Fines & Fees (thru 3rd)
Fed's Beige Book (2pm et)
Atlanta Fed ViewPoint Live: State of Cybersecurity--Regulators' Perspective (3pm et)
OVERNIGHT into US Thurs. a.m. et:
Aussie Nov AiGroup Construction Index, Markit
Nov (F) Services/Composite PMI
New Zealand Oct Building Permits
Aussie Oct Trade Balance, Home Loans,
Investment Lending, Imports/Exports
Japan Jibun Bank Nov Services PMI
China Caixin Nov Services/Composite PMI
ECB General Council Meets
Eurozone, France, Germany, Italy,
Spain, Nov Markit Services/Composite PMI
UK Markit/CIPS Nov Services/Composite PMI
Eurozone Oct Retail Sales
Brazil Q3 GDP, Markit Nov Services/Composite
PMI
BoE Monthly Decision Maker Panel Data--November
2020
Bk de France/BoE 6th Int'l Macro
Economics Workshop Micro & Macro in Int'l Finance
via zoom
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| Thurs. Dec
03 |
|
US Nov Challenger Job-Cuts
ECB's Enria chats @FT Online Banking V-Summit (thru 3rd)
US weekly Initial Jobless Claims/Continuing Claims
US Markit Services/Composite PMI
Nov. Chain Store Sales released by those who still release 'em
US ISM Nov Non-Manufacturing Activity/Employment/Orders/Prices
EIA weekly Natural Gas Stockpile Changes/Injections
S.F. FRB V-Seminar
on Climate Economics: Seawalls & Stilts--Climate Adaptation
Richmond
Fed V-Seminar on Climate Economics
US Treasury Auctions 4-, & 8-week Bills (values not announced at
post)
K.C.
Fed Investment Connection: Maximize your IC Proposals
S.F.
Fed Carbon Pricing, Revenue, Recycling, & Leakage Protection
OVERNIGHT into US Fri. a.m. et:
So. Korea Oct Current Account
Aussie Oct Retail Sales
RBI (India) Interest Rate Decision/Cash
Reserve Ratio/Reverse REPO Rate
German Oct Factory Orders
France Oct Budget Balance
Eurozone, Germany, Italy Nov Construction PMI
Italy Oct Retail Sales
UK Nov New Car Sales, Construction PMI
Mexico Nov Auto Production/Exports, Consumer
Confidence
Brazil Nov Car Production, New Car Registrations
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| Friday, Dec 04 |
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NY Fed CEO Williams
V-Plenary @Meeting of the Group of Thirty (8:05am est)
US Nov. Unemployment Rate/Change/Mnftg/Gov't/Participation
Breakfast w/the Fed: National & Regional
Economic Conditions (7:30am ct)
Canada Nov Unemployment Report/Change/Participation/Full-/Part-time, Oct
Trade Balance, Durables Orders/Shipments
US Oct Imports/Exports
US Oct Factory Orders
Chico Fed 34th Economic Outlook V-Symposium
Fed Gov Bowman on Community Banking & FinTech @Independent Community
Banks of America ThinkTECH Policy Summit
Baker-Hughes weekly US/No. Am. Total/Oil Rig Count
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| Sat.,
Dec 05 |
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WEEKS AHEAD: 12/08
K.C. Fed Supervision & Regulation V-Forum (10am
cst)
Conversations with the
Fed: Hamilton's Central Bank--Then & Now
12/09 BoC MPC Meets
12/10 ECB MPC Meets
Richmond Fed Investment Connection Live webinar--NC
12/10--12 Philly FRB Conf. on Urban & Regional Economics (CURE)
12/15--16 FOMC Meets
12/16 FOMC Statement (2pm), Chief Powell Press Conference
(2:30pm)
12/17 BoE MPC Meets
Norges Bank (Norway) MPC Meets
SNB MPC Meets
Banco de Mexico MPC Meets
12/18 BoJ MPC Meets
*FOMC 2020 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
2020: MN Fed's Kashkari, Dallas Fed's Kaplan, Philly Fed's Harker, Cleveland Fed's Mester.
Other Fed Presidents include: Atlanta Fed's 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 was
a voter until Feb. 2020, completing her predecessor's term (NY Fed CEO Wiliams).
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* HICP used in Europe, means Harmonized Index of Consumer Prices |
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