 
|
 |
July 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, July 05 |
|
OVERNIGHT
into US Mon. a.m. et:
Aussie TD-MI Jun Inflation Gauge, ANZ Job Ads
New Zealand Commodity Price Index
Hong Kong June Manufacturing PMI
German May Factory Orders
Eurozone, France, Germany, Italy Markit Jun
Construction PMI, May Retail Sales
UK Jun New Car Sales, Construction PMI
Mexico Apr Gross Fixed Investment
Brazil BCB Focus Market Readout, Jun Car
Production/New Car Registrations
|
| Monday, July 06 |
|
Markit US June
Services/Composite PMI
Conference Board's June Employment Trends Index
ISM Jun non-Manufacturing Business Activity/Employment/Orders/Prices
Publication of US Reference Rates (TGCR), (BGCR), & (SOFR) [instead of 07/03]
BoC (Canada) Business Outlook Survey
US Treasury Auctions $54B 3-, & $51B 6-month Bills (11:30am et)
OVERNIGHT into US Tues. a.m. et:
New Zealand NZIER Q2 Capacity Utilization, Biz
Confidence
AiG (Aussie) June Services Index
So Korea May Current Account
Japan May Household Spending, Avg
Cash Earnings, Jun Fx Reserves, 30-yr JGB
RBA (Aussie) MPC July Interest Rate
Decision/Statement +Press Conference
German May Industrial Production
UK Final Q1 Labour Productivity
France May Trade Balance, Current Account Balance
UK Halifax June House Price Index
China June Fx Reserves
Mexico June Auto Production/Exports
|
| Tuesday July 07 |
|
Redbook weekly store sales snapshot
(w/e 07/04)
Canada June Ivey PMI
US May JOLTS (Job Turnover/Openings/Quits)
St Louis FRB Educator Summer Virtual Institute (thru 10th)
US Treasury Auctions $35B reopened 119-day & $35B reopened 42-day Bills (11:30am)
V.Chair Quarles video
"Financial Stability Board Remarks" @Exchequer Lunch (1pm et)
US Treasury Auctions $46B 3-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
Japan May Current Account, June Bank
Lending
RBA (Aussie) Releases Chart Pack
Swiss June Unemployment Rate
Taiwan Jun Trade Balance
German 5-yr Bobi Auction
European Commission Forecasts
BoE MPC Treasury Committee
Hearings
Russia June Vehicle Sales
ECB's de Guindos online
debate w/ESM Chair Regling on"The Pandemic Crisis in Europe: Impact, Policy Responses
& the Road to Recovery" @Goldnman Sachs (10:45 cet; 07/08 local time)
|
| Wed.
July 08 |
|
MBA weekly Mortgage
Purchase/Refinance Stats (w/e 07/03)
ECB's de Guindos @virtual Consejo Empresarial Alianza por Iberamerica
(16:00 cet)
Brazil May Retail Sales, IP-DI Jun Inflation Index
Canada June Housing Starts/May Building Permits
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (w/e 07/04)
US Treasury Auctions $29B reoopened 10-year Notes
FRB May Consumer Credit (3pm et)
OVERNIGHT inbto US Thurs. am. et:
Japan May Machinery Orders
Aussie May Home Loans/Investment Lending for
Homes
China June CPI, PPI
UK RICS June House Price Balance
German May Trade Balance, Current Account
Japan June Machine Tool Orders
ECB's Lagarde & Panetta
teleconference @Eurogroup Meeting
BoE FPC Meeting Minutes
Canada May Building Permits
South Africa May Mining & Gold Production,
April Manufacturing Production
Mexico Jun CPI/Core CPI/PPI
|
| Thurs.
July 09 |
|
US weekly Initial Jobless
Claims/Continuing Claims (w/e 07/03)
Russia Q2 Current Account
US May Wholesale Inventories & Sales
Breakfast with the Louisville branch of the St Louis Fed (8:30am et)
EIA weekly Natural Gas & Storage Report (w/e 07/03)
Centro Bank de Mexico releases MPC Meeting Minutes
US Treasury Auctions 4-, & 8-week Bills (11:30am; value not available at time of post)
US Treasury Auctions $19B reopened 30-year Bonds (1pm et)
OVERNIGHT into US Fri. a.m. et:
New Zealand June Electronic Card Sales/Spending
Japan June PPI
Singapore General Election
French & Italian May Industrial Production
ECB's de Guindos teleconference
@EcoFin Meeting
Mexico May Industrial Production
|
| Friday,
July 10 |
|
US June PPI-Final Demand/Core
PPI
Canada June Unemployment Report/Change/Participation/Full-/Part-time
Breakfast with the Memphis Branch of St Louis Fed (7:30am ct)
Brazil June CPI/IPCA Inflation Index
Russia Trade Balance
US WASDE Report
Baker-Hughes weekly US/North Am. Total/Oil Rig Count (w/e 07/03)
|
| Saturday, Jul 11 |
|
OPEC & OPEC+ Joint
Ministerial Monitoring Committee (JMMC) Meets
Polish Presidential Election
|
| Sunday, Jul 12 |
|
OVERNIGHT
into US Mon. a.m. et:
Japan May Tertiary Industry Index
China June Foreign Direct Investment (FDI)
ECB's Pametta teleconference w/Euro Accesion
Countries Working Grp of the Cmte on Economic & Monetary Affairs of the EU Parliament
(11:30 cet)
|
| Monday, Jul 13 |
|
US Treasury Auctions $54B
3-, & $51B 6-month Bills (11:30am edt)
NY Fed CEO Williams & BoE Gov Bailey on LIBOR: Entering Endgame NY
FRB/BoE webinar
(11:30am edt/4:30pm bst SOFR is the replacement)
OVERNIGHT into US Tues. a.m. et:
Singapore Q2 GDP
Aussie Jun NAB Business Confidence
China Jun Trade Balance
Japan May Industrial Production/Capacity
Utilization
Germany & Spain Jun CPI/HICP
German ZEW Jul Economic
Sentiment/Expectations/Current Conditions
UK May GDP, Trade Balance,
Construction Output, Inudstrial/Mnftrg Production
Swiss June PPI
Eurozone July ZEW Economic Sentiment
Index/Current Conditions/Expectations, May Industrial Production
ECB Bank Lending Survey (10:00
cet)
|
| Tuesday, Jul 14 |
|
US NFIB Jun Business
Optimism Index
Polish MPC Interest Rate Decision, May Trade Balance, Current Account
Redbook July to-date sales store snapshot
Brazil IBC-BR May Economic Activity
US Jun CPI/Core CPI
UK NIESR Q2 GDP Tracker
US Treasury Auctions $34B 52-week, $35B reopened 119-day & $35B reopened
42-day Bills
Fed Gov Brainard "Economic & Monetary Policy Outlook" @Perspectives
on the Pandemic NABE-hosted webinar
Philly Fed's Harker on Impact of COVID-19 on Small Businesses webinar (3:30pm edt)
API Petroleum Report (w/e 07/10)
OVERNIGHT into US Wed. a.m. et:
So. Korea Jun Import/Export Prices, Jun
Unemployment Rate
Japan Reuters/Tankan July Index
Aussie HIA Jun New Home Sales, Westpac Jul
Consumer Confidence
BoJ MPC Interest Rates & QE
Decision, Qtrly Outlook
BoJ Chief Kuroda post-Meeting Press Conference
UK Jun CPI/Core CPI, PPI/Core PPI, Retail Price
Index
EU-India Summit
BoE's Tenreyro speech on
"COVID-19 & the economy: what are the lessons so far?" @LSE's
"COVID-19: The Policy Response"
|
| Wed.
July 15 |
|
MBA Mortgage
Purchase/Refinance Applications (w/e 07/10)
US June Import/Export Prices
NY FRB/July Empire State Manufacturing Index
US June Industrial/Manufacturing Production/Capacity Utilization
K.C. Fed Economic Impact of COVID-19 on Food & Energy (10am ct)
India June Trade Balance
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am et
w/e 07/10)
Bk of Canada MPC Rate & QE Decision
Philly Fed's Harker on Eco Outlook+Q&A @Center City Proprietors Ass'n (noon
et)
Exec VP of NY Fed Bk Lorie Logan on Fed Reserve's Market Functioning Purchases:
From Supporting to Sustaining @SIFMA video webinar (1:30pm edt)
Fed's Beige Book (2pm et)
US Income Taxes Due for Individuals, Corporations, Trusts unless on
extension Form 4688 (midnight)
OVERNIGHT into US Thurs. a.m. et:
BoJ discloses Japanese purchases of foreign
Stocks/Bonds & vice Versa
So. Korea Interest Rate Decision
Aussie Jun Unemployment
Rate/Change/Participation/Part- & Full-time Breakdown, July Consumer Inflation
View
China Q2 GDP, Jun Unemployment Rate,
Fixed Asset Investment, House Price Index, Retail Sales, Industrial
Production/Capacity Utilization, Nat'l Bureau of Statistics Press Conference
EU Jun New Car Registrations
UK April Employment Rate/Change, May Avg
Earnings, June Jobless Claimant Count
Indonesian Central Bank Interest Rate Decision
Italy May Trade Balance, Construction Output
Eurozone May Trade Balance
So. Africa May PPI, Mar/Apr/May Building
Permits
BoE publishes both Bank Liabilities
& Credit Conditions Surveys
BoE Economist Haldane Next Steps for
Financial Services "Talking Heads"
BoE Gov Bailey "Everyday
economics: the importance of financial education post-COVID" (12:15 bst)
ECB MPC Interest Rate & QE Decision
(13:45 cet)
ECB Chief Lagarde post-Meeting virtual
Press Conference (14:30 cet)
|
| Thurs,
July 16 |
|
G20 FinMins & Central
Banker Deputies Virtual Meeting attended by ECB's Panetta
US weekly Initial Jobless Claims/Continuing Claims
US Jun Retail Sales
Fed's Williams webinar
@Office of Financial Research Adv. Cmte Open Mtg (10am et)
Philly Fed July Manbufacturing Index
US May Business Inventories
Chico Fed's Evans speech w/Q&A @11th Rocky Mountain Economic Summit
(10:30 ct)
NAHB July Housing Market Index
EIA weekly Natural Gas Report (10:30am et; w/e 07/10)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; values not
announced at post)
K.C. Fed Online Nebraska Economic Forum (3pm ct)
US May TICS
FRB Aggregate Reserves of Depository Institutions & the Monetary Base (4:30pm
et)
OVERNIGHT into US Fri. a.m. et:
New Zealand Jun NZ Business PMI
Singapore Jun Trade Balance
Indonesia Jun Motorbike Sales, Car Sales
BoJ July Senior Loan Officer Survey
EU Summit on Common Recovery Plan
Italy May Industrial Orders/Sales
Spain May Trade Balance
EU Jun CPI/Core CPI, HICP/Core HICP,
May Construction Output
ECB's de Guindos joins Fernando Martinez
Mailo's book launch (10:30cet Madrid)
India Bank Loan & Deposit Growth, Fx
Reserves
ECB's Schnabel speaks @INSPIRE
virrtual roundtable via E3G (10:30 cet)
BoE Chief Bailey @virtual
"Citizens' Panel Open Forum"
|
| Friday, July 17 |
|
US Jun Housing
Starts/Building Permits
U.M. Prelim. July Consumer Sentiment/Expectations
Baker-Hughes weekly No. Am./US Total/Oil Rig Count (1pm et)
|
| Sat,
July 18 |
|
ECB;s Lagarde & Panetta
teleconference into G20 FinMins Central Bank Governors Meeting
|
|
|
|
|
WEEKS AHEAD: 07/20
BoJ Minutes of June 15/16 Monetary Policy Meeing
07/28--29
FOMC Meets
08/27--28
K.C. Fed virtual 44th Annual Economic Policy Symposium: "Navigating
the Decade Ahead: Implications for Monetary Policy"
*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). 2019
Hawks dissenting against 2019 rate cuts were K.C. Fed's George, Boston's
Rosengren, and St. Louis' Bullard but he wanted a bigger cut,
earlier, who was backed by Chicago's Evans.
|
|
* HICP used in Europe, means Harmonized Index of Consumer Prices |
|
|
|
|
|
|