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January 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,
Jan 05 |
|
German Nov Retail Sales
Janet Yellen, Olivier Blanchard, Lawrence Summers, & Adam Posen panelists on "Japanification,
Secular Stagnation, and Fiscal & Monetary Policy Challenges" (8am pst
@AEA San Diego)
NY Fed Pres Williams, BoE's Broadbent, ECB's Lane, BoJ's Wakatabe, + BoC's Wilkins
panelsts @AEA "Monetary Policy Frameworks in a World of Low Interest Rates"
(10:15am pst @AEA) Also starting 10:15am pst, a dissection of FOMC transcripts
OVERNIGHT into US Mon. a.m. et:
Aussie AiG Dec Performance of Mnftg Index, CBA
Services/Composite PMI
Japan Nikkei Dec Manufacturing PMI, Dec
Vehicle Sales
Hong Kong Dec Manufacturing PMI
China Caixin Dec Services/Composite PMI, Fx
Reserves
India Nikkei Dec Services PMI
South Africa Standard Bank Dec Manufacturing
PMI
Markit Eurozone, France, Germany, Italy Dec
Services/Composite PMI
UK Dec New Car Registrations
Eurozone Jan Sentix Investor Confidence, Nov
PPI
UK Markit/CIPS Dec Services/Composite PMI,
Official Int'l Reserves
Brazil Markit Dec Services/Composite PMI
|
| Monday, Jan 06 |
|
Canada Nov Raw Materials Price
Index, IPPI (8:30am et)
US Markit Dec Services/Composite PMI
US Treasury Auctions $42B 3-, & $36B 6-month Bills (11:30am et)
OVERNIGHT into US Tues. a.m. et:
Japan Dec Monetary Base, Nov Loans, Jibun Bank
Dec Services/Composite PMI
South Korea Nov Current Account
Hong Kong Dec Fx Reserves
Singapore Dec Fx Reserves
Swiss Dec CPI, HICP
Eurozone Dec CPI, Nov Retail Sales
ECB releases Harmonised Competitiveness
Indicators (10:00 cet)
Brazil IPC-Fipe Dec Inflation Index
Souh Africa Dec Total Vehicle Sales
|
| Tuesday Jan 07 |
|
US Nov Trade Balance (8:30am et)
Canada Nov Int'l Merchandise Trade, Ivey Dec PMI
Redbook weekly store sales snapshot
Brazil Dec Auto Production/Sales
US Dec Non-Manufacturing/Services/Comsposite ISM (10am et)
US Nov (F) Durable Goods/Capital Goods Orders/Shipments
US Nov Factory Orders
US Treasury Auctions $38B 3-year Notes (1pm et)
Russia Christmas Holiday
OVERNIGHT into US Wed. a.m. et:
New Zealand Dec QV House Prices
Aussie AiG Dec Performance of Construction
Index. RBA Chart Pack Release
Japan Nov Labor Cash Earnings
Aussie Nov Building Approvals, Job Vacancies
New Zealand Dec REINZ House Sales
Japan Dec Consumer Confidence Index
French Nov Trade Balance, Fx Reserves
German Nov Factory Orders
UK Q3 Unit Labor Costs, Halifax Dec House Price
Index
Eurozone Dec Business, Consumer,
Economic, Industrial, Services Confidence
ECB's de Guindos speaks on
"Europe's role in the global financial system" @Forging a new future
between the UK & EU Conference organized by SUERF & de Nederlandsche Bank
(Amsterdam NL 14:00 cet)
|
| Wed.
Jan 08 |
|
US MBA weekly Mortgage/Refinance
Applications
ADP Dec Employment Data
Fede Gov Brainard on "Modernizing the Community Reinvestment Act" @Urban
Institute (D.C. 10am streamed)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (w/e 01/03;
10:30am et)
US Treasury Auctions $24B reopened 10-year Notes (1pm et)
US Nov Consumer Credit (Debt, really; 3pm et)
OVERNIGHT into US Thurs. a.m. et:
New Zealand ANZ Dec Commodity Prices, Heavy
Truckometer
UK BRC Dec Like-for-Like Sales
Aussie Nov Trade Balance
China Dec CPI, PPI
Swiss Q4 Family Homes Real Estate Index
China Dec New Yuan Loans, Aggregate
Financing
SNB (swiss Nat'l Bank) preliminary annual
result data
German Nov Imports/Exports/Current Account
Swiss Nov Retail Sales, Dec Fx Reserves
Eurozone Nov Unemployment
Rate/Change/Participation
Brazil Nov Industrial Production
Mexico Dec CPI
BoE Gov Carney opens "Future of
Inflation Targeting Conf." (BoE, London 16:45 cet)
ECB Account of Last Monetary Policy Meeting
|
| Thurs.
Jan 09 |
|
US Dec Challenger Job Cuts
(7:30am et)
Fed V Chair Clarida on "U.S. Economic Outlook & Monetary
Policy" @Council on Foreign Relations C.Peter McColough Series on Int'l Economics (NY
8am et)
Canada Dec Housing Starts/Nov Building Permits
US weekly Jobless Claims/Continuing Claims
Revisions to Philly Fed Manufacturing Index
US Dec. Chain Store Sales (9 that still report monthly)
EIA weekly Natural Gas Report (w/e 01/03; 10:30am et)
Bk of Canada post-Meeting Statement & Gov Poloz Press Conference
Fed's Williams speaks @BoE "Future of Inflation Targeting Conf."
(London 11:30am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am et -Values not announced at post)
US Treasury Auctions $16B reopened 30-year Bonds
Fed's Bullard speaks to Wisconsin Bankers Ass'n Economic Forecast Luncheon
(Madison)
OVERNIGHT into US Fri. a.m. et:
Aussie AiG Dec Performance of Service Index,
Nov Retail Sales
Japan Nov Household Spending
Singapore Nov REtail Sales
China Dec Foreign Direct Investment
(FDI)
Swiss Dec Unemployment Rate/Change
French & Italian Nov Industrial Production
India Nov Industrial Production, Manufacturing
Output
UK Nov Construction Output, Industrial
Production, Mnftg Production, Monthly GDP, Trade Balance, Index of Services
Brtazil Dec CPI, IPCA Inflation Index SA
ECB publishes Euro area Qtrly balance of
payments & int'l investment position
Mexico Nov Indstrial Production
BoE's Tenreyro speaks @Resolution Foundation
(London)
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| Friday,
Jan 10 |
|
US Dec Unemployment
Rate/Change/Participation/Hrly Wages (8:30am et)
Canada Dec Unemployment Rate/Change/Participation/Part-/Full-Time/Wage
Rate
US Nov Wholesale Inventories & Trade Sales (10am et)
US WASDE Report
Baker-Hughes weekly US/North American Rig Count (1pm et)
|
| Saturday, Jan 11 |
|
China Dec Foreign Direct Investment
(FDI)
|
| Sunday,
Jan 12 |
|
German Dec. '19 Wholesale Price
Index
OVERNIGHT into US Mon. a..m. et:
Italian Nov Retail Sales
Russia Jan FX Intervention
UK Nov NIESR GDP, Construction
Output. Industrial & Manufacturing Production, Trade Balance, Index of Services, Q4
Business Investment
|
| Monday, Jan 13 |
|
Bk of Canada Q4 Senior Loan
Officers Survey, Business Outlook Survey
US Treasury Auctions $42B 3-, & $36B 6-month Bills (11:30am et)
China V. Premier Liu expected in Washington D.C.
US Treasury Dec Budget Statement
Japan Closed for Holiday
OVERNIGHT into US Tues a.m. et:
China Dec Trade Balance
India Dec Food, Fuel, & Manufacturing
Inflation
New Zealand NZIER Business Opinion Survey, Nov
Building Permits
Japan Dec Bank Lending, Nov Trade
Balance/Balance of Payments, Current Account
ECB's Mersch speaks @BAFT
(Bankers Ass'n for Finance/Trade) Global Annual Meeting (Frankfurt DE 09:30 cet)
|
| Tuesday, Jan 14 |
|
NFIB Dec Small Business
Optimism Survey
US Dec CPI, Avg Hrly Earnings
Redbook US weekly store sales snapshot
NY Fed CEO Williams discusses Behavioral
Science @NY FRB/London School of Economics/Banking Standards Board Jt event
(London 9am et)
Boston Fed's Rosengren on Eco & Monetary Policy @CT Business &
Industry Ass'n's "Economic Summit+Outlook 2020" event (10am est Hartford CT)
KC Fed's George on 'State of the Economy' @Institute of Mngmnt
Accountants (FRB KC)
OVERNIGHT into US Wed. a.m. et:
BoJ's Kuroda speaks @Branch
Managers Meeting, Dec Machine tool Orders
So Korea Dec Import/Export Price Index, Trade
Balance, Unemployment Rate
German FY2019 GDP, Public
Finances
France, Italy, Spain Dec CPI, HICP
UK Dec CPI, HPI, PPI, RPPI
Eurozone Nov Trade Balance, Industrial
Production, Dec Reserve Assets
BoE's Saunders speak @Southern Eastern Regional
College (Bangor No. Ireland)
|
| Wed.
Jan 15 |
|
MBA weekly Mortgage/Refinance
applications (w/e 01/10)
US Dec PPI (8:30am et)
NY FRB/Empire State Jan Manufacturing Survey
Brazil Nov Retail Sales, Fx Flows
India Trade Balance
Canada Dec Existing Home Sales (9am et)
China V Premier Liu @White House for bilateral signing of Phase 1 Trade Deal
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am
et-w/e 01/10)
Fed Publishes Beige Book (2pm et)
OVERNIGHT into US Thurs. a.m. et
New Zealand Dec Electronic Card Sales
Japan Nov Machinery Orders, Dec PPI, Jan Tankan Index
UK RICS Dec House Price Balance
Aussie Nov Home & Investor Loans, RBA Fx Dec
Transactions
China Dec New Home Prices
German Dec CPI, HICP
EU 25 Dec New Car Registrations
BoE Q4 Bank Liabilities/Credit Conditions Survey
So Africa MPC Jan Prime & Interest Rate Decision
ECB Publishes Account of MPC Meeting held
12/11--12/2019 (13:30 cet)
|
| Thurs,
Jan 16 |
|
US weekly Jobless
Claims/Continuing Claims (8:30am et)
US Dec (P) Retail Sales
US Dec Import/Export Prices
Philly Fed Jan Business Outlook
US Nov Business Inventories (10am et)
NAHB Jan Housing Market Index
Fed Gov Bowman speaks @Homebuilders Ass'n of Greater Kansas City 2020 Economic
Forecast Breakfast (10am et)
EIA weekly Natural Gas Report (10:30am et; w/e 01/10)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; value not announced at post)
ECB Chief Lagarde speaks @Neujahrsempfang 2020 im Romer (Stadt, Frankfurt
1pm et)
US Nov TICS
Dialogue with the Fed: The Community Reinvestment Act (CRA)--Separating Truth from Myths
(FRB St. Louis 6pm ct)
OVERNIGHT into US Fri. a.m. et:
New Zealand Dec Manufacturing PMI
Aussie HIA New Home Sales
Singapore Dec non-Oil Exports
So Korea MPC Jan Interest Rate Decision
China Q4 GDP, Fixed Assets, Industrial
Production, Property Investment, Retail Sales, Surveyed Jobless Rate, Nat'l
Bureau of Statistics Press Conference
Swiss Dec Producer & Import Prices
Italian Nov Trade Balance
Eurozone Nov Current Account, Dec CPI, HICP,
Nov Construction Output
Russia Nov Trade Balance
UK Dec Retail Sales
|
| Friday, Jan 17 |
|
US Dec Housing
Starts/Building Permits (8:30am et; lots of snow a factor)
Canada Nov International Securities Transactions
US Dec Industrial & Manufacturing Production/Capacity Utilization
(9:15am et)
U.M. Prelim Jan Consumer Sentiment/Outlook (10am et)
US Nov JOLTS (Job Openings & Turnover)
Fed V. Chair Quarles speaks @ABA Banking Law Cmte Annual Meeting (12:45pm
D.C.)
Baker-Hughes weekly US.North American Rig Count (1pm et; w/e 01/10)
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Saturday, Jan 18
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| Monday, Jan 20 |
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Note :US Holiday: ALL US Markets
Closed Today |
|
WEEKS AHEAD: 01/20
Martin Luther King Jr Holiday Celebrated (ALL U.S. Markets Closed)
01/23 Bk of Japan Meets
01/24 ECB Meets
01/29--30 FOMC 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. |
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* HICP used in Europe, means Harmonized Index of Consumer Price |
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