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February 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,
Feb 16 |
|
OVERNIGHT
into US Mon. a.m. et:
New Zealand Jan Performance of Services Index,
Dec Net Migration (Aussie fire impact?)
Japan 19Q4 GDP/Biz Spending/Private
Consumption/CapEx, Dec (F) Industrial Production, Capacity Utilization, Jan Dept Store
Sales
Singapore 10Q4 GDP, Jan Trade Balance
China Jan New Home Prices (COVID-19
strong, negative impact)
UK Rightmove Feb House Prices (1st post-Brexit)
Eurozone Dec Construction Output
ECB's Lane on Statistics @Jt
Banco de Portugal/Irving fisher Cmte on Central Bk Statistics & ECB
Conference:"Bridging measurement challenges & analystical needs of external
statistics : evolution or revolution?" (Lisbon Portugal)
|
| Monday, Feb 17 |
|
US Markets Closed for
Washington's Birthday--Presidents' Day
Canada Family Day Holiday
OVERNIGHT into US Tues. a.m. et:
China FDI, New Loans/Growth, Total Financing
RBA (Aussie) Minutes of Feb MPC Meeting
Hong Kong Jan Unemloyment Rate/Change
UK CBI Feb Trends in Selling Prices & Total
Order Trends
EU 25 Jan New Car Registrations
UK ILO Dec Unemployment Rate/Change/App
Count/Avg Weekly Earnings
Eurozone Feb ZEW Survey of Current
Situation/Expectations/Economic Sentiment
Eurogroup Meets, Jan Fx Reserve Assets
ECB's Panetta participates in
plenary session @European Parliamentary Week (Brussels Belgium)
|
| Tuesday Feb 18 |
|
Russia Jan Industrial Production
(8am et)
Canada Dec Manufacturing Sales, Dec Int'l Securities Transactions (8:30am et)
NY Fed/Empire State Feb Manufacturing Survey
NAHB Feb Housing Market Index (10am et)
US Treasury Auctions $45B 3-, & $39B 6-month Bills +$40B 21-day Bills
(11:30am et)
US Dec TICS (4pm et)
OVERNIGHT into US Wed. a.m. et:
Japan Dec Machine Orders, Jan Trade Balance
Aussie Jan Skilled Vacancies, 4Q19 Wage Price
Index
Japan Jan Supermarket Sales
German Jan WPI
Eurozone Dec Current Account
UK Jan PPI, Retail Price Index, CPI,
CPIH, Dec House Price Index, New Car Registrations
ECB Governing Council non-Monetary Policy
Meeting (Frankfurt)
|
| Wed.
Feb 19 |
|
MBA weekly
Mortgage/;Refinance Apps (7am et)
Redbook weekly store sales snapshot
Fed's Bostic on Eco Outlook (8:10am et; Atlanta GA)
US Jan Housing Starts/Building Permits (8:30am et)
US Jan PPI/Core PPI
Canada Jan CPI/Core CPI
Fed's Kashkari speaks (11:45am et; Mankato MN)
FOMC Jan 28/29 Meeting Minutes Released (2pm et)
Fed's Barkin on Monetary Policy Framework @Duke University (4:30pm et;
Durham NC)
OVERNIGHT into US Thurs. a..m. et:
New Zealand 4Q19 PPI
Aussie Jan Unemployment
Rate/Change/Participation, RBA Jan Fx Transactions
PBoChina Feb 1-, & 5-year
Prime Rate, Jan SWIFT Global Payments,
Hong Kong Jan CPI
French & Swiss Sovereign Debt Rated
by S&P
Japan Jan Machine Tool Orders
ECB Publishes Account of
Jan.22--23 MPC Meeting
ECB's de Guindos @European
Banking Federation Cmte Meeting (Frankfurt DE)
Russia Jan Unemployment
Rate/Change/Wages, Retail Sales, Fx Reserves
Swiss Jan Trade Balance
(Imports/Exports/Watch Exports)
German GfK Mar Consumer Confidence, Jan
PPI
Japan Jan Convenience Store Sales
UK Jan Retail Sales/Core Retail
Sales
ECB's Enria speaks @Jt European
Banking Institute/Goethe Univ/Institute for Monetary & Financial Stabilities
Annual Conference (Frankfurt DE)
|
| Thurs.
Feb 20 |
|
US weekly Jobless Claims/Continuing
claims (8:30am et)
Canada Teranet/National Bank Jan New Home Price Index
ADP Canada non-Farm Employment/Change
Ag Sec'y Purdue speaks @USDA 96th Annual Agricultural Outlook
Forum: The Roots of Prosperity (Arlington VA thru 21st)
Philly Fed Feb Mnftg Index/Business Conditions/Outlook/CapEx/Orders/Prices Paid
EIA weekly Natural Gas Report (10:30am et; w/e 02/14)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (11am et;
w/e 02/14)
US Treasury to Auction 4- & 8- week Bills (values not announced by post; 11:30am et)
US Treasury to Auction $8B 30-year TIPS (1pm et)
"A Conversation with (Fed's)Tom Barkin" @Harvard Univ (1:20pm
Cambridge MA)
OVERNIGHT into US Fri. a.m. et:
Ausie Feb CBA Manufacturing/Services/Composite
PMI
Japan Jan CPI/Core CPI, Jibun Bank Feb
Mnftg/Services/Composite PMI, Dec All Industry Activity
Swiss 4Q19 Industrial &
ConstructionOutput, Jan Money Supply
Eurozone, France, Germany, Feb
Mnftg/Services/Composite PMI
Italian Dec New Industrial Orders/Sales
UK Central Gov't Jan NCR, Markit/CIPS Feb
Mnftg/Services/Composite PMI, Jan Public Sector Net Borrowing
Eurozone & Italian Jan
CPI/Core CPI/HICP
|
| Friday,
Feb 21 |
|
Canada Dec Retail Sales
(8:30am et)
US/Markit Feb (P) Mnftg/Services/Composite PMI (9:45am et)
NAR Jan Existing Home Sales (10am et)
Fed Gov Brainard & Fed's Bostic panelists discussing
"Monetary Policy for the Next Recession" @Chicago Booth US
Monetary Policy Forum
(10:15am et; NY)
Fed's Kaplan opens Dallas FRB/Texas A&M "Room to Grow: Housing
for a New Economy" (8:35am ct; Dallas FRB)
ECB's Lane Keynotes @Booth School US Monetary Policy Forum (NY noon et)
Baker-Hughes weekly Oil & Gas US/North American Rig Count (1pm et;
w/e 02/14)
Fed Gov Clarida panelist on "Financial Markets &
Monetary Policy: Is There a Hall of Mirrors Problem?" w/BLK's Rick Reider
& BoE's Tenreyro @Booth US Monetary Polcy Forum moderated by Fed's Mester (1:30pm
et; NY)
|
| Saturday, Feb 22 |
|
ECB's Lagarde & Panetta
@G20 FinMins & Central Bank Governors Meeting (Riyadh Saudi Arabia thru 23rd)
Nevada Democratic Presidential Caucuses
|
| Sunday,
Feb 23 |
|
German Jan Import Prices
OVERNIGHT into US Mon. a.m et:
New Zealand 4Q19 Retail Sales, Credit &
Electronic Card Spending
German IFO Feb Business Climate/Expectations
Singapore Jan CPI
UK Feb Gross Mortgage Approvals
Pres. Trump visiting India
(thru 27th)
|
| Monday, Feb 24 |
|
Chicago Fed Jan National
Activity Index (8:30am et)
Canada Dec Wholesale Trade
Dallas Fed Feb Manufacturing Activity (10:30am et)
US Treasury Auctions $45B 3-, & $39B 6-month Bills (11:30am et)
Fed's Mester on US Eco & Monetary Policy Outlook @36th NABE Monetary
Policy Conference "20/20 Vision: Examing Policy Prescriptions in an Election
Year" (3:30pm D.C. thru 25th)
Holidays in Japan, Russia & Brazil
OVERNIGHT into US Tues. a.m. et:
Japan Jan Corporate Services Price Index
Singapore 4Q19 GDP
German 4Q19 (F) GDP, Gov't
Spending, Capital Investment, Private Consumption
Swiss 4Q19 Employment Rate
Hong Kong Jan Trade Balance
UK CBI Feb Reported Sales, Total Distributed
Reported Sales
Mexican FY to July 12th, GDP, IGAE Dec Economic
Activity
|
| Tuesday, Feb 25 |
|
Pres. David Malpass
"View from the World Bank" @NABE Conference (8am et)
Canada 4Q19 Corporate Profits (8:30am et)
FHFA Dec House Price Index (9am et)
S&P CaseShiller 20-City Dec House Price Index
FRB 1st FinTech Innovation office hours (Atlanta GA FRB 10am et)
New England Study Group's "Effects of Sweetened Beverage Taxes in
Philadlphia & Oakland: Fewer Beverage Purchases but Increased Cross-Border Shopping'
(Boston FRB)
Conference Board US Feb Consumer Confidence/Present Situation/Expectations
Richmond FRB Feb Manufacturing/Services Index
US Treasury Auctions $26B 52-week Bills (11:30am et)
Bk of Canada's Lane speaks (Montreal 1pm et)
Fed V. Chair Clarida "View from the Federal Reserve Board of
Governors: US Economic Outlook & Monetary Policy" @NABE (3pm et; DC)
Democratic Presidential Hopefuls Debate (SouthCaroline)
Brazil Holiday (Carnival)
Fat Tuesday wraps Mardi Gras where celebrated
OVERNIGHT into US Wed. a.m. et:
UK BRC Feb Shop Price Index
Aussie 4Q19 Construction Work Done
BoJ CPI/Core CPI, Japan Jan
Supermarket Sales
Singapore Jan Industrial Production
Hong Kong 4Q19 GDP
Italian Jan Trade Balance
German Jan Retail Sales
Credit Suisse Feb ZEW Survey of Expectations
ECB's Panetta speaks @Jt
Deutsche Bundesbank/ECB/Chicago FRB Conference on Central Counterparty (CCP) Risk
Management (Frankfurt Germany)
ECB Chief Lagarde visits P.M.
of Hesse State (Wiesbaden Germany)
BoE Exec Dir of Markets, Andrew Hauser,
speaks @Int'l Swaps & Derivatives Ass'n/SIFMA Asset Mngmnt Grp Benchmark
Strategies Forum
(London)
|
| Wed.
Feb 26 |
|
MBA weekly
Mortgage/Refinance Applications (7am et)
Ash Wednesday--Lent Begins
US Jan New Home Sales (10am et)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am//
w/e 02/21)
US Treasury Auctions $18B reopened 2-year FRNS (11:30am et)
US Treasury Auctions $41B 5-year Notes (1pm et)
Brazil Holiday
OVERNIGHT into US Thurs. a.m. et:
New Zealand Jan Trade Balance, ANZ Feb
Activity Outlook, Business Confidence
Ausie 4Q19 Private CapEx
South Korea Interest/Deposit Rate
MPC Announcement
S&P to Rate Swiss Sovereign Debt
Spain Feb CPI/HICP
UK Feb Nationwide House Price
Index
South Africa Jan PPI
Eurozone Feb ZEW
Business/Industrial/Services+Consumer Confidence/Expecta- tions
ECB's Panetta opens 4th meeting
of the Euro Cyber Resilience Board (Frankfurt)
ECB Board Member Schnabel
speaks w/Q&A @Barclays Int'l Monetary Policy Event (London)
ECB's Lane discussant
@Conference on Euro area's growth in a weakened economic outlook: diagonsis &
responses (Paris FR)
|
| Thurs,
Feb 27 |
|
US Jan (P) Durable/Capital
Goods Orders/Shipment/Prices/PCE (8:30am et)
US weekly Jobless Claims/Continuing Claims
US 4Q19 GDP/Business Invetment/Personal Consumption (PCE)
US Jan Pending Home Sales (10am et)
Canada 4Q19 Current Account
Cleveland FRB Women in Economics Symposium (Cleveland OH)
EIA weekly Natural Gas Report (w/e 02/21 10:30am et)
K.C. FRB Feb Manufacturing Actvity (11am et)
Fed's Evans keynotes @GIC Member Event, along with several members of
Banco de Mexico (Mexico City 11:30am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; values not available at post)
US Treasury Auctions $32B 7-year Notes (1pm et)
ECB's de Guindos speaks at Jt Grupo Joly & Cooperatives
Agro-Alimentarias de Andalucia (Sevilla Spain 17:00 cet)
ECB's Lane speaks @Centre for European Reform dinner (London;
20:30cet)
OVERNIGHT into US Fri. a.m. et:
South Korea Jan Industrial Production, Service
Sector Output
Japan Jan Jobless Rate/Applicant-to-Job Ratio,
Retail Trade, Tokyo Feb CPI, Jan (P) Industrial Production/March Forecast
UK Feb Lloyds Business Barometer, GfK Consumer
Confidence
Aussie Jan Private Sector Credit
Singapore Jan Bank Lending
Japan Dec Vehicle Production, Jan Construction
Orders, Housing Starts
South Africa Jan Private Sector Credit
Swiss Jan Retail Sales
French 4Q19 GDP, Jan Consumer
Spending, CPI/HICP
German Feb Unemployment Rate/Change,
CPI/HICP
Spain Dec Current Account
Italian Feb CPI/HICP
India Bank Loan & Deposit Growth, 4Q19/FY19
GDP , Jan Infrastructure Output
Eurozone Feb CPI
BoE/London School of Economics Conference on
Income Distribution, Wealth Distribution, & Central Bank Policies (London)
BoE's Cunliffe speech &
panelist @China's Trade & Financial Globalisation Conference (16:15 cet London)
Canada Feb CFIB Business Barometer
|
| Friday, Feb 28 |
|
US Jan (Adv) Trade Balance
(8:30am et)
US Jan Personal Income/Spending/PCE/Deflator
US Jan Retail & Wholesale Inventories
Canada 4Q19/Dec GDP, Industrial + Raw Materials Product Prices, Dec Budget
Balance
Brazil Jan Budget Balance/Surplus
Fed's Bullard on the Economy & Monetary Policy (9:15am et--we can't confirm this)
Feb Chicago PMI
U of Michigan Feb (F) Consumer Sentiment/Expectations (10am et)
Baker-Hughes weekly US/North America Oil/Gas Rig Count (1pm et; w/e
02/21)
OVERNIGHT into US Sat. a.m. et:
China Feb
Manufacturing/non-Manufacturing/Composite PMI
|
Saturday, Feb 29
|
|
South Korea Feb Trade Balance
South Carolina Democratic Presidential Hopefuls Primary
|
|
WEEKS AHEAD: 03/04
ECB MPC Meeting + Press Conference
03/17--18 FOMC Meets
03/18--19 BoJ Meets
03/26 BoE MPC 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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