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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 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)
|
Saturday, Jan 18
|
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|
| Sunday,
Jan 19 |
|
Pres. Trump speaks @
101st Farm Bureau Federation Converntion & IDEAg Trade Show (Austin
TX thru 22nd))
OVERNIGHT into US Mon. a.m. et:
Japan Dec Retail Sales
UK Rightmove Jan House Prices
Peoples Bk of China Sets 1-, &
5-year Prime Rates, Foreign Direct Investment
Japan Nov (F) Industrial Production/Capacity
Utilization
German Dec PPI
Hong Kong Dec Unemployment Rate (protests could
make it ugly)
ECB's Lagarde & Panetta
@Eurogroup Meeting (12:00 cet Brussels Belgium)
|
| Monday, Jan 20 |
|
US Martin Luther King Jr Holiday:
ALL US Markets & Banks Closed Today
Brazil CAGED Net Payrolls, Federal Tax Revenue
Canada Dec Teranet/National Bank Home Price Index
ECB's Lagarde participates in New Year's reception of the State of
Baden-Wurtemberg to the EU (19:30 cet Brussels)
OVERNIGHT into US Tues. a.m. et:
New Zealand Dec Performance of Services,
Non-Resident Bond Hldgs
BoJ MPC Rate Decision + Kuroda Press
Conference (01/21 local time)
Eurozone Jan ZEW Current
Situation/Expectations
ECB's de Guindos speaks
@ECOFIN Meeting (Brussels 12:00cet)
Eurozone investment fund statistics , Bank
Lending Survey
ECB's Bollo debates at
'Financial Services' Working Group of EU Parliament (13:00cet)
Swiss Dec Trade Balance
Hong Kong Dec CPI
Spain Trade Balance
UK ILO Nov Unemployment
Rate/Count/Change/Wkly Earnings, Dec Claims
Consolidated Financial Statement of
Eurosystem (15:00 cet)
World Economic Forum (Davos-Klosters Suisse thru 24th)
Greta Thunberg speaks @8:30, 11:00, & 13:00cet Pres. Trump speaks @11:30 cet
Goldman Sachs CEO David Solomon @14:30cet, BAC CEO Moynihan, IBM's Ginni Rometty, CRM's
Marc Benioff & musucian YoYo Ma @18:00 cet (01/21 local time)
|
| Tuesday Jan 21 |
|
Canada Nov Manufacturers' Sales
Redbook weekly store sales snapshot
US Treasury Auctions $42B 3-, & $36B 6-month Bills
Pres. Trump's Impeachment Trial Begins @US Senate (1pm
et)
OVERNIGHT into US Wed. a.m. et:
Aussie Dec Skilled Vacancies, Jan Westpac
Consumer Confidence
Japan Dec Condo Sales
South Korea Q4 GDP
UK CBI Jan Reported Sales/Total
Distributed Sales, Dec. PSNR ex-Banking Groups, Public Sector Borrowing
So Africa Dec CPI
Italy Nov New Industrial Orders/Sales
ECB releases Quarterly Data on
Government Debt/Deficits (10:00 cet)
UK Dec Retail Sales, CPI
World Economic Forum speakers: Paul Tufor
Jones (9:15cet), Tidjane Thiam, Tom Keene, Kenneht Rogoff (10:30cet), Jane Goodall
& Marc Benioff (10:45cet), Daniel Yergin & H.R.H. Prince Abdulaziz Bin Slman Bin
Abdulaziz Al Saud (11:45 cet), Carrie Lam (14:15cet), H.R.H Prince of Wales (14:40cet),
Carmen Reinhart (15:15 cet), Al Gore (16:00cet), David M. Rubenstein (17:30cet), Bill
Gates (19:00cet---01/22 local time)
|
| Wed.
Jan 22 |
|
MBA weekly Mortgage/Refinance
Applicaitons (7am et; w/e 01/17)
Chicago Fed Dec National Activity Index
Canada Dec CPI, Dec New Housing Price Index, Nov Wholesale Trade
FHFA Nov House Price Index (9am et)
NAR Dec Existing Homes Sales (10am et)
Bk of Canada MPC Interest Rate Decision + Press Conference
OVERNIGHT into US Thurs. a.m. et:
New Zealand Nov Net Migration
Japan Dec Trade Balance, Nov All
Industry Activity Index, Dec (F) Machine Tool Orders
Aussie Dec Unemployment
Rate/Change/Participation/Full-/Part-time
Singapore Q4 URA Property Index & Dec CPI
BoJ Senior Loan Officer Survvey
German Dec Import Price Index
BoE's Segal-Knowles speaks on
"Payments Policy & Regulation in the UK" at Westminster
Business Forum (London)
ECB MPC Statement on Interest &
Deposite Rates (10:00 cet, Frankfurt)
Russia Dec Industrial Production, Central Bank
Fx Reserves
World Economic Forum speakers: Satya Nadella
(10:30cet), Laurence D. Fink (11:30 cet), H.S.H. Prince Albert of monaco (14:45cet), Sara
Eisen/Carmen Reinhart (17:00cet)
|
| Thurs.
Jan 23 |
|
ECB Chief Largarde Press Conference
(14:30 cet Frankfurt)
US weekly Jobless Claims (last week 204k)/Continuing Claims
FRB Boston Study Group on "Long-term Effects of California's Family Leave Act
of 2004 on Women's Careers" (Boston MA)
EIA weekly Natural Gas Report (10:30am et)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (11am et; w/e 01/17)
K.C. Fed Manufacturing Activity Index
US Treasury Auctions $14B 10-year TIPS
OVERNIGHT into US Fri. a.m. et:
New Zealand Q4 CPI, Dec Credit Card Spending,
CPI
Aussie Jan Mnftg/Services/Conmposite PMI
(% fires curtail activity?)
Japan Jan Mnftg/Services/Composite PMI, Dec CPI
BoJ Minutes of Dec 18/19/2019 MPC
Meeting (01/24 local time)
Singapore Dec Industrial Production
Eurozone, France & Germany Markit
Manufacturing/Services/Composite PMI
ECB Survey of Professional Forecasters
Italy Dec Trade Balance
German Jan IFO Index
UK Markit/CIPS Mftg/Services/Composite PMI
Mexico Nov IGAE Economic Activity
World Economic Forum speakers: Martin Wolf,
ECB's Villeroy de Galhau, Carmen Reinhart (10:30cet), ECB Chief Lagarde &
Steve Mnuchin (11:30cet),
|
| Friday,
Jan 24 |
|
Chinese Holidays--start
leading into New Year 01/28
South Korea New Year Holiday
Canada Nov Retail Sales
US Markit Jan Mnftg/Services/Composite (P) PMI
Baker-Hughes weekly US/North American Rig count (1pm; w/e 01/17)
|
| Saturday, Jan 25 |
|
China Spring Festival Holiday
(celebrated in Taiwn & Hong Kong, too) |
|
WEEKS AHEAD: 01/28--29
FOMC Meets, Powell Press Conference Concludes
01/29 BoJ Summary of Opinions of MPC Meet 01/20/21, 2020
01/30 BoE MPC Meets (future rate cut talk)
*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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