 
|
 |
February/March 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 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
|
| Sunday,
Mar 01 |
|
German Jan Retail Sales
OVERNIGHT into US Mon. a.m. et:
Japan Feb Official Resrves
Aussie Feb AiG Performance of Mnftg CBA Mntg
PMI, CoreLogic House Price Index
Japan 4Q19 Company Profits & Sales,
CapEx
Aussie ANZ Feb Job Ads, 4Q19 Company Operating
Profit, Inventories
Japan Nikkei Feb Manufacturing PMI,
Vehicle Sales
China Caixin Feb Mnftg PMI
Aussie RBA Feb Commodity Index
Hong Kong Jan Retail Sales
Wards Total US Feb Vehicle Sales
SNB Publishes its FY19 Annual Results,
Feb CPI, HICP, Mnftg PMI, producre.ch PMI
Markit Eurozone, France, Germany,
Italy, & Spain Feb Mnftg PMI
South Africa Manufacturing PMI, Feb Total
Vehicle Sales
BoE Jan Consumer Credit, Mortgage
Approvals, M4 Money Supply, Markit Feb Mnftg PMI
ECB's de Guindos speaks
@Distinguished Speakers Seminar from European Economics & Financial Centre London
(13:30cet)
Israel holds 3rd General Election in 2
years (03/02 local time)
Italy CY19 GDP
|
| Monday, Mar 02 |
|
Canada RBC Feb Mnftg PMI (9:30am et)
US Feb Markit Manufacturing PMI (9:45am et)
US Feb ISM Mnftg Index/Employment/Orders/Prices Paid (10am et)
US Jan Construction Spending
Mexico Feb Mnftg PMI (10:30am et)
US Treasury Auctions $45B 3-, & $39B 6-month Bills (11:30am et)
Brazil Feb Trade Balance
OVERNIGHT into US Tues. a.m. et:
New Zealand 4Q19 Terms of Trade, Feb Trade
Balance
Aussie Jan Building Approvals, 4Q19 Current
Account Balance, Net Exports, HIA New Home Sales (might be helped by brushfires)
South Korea 4Q19 GDP, Feb CPI
RBA MPC March Cash Rate Target
Japan Feb Consumer Confidence
Swiss 4Q19 GDP
French Jan Gov't Budget Balance
Italy & Spain Jan Unemployment
Reports
BoE FPC Meeting Minutes, UK
Markit/CIPS Feb Construction PMI
Eurozone Feb CPI, Jan Unemployment
Rate, PPI, HICP
New Zealand Feb QV House Prices, Jan Building
Permits
Singapore Feb Manufacturing PMI
ECB's de Guindos opens Jt
ECB & EU Commission Conference on "The roles of equity markets & financial
technology" (Frankfurt Germany 9:00cet)
ECB's Jochnick panelist @ISDA policy conferenc
eon EU Bank Capital Reform & Regulation, Bd Member Schnable moderates a panel
(Brussels Belgium)
|
| Tuesday Mar 03 |
|
Redbook weekly store sales snapshot
Brazil 4Q19 GDP
Fed's Mester speaks @UK Society of Professional Economists dinner (London)
ISM New York Feb Business Conditions
Super Tuesday: 14 States Hold Primaries, choosing 33.8% of all Democratic Delegates
OVERNIGHT into US Wed. a.m. et:
New Zealand Jan Building Consents
Aussie AiG Feb Performance of Construction
Index, CBA Services/Composite PMI
Fed's Evans participates in
moderated Q&A @Univ of IL (6:30pm et, Champaign IL)
Aussie 4Q19 GDP, CapEx, Final Consumption
RBA (Aussie) Chart Pack Released
Japan Jibun Bank Feb Services/Composite PMI
Hong Kong Feb Manufacturing PMI
China Caixin Feb Services/Composite PMI
India Nikkei Feb Services PMI
Markit Eurozone, France, Germany, Italy
& Spain Feb Services/Composite PMI
German Jan Retail Sales
South Africa Standard Bank Feb PMI
UK Markit/CIPS Feb Services/Composite PMI,
Official Fx Reserves
Eurozone Jan Retail Sales
|
| Wed.
Mar 04 |
|
MBA weekly
Mortgage/Refinance Applications (7am et)
Brazil 4Q19 GDP, Markit Feb Services/Composite PMI
ADP Feb US Private Sector Employment Change (8:15am et)
US Markit Feb Services/Composite PMI (9:45am et)
Bk of Canada MPC Rate Decision (10am et)
US Feb non-Mnftg/Services Composite ISM
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am et;
w/e 02/28)
BoE Dpty Gov Broadbent speaks @London Business Schoool (18:00 cet)
Federal Reserve Releases Beige Book (2pm et)
OVERNGIHT into US Thurs. a.m. et:
BoJ Feb Purchases of Donmestic & Foreign
Stocks & Bonds
Aussie Jan Trade Balance
Markit Feb German Construction PMI
UK Feb New Car Registrations, BRC
Retail Sales Monitor (post-Brexit)
South Africa 4Q19 Current Account, Feb Business
Confidence
Brazil Auto Production/Sales Jan PPI
ECB's Enria panelist on financial
supervision @Delphi Economic Forum (Greece)
BoE Monthly Decision Maker Panel Data
OPEC Extraordinary Meeting
(Vienna Austria, 03/05 local time)
|
| Thurs.
Mar 05 |
|
Challenger Feb Job-Cuts
(7:30am et)
BoE Chief Economist, Haldane, speaks (Paris FR)
US weekly Jobless Claims/Continuing Claims (w/e 02/28)
US 4Q19 non-farm Productivity, Labor Costs
US Jan (F) Durable Goods/Capital Goods Orders/Shipments
US Jan Factory Orders
EIA weekly Natural Gas Report (w/e 02/28l 10:30am et)
BoE Gov Carney speaks @University College (London)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; values not announced
at post)
BoC Chief Poloz provides Economic Progress Report (12:45pm et)
OVERNIGHT into US Fri. a.m. et:
Aussie AiG Feb Performance of Services Index
NY Fed's Williams "Major Policy
Address on US Economy" @Financial Services Dinner @FPA
where he's receiving a Medal (8:45pm et)
New Zealand 4Q19 Volume of All Buildings
Japan Jan Labor Cash Earnings, Household
Spending, Fx Reservesd
Aussie Jan Retail Sales
China's Customs publishes Jan & Feb
Imports/Exports, Feb Trade Balance
German Jan Factory Orders
French Jan Imports/Exports, Current Account,
Feb Reserve Assets,
UK RICS Feb House Price Balance, Halifax HPI
Italian Jan Retail Sals
OPEC & OPEC+ Jt Ministerial
Monitoring Cmte Meets on Production Quotas (Vienna)
|
| Friday,
Mar 06 |
|
US Feb Unemployment
Report/Change/Participation/Hrly Earnings
Canada Feb Unemployment Rate/Change/Participation/Earnings, Jan Int'l Merchandise
Trade
Fed Pres' Evans (9:20am et on Transparency & Communications), Mester,
Bullard, Rosengren, Williams (2pm) & George panelists on 'Zero Lower
Bound' & other Topics @Shadow Open Market Committee
"Current Monetary Policy: The Influence of Marvin Goodfriend" (NY)
Canada Ivey Feb PMI (10am et)
US Jan Wholesale Inventories/Wholesale Trade Sales
Baker-Hughes weekly US/North American Oil/Nat Gas Rig Counts (1pm et)
US Jan Consumer Credit (3pm et)
NPC--China's National People's Congress POSTPONED to May
|
| Saturday, Mar 07 |
|
China Feb Trade Balance |
|
|
|
|
WEEKS AHEAD: 03/12--13
ECB MPC Meeting + Press Conference (Frankfurt, Germany)
03/17--18 FOMC Meets
03/18--19 BoJ
Meets
03/25--26 Midwest Anti-Money Laundering Conference (K.C.
FRB)
03/26 BoE 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). 2019 Hawks dissenting against 2019 rate cuts were
K.C. Fed's George, Boston's Rosengren, while St. Louis' Bullard wanted a bigger cut
earlier, who was backed by Chicago's Evans.
|
|
* HICP used in Europe, means Harmonized Index of Consumer Prices |
|
|
|
|
|
|