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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 19 |
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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)
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Monday, Jan 20 |
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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)
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Tuesday Jan 21 |
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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)
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Wed.
Jan 22 |
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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)
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Thurs.
Jan 23 |
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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),
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Friday,
Jan 24 |
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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)
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Saturday, Jan 25 |
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China Spring Festival Holiday (most
of the week in China, celebrated in Taiwn & Hong Kong, too)
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Sunday,
Jan 26 |
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German Dec Retail Sales
Holidays in India & China
OVERNIGHT into US Mon. a.m .et:
UK Jan Nationwide House Price Index
German Jan IFO Biz Assessment/Expectations, GfK
Consumer Climate
Brazil Dec Current Account, FDI, BCB
Focus Market Readout
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Monday, Jan 27 |
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US Dec New Home Sales
(10am et)
Dallas Fed Jan Manufacturing Activity (10:30am et)
US Treasury Auctions $45B 3-, & $39B 6-month Bills (11:30am et)
US Treasury Auctions $40B 2- & $41B 5-year Notes (1pm et)
ECB's Mersch keynotes 60th anniversary of Luxembourg Ass'n of private
investors
Holidays in China, Hong Kong, Singapore, Australia, South Korea
Fed's Wiliams keynotes NY Fed "Pitch Event for Investment Connection
Program" for Puerto Rico (NY Fed thru
28th)
OVERNIGHT into US Tues. a.m. et:
Japan Corporate Services Price Index
Aussie NAB Dec Business
Survey/Conditions/Outlook
Swiss Dec Trade Balance-Imports/Exports/Watch
Exports (HK protests killing sales)
Spain Q4 Unemployment Rate/Change
UK CBI Jan Reported Sales/Total Distributed
Reported Sales, Mortgage Approvals
Russia Dec Unemployment Rate, Retail Sales
ECB Banking Supervision Press
Conference (11:00 cet, Frankfurt Germany)
ECB's Lane panelist on
"Fiscal Rules in Europe: Design & Enforcement @DG ECFIN Workshop (16:00 cet
-Brussels, Belgium)
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Tuesday, Jan 28 |
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US Dec Durable & Capital
Goods Orders/Shipments
Redbook weekly store sales snapshot
S&P/Case Shiller Nov US 20-city Home Price Index
FOMC 2-day Meeting Starts
Conference Board's Jan Consumer Confidence/Expectations
Richmond Fed Jan Manufacturing & Services Indices
Dallas Jan Fed Survey
US Treasury Auctions $20 2-year FRNS & $26B 52-week Bills (11:30am
et)
US Treasury Auctions $32B 7-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
BoJ Summary of Opinions of Dec
20--21/2019 Mtg, Jan Consumer Confidence
Aussie Q4 CPI
UK BRC Jan Shop Price Index
Spain Dec Retail Sales
Swiss Jan ZEW Climate/Expectations
Eurozone Dec Loans to non-Financial
Corporations
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Wed.
Jan 29 |
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MBA weekly Mortgage/Refinance
Applications (w/e 01/24/ 7am et)
US Dec (Adv) Trade Balance (8:30am et)
US Dec (P) Wholesale Inventories
US Dec Retail Inventories
NAR Dec Pending Home Sales (10am et)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am et/
w/e 01/24)
FOMC post-Meeting Statement Released (2pm et)
FOMC Chief Powell Press Conference (2:30pm et)
China Holiday
OVERNIGHT into US Thurs. a.m. et:
So. Korea Feb Manufacturing BSI Index
New Zealand Dec Trade Balance
UK Lloyds Jan Business Barometer
Aussie Q4 Import/Export Price Index
Moody's Rates German Sovereign Debt
BoJ Dpty Gov Amamiya speaks
German Jan Unemployment Rate/Change
UK Dec Consumer Credit, Mortgage Approvals,
Dec M4
Eurozone Dec Unemployment Rate/Change, Jan
Business/Consumer Climate
German Q4 Import/Export Price Index, Jan
CPI/HICP
South Africa Dec Private Sector Credit
Hong Kong Dec Trade Balance
Italian Dec Unemployment Rate
ECB's Enria keynotes + panelist on
"Single Rulebook & Single Supervision reaching maturity" @5th SSM & EBF
Boardroom Dialogue (9:00 & 9:30 cet Frankfurt)
Canada Jan CFIB Business Barometer
BoE MPC post-Meeting Rate & Asset
Purchase Target, Minutes (talk of future rate cuts 12:00 cet)
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Thurs,
Jan 30 |
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BoE Gov Carney post-Meeting
Press Conference (his last)
US (Adv) Q4 GDP/Business Investment/PCE (8:30am et)
US weekly Jobless Claims/Continuing Claims
Federal Reserve Board Open Meeting to review Volcker Rule Changes (9:30am
et)
EIA weekly Natural Gas Re;port (w/e 01/24--10:30am et)
BoC's Beaudry speaks (Quebec City)
NY Fed Inaugural "Workshop on Economic Inequality: A Policy Series" (3pm NY Fed)
OVERNIGHT into US Fri. a.m. et:
So Korea Dec Industrial Production, Service
Sector Output, Retail Sales,
Japan Dec Jobless
Rate/Change/Job-to-Applicant Rate, Industrial Production, Retail Sales, Jan Tokyo
CPI
Aussie Dec Private Sector Credit, Housing
Credit, Q4 PPI
China Jan Mnftg/non-Mftf/Composite PMI,
Dec Housing Starts, Construction Orders, Nov Vehicle Production, Retail Sales
Singapore Dec Bank Lending, Q4 Unemplooyment,
Business Expectations
UK GfK Jan Consumer Confidence
French Q4 (P) GDP, CPI, HICP
Spain Q4 GDP, Dec CPI, HICP,
Nov Current Account
Swiss Dec Retail Sales
German Dec Retail Sales
Italian Q4 (P) GDP
Eurozone Q4 (P) GDP, Jan CPI, HICP
OPEC Monthly Crude Oil Production Stats
India Deposit & Loan Growth, Dec Fiscal
Deficit, Annual GDP, Infrastucture Output
Brazil Dec Unemployment Rate, PPI, Budget
Balance
ECB's Panetta, Schnabel & Mersch
participate in ceremony awarding Order of Merit of Federal Republic of Germany to
Mario Draghi (12:00 cet Berlin Germany)
So Africa Dec Trade Balance (incl Gold &
Diamond Export)
BoE Dec Money & Credit Report
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Friday, Jan 31 |
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Canada Nov GDP, Dec IPPI, RMPI
US Q4 ECI
US Dec Personal Income/Spending/PCE
Chicago Jan PMI
U.M. Jan (F) Consumer Sentiment/Inflation Outlook
Canada Nov Budget Balance
Baker-Hughes weekly US/North American Rig Count (w/e 01/24; 1pm et)
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Saturday, Feb 01
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WEEKS AHEAD: 02/06
Fed V.Ch. for Supervision Quarles speaks @NYU Money Marketeers
(5:30pm)
02/11
MN Fed's Kashkari Town Hall (Kalispell)
02/17
US Markets Closed for Washington's Birthday--Presidents' Day
02/27
Chicago Fed's Bullard keynotes @GIC Member Event (Mexico City 11:30am et)
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. |
* HICP used in Europe, means Harmonized Index of Consumer Price |
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