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March/April 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,
Mar 22 |
|
RBA's (Aussie) Kent speaks
(Sydney)
OVERNIGHT into US Mon. a.m. et:
Singapore Feb CPI
Hong Kong CPI
German Feb Import Price Index
Japan Feb Convenience Store Sales
|
| Monday, Mar 23 |
|
Chicago Fed Feb Nat'l
Activity Index
Canada Jan Wholesale Trade Sales
Brazil Federal Tax Revenue, CAGED Net Payroll Jobs
US Treasury Auctions $45B 3-, & $39B 6-month Bills (11:30am et)
OVERNIGHT into US Tues. a.m. et:
Aussie CBA Mar (P) Manufacturing & Services
PMI
Japan Nikkei Mar (P)
Manufacturing/Services/Composite PMI Feb Supermarket & Dept Store Sales, Machine Tool
Orders
Markit Eurozone, France, Germany Mar
(P) Manufacturing/Services/Composite PMI
ECB's Lagarde speaks @ECB's Watchers
Conference unless cancelled
Markit UK Manufacturing/Services/Composite Mar
PMI, CBI Mar. Selling Prices Trends, Total Orders
Brazil BCB Copom Meeting Minutes, Mar FGV
Consumer Confidence, Jan Retail Sales
BoE Financial Poloicy Cmte Summary from
3/19/ Meeting (9:30 gmt)
|
| Tuesday, Mar 24 |
|
Georgia Democratic Primary Postponed
Redbook weekly store sales snapshot
Markit Mar. US Manufacturing/Services/Composite PMI
Fed's Bullard speaks @Bk of France event which may be cancelled or
Virtually (Paris)
US Feb New Home Sales (10am et)
US Revsisions to Feb Wholesale Inventories
Richmond Fed Mar Manufacturing Index
US Treasury Auctions $26B 52-week Bills (11:30am et)
US Treasury Auctions $40B 2-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et
New Zealand Feb Trade Balance
BoJ Minutes of Jan. Meeting
Aussie Feb Skilled Vacancies
RBNZ (New Zealand) Official Cash Rate
German Mar IFO Business Current
Assessment/Expectations
Spanish PPI
Swiss ZEW Expectations
UK Feb CPI, CPIH, PPI, RPI, Jan House
Price Index, CBI Reported Mar Sales
French Jobseekers Total
Brazil Jan Service Sector Growth
BoE/CEPR/Brevan Howard Cntr/Imperial
College "Impact of Machine Learning & AI on the UK Economy" (BoE
London thru 26th)
|
| Wed.
Mar 25 |
|
MBA weekly
Mortgage/Refinance Applications
US Feb (P) Durable & Capital Goods Orders/Shipments
CANCELLED Midwest Anti-Money Laundering Conference (K.C.
FRB)
US Jan House Price Index
SNB (Swiss) Quarterly Bulletin
EIA weekly Petroleum/Gasoline/Distillates/Refinery Reports (w/e 03.20)
US Treasury Auctions $18B 2-year FRNs (11:30am et)
US Treasury Auctions $41B 5-year Notes (1pm et)
OVERNIGHT into US Thurs. a.m. et:
Japan Feb. Corporate Service Price Index
Singapore Feb Industrial Production
China BoP 4Q19 Current Account Balance
Hong Kong Feb Trade Balance
German Feb Retail Sales, GfK Apr Consumer
Confidence
Italian Feb Trade Balance
Fitch Rates UK Sovereign Debt
Swiss KOF Institute Spring Economic Forecast
ECB Publishes Economic Bulletin and Loan
Quantities
UK Feb Retail Sales
South Africa Feb PPI
Canada CFIB Mar Business Barometer
BoE MPC Mar Bank & Deposit Interest
Rate & QE Decisions, Meeting Minutes, Gov. Bailey Press Conference
|
| Thurs,
Mar 26 |
|
FOMC Chief Powell Q&A on NBC
Today Show (7am-ish)
US (Adv) Feb Trade Balance
US 4Q19 GDP/PCE/Household Savings & Consumption/Biz Investment
US weekly Jobless Claims (estimates from 2m--2.75m)
US Feb Wholesale & Retail Inventories
Fed's Bullard speaks @ECB Monetary Policy Forum unless cancelled
EIA weekly Natural Gas Report (w/e 03/20)
K.C. Fed Mar Manufacturing Activity
US Treasury Auctions 4, 8-week Bills (11:30am et)
US Treasury Auctions $32B 7-year Notes
Mexico MPC Sets Overnight Rates
OVERNIGHT into US Fri. a.m. et:
Japan Tokyo Mar CPI
China Feb Industrial Profits
UK Mar Nationwide House Price Index
India Bank Loan & Deposit Growth, Fx
Reserves
|
| Friday, Mar 27 |
|
US Feb Personal
Income/Spending/PCE
U.M. (F) Mar Consumer Sentiment
Canada Jan Budget Balance
US Baker-Hughes weekly Oil.Nat Gas US/No. Am. Rig Count (1pm et)
|
| Saturday, Mar 28 |
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| Sunday,
Mar 29 |
|
OVERNIGHT
into US Mon. a.m. et:
UK Feb Consumer Credit, Mortgage Approvals, Net
Lending, M4 Money Supply, Nationwide House Price Index
Eurozone Mar Industrial, Services,
Consumer, Economic Confidence
German Mar CPI
Swiss KOF Mar Leading Indicators
Spain Mar CPI/HICP, Feb Retail Sales
South Africa Feb Private Sector Credit, M3
Money Supply
|
| Monday, Mar 30 |
|
NAR Feb Pending Home Sales
Dallas Fed Mar Manufacturing Activity
US Treasury Auctions $51B 3-, & $41B 6-month Bills (11:30am et)
OVERNIGHT into US Tues. a.m. et:
So. Korea Apr BSI Manufacturing Index, Feb
Industrial Production, retail Sales
New Zealand Feb Building Approvals, 8-month
Financial Statements
RBA's Debelle speaks (Melbourne)
UK Lloyds Mar Business Barometer,
GfK Consumer Confidence
Japan Feb Jobless Rate, Industrial
Production, Retail Trade, Jan Vehicle Production, Feb Housing Starts,
Construction Orders
Aussie Feb Private Sector Credit
China Mar
Manufacturing/non-Marnufacturing/Composite PMI, Construction Orders, Feb Housing Starts
Singapore Feb Bank Lending
Swiss Feb Retail Sales
Spain 4Q19 GDP, Jan Current Account
Hong Kong Feb Retail Sales, M3
Money Supply
German Mar Unemployment Rate/Claims/Change,
Import & Export Prices
India Feb Federal Fiscal Deficit,
Infrastructure Output, Q4 Foreign Debt
Wards US Mar Total Vehicle Sales
BoE Feb Consumer Credit, UK 4Q19
Current Account, Private Consumption/Gov't Spending/GDP/Fixed
Capital Formation, Trade Balance, Total Business Investment
Eurozone Mar CPI/HICP, Consumer &
Business Sentiment/Expectations
|
| Tuesday Mar 31 |
|
Redbook weekly store sales snapshot
Brazil Unemployment Rate
Federal Resrve Board + Philadelphia FRB POSTPONED FinTech Innovation
Hours
Canada Jan GDP, Feb Industrial Product Prices (IPPI), RMPI
Case/Shiller S&P 20-City Jan House Price Index
Brazil Feb Budget Surplus, Debt-to-GDP Ratio
Chicago Mar PMI
Conference Board's US Mar Consumer Confidence/Expectations
Dallas & Texas FRB Services Sector Conditions/Outlook
OPEC Crude Production Stats
OVERNIGHT into US Wed. a.m. et:
New Zealand Mar QV House Prices
Aussie AiG Mar Performance of
Manufacturing Index, CBA Mnftg PMI, CoreLogic House Price Index
UK BRC Mar Shop Price Index
South Korea Mar Trade Balance
Japan Q1 Tankan Large-All
Industry Capex/Mnftg/non-Mnftg Indices/Outlooks
Aussie Feb Building Approvals, Private
Sector Housesd
Japan Nikkei Mar Manufacturing
PMI, Vehicle Sales
China Caixin Mar Mnftg PMI
RBA (Aussie) Mar Commodity Index
German Feb Retail Sales
Russia Mar Markit Manufacturing PMI
Swiss Mar Mnftg PMI/procure.ch PMI
Markit Eurozone, France, Germany,
Italy. Spain, UK Mar Mnftg PMI
Eurozone Feb Unemployment Rate/Change
|
| Wed.
Apr 01 |
|
MBA weekly
Mortgage/Refinance Applications (7am et)
Brazil MPC Q2 Long-term Interest Rate, Feb Industrial Production
South Africa Mar Total Vehicle Sales
ADP US Mar Private Payroll Employment Change (8:15am et)
Markit US Mar Manufacturing PMI (8:30am et)
RBC Canadian Mar Manufacturing PMI
K.C. FRB Regulatory Update Seminar CANCELED (Kearney)
US Mar ISM Manufacturing/Employment/Prices Paid/New Orders (10am et)
US Feb Construction Spending
Brazil Mar Trade Balance
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (w/e 03/27
10:30am et)
US Treasury Auctions $60B reopened 6-month Bills originally issued Nov 14, 2019
Markit Mar Mexican Mnftg PMI
OVERNIGHT into US Thurs. a.m. et:
Aussie Feb Job Vacancies
Japanese Foreign Investments/Investments
by Foreigners
India Nikkei Mar Mnftg PMI
French & German Sovereign Debt to be
Rated by S&P
Spain Unemployment Rate/Change
Swiss Mar CPI/HICP
Eurozone Feb PPI
|
| Thurs.
Apr 02 |
|
Challenger March US Job Cuts
(7:30am et; 100's of thousands in leisure, alone)
US weekly Unemployment Claims/Continuing Claims (8:30am et)
Canada Feb International Merchandise Trade (9am; aka Trade Balance)
US Feb Trade Balance
NY FRB POSTPONED "Role of Reserves & Central Bank Ops in
Financial System"
US Feb Durable Goods Orders/Shipments
US Feb Factory Orders
K.C. Fed Regulatory Update Seminar CANCELED (Omaha)
EIA weekly Natural Gas Report (10:30am et; w/e 03/27)
SNB's Maechler speaks at Money Market event (Zurich noon et)
OVERNIGHT into US Fri. a.m. et:
Aussie AiG Mar Construction Index, CBA
Services/Composite PMI, Feb Retail Sales
Japan Jibon Bank Mar Services/Composite PMI
China Caixin Mar Services/Composite PMI
Hong Kong Mar Mnftg PMI
Singapore Feb Retail Sales
RBI--India MPC Interest Rate/Cash +
Reverse REPO Rate Decision
Markit Eurozone, France, Germany, Italy
Mar Services/Composite PMI
Spain Feb Industrial Production, Mar Services
PMI
South Africa Mar Standard Bank PMI
UK Markit/CIPS Mar Services/Composite PMI,
Official Reserves
Eurozone Feb Retail Sales
|
| Friday,
Apr 03 |
|
US Mar Unemployment
Report/non-Farm + Gov't Payrolls/Change/Wages/ Participation/Full-/Part-time
NY FRB POSTPONED 2nd Research Conference on FinTech
US Markit Mar Services/Composite PMI (9:45am et)
Brazil Markit Mar Services/Composite PMI
US ISM Services/Composite ISM (10am et)
Baker-Hughes weekly Oil/Nat Gas US/No.Am. Rig Count (w/e 03/27; 1pm
et)
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| Saturday, Apr 04 |
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WEEKS AHEAD:
04/02 Boston FRB CANCELED N.E. Study Grp
Workshop, "Does Eviction Cause..?"
04/02--07 NY FRB events these dates 'postponed'
04/15 Chicago FRB CANCELLED 13th Risk
Conference "A World in Motion..."
04/16--17
Philly FRB Macro Conference
04/27--28 BoJ MPC Meets
04/28--29 FOMC Meets
04/30 ECB MPC Meets
05/07 BoE MPC Meets
05/14--15 Chicago FRB Workshop
on Monetary & Financial History
05/21 Cleveland FRB "Inflation: Drivers &
Dynamics" Conference
*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, and St. Louis' Bullard but he wanted a bigger cut,
earlier, who was backed by Chicago's Evans.
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* HICP used in Europe, means Harmonized Index of Consumer Prices |
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