wall street in advance

March/April 2020  Economic Statistics
and Other Economic Influences

                Weekly Chain Store Sales*
                 Average Hourly Earnings*
                 API Weekly Gas/Oil Stockpiles Report*  **
Mortgage Applications  Data
                 EIA Weekly Report on Gas & Oil Stockpiles* (10a.m.)
                 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
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) 
Saturday, Apr 04
          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.
               * HICP used in Europe, means Harmonized Index of Consumer Prices