wall street in advance

December 2020/January 2021  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:
Sun.        Dec 27     OVERNIGHT into US Mon. a.m. et:
         BoJ Dec. 17/18 Summary of Opinions Released (12/28 local time)
         Japan Nov Industrial Production
         Hong Kong Nov Trade Balance
         French Nov Unemployment Claims/Jobseekers
         So. Africa Nov Trade Balance
Mon.       Dec 28 Dallas Fed Dec Manufacturing Index
US Treasury Auctions $54B 3-, & $51B 6-month Bills
US Treasury Auctions $58B 2-, & $59B 5-year Notes
Brazil CAGED Nov Net Payrolls, IGP-M Dec Inflation Index
Boxing Day Holiday in UK, Canada, Australia, New Zealand
Three Kings Day in Puerto Rico
    OVERNIGHT into US Tues. a.m. et:
        Brazil Oct Unemployment Rate
Tuesday, Dec 29 Redbook weekly store sales snapshot (includes Christmas thru 26th)
S&P/Case-Shiller Oct 20-city Home Price Index
US Treasury Auctions $34B 52-week Bills
US Treasury Auctions $30B reopened 119-day &^ $30B reopened 42-Day Bills
US Treasury Auctions $59B 7-year Notes
API weekly Crude Reort (thru 12/25)
    OVERNIGHT into US Wed. a.m. et:
       So. Korea Nov Industrial/Mnftg Production, Service Sector & Construction Output, Retail Sales
       Russian Markit Dec Manufacturing PMI
       UK Dec Nationwide Housing Prices
       German Import Price Index
       Swiss ZEW Dec Conditions/Jan Expectations
       Brazil Nov Budget Balance
Wed.       Dec 30 MBA weekly Mortgage Purchase/Refinance Applications (thru 12/25)
US Nov Trade Deficit
US Nov Wholesale Inventories
Chicago Dec PMI
US Nov Pending Home Sales
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report
(thru 12/25)
Baker-Hughes weekly US/No. Am. Total/Oil Rig Count (thru 12/26)
    OVERNIGHT into US Thurs. a.m. et:
       China NBS Dec Manufacturing & Non-Mnftg PMI

        Singapore Nov Bank Lending, Q4 (P) GDP
        So. Korea Dec Trade Balance, Nikkei Mnftg PMI, Q4 (P) GDP
        Russia Dec Markit Services PMI
        India Nov Current Account, Trade Balance, Fed. Fiscal Deficit, Infrastructure Output, Q3 Foreign Debt
Thurs.     Dec 31 US weekly Initial Jobless Claims/Continuing Claims
EIA weekly Natural Gas Report (w/e 12/25)
US Treasury Auctions 4-, & 8-week Bills (values not released at post)
New Year's Eve Holidays in Japan, So Korea, Germany, Italy, Switzerland, Russia, Brazil, UK, Australia, New Zealand, Singapore
Happy New Year! Welcome to 2021, has got to be better than 2020!!
Friday,   Jan 01 Markets Closed Worldwide 
    OVERNIGHT into US Sat. a.m. et:
        India Bank Loan & Deposit Growth, Fx Reserves
Sat.,       Jan 02 New Year Celebrations Continue in Most of World
Sunday,  Jan 03     OVERNIGHT into US Mon. a.m. et:
        Aussie Dec Markit Mnftg/Non-Mnftg PMI
        Japan Jibun Bank Dec Mnftg PMI
        Singapore Q4 URA Property Index
        So. Korea, Taiwan, & Thailand (separate) Markit Dec Mnftg PMI's
        China Caixin Dec Mnftg PMI
        India Dec Mnftg PMI
        Hong Kong Nov Retail Sales
        Swiss Dec procure.ch Manufacturing PMI
        Eurozone, France, Germany, Italy Dec Markit Manufacturing PMI
        UK Markit/CIPS Dec Mnftg PMI,
        BoE Nov Consumer Credit, Mortgage Approvals/Loans
        France & Spain Report (separately) Dec New Car Registrations
        South Africa Dec Total Vehicle Sales
        India Dec Trade Balance
        BoE Publishes Nov 2020 Money & Credit (9:30 gmt)
        Brazil Dec Markit Mnftg PMI
        Singapore Dec SIPMM Mnftg PMI
        ECB Long-term efrfects of the pandemic: insights from leading companies
Monday, Jan 04 US Dec Markit Manufacturing PMI
Mexico Nov Fx Reserves, Markit Dec Mnftg PMI
US Nov Construction Spending
US Treasury Auctions $54B 3-, & $51B 6-month Bills
US Dec/Q4 Vehicle Sales
ECB's Lane
speaks at the AEA/ASSA Annual Meeting (3:45pm et)
    OVERNIGHT into US Tues. a.m. et:

        German Nov Retail Sales, Harmonized Unemployment Rate
        Spain Dec Unemployment Rate/Change, Nov Tourist Arrivals
        EU Nov Loans to Companies & Households
        UK Dec New Car Sales

Tuesday Jan 05 Georgia State Run-off Elections for Both Senate Seats
Redbook weekly store sales snapshot (thru 01/02/21)
US Dec ISM Mnftg PMI/Employment/Prices/New Orders, Dec New York ISM
US Treasury Auctions $30B reopened 119-day, & $30B reopened 42-day Bills
NY Fed CEO Williams V-speech to AEA Annual Meeting on Monetary-Fiscal Nexus w/Ultra Low Interest Rates (3:45pm est)
API weekly Crude Report (w/e Jan 1st)
    OVERNIGHT into US Wed. a.m. et:
        Aussie Dec Markit Services/Composite PMI
        RBA (Aussie) Chart PAck
        Hong Kong Dec Markit PMI
        Japan Jibun Bank Dec Services/Composite PMI, Dec Consumer Confidence
        China Caixin Dec Services/Composite PMI
        India Dec Markit Services PMI
        UK Dec Fx Reserves  (7:00 gmt)
        UK Treasury Select Cmte Dec Financial Stability Report
        EU, France, Germany, Italy Dec CPI/HICP
        EU, France, Germany, Italy Spain Markit Dec Services/Composite PMI
        UK Markit/CIPS Dec Services/Composite PMI
        EU Nov PPI
        Irish Dec Unemployment Rate
Wed.      Jan 06 US weekly MBA Mortgage Purchase/Refinance Applications
Joint Session of Congress Meets to Accept Electoral College Vote for President

ECB Qtrly Publication of Consolidated Financial Statement of the Eurosystem
Brazil Markit Dec Services/Composite PMI
Modernizing the CRA (Philly Fed 2pm webinar)
US ADP Dec Employment Change
US Markit Dec Services/Composite PMI
US Nov Factory Orders
EIA weekly Petroleum/Gasoline/Distillates/Refinaneries Report (w/e 01/01/21)
FOMC Minutes of Dec. 15--16, 2020 Meeting
    OVERNIGHT into US Thurs. a.m. et:

        Japan Nov Avg Cash Earnings
        BoJ Bond & Stock Transactions w/Government & Markets
        Aussie Nov Trade Balance, Building Permits, ANZ Dec Job Ads
        China Dec Trade Balance, Fx Reserves
        German Nov Factory Orders

        Swiss Nov Retail Sales
        Eurozone, French, German,  Italian Dec Construction PMI
        Hong Kong Dec Fx Reserves
        UK Dec Construction PMI, Dec 2020 Monthly Decision Maker Panel Data
        EU, France, Italy Dec CPI/HICP, Economic/Industrial/Services Sentiment, Nov Retail Sales
        Mexico Dec CPI
Thurs.    Jan 07 Challenger Dec US Job Cuts
BoE's Hauser speaks @Thomson  Reuters Newsmaker, then Q&A w/Reuters (14:00 gmt)
US weekly Initial Jobless Claims (last 797K)/Continuing Claims
Brazil Dec Car Production/New Car Registrations
US Nov Trade Balance
Mexico Monetary Policy Cmte Meeting Minutes
US Dec non-Mnftg ISM/Employment/New Orders/Prices
EIA weekly Natural Gas Report (w/e 01/01/21)
US Treasury Auctions 4-, & 8-week Bills (values not announced at post)
    OVERNIGHT into US Fri. a.m. et:
        Japan Nov Household Spending
, Dec Fx Reserves
Friday,   Jan 08 US Dec. Unemployment Report/Change/Participation/Wages
Breakfast w/The Fed: How Superstar HQ Selections Affect Local Housing (9am ct)
Fed V.Ch. Clarida on 'US Economy & Monetary Policy' @Council of Foreign Relations V-Meeting (11am et)
Extended Deadline for Main Street Lending Apps Submitted by 12/14/2020
Sat.        Jan 09
                                                     
       WEEKS AHEAD:
 
                              01/11/2021    Virtual Town Hall with Dallas Fed CEO Robert S Kaplan   (5pm, Webcast Live)
                              01/12/2021   Racism & the Economy focus on Education (11:30am et)
                              01/13/2021   Minneapolis Fed 2021 Regional Economic Conditions Conference
                              01/14/2021   Climate, Wildfire & Air Pollution V-Event   + Climate Economics (11am)
                                                    Climate Change Risk in Financial Markets: Advancing the Conversation in 2021
                                                    FedTalk 2021 Economic Outlook (noon webinar/FRB Cleveland)
                                                    Nat'l Tribal Listening Session on CRA Modernization V-Event (2pm ct)
                              01/15/2021    Breakfast w/Fed: COVID-19 Acceleration of Existing Trends in Labor Markets
                       01/20--21/2021    BoJ MPC Meeting + Preess Conference
                              01/21/2021    ECB MPC Meets + Press Conference
                       01/26--27/2021    FOMC Meets + Press Conference
                              02/04/2021    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), Christopher Waller (confirmed 12/03/20), plus New York Fed Pres, currently John Williams. 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).
               * HICP used in Europe, means Harmonized Index of Consumer Prices