wall street in advance

October 2021  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:
Sun.,     Oct 03 China/Hong Kong National Day Holidays--Golden Week
    OVERNIGHT into US Mon. a.m. et:
        Swiss Aug Retail sales, Sept CPI
        ECB's Lagarde, Panetta, & Enria @Eurogroup Meeting (Luxembourg)
        ECB's de Guindos remarks & Q&A @Empresarial ICADE Colloquium (Madrid)
        EU Balance of Payments & Int'l Investment Positions (10am cet)
        EU households & non-financial corporations data set(11am cet)
        21st OPEC & OPEC+  V-Meeting (Oct 4th local time)
Mon,      Oct 04 US Aug Durable/Capital Goods Orders/Shipments
Canada CFIB Sept Business Barometer
US Aug Factory Orders
Singapore SIPMM  Sept PMI                           
LMI Logistics Managers Current Index
Suprene Court Back in Live-Session for Oral Arguments \
US Treasury Auctions $42B 3-, & $42B 6-month bills
Boston Fed "Racial Disparities in Today's Economy" opened by Interim Pres/CEO Kenneth C, Montgomery, keynote Indra Nooyi, dean of Yal Scool of Mngmnt (virtual thru 6th)
Richmond Fed Rural America Week (thru 6th)
    OVERNIGHT into US Tues. a.m. et:
        China/Hong Kong Golden Week Continue
        Wards Total Sept Vehicle Sales
        RBA (AUD) Oct Interest Rate Decision, RBA Rate Statement

        AUD Aug Trade Balance. NAB Sept Biz Confidence, Aug Retail Sales, AiGrp Construction Index
        Japan Sept Tokyo & Nat'l CPI/Core CPI, Sept Services PMI, Biz Cofidence,
        BoJ Gov Kuroda speaks
        Jibun Bank Sept Services/Composite PMI
        Russia Sept Markit Services PMI
        Eurogroup Meets
        EU, French, German, Italian Sept Markit Services/Composite PMI
        UK Sept Services/Composite PMI, Housing Equity Withrawal (est.), Car Sales
        EU Aug PPI 
        ECB's de Guindos @ECOFIN Meeting (Luxembourg 12:45 cet)
        German Sept New Car Registrations, Bundesbank's Wuermeling speaks
       ECB's Fernandez-Bollo @3rd Int'l Global NPL Summit via SmithNovak (9am cet)
Tues.,    Oct 05 US Aug Trade Balance
Canada Aug Trade Balance

Brazil Sept Markit Services/Composite PMI
ECB Pres Lagarde @ Wirtschaftsinitiative FrankfurtRheinMain 25th Anniversary
US Markit Sept Services/Conposite PMI
US Sept ISM Manufacturing/non-Mnftg ISM/Orders/Prices/Employment 
US Treasury Auctions $34B 52-week Bills
Fed V.Ch Quarles on Libor Transition
@Structured Finance Ass'n Conference (1:15pm, Las Vegas)
Philly Fed Conversation on Servce Provider Partnerships #2 (2:30pm edt)
API weekly Oil Report
    OVERNIGHT into US Wed. a.m. et:
        German Aug Factory Orders

        EU, France, Germany, Italy, Sept Construction PMI
        ECB's McCaul speaks w/Q&A @S&PGlobal Ratings FinInstitutions Conference
        EU Aug Retail Sales
Wed.     Oct 06 MBA weekly Mortgage Purchase/Refinance Applications
Chicago Fed "Charging Ahead w/Electrification--Conversation About the Auto Industry"   (10am ct)
KC Fed Pres George Eco Update @Banking & the Economy: V-Forum for Women in Banking (9:05am thru 7th)
EU Aug Retail Sales
Mexico Sept Auto Production, July Gross Fixed Investment
ADP Sept Private Payroll Employment
EIA wkly Petroleum/Gasoline/Distillates-Heating Oil/Refineries Report (10:30am)
    OVERNIGHT into US Thurs. a.m. et:

        China Sept Fx Reserves & Golden Week Holiday (contiues)
         BoJ's Kuroda Speaks
         Swiss Sept Unemployment Rate
         German Aug Industrial Production
         Italian Aug Retail Sales
         UK Halifax Sept House Price Index
         ECB Publishes Account of Monetary Policy Meeting
         ECB's Elderson
panelist @1st European Sustainable Investment Summit via EU Commission (10:30 cet)
         ECB's Lane panelist @CEPR discussion "ECB Strategy: 2021 review & future"
         BoE Monthly Decision Marker Panel (published 9:30am bst)
         Mexico Sept CPI/Core CPI
Thurs.   Oct 07 Challenger Sept Job-Cuts
US weekly Initial Jobless Claims/Continuing Claims
ECB's Schnabel
opens Jt ECB/Cleveland Fed "Inflation Drivers & Dynamics Conf" (9am) ECB's Lane panelist, Fed Pres Mester speaker (11:45 et; thru 8th )
NY Fed's Williams panelist on Monetary Policy & Macroeconomic Stars via Banque de France (12:20pm edt/6:20pm cest)
EIA weekly Natural Gas Report (10:30 a.m. et)
ECB's Lane on "Importance of Data: Statistics During the Pandemic & Beyond" via Central Bank of Ireland (15:00 cet)
ECB publishes account of Sept 08--09 MPC Meeting (13:30 cet)
US Auctions 4- & 8-week Bills (values announced mid-week)
Canada FPC Gov Macklem speaks
Cleveland Fed 'Evictions & Rental Market, Now & After the Pandemic' (noon edt)   
US Aug Consumer Credit (3pm et)
Boston Fed Stress Testing Research Conference (thru 8th)
    OVERNIGHT into US Fri. a.m. et:
        China Caixin Sept Services/Composite PMI
        RBI (India) Interest Rate, Cash Reserve Rate/Reverse Repo Rate Decisi
        German Aug Trade Balance, Current Account
        BoE Quarterly Bulletin/Fnancial Policy Summary & Record (noon bst)
Friday,  Oct 08 US Sept Unemployment Rate (non-Farm Payrolls), Participation, Wages/Full/Part-time
Canada Sept Unemployment Rate, non-Farm Payrolls, Participation

Dallas Fed Aug PCE
ECB's Panetta panelist @'Safe Openness in Global Trade & Finance' via BoE/UK Treasury @G7 UK Presidency (15:00 cet)
US Aug Wholesale Inventories
Baker-Hughes weekly US/No.Am. Oil/Total Rig Count (1pm et)
Canada Ivey Sept PMI
Russian July Real Wage Growth, Aug Retail Sales, GDP, Unempoyment Rate
Baker-Hughes weekly US/No.Am. Total/Oil Rig Count
Sat.,      Oct 09 ECB's 'Ask Andrea Enria' @European Youth Event of European Paliament 2021 (11cet)
Sun.,     Oct 10     OVERNIGHT into US Mon. a.m. et:
Japan Machine Tool Orders
         UK NIESR GDP Tracking Estimate
         AUD NAB Sept Business Survey
         So. Korea Oct Interest Rate Decision
         Chinese Sept US Dollar Trade Balance

Mon.,    Oct 11 ECB's Enria panelist @IIF 'Sustainable Eco Growth...' (7am et)
ECB's Lane welcome @ECB Conf 'Monetary Policy: Bridging Science & Practice' (14:00 cet)
ECB's Lane on 'Economic Outlook" @SUERF/EIB/Colombia/SocGen Conf on 'EU & US Perspectives: Changing Climates' (14:30 cet)
ECB's Lane @IIF Annual Member Meet 'Sustainable Eco Growth & FinStability in a Diivgering, Decarbonizing, Ditizing, Indebted World' (8:30am et)
ECB's Elderson on 'Green & Sustainable Finance' @Banco de Portugal webinar (16:45cet) 
BoE releases UK Banking Sector Q2 Regulatory Capital (9:30am)
ECB's Lagarde & Panetta @IMF/World Bank Joint Fall Meetings (thru 17th)
Columbus Day Holiday--Fed Reserve/US Banks Closed
Canadian Thanksgiving Day Holiday

Brazil Our Lady of Aparecida Day Holiday
    OVERNIGHT into US Tues. a.m. et:
        New Zealand Sept Electronic Card Spending, Aug visitor Arrivals
        Japan Sept Bank Lending, PPI
        AUD HIA Sept New Home Sales, NAB Biz Confidence
        UK Aug Uemployment Rate/Change, Avg Earnings, Sept Claimant Count
        UK BRC Sept Retail Sales Monitor
        German ZEW Oct Current Conditions/Outlook, Sept Wholesale Prices
        Europe Oct ZEW Economic Sentiment/Outlook
        So. Africa Aug Mining/Gold/Manufacturing Production

        India Aug Industrial Production/Manufacturing Output
Tues.,   Oct 12 ECB's Elderson opens @ECB Conf. 'Monetary Policy: Bridging Science...'
NFIB US Small Biz Sept Optimism Index
Redbook US weekly store sales snapshot
Mexico Aug Industrial Production
Russian Aug Trade Balance
US Aug JOLTS (Job Openings/Quits)
Fed V.Ch Clarida "US Eco Outlook & Monetary Policy" @IIF V-Annual (11:15am)
US Treasury Auctions $42B 3-month & $42B 6-month Bills
NY Fed Exec VP Lacey Dingman on IRS Workforce of Future (noon et)
US Treasury Auctions $58B 3-year & $38B reopened 10-year Notes
WASDE Crop Report
    OVERNIGHT into US Wed. a.m. et:

        So. Korea Sept Unemployment Rate
        Japan Reuters Tankan Oct Index, Aug Core Machinery Orders, M3
        India Aug IOndustrial Production, Sept CPI
        China Sept Trade Balance, Vehicle Sales
        UK GDP, Aug Industrial/Mnftg Production, Trade Balance

        German Sept CPI/HICP
        EU Aug Industrial Production
        OPEC Monthly Production Report
        ECB's Lagarde & Pagnetta
participate @G20 FinMins & CenBan Governors Meeting
Wed      Oct 13 MBA weekly Mortgage/Refinance Applications
BoE FPC Cunliffe speech @SWIFT's SIBOS 2021 'View from the Top' (3:30pom)
US Sept CPI/Core CPI
US Treasury Auctions $24B reopened 30-year Bonds

Brazil Fx Flows
FOMC Sept 21--22 Minutes Released (2pm et)
Fed Gov Brainard 'Engaging Tribal Leaders on Financial Inclusion & Eco Challenges of Pandemic' (4:30pm, Hybrid @FedListens Roundtable w/OK Tribal Leaders
Evening with the Fed: How the Fed Implements Monetary Policy (for educators 4pm)
API weekly Crude Report
Inflation Throughout History (virtual 4:30pm via St Louis Fed)
    OVERNIGHT into US Thurs. a.m. et:
         Fed Gov Bowman
'Monetary Policy Making & Eco Outlook' @Dykhouse Scholar Program Speaker Series (8pm, So. Dakota State Univ, Brookings SD)
         RBA Ass't Gov Debelle speaks, AUD Sept Unemployment Rate/Change/Participa- tion
         UK RICS Sept House Price Balance
         Singapore Q3 GDP
         ECB's Enria statement at EU PArliament Cmte on Eco & Monetary Affairs
         ECB's Enria participates in Session III "Impact of COVID-19 on banking sector"
         China Sept CPI/Core CPI, PPI/Core PPI, New Loans/Outstanding Loan Growth  
         Japan Aug Industrial Production/Capacity Utilization
Thurs.  Oct 14 US weekly Initial Jobless Claims/Continuing Claims
US Sept PPI/Core PPI

Racial Inequality & Disparities in Financial Markets (9am thru 15th, Atlanta Fed)
Hong Kong Chung Yeung Day Holiday
Canada Aug Manufacturing Sales
EIA US weekly Natural Gas Injections/Withdrawals/Stockpiles  (10:30am et)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (11am et, delayed by Columbus Day holiday)
US Treasury Auctions 4-, & 8-week Bills (values announced mid-week)
NY Fed VP Lorie Logan keynotes Monetary Policy Implementation (noon et @Money Marketeers of NYU webinar)
NY Fed Pres/CEO Williams moderates on 'Women in the Workforce' (1pm NY Eco Club NY w/Girls Who Code & CEO of CareDotCom, no text)
S.F Fed 'Equitable Access to Small Business Credit'
    OVERNIGHT into US Fri. a.m. et:
        So. Korea Sept Trade Balance
        India Dussehra Holiday
        UK Sept New Car Registrations
        Swiss Sept Producer & Import Prices
        German Sept New Car Registrations
        European Council Meeting
        EU Aug Trade Balance/
Sept Reserve Assets
        BoE Credit Conditions Survey
        India Sept Trade Balance
Friday,  Oct 15 Breakfast w/Fed--US Economic Outlook: Shaken & Stirred' (7:45am ct)
US Sept Retail Sales
Canada Sept Housing Starts, PPI, Aug  New Motor Vehicles, Wholesale Sales
US Sept Import/Export Price Indices
NY/Empire State Oct Manufacturing Index
Canada Aug Wholesale Sales, New Motor Vehicle Sales
US Aug Business/Retail Inventories
MN Fed Fall 2021 Institute Research V-Conference Closed by James Bullard (10am ct)
U.M. Prelim Oct Consumer Sentiment/Expectations
Mexico Monetary Policy Meeting Minutes
NY Fed Pres/CEO Williams panelist
on 'Monetary Policy/Macroeconomic Stars' (12:30pm edt/6:20pm cest @Banque de France webinar on Real-Time Data Analysis)
IMF Meets
Russia Sept Industrial Production, PPI
Baker-Hughes weekly US/No.Am. Total/Oil Rig Count (1pm et)
Sat.,      Oct 16  IMF Meeting continiues
ECB PRes Lagarde delivers 2021 Per Jacobsson Lecture streamed on IMF webiste (16:00 cet)
          10/18--22    Banking & the Economy: A Forum for Minorities @K.C. Fed
                 10/20    Fed's Beige Book (2pm et)
                              Fed Pres/CEOs Bostic, Bullard, Evans, Kashkari speaks @MN Fed 'Racism & he Economy: Focus on Wealth Divide" (noon et)
                 10/22     Chicago Fed's Evans on Eco Outlook, & Fed Gov Bowman keynotes 'Community Bankers Symposium: Banking on the Future' & FDIC Chair McWilliams closes 

*FOMC 2021 Voting Members:  Chairperson Jerome Powell, as of 02/05/18, and ALL members of the FOMC Board of Governors are permanent voters including: V.Ch. Randall Quarles (term expires Oct '21), Gov. Lael Brainard, V.Ch. Richard Clarida, Bowman, Christopher Waller (confirmed 12/03/20), plus whomever is New York Fed Pres, currently John Williams. New, revolving Regional Fed Bank voters for 2021: Chicago Fed's Charles Evans, Richmond Fed's Thomas Barkin, Atlanta Fed's Raphael Bostic, S.F. Fed's Mary Daly. They replace Cleveland Fed's Mester, Philly Fed's Harker, Dallas Fed's Kaplan (retiring early, Oct 2021), Boston Fed's Rosengren (Retiring early Oct 2021), K.C. Fed's George, & Minneapolis Fed's Kashkari, who were voters in 2020. 
               * HICP used in Europe, means Harmonized Index of Consumer Prices