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 17     OVERNIGHT into US Mon. a.m. et:
        UK Rightmove House Price Index
        China NBS Press Conference: Sept Fixed Asset Investmemt, Q3 GDP, Sept Industrial Production, Retail Sales
        Canada Sept Housing Starts
        Euro Area Investmemt Fund Stats
        Fed Gov Quarles Financial Stability Board @3rd Banco de Espana Conference on Financial Stability (5:30am et)
Mon,     Oct 18   US Sept Industrial/Manufacturing Production/Capacity Utilization
Banking & the Economy:
A Forum for Minorities @K.C. Fed (thru 22nd)
NAHB Oct Housing Market Index
Bk of Canada Business Outlook Surve
NYFed Director Per von Zelowitz on CenBank Innovation, V-panelist @DC FinTech Week @Georgetown Univ (10:30am edt thru 21st)
US Treasury Auctions $48B 3-, & $45B 6-month Bills
FedCEO Bostic V-Exploring Careers in Economics
via Fed Reserve Board/ FedReserve Education (1pm et)
Fed Gov Bowman 'Diversity & Economic Recovery' Biz case for Gender Diversity (1:15pm et)
    OVERNIGHT into US Tues. a.m. et:
       RBA (AUD) Meeting Minutes

       Swiss Sept Trade Balance
       EU Aug Construction Output
       ECB publishes Macroprudential Bulletin #15 (10 cet)
       ECB's Elderson keynotes XXXI Lisbon Meeting 'Climate Change & Climate Finance' @Banco de Portugal event (13:10 cet)
       ECB's Panetta opens 5th ECB/CEBRA Conf on Int'l 'aspects of digital currencies & fintech/ (14:00 cet) 
Tues.,    Oct 19 ECB's Lane panelist on "Experiences from central banks' strategy reviews" @Bk of Finalnd & SUERF Jt Conf. on 'Monetary Policy Approaches: A Comparative Appraisal" (16:00 ceet)
US Sept Housing Starts/Building Permits
V-PhilFed's Harker 'C3:Cybersecurity Collaboration & Cooperation' (8:30am et)
US Redbook weekly store sales snapshot
US Treasury Auctions $60B reopened 40-day Bills
KCFed CEO George
(1pm) 'Toward an Inclusive Recovery: Understanding & Empowering Women's Economic Participation" (via Fed Communities Dallas & K.C. 11am et)
Richmond Fed 'Business Case for Change: Gender Diversity & Leadership in the Boardroom & C-suite' (1pm webinar)
Fed's Bostic @AARP/The Hill/Atlanta Fed 'Back to Work: Helping Long-Term Unemploymemt' (2pm et)
API weekly crude report
FedReserve V-Teaching Economics in Changing Times: The Role of Cognitive Science in  Teaching & Learning Economics (7pm et, 10/19)
     OVERNIGHT into US Wedl a.m. et
         ECB's Elderson
@Austrian Financials Market Authority's Supervisory Conference (9:20 cet)        
Wed.     Oct 20 MBA weekly Mortgage/Refinance Applications
BoE FPC Breeden keynotes 'FinPolicy & Environment' @MIT 8th Annual GGFP V-Conference
PhilFed Rural Policy Summit: Health Care (9am et)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am et)
US Treasury Auctions $24B reopened 20-year Bonds
Fed Pres/CEOs Bostic, Bullard, Daly, Evans, Kashkari speak
@MN Fed 'Racism & the Economy: Focus on Wealth Divide" (noon et)
Fed Gov Quarles 'Economic Outlook' @Milken Institute Global webcast (1pm et)
Fed's Beige Book (2pm et)
    OVERNIGHT into US Thurs. a.m. et:
        Japan Sept Trade Balance
        China BPoC Prime Loan Rate, Sept House Proces
        UK Sept CPI/Core CPI, PPI/Core PPI, Sept Retail Sales/Core Retail Sales 
        German Sept PPI

        EU Aug Current Account
        EU CPI/Core CPI/HICP 
Thurs.   Oct 21 US weekly Initial Jobless Claims/Continung Claims
Fed Gov Waller 'US Economy'
@OMFIF Institutions Forum webcast (9am et)
Canada Sept CPI/Core CPI
NYFed CEO Williams & Jean-Claude Trichet V-moderated discussion @3rd Bund Summit on 'Recovery, Challenges & Sustainability in the Post-COVID-Era' (thru 24th) via China Finance 40 Forum (9pm edt 10/21/9am cst 10/22 in Shanghai)
KCEed 'Toward an Inclusive Recovery: Understanding & Empowering Women's Participation' (10 am cdt) 
Russia Sept PPI, Retail Sales, Aug Real Wage Growth
EIA Nat Gas Build/Draw/Stockpiles
V-Seminar on Climate Economics: Crossroad between 2 Ultimate Externalities (11am et)
US Treasury Auctions $19B 5-year TIPS
    OVERNIGHT into US Fri. a.m. et:

        So. Korea Sept PPI
        AUD NAB Quarterly Business Confidence Report
        New Zealand Credit Card Spending
        UK Sept Public Sector Net Borrowing, CBI Oct Industrial Trends/Orders
        German GfK Nov Consumer Sentiment
        Italian Aug Industrial Sales
        Hong Kong Sept Unemployment Rate
Friday,  Oct 22 Philly Fed Oct Manufacturing Index/CapEx/Employment/Orders/Prices
DallasFed 15th Annual Economic Scholars Program V-Conference (9am ct)
NAR Sept Existing Home Sales/Prices
Canada ADP non-Farm Employment/Change, Sept New Housing Price Index
Fed Chief Powell BIS-SARB Centenary Panel @V-BIS-So. Africn Reserve Bank V-Conf. (11am et)
Brazil Federal Tax Revenue
US IHS Markit (prelim) Oct Manufacturing/Services/Composite PMI
Chicago Fed's Evans on Eco Outlook, & Fed Gov Bowman keynotes '2021 Community Bankers Symposium: Banking on the Future'
& FDIC Chair McWilliams closes event
Baker-Hughes US/No.Am. Total/Oil Rig Count  (1pm et)
    OVERNIGHT into US Fri. a.m. et:
        Brazil Federal Tax Revenue
        RBA Gov Lowe speaks
        AUD Manufacturing/Services PMI
        UK GfK Oct Consumer Confidence
        Japan Sept Tokyo CPI/National CPI, Oct Manufacturing/Services PMI
        Singapore Q3 URA Property Index
        UK Sept Retail Sales/Core Retail Sales
        EU, French, German, Italian Oct Mnftg/Services/Composite PMI
        Russia Oct Interest Rate Decision

        India Bank/Deposit Loan Growth, Fx Reserves
        Russia CBR Press Conference         
Sat.,      Oct 23
Sun.,      Oct 24     OVERNIGHT into US Mon. a.m. et:
        German IfO Current Business Assessment/Expecatations
        2nd Jt BoE/Bk de France/IMF/OECD/Bk d'Italia workshop on TICS & Financial Policies-BoE Dpty Gov for FinStability Sir Jon Cunliffe & IMF's Tobias Adrian speakers (thru 26th)
Mon.,    Oct 25 Chicago Fed Sept Nat'l Activity Index
BoE FPC Tenreyro
speaks @Centre for Eco Policy Research on 'Int'l Trade, global supply chains & monetary policy' (published at 2pm)
Canada Wholesale Sales
Dallas Fed Oct Manufacturing Index
US Treasury Auctions $54B 3-. & $48B 6-month Bills
Brazil Fed Tax Revenue, BCB Focus Market Readout, Sept Bannk Lending
New Zealand Labor Day
    OVERNIGHT into US Tues. a.m. et:

         So. Korea Q3 (prelim) GDP
         Singapore Sept Industrial Production
         Hong Kong Sept Trade Balance
         UK Oct CBI Distributive Trade Survey
Tues.,   Oct 26 ECB's Enria panelist on "10 years after: where are we?" @EBA at 10 hi-level EU Banking Authority Conference (14:45 cet)
Redbook weekly store sales snapshot
FHFA Aug House Price Index
CoreLogic/S&P 20-city Aug House Price Index

Conference Board's Oct Consumer Confidence
US Sept New Home Sales
Richmond Fed Oct Manufacturing Index
US Treasury Auctions $40B reopened 48-day Bills & $60B 2-year Notes
API weekly crude report
    OVERNIGHT into US Wed. a.m. et:
        New Zealand Sept Trade Balance, ANZ Oct Biz Confidence
        China Sept/YTD  Industrial Profit
        Italian Sept Trade Balance
        Swiss ZEW Oct Expectations      
        BoE/Queen Mary Univ/London/Yale Law/Georgegtown Law, Tulane Law/Cornell Law 4th V-Conference on Law & Macroeconomics (9am edt thru 28th)
Wed      Oct 27 MBA Mortgage Purchase/Refinance Apps
Brazil Sept Unemployment Rate/PPI
US Sept Durable/Capital Goods Orders/Shipments
US Sept Whholesale Inventories
Bank of Canada (BoC) Interest Rate Decision

EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am et)
BoC post-meeting Press Conference (11am et)
Russia Sept Industrial Production
US Treasury Auctions $61B 5-year Notes & $28B FRNotes 
Brazil Interest Rate Decision..Fx Flows
NYFed Sr VP & Dpty Head of Market Ops Monitoring Wuerffel Keynote on Transition from LIBOR to SOFR @ISDA 2021 No. Am. Conf. (Swaps & Derivatives-1:40pm edt)
    OVERNIGHT into US Thurs. a.m. et:
        Bk of Japan Interest Decision/Outlook, Sept Retail Sales

        German Oct Unemployment Rate/Change
        EU Oct Business/Industrial/Services/Consumer Survey/Current Conditions/Expectations
         ECB Oct Interest Rate Decision/Deposit Facility Rate (12:00cet)
Thurs.   Oct 28 US weekly Initial Jobless Claims/Continuing Claims
US (initial) Q3 GDP Estimate/PCE/Household Spending/Sales/Prices
ECB post-Meeting Press Conference
(14:30 cet)
NAR Sept Pending Home Sales
EIA weekly Natural Gas Injections/Withdrawals/Stockpiles (10:30m et)
US Treasury Auctions 4-, & 8-week Bills (values announced mid-week)
K.C. Fed Oct Manufaturing Index
US Treasury Auctions $62B 7-year Notes
StLouis Fed Econ Lowdown: Resources & Formative Assessments (3:30pm ct)
    OVERNIGHT into US Fri. a.m. et:
       So. Korea Nov Manufacturing BSI Index, Sept Industrial/Service Sector Production
       Japan Sept Unemployment Rate/Change/Job Apps, Industrial Production/ Expectations/Oct Tokyo/Nat'l CPI, Sept Housing Starts/Construction Orders
       AUD Sept Housing Credit, Retail Sales, Q3 PPI, Private Sector Credit
       French Q3 GDP, Sept Consummer Spending
       UK Oct Nationwide House Price Index
       German Q3 GDP, Sept Retail Sales

       Spain Q3 GDP, Sept Retail Sales
       Italy Q3 GDP, Oct CPI/HICP
       BoE Sept Consumer Credit/Mortgage Approvals, Money & Credit Sept. 2021, Credit Union Quarterly Statistics        
Friday,  Oct 29 US Sept Personal Income/Spending/Wages/PCE
US Q3 Employment Cost Index
Canada Aug GDP,
Brazil Sept Budget Balance
Chicago Oct PMI
U.M. Oct (final) Consumer Confidence/Expectations
Texas Services Sector Outlook
Dallas Fed Sept Services Revenues, PCE
Canada Aug Budget Balance
Russia Sept Unemployment Rate, Retail Sales
Baker-Hughes weekly US/No.Am. Total/Oil Ri Count (1pm et)
Sat.,      Oct 30  China Oct Manufacturing/non-Manufacturingg/Composite PMI
                   11/02   RBA (AUD) Meets
            11/02--03   FOMC Meets
                    11/03  FOMC post-Meeting Statement Released
(2pm et)
                               FOMC Chief Powell Press Conference
(2:30pm et)
                    11/04  Norges Bank (Norway) Meets
                               Bk of England Meets
             11/04--05   5th Workshop of the ESCB Research Cluster 3 on "FinStability, Macropru....."
                    11/11  Banco de Mexico Rate Decision, Minutes, Summary
                    11/24  RBNZ (New Zealand) CenBank Meets
             12/14--15  FOMC Meets
                    12/16  Norges Bank (Norway) Meets
                               BoJ (Bk of Japan) Meets

*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