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July/August 2018 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, July 29 |
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German Jun Retail Sales
OVERNIGHT into US Mon. a.m. et
South Africa Jun Private Sector Credit & M3
Money Supply
Spain CPI & HICP
Japan Jun Retail Trade, BoJ
starts MPC 2-day Meeting
UK BoE Jun Net Consumer Credit,
Mortgage Approvals, Lending Secured by Dwellings, M4 Money Supply
Eurozone Jul Economic, Business, Industrial,
Services, & Consumer Confidence
German Jul CPI & HICP
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Monday, July 30 |
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US Jun Pending Home Sales
Index
Brazil Jun Budget Balance & Debt/GDP Ratio
Dallas Fed July Manufacturing Survey
US Treasury Auctions $51B 3-, & $45B 6-month Bills (11:30am et that's
it for wk)
Federal Reserve Bank Loan Officer Survey
USDA Farm Prices (3pm et Tariff impact? )
OVERNIGHT into US Tues. a.m. et
South Korea Jun Industrial Production,
Aug Manufacturing BSI Index, Retail Sales, Jun Service Sector Output
Japan Jun Jobless Rate, Industrial
Production, Loans + Discounts
UK GfK Jul Consumer Confidence
China Jul Manufacturing,
non-Manufacturing + Composite PMI
Aussie Jun Building Approvals, Private
Sector Credit, HIA New Home Sales
Japan May Vehicle
Production, Jun Construction Orders, Housing Starts, Jul Consumer Confidence
New Zealand Jul Building Approvals,
Housing Credit, Private House Approvals
Singapore Jun Bank Lending + Q2 Business
Expectations
BoJ MPC Interest
Rate Decision/Outlook/10-yr yield Target/Bond Buys
SNB (Swiss) 17Q2 Currency Allocation
Eurozone Q2 GDP &
Jun Unemployment Rate
Eurozone, French & Italian Jul CPI
& HICP
Italy Q2 GDP & Monthly
Unemployment Report
Spain Q2 GDP & Current Account
South Africa Jun Unemployment Rate
German Jun Unemployment Rate, Jul Jobless
Claims/Change
Canada May GDP, Jun
Industrial Product + Raw Materials Prices
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Tuesday, July 31 |
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FOMC 2-day Meeting Starts
US Jun Personal Income & Spending, Real Personal Consumption, + PCE
Brazil Unemployment Rate
Q2 Employment Cost Index (ECI)
Canada May GDP, Jun IPPI, RMPI
Mexico Q2 GDP
S&P/Case Shiller May 20-city Home Price Index
Redbook weekly store sales snapshot
Jul Chicago PMI
Conference Board's Jul Consumer Confidence (10am et)
Dallas Fed Jul Services Revenue & Texas Jul Services Sector Outlook
US Treasury Auctions 4- week Bills
OVERNIGHT into US Wed. a.m. et:
New Zealand Jul QV House Prices, Q2
Unemployment Rate/Change/ Participa- tion/Private Wages/Overtime/Avg Hourly Earnings
Aussie Jul AiG Performance of
Manufacturing Index & Manufacturing PMI & Commodity Prices
South Korea Jul CPI, Trade Balance
UK Jul BRC Shop Price Index
Japan Jul Official Reserve Assets &
Jul Vehicle Sales +Manufacturing PMI
Aussie CoreLogic Jul House Prices,
Commodity Index
China Caixan Jul Manufacturing
PMI
India Nikkei Jul Manufacturing PMI
Russia Jul Markit Manufacturing PMI
Markit Eurozone, France, Germany,
Italy, Spain Jul Manufacturing PMI
Hong Kong Jun Retail Sales
India MPC Interest Rate Decision,
Reverse REPO Rate, Cash Reserve Ratio
UK Markit Jul Manufacturing PMI &
Nationwide HPI
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Wed.
Aug 01 |
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US July Motor Vehicle Sales
MBA weekly Mortgage/Refinance Applications
ADP Jul Employment Report (8:15am et Anyone else find it worthless?)
Canada Markit Jul Manufacturing PMI
Brazil MPC Rate Decision, Jul Markit Manufacturing PMI, Trade Balance
US Treasury Refunding Announcement
US July Manufacturing PMI
US July ISM Manufacturing Index/Prices Paid/New Orders/Employment
US June Construction Spending
Markit Mexico Jul Manufacturing PMI
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et/w-e 7/27)
FOMC post-Meeting Interest Rate Statement (2pm et)
OVERNIGHT into US Thurs. a.m. et:
BoJ's Amamiya speaks (Kyoto)
Swiss Jun Retail Sales, Jul Manufacturing PMI,
SECO Consumer Confidence & SVME PMI
BoE Inflation Report
Spain Unemployment Rate/Change
UK Markit/CIPS UK Jul Construction PMI
Eurozone Jun PPI
BoE MPC Aug Rate Decision, Asset
Purchase Target, Bond Buying Target, Q3 Inflation Report (08/02 local time)
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Thursday, Aug 02 |
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BoE Gov Carney post-Meeting
Press Conference
Challenger Jul US Lay-off Report
Brazil Jun Industrial Production
US weekly Jobless Claims
US Jun Factory Orders
Singapore Jul Manufacturing PMI
Russia Central Bank Reserves
US Jun (F) Durable Goods Orders & Shipments
EIA weekly Natural Gas Report
Mexican MPC Announces Overnight Interest Rate, Target
Fed weekly Balance Sheet & US Money Supply
OVERNIGHT into US Fri. a.m. et:
South Korea Fx Reserves
Aussie Jun Trade Balance, Jul Performance
of Service Index, CBA Services PMI
BoJ Minutes of Jun 14-15 Policy
Meeting. Nikkei Jul Services & Composite PMI
Aussie Jun Retail Sales
China Caixan Jul Services & Composite
PMI
Swiss Jul CPI
Eurozone, Germany, France, Italy,
Markit Jul Services & Composite PMI
India Bank Deposit & Loan Growth, +
Fx Reserves
UK Jul Official Reserves/Changes,
Markit/CIPS Jul Services & Composite PMI
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Friday,
Aug 03 |
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US July Unemployment Report
/Change/Participation/Avg Hrly Earnings
Canada Jun Int'l Merchandise Trade Balance
US Jun International Trade Deficit (Trump obsession & billy club)
Brazil Markit Jul Services & Composite PMI
Mexico Jul Consumer Confidence
US Jul Services PMI
US Jul ISM Services Index
Baker-Hughes weekly US/North American Rig Count (1pm et)
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Saturday, Aug 04 |
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Sunday, Aug 05 |
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OVERNIGHT into
US Mon. a.m. et:
China BoP Q2 (P) Current Account Balance
Aussie ANZ Job Ads, TD Securities Jul Inflation
ANZ New Zealand Jul Commodity Price Index
German Jun Factory Orders, Jul Markit
Construction PMI
UK Jul New Car Registrations
Eurozone Sentix Aug Investor Confidence, Retail
PMI
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Monday, Aug 06 |
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Conference Board's Jul Employment
Trends Index
US Treasury Auctions $51B 3-, & $45B 6-month Bills (11:30am et)
Brazil Jul Auto Production/Sales
TD Ameritrade IMX (12:30pm et)
Fed Senior Loan Officer Survey
Holiday in Canada
OVERNIGHT into US Tues. a.m. et:
Aussie AiG Jul Performance of Construction
Index
Japan Jul Household Spending, Fx Reserves
China Jul Fx Reserves
UK Jul BRC Like for Like Sales
Japan BoJ Summary of Opinions of July
30--31st Mtg, Jun Real Cash & Labor Cash Earnings
RBA (Aussie) MPC Rate Decision, Cash
Rate Target & Fx Reserves (08/07 local time)
German Jun Trade Balance,
Current Account Balance, Industrial Production
South Africa Jul Fx Reserves
French Jun Trade Balance & Current Account
Swiss Jul Fx Reserves
Hong Kong Jul Fx Reserves
Singapore Jul Fx Reserves
UK Halifax Jul House Prices
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Tuesday, Aug 07 |
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Redbook weekly store sales snapshot
Fed Reserve June JOLTS (Job Openings & Turnover 10am et)
Brazil MPC Coupon Meeting Minutes
South Africa Jun Manufacturing Production
Canada Jul Ivey PMI
US Treasury Auctions $34B 3-year Notes (1pm)
June US Consumer Credit (Debt really, 3pm et)
OVERNIGHT into US Wed. a.m. et:
Japan Jun Trade Balance, Bank
Lending, Jun Current Account Balance, Eco Watchers Survey of Current & Future
China Jul Trade Balance,
Foreign Direct Investment
Spain Jun Industrial Production
Aussie Jun Home Loans, Investment Lending,
Value of All Loans.
RBA Gov Lowe speaks (Sydney,
08/08 local time)
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Wed.,
Aug 08 |
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MBA weekly Mortgage/Refinance
Applications
Canada Jun Building Permits (Vancouver feeling some housing pain)
Fed's Barkin on "Unlocking Our Potential" w/Q&A (Roanoke VA
8:45am et)
EIA weekly Petroleum/Gasoline/Distillates Report (10:03am et for w/e
8/03)
US Treasury Auctions $26B 10-year Notes (1pm et Uh Oh!)
OVERNIGHT into US Thurs. a.m. et:
RBNZ (New Zealand) MPC Announces Official
Cash Rate+Policy Statement (08/09 local time)
UK RICS Jul House Price Balance
Japan Q2 Housing Loans, Jun Machine
Orders, Jul M3 Money Supply
New Zealand REINZ Jul House Sales
China Jul CPI & PPI
Swiss Jul Unemployment Rate
Japan Jul Machine Tool Orders
ECB July Economic Bulletin
Released
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Thurs.
Aug 09 |
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US weekly Jobless Claims
US July PPI-FD & Core PPI (8:30am et)
US July Chain Store Sales (the few that still report, KR & COST most
notably)
Fed's Evans discusses w/reporters the target interest rate upper limit (9:30am)
US June Wholesale Trade
EIA Natural Gas Report (10am et)
US Treasury Refunding Announcement
Canada Jun New Housing Price Index & Jul Housing Starts
Mexico Jul CPI
US Treasury Auctions $18B 30-year Bonds (1pm et Uh-Oh!)
Holidays in Singapore & South Africa
Fed weekly Balance Sheet & US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
New Zealand Jul Credit Card Spending,
Business NZ Jul Manufacturing PMI
Japan Jul Corporate Goods Price
Index, Q2 GDP CapEx, Price Index, Private Consumption, External
Demand, PPI
China Jul Aggregate Financing, Foreign
Direct Investment, New Yuan Loans
RBA Quarterly Statement on
Monetary Policy
Japan Jun Tertiary Industry Index
Singapore Jun Retail Sales
French Q2 Non-Farm Payrolls, Jun
Industrial Production
Italian Jun Trade Balance
UK Jun & Q2 Trade Balance, Industrial
& Manufacturing Production, Construction Output, Index of Services
Hong Kong Q2 GDP
India Jun Industrial Production,
Manufacturing Output, Fx Reserves
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Friday,
Aug 10 |
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US July CPI + Core CPI
Brazil Jun Retail Sales
Canada Jul Unemployment Rate/Change/Participation/Full time/Part time
UK NIESR Jun/Q2 GDP/Private, Business + Gov't Spending
Mexico Jun Industrial Production NSA
Baker-Hughes weekly US/North American Rig Count (1pm et)
US Treasury Budget Released (2pm et)
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Saturday, Aug 11 |
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Japan Holiday |
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WEEKS AHEAD: 08/16
Norges Bank (Norway) MPC Meets
08/22 FOMC Aug 1st Meeting Minutes
09/13 ECB MPC Meets
BoE MPC Meets
09/25--26 FOMC Meets, Updates Forecasts, Press Conference to Follow
*FOMC 2018 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, 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 2018: Atlanta Fed Pres. 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, plus San
Francisco Fed, currently without a leader, since Williams left for NY. The hole
in the San Francisco Fed's hierarchy results in Esther George--a vrey vocal hawk--becoming
a voting member of the FOMC, bolstering hawkish positions voiced by Cleveland
Fed's voter, Loretta Mester, who wants rates raised at a quicker pace because she
believes the Fed has, already, fallen behind the curve. Richmond
wound up with an opening, after Jeff Lacker resigned, in early April 2017, when it became
known he'd (unintentionally) leaked sensitive FOMC discussions to Medley Advisors.
Richmond operated with an Interim Pres, Mark L Mullinix, while searching for a new leader.
Dissenters at the Dec. 2017 Meeting, Neel Kashkari & Charles Evans, are no longer
voters in 2018. |
* HICP used in Europe, means Harmonized Index of Consumer Prices |
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