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February 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, Feb. 04 |
|
OVERNIGHT
into US Mon. a.m. et
Aussie Jan CBA PMI Services & Composite
+AiG Performance of Services
South Korea Dec Current Account
Hong Kong Jan Manufacturing PMI
India Nikkei Jan Services PMI
EU Commission Economic Forecasts
Aussie Jan TD Securities Inflation
China Caixin Jan Services &
Composite PMI
Japan Nikkei PMI Services & Composite Index
Markit Italy, France, German, Spain, &
Eurozone Jan Services & Composite PMI
South Africa Standard Bank Jan PMI
UK Jan Markit/CIPS Services & Composite PMI
+ Official Reserves
Eurozone Dec Retail Sales
Riksbank Dpty Gov Skingsley examing prospects
for central bank-issued digital currencies (London)
|
| Monday, Feb. 05 |
|
Markit US Jan. Services PMI
US Jan. ISM Non-Manufacturinmg Index
US Treasury Auctions $48B 3-, & $42B 6-month Bills
TD Ameritrade IMX (12:30pm et)
OVERNIGHT into US Tues. a.m. et:
RBA (Aussie) MPC Announcement, Cash
Rate Target
Aussie Q4 Retail Sales & Dec Trade
Balance
German Dec Factory Orders & Dec
Construction PMI
UK Jan New Car Registrations
Markit France, Germany, Italy, Eurozone Jan
Retail PMI
Brazil Jan Auto Production & Sales
ECB Conference on improved payment system
|
| Tuesday, Feb. 06 |
|
US Dec. Int'l Trade Deficit
Canada Dec Int'l Merchandise Trade Balance & Ivey Jan PMI
Fed's Bullard on US Economy & Monetary Policy at 29th Annual Gatton
College Business & Economics Outlook Conference w/Q&A (Lexington KY)
Redbook weekly Store Sales Snapshot
Fed's JOLTS (Labor Quits & Turn Over)
US Treasury Auctions Reopened $30B 70-Day Bills (a.m.)
US Treasury Auctions $26B 3-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
RBA Gov Lowe speaks (Sydney)
New Zealand Q4 Unemployment
Rate/Participation/Labor Costs
China Jan. FX Reserves
Aussie Jan FX Reserves & AiG Jan
Performance of Construction
Japan Jan. Official Reserve Assets, Dec
Unemployment Rate, Participation, & Labor Cash Earnings
South Africa Jan FX Reserves
German Dec Industrial Production
French Dec Trade Balance
Italy Dec Retail Sales
Swiss Q4 UBS Real Estate Bubble Index +
Jan FX Reserves
India Central Bank Interest Rate
Decision, Cash Reserve ratio & Reverse REPO Rate
Center for Financial Studies/Bundesbank
Conference on "Money in the Digital Age: What Role for Central Banks?"
(Frankfurt)
UK Jan Halifax House Prices
|
| Wed.,
Feb. 07 |
|
US weekly MBA
Purchase/Refinance Applications
Canada Dec Building Permits
Brazil FX Flows + Interest Rate Decision Expected
Fed's Dudley panelist at European American Chamber of Commerce &
Thomson Reuters' "Banking Culture: Still Room for Improvement"
(NY 8:30am et)
EIA weekly US Petroleum/Gasoline/Distillates Report
Fed's Evans on US Eco Coniditions & Monetary Policy w/Q&A @Iowa Bankers
Ass'n Bank Management Conference (Des Moines IA 11:10am)
US Treasury Auctions $24B 10-year Notes
US Dec. Consumer Credit (3pm et)
Fed's Williams speaking w/Q&A @Community Leaders Luncheon (Honolulu
HI 5:30pm)
OVERNIGHT into US Thurs. a.m. et:
RBNZ (New Zealand) MPC Decision on Rates (02/08
local time)
RBNZ's Spencer post-Meeting Press
Conference
Japan Dec Current Account Balance, Trade
Balance
China Q4 Current Account
Balance, Jan Int'l Trade Balance + Foreign Direct Investment
Brazil Jan CPI
Fed's Kaplan partipating in
Q&A @Global Interdependence Ctr Conf (Frankfurt Germany 4:30am et)
UK RICS Jan House Price Balance
BoJ's Suzuki speaks (Wakayama) + Jan
Bankruptcies
German Dec Trade Balance & Current
Account
ECB Publishes Economic Bulletin
BoE MPC Meeting Statement,
Asset Purchase Target, Corporate Bond Target. Minutes of Meeting
(02/08 Local Time)
|
| Thursday, Feb. 08 |
|
BoE post-Meeting Press
Conference
US January Chain Store Sales (9 report monthly, others will update 4 Qtr)
Philly Fed Pres Harker on Eco Outlook & Impact for Colleges &
Universities w/Q&A @Nat'l Ass'n of College & University Business Officers 2018
Endowment & Debt Management Forum (NY 8am est)
US weekly Jobless Claims
Canada Jan Housing Starts, Dec New Housing Price Index
Fed's Kashkari in Q&A (Pierre SD 9am)
EIA weekly Natural Gas Report
US Treasury Auctions $16B 30-year Bonds (1pm et)
BoC Deputy Gov Wilkins speaks
Mexican Central Bank sets Overnight Interest Rate
US weekly Money Supply & Fed Balance Sheet
OVERNIGHT into US Fri. a.m. et:
Fed's George on Eco Outlook
w/Q&A @Witchita Independent Business Ass'n Annual (Wichita KS 9pm)
EU's Moscovici in Athens for talks on
next step in Greece's bailout
New Zealand QV Jan House Prices
Aussie Dec Home & Investment Lending, Value
of All Loans
China Jan PPI & CPI
Swiss Jan Unemployment Rate
Brazil Dec Retail Sales
Fed's Harker on "Monetary
Policy Issues in an EuropeanContext" (Frankfurt GIC Central Banking Series
UK Dec Industrial & Manufacturing
Production, Construction Output, Dec Visible Trade Balance
ECB's Mersch on central banks &
digital currencies, along with private Cryptocurrencies & potential
applications for distributed ledger technology (London)
BoE Inflation Report & NIESR GDP Q4
Estimate
|
| Friday,
Feb. 09 |
|
US Dec Wholesale Trade
Canada Jan Unemployment Rate/Change/Participation/Part-Time
Baker-Hughes US/North American Rig Count (1pm et)
|
| Saturday, Feb 10 |
|
China Jan Money Supply, New Yuan
Loans, Aggregate Financing
German Jan Wholesale Price Index
|
| Sunday,
Feb. 11 |
|
Japan National Founding Day Holiday
OVERNIGHT into US Mon. a.m. et:
New Zealand Jan REINZ House Sales &
Electronic Card Spending
Aussie Dec Credit Card Purchases
Swiss Jan CPI
Singapore Dec Retail Sales
French Jan CPI & HICP
Swiss Jan CPI
India Dec Industrial
Production/Manufacturing Output + Jan CPI
|
| Monday, Feb.12 |
|
US Treasury Auctions $48B
3-, & $42B 6-month Bills
US Treasury Releases its Budget
Brazil Carnival Holiday
Japan Holiday
OVERNIGHT into US Tues a.m. et:
RBA's (Aussie) Ellis speaks (Sydney), NAB
Business Conditions
Japan Jan Domestic Corporate Goods Price
Index +PPI
South Korea Jan Export & Import Price
Index
Swiss Jan Producer & Import Prices
UK Jan CPI, Retail Price Index
& Producer Price Index, Dec House Price Index
South Africa 17Q4 Unemployment Rate
French 17Q4 Non-Farm Payrolls
|
| Tuesday, Feb. 13 |
|
NFIB Small Business Optimism Index
Fed's Mester on Monetary Policy & Eco Outlook @Dayton Area Chamber of
Commerce Gov't Affairs Breakfast (OH)
Redbook weekly store sales snapshot
South Korea Jan Unemployment Rate
Holidays in Brazil & India
OVERNIGHT into US Wed. a.m. et:
Japan 17Q4 GDP/CapEx/Consumer
Spending
Singapore 17Q4 GDP
India Jan WPI Food, Fuel,
Inflation, Manufacturing Inflation
New Zealand Reserve Bank 2-year
Inflation Expectations
Riksbank (Sweden) MPC Meets
Followed by Press Conference & Monetary Policy Report (02/14 local time
Stockholm)
German 17Q4 GDP, Jan CPI & HICP
Italy 17Q4 GDP
Eurozone 17Q4 GDP,
& Dec Industrial Production/Capacity Utilization
|
| Wed.
Feb. 14 |
|
MBA weekly Mortgage/Refinance
Applications
US Jan CPI
US Jan Retail Sales
Canada Teranet/National Bank Jan Home Price Index
Atlanta Fed Business Inflation Expectationgs
US Dec Wholesale & Retail Inventories
Brazil FX Flows
EIA weekly Petroleum/Gasoline/Distillates Report
Brazil Carnival Holiday still
OVERNIGHT into US Thurs. a.m. et:
Japan Dec Machinery Orders
Aussie Jan Unemployment
Rate/Change/Participation + RBA Jan Fx Trasactions & New Motor Vehicle Sales
Singapore Jan Non-Oil Exports
Japan Dec Industrial
Production/Capacity Utilization
EU-25 Jan New Car Registrations
Eurozone Dec Trade Balance
Lunar New Year Holiday
Celebrated in South Korea, China & Hong Kong--the latter closes early at noon (02/15
local time)
French 17Q4 Unemployment Rate
Spanish Jan CPI & HICP
Italy Dec Trade Balance
Eurozone Dec Trade Balance
French FinMin Le Mairea & IMF
Chief Lagarde speak at Eurozone Reform Meeting (Paris)
ECB's Mersch keynotes at
"Rencontres du Club SEPA" (Paris
ECB's Lautenschlager keynotes
Dutch Banking Day 2018 (Amsterdam)
|
| Thursday, Feb. 15 |
|
US weekly Jobless Claims
BoC Dpty Gov Schembri speaks (Winnipeg)
Canada ADP Jan Payrolls Report
Philly Fed Business Outlook Survey
US an PPI--Final Demand
Empire State NY Fed Manufacturing Survey
Jan Industrial Production/Capacity Utilization
NAHB Feb Housing Market Index
EIA Natural Gas Report
US Treasury Auctions $7B 30-year TIPS
BoC Dpty Gov Schembri speks
Treasury Refunding Announcement
Canada Jan Existing Home Sales
US Dec. TICS
US weekly Fed Balance Sheet & Money Supply
OVERNIGHT into US Fri. a.m. et:
New Zealand Jan Manufacturing PMI + Jan
Non-Resident Bond Holdings
Singapore 17Q4 GDP
UK Jan Retail Sales
Germany Jan WPI
ECB's Coeure keynotes
Nat'l Bank of the Republic of Macedonia Reinventing Bretton Woods Cmte Int'l Conference
(Skopje Macedonia)
|
| Friday, Feb.
16 |
|
Lunar Holiday in Hong Kong,
Singapore, South Korea, China
Jan US Housing Starts/Building Permits
Canada Dec Manufacturers Sales + Dec TICs
US Import/Export Prices
U.M. Preliminary Feb. Consumer Sentiment
17Q4 eCommerce Consumer Sales
Baker-Hughes weekly US/North American Rig Count (1pm et)
OVERNIGHT into US Sat. a.m. et:
Singapore 17Q4 GDP
|
| Saturday, Feb. 17 |
|
Lunar New Year Holiday Continues
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WEEKS AHEAD: 03/06
RBA (Aussie) MPC Meets
03/07 BoC (Canada) MPC Meets
03/08 ECB MPC Meets
03/09 BoJ MPC Meets
03/21 FOMC Meets
03/22 BoE MPC Meets
*FOMC 2018 Revolving Voting Members: Chairperson
Jerome Powell, as of 02/05/18, and ALL members of the FOMC Board of
Governors are permanent voters: Tthat will include Randall Quarles, &
Lael Brainard, plus New York Fed Pres, currently William
Dudley, who plans on retiring in 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 veterans
John Williams, who became Pres of the San Francisco Fed after
Janet Yellen became Fed Chairperson, and Cleveland Fed's Loretta Mester, a very
vocal bear 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 leaked
sensitive FOMC discussions to Medley Advisors. Richmond operated with an Interim Pres,
Mark L Mullinix, while searching for a new leader. Raphael Bostic
replaced Dennis Lockhart at the Atlanta Fed, when Lockhart left. Dissenters at the Dec.
2017 Meeting, Neel Kashkari & Charles Evans, are no longer voters in 2018. Hawk Mester
votes in 2018.. |
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