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January 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,
Jan 07 |
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Fed's Williams
@ASSA/AEA Annual Mtg on "What to Expect from the Lower Bound on Interest Rates:
Evidence from Derivatives Prices"
OVERNIGHT into US Mon. a.m. et:
China Dec Foreign Direct Investment
Aussie Dec. FX Reserves & AiG Dec
Construction Index
German Factory/Manufacturers' Orders
South Africa Dec FX Reserves +
Manufacturing PMI
Swiss Dec CPI
UK Halifax Dec. Home Price Index
European Commission
Conference on EU's 'next long-term budget after Brexit' (Brussels to Jan
9th)
Singapore Dec FX Reserves
Eurozone Sentix Jan Investor, Industrial,
Services & Business Economic Confidence/Sentiment/Outlook, & Nov. Retail Sales
CFIB Q4 Outlook for Future Sales
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Monday, Jan 08 |
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Fed's Williams on
"Should the Fed Stick with the 2% Inflation Target or
Rethink It?" @Brookings Institution "The Options: Keep It, Tweak It, or Replace
It?" followed by Fed's Rosengren at same event, on "Next Steps:
Learning from the Bank of Canada" (D.C.)
Bk of Canada Q4 Senior Loan Officer Survey
Conference Board's Dec Employment Trends Index
US Treasury Auctions $48B 3-, & $42B 6-month Bills
Fed's Bostic on Economic Outlook @ Rotary Club of (Atlanta)
TD Ameritrade US IMX
US Consumer Credit
OVERNIGHT into US Tues. a.m. et:
New Zealand REINZ Dec House Sales
Japan Nov Labor Cash Earnings, Dec Consumer
Confidence
UK BRC Dec Like-for-Like Sales
Aussie Nov Building Approvals & Job Ads
German & French Merchandise Trade Balance,
Industrial Production
SNB (Swiss Nat'l Bk) Preliminary Full Year
Results, Dec. Unemployment Rate, Nov Adjusted Retail Sales
Italy Nov Unemployment Rate
Brazil Nov Retail Sales
South Africa Dec Total Vehicle Sales
Eurozone Nov. Unemployment Rate
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Tuesday, Jan 09 |
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US NFIB Jan. Business Optimism Index
Canada Dec. Housing Starts
Redbook weekly Store Sales Snapshot
US Nov. JOLTS (Job Openings & Turnover)
Fed's Kashkari moderated Q&A hosted by Cargill (CAG)
US Treasury Auctions $24B 3-year Notes
OVERNIGHT into US Wed. a.m. et:
South Korea Dec Unemployment Rate
Aussie NAB Business Confidence
China Dec. PPI & CPI
Swiss Dec FX Reserves, Real Estate Index
of Q4 Family Home
China Dec Aggregate Financing &
Money Supply, New Yuan Loans
ECB Minutes of the December MPC
Meeting
German Dec Wholesale Price Index
French Industrial Production
UK Nov. Industrial Production,
Construction & Manufacturing Output, Nov. Merchandise Trade Balance
Germany Auctions 10-year Bunds
Brazil Dec CPI
Russia GDP & CPI
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Wed.,
Jan 10 |
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MBA weekly Mortgage/Refinance
Applications
UK NIESR Dec GDP
Fed's Evans on Economy & Policy Outlook @ Lake Forest-Lake Bluff Rotary Club
Fed's Kaplan discussion @Urban Land Institute Emerging Trends Breakfast
US Dec. Import/Export Prices
Canada Nov Building Permits
Fed's Kaplan discussion on Weitzman Annual Retail Forecast (Dallas)
Brazil FX Flows
Atlanta Fed Business Inflation Expectations
US Nov (F) Wholesale Inventories & Trade
EIA weekly Petroleum/Gasoline/Distillates Status (w/e 01/05/18)
US Treasury Auctions $20B reopened 10-year Notes
Fed's Bullard on US Economy & Monetary Policy (St. Louis)
Swedish Central Bank minutes of its MPC meeting
OVERNIGHT into US Thurs. a.m. et:
New Zealand QV Dec House Prices
Aussie Retail Sales
Italian Retail Sales
Eurozone & Spanish Nov Industrial
Production
Eurogroup PRes Dijsselbloem on future of
euro zone @LSE (London)
ECB Releases Account of December
Rate Meeting
Canada Nov New Housing Price Index
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Thursday, Jan 11 |
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NY Fed Pres Dudley keynotes
at SIFMA "US Economic Outlook: What's in Store for 2018"
Fed's Bullard on US Economic Outlook & Monetary Policy (St
Louis)
US weekly Jobless Claims
US Dec. PPI--Final Demand
EIA weekly Natural Gas Report
US Treasury Auctions $12B Reopened 30-year Bonds
US Treasury Budget (Im) Balance
Fed weekly Balance Sheet (shrinking more quickly, now) & Money Supply
OVERNIGHT into US Fri. a.m. et:
NY Fed Pres. Dudley on US Economic
Outlook
New Zealand Nov Building Permits.
Japan Nov Current Account Balance, Trade
Balance, Bank & Trust Lending
China Dec Trade Balance
Singapore Q4 GDP
ECB Survey of Professional Forecasts
Aussie Nov Retail Sales, Credit Card
Purchases/Balances
China New Yuan Loans & Aggregate
Loans & Foreign Direct Investment
Japan Dec Economy Watchers Current Index
Singapore Nov Retail Sales
German (CY17) GDP & Public
Finances/GDP Ratio
Eurozone, French, German, Italian
& Spanish Dec CPI + HICP, Nov Industrial Production
Swedish Central Bank Dpty Gov
Skingsley discusses economic situation & monetary policy @Skagen Fonder's New
Year Conference (Stockholm)
India Nov Industrial Production &
Manufacturing Output +Dec CPI
Canada Teranet/National Bank Dec
Home Price Index
BoE Economist Silvana Tenreyro
@ '18 Peston Lecture at Queen Mary Univ of London on "The Fall in Productivity
Growth: Causes & Implications" (London)
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Friday,
Jan 12 |
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US Dec CPI
US Dec Retail Sales
US Wholesale & Retailer Inventories
China Dec Trade Balance with US
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed's Rosengren Keynotes @ Global Interdependence Center (GIC) Event at
which he'll receive the GIC Frederick Heldring Award for Global Leadership (San
Diego CA)
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Saturday, Jan 13 |
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US 3-day Martin Luther King
Jr Holiday Weekend. |
Sunday,
Jan 14 |
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OVERNIGHT
into US Mon. a.m. et:
German Dec Wholesale Prices
South Korea Dec Import/Export Price Index
+ Trade Balance
Aussie TD Securities Dec Inflation
India Dec Food, Fuel, & Manafacturing
Inflation
Japan Dec (P) Machine Tool Orders
French Dec CPI & HICP
Eurozone Nov. Trade Balance
(Percent with UK?)
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Monday, Jan. 15 |
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US Markets Closed Martin
Luther King Jr Holiday
Canada Dec Existing Home Sales
BoE's Tenreyro delivers Peston Lecture on "The Fall in
Productivity Growth: Causes & Implications @Queen Mary Univ (London)
OVERNIGHT into US Tues. a.m. et:
New Zealand Dec Electronic Card Retail
Spending
India Nov Trade Balance
Japan Dec Corporate Goods Price Index,
PPI. Nov Tertiary Industry Index
Aussie Dec New Motor Vehicle Sales
German Dec (F) CPI & HICP +WPI
French Gov't Nov Budget Balance
Italy Nov Trade Balance + Dec CPI &
HICP
UK Dec CPI, Retail Price Index,
PPI, & Nov House Price Index
BoE Dpty Gov Woods speaks
@Parliament treasury committee
South Africa Nov Mining/Gold Production
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Tuesday, Jan 16 |
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Empire State Manufacutring Survey
US Treasury Auctions $48B 3-, & $42B 6-month Bills +$45B 4-week Bills
Swiss Nat'l Bank Chair Jordan speaks @Zurich Univ of Education
OVERNIGHT into US Wed. a.m. et:
Japan Nov Machine Ordes
Aussie Nov Home Loans & Investment
Lending, Value All Loans, Jan Westpac Consumer Confidence Index
Singapore Dec non-Oil Exports
EU 25 Dec New Car Registrations
Eurozone Nov Construction Output, Dec (F)
CPI & WPI
South Africa Nov Retail Sales
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Wed.
Jan 17 |
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MBA weekly Mortgage/Refinance
Applications
US Dec Industrial Production/Capacity Utilization
Russia Nov Trade balance
Redbook weekly Store Sales Snapshot
NAHB Jan Housing Market Index
BoC (Canada) Monetary Policy Report, Rate Statement, Interest Rate Decision
BoC Gov Poloz & Dpty Gov Wilkins press conference on BoC activity
Federal Reserve Beige Book (2pm et)
Fed's Evans + Fed's Kaplan in moderated discussion @Am. Council of Life
Insurers Exec Roundtable (Palm Bch FL 3pm et)
US TICS
Fed's Mester on monetary policy communications @Tangri
Lecture at Rutgers Univ w/Q&A (4:30pm et New Brunswick NJ)
OVERNIGHT into US Thurs. a.m. et:
Aussie Dec Unemployment
Rate/Change/Participation/Part-time +RBA FX
Aussie HIA New Home Sales
China Dec Property/House Prices,
Q4 GDP, Dec Retail Sales & Fixed Asset Investments, Industrial Production
South Korea Jan Interest Rate Decision
Japan Nov (F) Industrial
Production/Capacity Utilization
Hong Kong Dec Unemployment Rate
Russian Central Bank FX Reserves
South Africa Jan Interest Rate Decision,
Prime Rate (current 6.75%)
UK Dec RICS House Price Balance
Bk of France Gov de Galhau
annual start-of-year address to financial sector
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Thursday, Jan 18 |
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US Dec Housing
Starts/Building Permits
US weekly Jobless claims
Philly Fed Jan Business Outlook Survey/New Orders/Employment/Prices Paid
ECB's Coeure panelist (Frankfurt)
EIA weekly Natural Gas Report (10:30am et)
EIA weekly Petroleum/Gasoline/Distillates Report (11am et)
US Treasury Auctions $13B 10-year TIPS
US Treasury Refunding Announcement
Fed's weekly Balance Sheet & US Money Supply
OVERNIGHT into US Fri. a.m. et:
New Zealand Dec Business &
Manufacturing PMI
Japan Dec Dept Store Sales
German Dec PPI
Swiss Dec Producer & Import
Prices
Eurozone Nov Current Account
UK Dec Retail Sales
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Friday,
Jan 19 |
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Canada Nov Manufacturing Sales &
Int'l Securities Transactions
U.M. Prelim. Jan '18 Consumer Sentiment (10am et)
Baker-Hughes weekly North American/US Rig Count (1pm et w/e 01/12)
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Saturday, Jan 20 |
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WEEKS AHEAD:
01/22--23 BoJ MPC Meets
01/25
ECB MPC Meets
01/26
Riksbank (Swede) Meets
01/30--31 FOMC Meets
02/08
BoE MPC Meets
*FOMC 2018 Revolving Voting Members: The
Chairperson Jerome Powell as of 02/03/18, and ALL members of the FOMC
Board of Governors are permanent voters: When Janet Yellen resigns, and Jerome
Powell takes her place as chairperson, Feb. 03, 2018, that 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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