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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, Aug 05 |
|
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
|
| Monday, Aug 06 |
|
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
|
| Tuesday, Aug 07 |
|
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)
|
| Wed.,
Aug 08 |
|
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
|
| Thurs.
Aug 09 |
|
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
|
| Friday,
Aug 10 |
|
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)
|
| Saturday, Aug 11 |
|
Japan Holiday
Mekel & Putin meet in Germany
|
| Sunday, Aug 12 |
|
OVERNIGHT
into US Mon. a.m. et:
German Jul Wholesale Price Index
French Jun Trade Balance
Singapore Q2 GDP
India Jun Industrial
Production/.Manufacturing Output, Jul CPI
OPEC Monthly Report
|
| Monday, Aug. 13 |
|
US Treasury Auctions $51B
3-, & $45B 6-month Bills
OVERNIGHT into US Tues. a.m. et:
Aussie NAB Jul Business Conditions Survey
China Jul Jobless Rate, Retail Sales,
Industrial Production, Fixed Assets, Jun (F) Industrial Production/Capacity Utilization
South Korea Jul Import/Export Price Index
French Q2 Unemployment Rate
German Q2 (P) GDP, July CPI, HICP
India WPI Jul Food, Fuel, Inlfation,
Manufacturing Inflation
French, Spanish Jul CPI, HICP
Swiss Jul Producer & Import Prices
UK Jul Claimant Count/Change,
Avg Wkly Earnings, ILO 3-month Unemployment Rate/Change
German ZEW Aug Economic Sentiment
South Africa Jun Gold & Mining Production
India Trade Balance
Eurozone Jun Industrial Production, Q2
(P) GDP, ZEW Aug Survey
Eurogroup Meetings
|
| Tuesday, Aug 14 |
|
NFIB Small Business Optimism Index
Canada Teranet/National Bank Jul Home Price Index
US Import/Export Prices
Redbook weekly store sales snapshot
US Treasury Auctions $26B 52-week bills
NY Fed Releases 18Q2 Household Debt & Credit Report
OVERNIGHT into US Wed. am. et:
Aussie Q2 Wage Price Index, Westpac Aug
Consumer Confidence
China Jul New Home Prices
UK Jul CPIH, CPI, Retail Price Index,
PPI, Jun House Price Index
|
| Wed.
Aug 15 |
|
MBA weekly Mortgage/Refinance
Applications
US July Retail Sales
US Q2 Unit Labor Costs (P)
Empire State Aug Manufacturing Survey
Canada Jul Existing Home Sales
US Q2 Productivity & Costs
July US Industrial Production/Capacity Utilization
Atlanta Fed Business Inflation Expectations
US June Business Inventories
NAHB Aug. Housing Market Index
EIA weekly Petroleum/Gasoline/Distillates Report (w/e 08/11)
US Jun TICS
Holidays in India, Italy & South Korea
OVERNIGHT into US Thurs. a.m. et;
Japan Jul Trade Balance + Foreign
Investments in Japan & Vice Versa
South Africa Jun Retail Sales
RBA (Aussie) Ellis speaks
(Canberra), & Jul Unemployment Rate/ Participation/Full-Time/Part-Time, Jul
Foreign Exchange Transactions
New Zealand non-resident Bond Holdings
Norges (Norway) Bank MPC Meeting
Decision (08/16 local time)
UK Jul Retail Sales
Eurozone Jun Trade Balaance
|
| Thursday, Aug 16 |
|
July Housing Starts/Building
Permits
Canada ADP July Payrolls Report, Jun Manufacturers Sales
US weekly Jobless Claims
Philly Fed Business Outlook Survey
EIA weekly Natural Gas Report
Fed weekly Balance Sheet + Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
RBA Gov Lowe Semiannual Testimony
Japan Reuters Aug Tankan Index
Singapore Jul Trade Balance
China Jul Net Fx settlement
Hong Kong Jul Unemployment Rate
India Bank Loan & Deposit Growth, Fx
Reserves
Japan Jul Nationwide & Tokyo Dept
Store Sales, BoJ Outright Bond Purchases
Eurozone Jun Current Account, Jul CPI
|
| Friday,
Aug 17 |
|
Canada Jun Int'l Securities
Transactions, Jul CPI
Russia Retail Sales & PPI
U.M. (Prelim) Aug Consumer Sentiment
US Q2 eCommerce Sales
Baker-Hughes weekly US/North American Rig Count (1pm et)
|
| Saturday, Aug 18 |
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WEEKS AHEAD: 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. |
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* HICP used in Europe, means Harmonized Index of Consumer Prices |
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