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October 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, Sept 30 |
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OVERNIGHT
into US Mon. a.m. et:
Caixin China Sept Manufacturing PMI
Aussie AiG Sept Performance of
Manufacturing Index
South Korea Oct Manufacturing BSI Index
& Sept Trade Balance, Nikkei Manufacturing PMI
Japan Q3 Tankan Index,
Outlook + Sept Official Reserve Assets
Swiss Q3 Real Estate Index of Family
Homes
Ward's Total US Sept Vehicle
Sales
Japan Nikkei Sept Manufacturing PMI, Sept
Vehicle Sales
India Nikkei/Markit Sept Manufacturing
PMI
Swiss Aug Retail Sales & Sept SVME
Manufacturning PMI
German Aug Retail Sales & Import
Price Index
Russia Sept Markit Manufacturing PMI
Spain Aug Retail Sales
Markit Eurozone, France, Germany,
Italy Sept Manufacturing PMI
BoE Aug Net Consumer Credit, UK
Mortgage Approvals, Net Lending, M4, Markit Sept Manufacturing PMI
Eurozone Aug Unemployment Rate
South Africa Manufacturing PMI, Sept
Total Vehicle Sales
BoE MPC member Tenreyro @ Rebuilding
Macroeconomics Annual Conf on "Bringing Psychology & Social Sciences into
Macroeconomics" (London)
China Golden Week Holiday
throughout the week thru 10/06.
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Monday, Oct 01 |
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Sept US Manufacturing PMI
US Sept ISM Manufacturing Index/Employment/Prices Paid/Orders (10am et)
US Sept Motor Vehicle Sales
RBC Canada Sept Manufacturing PMI, BoC's Lane speaks U of Calgary
Brazil Markit Sept Manufacturing PMI & Trade Balance
US Aug. Construction Spending
Fed Banks of Philly & Richmond co-sponsor "Reinventing Our Communities:
Investing in Opportunity" keynote from CEO of Robin Hood Wes Moore
(Baltimore MD thru 3rd)
Fed's Kashkari Town Hall w/Q&A (Minnetonka MN 11am)
US Treasury Auctions $48B 3-, & $42B 6-month Bills
Boston Fed's Rosengern on "US Outlook/Monetary Policy" at NABE (12:15pm et)
Mexico Markit Sept Manufacturing PMI
Mary Daly assumes Pres/CEO roles @ San Francisco Federal Reserve Bank
China & Hong Kong Holidays--China Golden Week (All Week)
OVERNIGHT into US Tues. a.m. et:
New Zealand NZIER Q3 Business Confidence
& QSBO Capicity Utilitiaation
Aussie Sept CBA Manufracturing PMI,
Consumer Confidence
South Korea Aug Industrial Production,
Retail Sales, Service Sector Output
Japan Aug Loans & Discounts, Sept
Monetary Base
CoreLogic Aussie Sept House Price Index
RBA (Aussie) MPC Meeting Rate
Decision (10/02 local time)
Japan Sept Consumer Confidence
UK Sept Nationwide House Price
Index
Aussie RBA Sept Commodity Index
Spain Unemployment Change
BoE Fiancial Policy Meeting
Minutes, Markit/CIPS Sept Construction PMI
BoE Economic Haldane
chairs session @ rebuilding Macroeconomics Annual Conference (London)
Eurozone Aug PPI
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Tuesday, Oct 02 |
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Redbook weekly store sales snapshot
Brazil Aug Industrial Production
Singapore Sept Manufacturing PMI
Fed V.Chair Quarles Testimony "Implementation of the Economic Growth
Regulatory Relief & Consumer Protection Act" @ US Senate Banking Cmte
(D.C. 10am et)
RBA Payments Policy Chief @ Chicago Payments Symposium
FOMC Chief Powell speaks @ NABE (noon luncheon)
Holidays in China & India
OVERNIGHT into US Wed. a.m. et:
New Zealand QV Sept House Prices &
ANZ Job Ads & Commodity Index
Aussie Sept AiG performance of Services
Index
Japan Nikkei Sept Services &
Composite PMI
UK BRC Sept Shop Price Index
Aussie Aug Building & Private House
Approvals
Markit Eurozone, France, Germany, Italy, Spain
Sept Services & Composite PMI
ECB's Mersch keynotes Latvijas Banka
"Payments in the 22nd Century: Future Starts Today?" (Riga, Latvia)
South Africa Standard Bank Sept PMI
Swiss KOF Institute Autumn Economic Forecast
UK Markit/CIPS Sept Services &
Composite PMI
Fed's Evans on Current US Eco Conditions &
Monetary Policy at OMFIF (London 6:30am et)
Eurozone Aug Retail Sales
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Wed.,
Oct 03 |
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MBA weekly Mortgage/Refinance
Applications
Fed's Barkin "Outlook for Tomorrow: Five Numbers to Watch"
w/Q&A w/Media @ WVa Eco Outlook Conference (Charleston WVa (8am et)
ADP Sept Private Sector Employment Report
US PMI Sept Services Index
ISM US Sept Non-Manufacturing Index
EIA weekly Petroleum/Gasoline/Distillate Report (10:30am et)
Brazil Fx Flows
Fed's Harker on "Rethinking the Labor Market &
Approaches to Employment" @ "Reinventing our Communities: Investing in
Opportunity" Conference (Baltimore MD noon)
Fed's Bullard (1pm et) + Fed's Mester keynote (1:15pm)
& Chair of FDIC McWilliams (5:15pm) @ 6th Annual Commuunity Banking
in the 21st Century Research & Policy Conference w/Q&A (St Louis
Fed Reserve 2:15pm thru 4th)
Fed's Harkin closing comments @ Reinventing our Communities: Investing n
Opportunity (Baltimore MD)
Holidays in China, South Korea & Germany
OVERNIGHT into US Thurs. a.m. et:
South Korea Fx reserves
Aussie CBA Australia Sept Services
& Composite PMI
Japan Purchases of Foreign Stocks &
Bonds & vice versa
Aussie Aug Trade Balance
Hong Kong Sept Manufacturing PMI
ECB member & Bk of Finland Gov. Rehn
holds news conference on monetary policy & global economic situation (Helsinki)
ECB's Nouy keynotes
"FMA Aufsichtskonferenz "Der Finanzmarkt als Global Village:
integriert--innovativ--international" (Vienna Austria)
ECB's Coeure speaks to
local French business community (Chateaudun Fr)
German Markit Sept Construction PMI
UK Sept New Car Registrations
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Thurs.
Oct 04 |
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Fed V.Chair Quarles
Keynote Day 2 @ Community Banking Conference (St Louis Fed)
Challenger Sept Job-Cuts
US weekly Jobless Claims
Canada Sept Ivey PMI
US Aug Factory Orders
US Aug (F) Durable Goods Orders/Shipments
EIA weekly Natural Gas Report (w/e 09/28)
Fed's Kaplan lectures for Anderson Chandler Lecture series events @ KS
Univ of Business (Lawrence KS)
Russia Central Bank Fx Reserves
Brazil Sept Auto Production & Sales
Mexico Central Bank MPC Rate Decision
US Treasury October Refunding Announcement
Fed weekly Balance Sheet (back under $4 Trillion) & Us Money Supply
China Golden Week Holiday continues
OVERNIGHT into US Fri. a.m. et:
Aussie AiG Sept Performance of
Construction Index & HIA Oct New Home Sales, Trade Balance & Aug retail Sales
Japan Aug. Overall Household Spending,
Labor Cash Earnings, Sept Bankruptcies, Fx reserves
South Korea sept CPI
RBA's Heath speaks (Canberra), Sept Fx
Reserves, + Aussie Aug Retail Sales
India Central Bank Interest Rate
& Reverse REPO Rate Decision
German Aug Factory Orders, PPI
South Africa Sept Fx Reserves
French Aug Current Account, Trade
Balance, Gov't Budget
Swiss Sept Fx Reserves & CPI
Italian Aug Retail Sales
Hong Kong Sept Fx Reserves
UK Halifax Sept House Prices, Q2
Unit Labor Costs
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Friday,
Oct 05 |
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Brazil sept CPI
Sept US Unemployment Report/Change/Participation (8:30am et)
Canada Sept Unemployment Report/Change/Earnings, Aug Int'l Merchandise
Trade
US (F) Aug Int'l Trade Deficit
Opening Plenary Mark Zandi @ 57th Financial Literacy & Economic
Education Conference (12:30pm et Atlanta GA thru 6th)
Baker-Hughes North American/US Rig Count (1pm et)
US Aug. Consumer Credit (debt really 3pm et)
China still celebrating Golden Week Holiday
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Saturday, Oct 06 |
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Fed's Bostic Luncheon
& Teacher Awards speaker @ Financial Literacy & Eco Ed Conference on
"Financial Literacy & Economic Education" (12:30pm)
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Sunday,
Oct 07 |
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Brazilian Presidential Election
OVERNIGHT into US Mon. a.m. et:
China Sept Fx Reserves & Foreign
Direct Investment
Caixin China Sept Services &
Composite PMI
South Korea Aug Current Account
Swiss Sept Unemployment Rate
German Aug Industrial Production &
Import Price Index
Singapore Sept Fx Reserves
Eurozone Sentix Oct Investor
Confidence
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Monday,
Oct 08 |
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Columbus Day--US Holiday
Treasury Markets Closed
Riksbank Announces Prize in Economic Sciences in memory of Alfred Nobel
US Equity Markets Trade Regular Hours 9:30am --4pm et
TD Ameritrade IMX (12:30pm et)
Holidays, also, in Canada & Japan
OVERNIGHT into US Tues. a.m. et:
UK BRC Sept Like-for-Like Sales
Japan Aug Current Account Balance, Trade
Balance, Eco Watchers Outlook
New Zealand REINZ Sept House Sales
Aussie NAB Business Confidence
IMF World Economic Outlook Report
German Aug Trade Balance
(Imports/Exports), + Current Account
IMF/World Bank Grp Joint Fall
Meeting (Bali, Indonesia 9th local time--14th)
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Tuesday, Oct 09 |
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NFIB Small Business Optimism
Index
Canada Sept Housing Starts
Grant's Interest Rate Observer Fall Economic Conference (NY)
Dallas Fed's Kaplan speaks @ Economic Club of NY
Redbook weekly retail sales snapshot
Mexican Sept CPI
Fed's Evans opens 2018 Opportunity Finance Network Conference (Chicago
10am)
US Treasury Auctions $48B 3-, $42B 6-month Bills, $26B 52-wk Bills & $40B
4-week Bills
Fed's Harker on "The Importance of Higher Education to the Us Economy"
@ Global Interdependence Center event on "The Roles of Higher Education in
Competitiveness & Global Productivity" (Philadelphia)
South Korea Holiday
OVERNIGHT into US Wed. a.m. et:
Fed's Williams speaks (9:15pm
& 10:35pm et) @ NY Fed/Bank Indonesia Central Banking Forum w/Q&A
(Indonesia due to IMF/World Bank Fall Meeting)
New Zealand Sept Electronic Card Spending &
Retail Sales
Japan Aug Machine Orders & Sept Machine
Tool Orders
China Sept Aggregate Financing, New
Yuan Loans, Money Supply
French & Italian Aug Industrial Production
UK Aug & 3-month NIESR GDP, Aug
Trade Balance, Industrial & Manufacturing Production, Construction Output,
Index of Services
BoE's Chief Economist Haldane
speaks at Advisory, Conciliation & Arbitra- tion Service Future of Work Conference
(London)
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Wed.
Oct 10 |
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MBA weekly
Mortgage/Refinance Applications
US Sept PPI -Final demand (8:30am et)
Canada Aug Building Permits
Atlanta Fed Business Inflation Expectations (10am et)
US Wholesale Inventories & Sales
US Treasury Auctions $36B 3-year Notes (11:30am et)
Fed's Evans on US Economic Outlook @ Flint & Genesee Chamber of
Commerce w/Q&A (12:15pm Flint MI)
US Treasury Auctions $23B reopened 10-year Notes (1pm et)
Fed's Bostic discusses Eco Outlook @ Nat'l Ass'n of Corporate Directors
w/Q&A (6pm et Atlanta GA)
OVERNIGHT into US Thurs. a.m. et:
RBA's Ellis speaks (Melbourne)
South Korea Aug Current Account
UK RICS Sept House Price Balance
Japan Aug Current Account, Sept Domestic
Corporate Goods Price Index, PPI, Bank Lending, Foreign Investments in Japanese Stocks
French, Spanish Sept CPI, HICP
South African Aug Mining & Gold
Production, Manufacturing Production
ECB Releases Account of Monetary
Policy Meeting
BoE Survey on Credit Conditions
& Bank Liabilities
BoE's MPC member Vlieghe on "Global
& domestic challenges for UK monetary policy" @ Nat'l Bank of Belgium (Brussels)
G20 FinMins & Central Bank
Governors Meet @ IMF/World Bank Group Fall Meeting (Bali Indonesia)
Brazil Aug Retail sales
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Thursday, Oct 11 |
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US Sept CPI (8:30am
et)
Sept US Chain Store Sales (the few who still report monthly)
Canada Aug New Housing Price Index
US weekly Jobless Claims
Social Security & Veterans Benefits 2019 Inflation Adjustments (estimated
date)
EIA weekly Natural Gas Report (10:30am et)
EIA Petroleum/Gasoline/Distillates Report (11am et delayed by Mon.
Holiday)
WASDE Report
US Treasury Auctions $15B reopened 30-year Bonds (1pm et)
US Treasury Budget (2pm et)
Fed weekly Balance Sheet & US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
Japan M3 Money Supply
China Sept Trade Balance
(approximate date), Foreign Direct Investment
South Korea Sept Unemployment Rate
Singapore Q3 GDP & Aug Retail Sales
ECB Survey of Professional
Forecasters
German Sept Wholesale Price Index
RBA Financial Stability Review, Aug Home
Loans, Investment Lending
German Sept CPI & HICP
Eurozone Aug Industrial Production
India Bank Loan & Deposit Growth, Fx
Reserves, sept CPI, aug Industrial Production & Manufacturing Output
IEA Monthly Report
IIF Institute of International
Finance Annual @ IMF/World Bk Grp mtg
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Friday,
Oct 12 |
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US Sept. Import/Export Prices
Canada Teranet/National Bank sept Home Price Index
Fed's Evans participates in discussion at ENGAGE College Investment
Conference @ U.M. w/Q&A (9:30am Ann Arbor MI)
Russia Aug Trade balance
U.M. (P) Oct. Consumer Sentiment
Fed's Bostic 'chats' on recruitment, economics & public policy
profession at Network of Schools of Public Policy, Affairs & Administration Conference
w/Q&A (12;30pm Atlanta GA)
Baker-Hughes weekly US/North American Rig Count (1pm et)
Brazil Holiday
OVERNIGHT into US Sat. a.m. et:
China Sept Trade Balance
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Sat.
Oct 13 |
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IMF/World Bank Grp Meeting Continues |
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WEEKS AHEAD: 10/17
FOMC Releases 09/25--26 Meeting Minutes
BoE Releases Record of 10/03 Financial Policy Cmte Mtg
10/24 BoC (Canada) MPC Meets
Riksbank (Swedes) MPC Meets
10/25 ECB MPC Meets
Norges Bank (Norway) MPC Meets
10/31 BoJ MPC Meets
US FOMC does NOT meet in October
*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, newly (sept) sworn in Richard Clarida, 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, without a leader, since Williams left for NY in July, named Mary Daly
Pres/CEO as of 10/1/2018, who'll be a voter until Feb. The hole in the San
Francisco Fed's hierarchy resulted in Esther George--a very vocal hawk--becoming a voting
member of the FOMC, but she steps aside as of Mary Daly's swearing in, and returns as a
voter in Feb 2019. Cleveland Fed's voter, Loretta Mester, a hawk, 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 its new leader, Thomas Barkin, who arrived Jan 1st
2018.. 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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