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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. 11 |
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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
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Monday, Feb.12 |
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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
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Tuesday, Feb. 13 |
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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
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Wed.
Feb. 14 |
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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)
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Thursday, Feb. 15 |
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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)
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Friday, Feb.
16 |
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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
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Saturday, Feb. 17 |
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Lunar New Year Holiday Continues in
Asia
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Sunday, Feb. 18 |
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OVERNIGHT
into US Mon. a.m. et:
Japan Jan Trade Balance
(Exports/Imports), Nationwide Dept Store Sales
UK Rightmove Feb House Prices
Eurozone Dec Current Account & Dec
Construction Output
Japan Feb Tankan Index
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Monday, Feb. 19 |
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President's Day Holiday, US
Markets Closed Also closed, Canada, Hong Kong, China
OVERNIGHT into US Tues a.m. et:
New Zealand 17Q4 PPI
RBA's Bullock speaks (Sydney)
Japan Jan Supermarket Sales
RBA (Aussie) February Meeting
Minutes
Swiss Jan Imports/Exports/Trade Balance
Eurozone Dec Current Account
Russian Jan. Unemployment Rate, PPI &
Retail Sales
Spain Trade Balance
German Feb ZEW Survey of current
situation & expectations + Sentiment
UK CBI Feb Total Order Trends &
Selling Price Trends
Bundesbank's Dombret on "Now or
Later? Completing the European Banking Union" (Geneva Suisse)
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Tuesday, Feb. 20 |
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US Treasury Auctions $51B
3-, & $45B 6-month Bills (11:30am et)
Canada Dec Wholesale Trade Sales
Eurozone Feb Consumer Confidence
US Treasury Auctions $28B 2-year Notes & $55B 4-week Bills
China Still Closed for Lunar Holiday
OVERNIGHT into US Wed. a.m. et:
South Korea Jan PPI (bear in mind
Olympics spending)
Aussie 17Q4 Wage Price Index,
Construction Work Done
BoJ's Funo on 100 year anniversary of the
Matsue Branch, Dec All Industry Activity Index
Markit Feb Eurozone, France,
Germany, Manufacturing, Services, & Composite PMI
South Africa Jan CPI
UK Jan Jobless Claims,
Claimant Count Change, ILO Dec Unemployment Rate
UK Central Gov't Jan NCR &
Public Finances
EU FinMins meet
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Wed.,
Feb. 21 |
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MBA weekly Mortgage/Refinance
Applications
Redbook weekly store sales snapshot
Fed's Harker speaks @Edward Jones Dean's Breakfast: The Economic Outlook
in St. Louis w/Q&A (9am)
Markit Flash Composite PMI
US Jan Existing Home Sales
US Treasury Auctions $13B reopenmed 2-year FRN (Floating Rate 11:30am et)
US Treasury Auctions $35B 5-year Notes (1pm et)
FOMC Releases Minutes of the Jan 30--31 MPC Meeting (2pm et)
China Still Celebrating Lunar New Year
OVERNIGHT into US Thurs. a.m. et:
Fed's Kashkari participates in
moderated Q&A (Minnesapolis MN 8:15pm)
Canada CFIB Feb Business Barometer
China Jan Swift Global Payments
New Zealand Jan Credit Card
Spending
Swiss 17Q4 Industrial &
Construction Output
French, German, Italian, Jan CPI,
HICP
Hong Kong Jan Unemployment Rate
& CPI
Italian Dec Industrial New Orderws
& Sales
German Feb IFO Current Assessment
& Expectations
UK 17Q4 GDP +
Total Business Investment, Private Consumption, Total Business Investment, Gross
Fixed Capital Formation, Exports/Imports, Gov't Spending, Dec Index of Services
BoE Publishes Account of
Monetary Policy Meeting
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Thursday, Feb. 22 |
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Russia Central Bank Reserves
US weekly Jobless Claims
Fed's Dudley speaks at the Fed Reserve Bk of NY Economic Press Briefing
on Puerto Rico & the US Virgin Islands (NY 10am)
Canada Dec Retail Sales, 17Q4 Corporate Profits
EIA weekly Natural Gas Report (10:30am w/e 02/16/18)
K.C. Fed Manufacturing Index
EIA weekly Petroleum/Gasoline/Distillates Report (11am et holiday
delayed)
Fed's Bostic speaks @2018 Banking Outlook Conference w/Q&A (Atlanta
GA noon)
US Treasury Auctions $29B 7-year Notes (the longer the term, the weaker
demand, of late)
US weekly Fed Balance Sheet & Money Supply (Evidence of Fed Balance Sheet shrinking
should start becoming more evident soon)
OVERNIGHT into US Fri. a.m. et:
New Zealand 17Q4 Retail Sales &
Retail Sales ex-Inflation
Japan Jan CPI, Corporate Service Price
Spain Jan CPI & PPI
German 17Q4 GDP, Private
Consumption, Gov't Spending, Capital Investment, Domestic Demand, Exports/Imports
Eurozone Jan CPI
Canada Jan CPI
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Friday,
Feb.23 |
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Fed's Dudley on
Fed's Balance Sheet Unwind at Univ of Chicago Booth School of Business/NY Fed Reserve 2018
US
Monetary Policy Forum Annual Conference (NY 10:15am) Speaking later, Eric
Rosengren, Paul Krugman, Sir Olivier Blanchard, Benoit Coeure, Fed's George, MS' David
Greenlaw & BAC/MER's Ethan Harris
Canada Jan CPI
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed's Mester on "A Review of the Obectives for Monetary Policy"
panel at US Monetary Policy Forum (1:30pm et)
Fed's Williams speaks on "Outlook on the Economy & Implications for Monetary
Policy w/Q&A (Los Angeles 3:40pm)
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Saturday, Feb 24 |
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Aussie Jan Skilled Vacancies
China Jan Property/House Prices
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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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