|
|
July 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, July 08 |
|
China Jun Foreign Direct Investment
OVERNIGHT into US Mon. a.m. et:
Japan May Current Account, Trade Balance,
Jun Bank Lending, Bankruptcies
China Jun Fx Reserves
New Zealand REINZ Jun House Sales
Swiss Jun Unemployment Rate
German May Trade Balance
(Imports/Exports)
ECB's Coeure
participates Session 31 "Which Leadership for Tomorrow?" @ Recontres
Econonmiques from Le cercle des Economistes (Aix-en-Provence (FR)
Eurozone Sentix Jul Investor Confidence
Singapore Jun Fx Reserves
ECB Chief Draghi
addresses European Parliament's ECON Committee
BoJ Gov Kuroda speaks at
Qtrly Regional Bank Branch Managers Meet
|
Monday, July 09 |
|
Fed's Kashkari
welcome remarks @ "Homeownership in Indian Country: Creating the Opportunity for
Choice" (Prior Lake MN)
US Treasury Auctions $48B 3-month & $42B 6-month Bills (11:30am et)
TD Ameritrade IMX (12:30pm et)
US May Consumer Credit (Debt, really-3pm et)
Brazil Holiday
Pres. Trump to announce Supreme Court pick 9pm et
OVERNIGHT into US Tues. a.m. et:
New Zealand Jun Electronic Card Spending
UK BRC Like for Like Jun Sales
Japan Jun M3 Money Supply
China Jun New Yuan Loans,
Aggregate Financing, Money Supply
Aussie NAB Jun Business Conditions
China Jun PPI + CPI + New Loans
Japan Jun Machine Tool Orders
BoE conference on Economics &
Psychology: New Ways of thinking about economic policy (thru 10th, London)
May French + Italian Industrial
Production
UK May Trade Balance, Industrial +
Manufacturing Production, Construction Output, 1st Monthly Estimate of GDP, May Index of
Services + Trade Balance
ECB's Lautenschlager speaks at 9th
ECB Statistics Conference "20 years of ESCB Statistics: What's Next?
(Frankfurt Germany)
German ZEW Jul Survey, Expectations,
Sentiment
|
Tuesday, July 10 |
|
NFIB July Small Business Optimism
Index (6am et)
UK NIESR Jun GDP Estimate
Jun Canada Jun Housing Starts, May Building Permits
Redbook weekly store sales
JOLTS (Job Turnover & Quits)
IRS Tax Forum (Atlanta GA thru 12th)
US Treasury Auctions 4-week Bills & $33B 3-year Notes
OVERNIGHT into US Wed. a.m. et:
South Korea Jun Unemployment Rate
Japan Jun Corporate Goods Price Index,
PPI, May Core Machinery Orders
Aussie May Home Loans & Investment Lending,
Value of Loans
German Jun wWPI
ECB's Praet, Mersch, Nouy speak
at ECB Statistics Conference (Frankfurt)
NATO Heads of State Summit (Brussels
Belgium thru 12th)
|
Wed.,
July 11 |
|
MBA Mortgage/Refinance Applications
OPEC Monthly Report
US June PPI-Final Demand
Atlanta Fed Business Infltaion Expectations
BoE Gov Carney speaks @ Global Financial Crisis Conference hosted by US
Nat'l Bureau of Economic Research (Massachussetts)
Bk of Canada MPC Meets, Monetary Policy Report, Rate Decision
US May Wholesale Inventories + Trade
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et Typically,
big draw over holiday; last week July 4th)
BoC Press Conference w/Gov Poloz & Dpty Gov Wilkins
US Treasury Auctions $22B reopened 10-year Notes (1pm et)
NY Fed's (new) Pres. Williams regional economic discussion in Brooklyn NY
(4:30pm et)
OVERNIGHT into US Thurs. a.m. et:
New Zealand Jun Food Prices
Singapore May Retail Sales
China Foreign Direct Investment
UK RICS Jun House Prices
ECB Survey of Professional Forecasters
Japan Tokyo Avg Jun Office Vacancies
Aussie July Consumer Inflation
Expectations
Eurozone, French, German Italian
Jun CPI, HICP
BoE Credit Conditions & Bank
Liabilities Surveys
IEA Monthly Report
China Outstanding Loan Growth
South Africa May Mining & Gold +
Manufacturing Production
India May Industrial Production,
Manufacturing Output, Jun CPI
Eurogroup Meetings
Eurozone May Industrial Production
26th Arab Econonmic Forum
(Beirut Lebanon to 13th)
ECB Publishes Account of MPC Meeting
|
Thurs.
July 12 |
|
US June CPI
Brazil May Retail Sales
US weekly Jobless Claims, Jun Avg Weekly Earnings
June Chain Store Sales (few that still report)
Canada Jun Teranet/Nat'l Bank Home Price Index, New Housing Price Index
US Treas. Sec'y Mnuchin testifies at US House on State of Int'l
Financial System (10am et)
EIA weekly Natural Gas Report (10:30am et)
Fed's Harker keynotes @ Rocky Mountain Economic Seminar (Victor ID thru
13th)
US Treasury Auctions $14B reopened 30-year Bonds
US Treasury Budget & Refunding Announcement
Fed weekly Balance Sheet & US Money Supply
BoE's Cunliffe speaks @Cumbria Chamber of Commerce (Kendall UK)
Fed's Kashkari on Immigration @ Worthingon Int'l Festival Immigration
Panel Discussion w/Q&A (8pm et)
OVERNIGHT into US Fri. a.m. et:
Singapore Q2 GDP
China Jun Trade Balance (Imports/Exports)
Riksbank publishes minutes from its monetary
policy meeting
German Jun Wholesale Price Index
Spain Jun CPI, HICP
Japan May Industria;l Production/Capacity
Utilization
Swiss June Producer & Import Prices
|
Friday,
July 13 |
|
US June Import/Export Prices
India RX Reserves & Trade Balance
Canada Jun Existing Home Sales
U.M. Prelim July Consumer Sentiment
Fed's Bostic Town Hall @ Northern VA Society of CPA +Q&A (Falls
Church VA)
Baker-Hughes US/North American Rig Count (1pm et)
|
Saturday, July 14 |
|
|
Sunday, July 15 |
|
OVERNIGHT into US Mon. a,m. et
UK Rightmove July House
Prices
China Jun
Jobless Rate, Q2 GDP, Jun Fixed Asset Investment, Retail Sales,
Industrial Production, NBS (Nat'l Bureau of Statistics) Press Conference
Eurozone May Trade Balance
India Jun WPI Food, Fuel,
Inflation, Manufacturing Inflation
Italy May Trade Balance
Trump/Putin Summit
(Helsinki Finland)
|
Monday, July 16 |
|
US June Retail Sales
Canada May Int'l Securities Transactions, Jun Existing Home Sales
Empire State NY Fed July Manufacturing Survey
Russia Industrial Production
US Businesss Inventories
US Treasury Auctions $51B (record) 3-, & ($45B) 6-month Bills
Japan Holiday
OVERNIGHT into US Tues. a.m. et:
Japan Jun Dept Store + Condonimium Sales
Singapore Jun Non-Oil Exports
RBA (Aussie) July 3rd Meeting Minutes
China Jun New Home Prices
EU 27 Jun New Car Registrations
Italy May Industrial New Orders/Sales
Eurozone, France, Germany, Italy, Spain
Jun CPI, HICP
UK Jun Jobless Count/Change, MayWkly Earnings,
ILO May Unemployment Rate/Change + BoE Sr Advisor, Sheren, panelist @ Green Finance Summit
(London)
BoE Gov Carney & Financial Conduct
Authority Chief Bailey @ Treasury Cmte to Discuss BoE's Financial Stability
Report
|
Tuesday, July 17 |
|
Redbook weekly sales snapshot
Canada May Manufaturing Sales
US June Industrial Production/Capacity Utilization
NAHB Jul Housing Market Index
FOMC Chief Powell Semiannual Testimony at Senate Banking Cmte (10am et)
US Treasury Aucgtiojns 4-wk & $26B 52-week Bills
US May TICS (4pm et)
OVERNIGHT into US Wed. a.m. et:
South Africa Jun CPI
UK Jun Consumer, Producer, +
Retail Price Indices, May House Price Index
Eurozone May Construction Output + Jun CPI
|
Wed.
July 18 |
|
US weekly MBA Mortgage/Refinance
Applications
US June Housing Starts/Building Permits
South Africa May Retail Sales
FOMC Chief Powell Semiannual Testimony at House Financial Services Cmte
(10am)
EIA weekly Petroleum/Gasoline/Distillates Stats (w/e 07/13 after crude
reserves fell by (-12.6m) barrels during the July 4th week.
Russia PPI, Retail Sales & Jun Unemployment Rate
US Beige Book (2pm et)
OVERNIGHT into US Thurs. a.m. et:
Japan Jul Tankan Index, Jun
Trade Balance
Aussie Jun Unemployment
Rate/Change/Participation, NAB Qtrly Business Confidence
RBA Jun FX Transactions
China Jun FX net Settlement
UK CBI July Selling Prices, Orders,
Trends
Swiss Jun Overall Trade Balance
(Exports/Imports) + Watch Exports
Japan Machine Tool Orders
UK Jun Retail Sales
Hong Kong Jun Unemployment Rate
|
Thursday, July 19 |
|
US weekly Jobless Claims
Canada ADP June Payrolls Report
Philly Fed Jul Business Outlook Survey
EIA weekly Natural Gas Report
G20 4th Mtg of Finance
Ministers & Central Bank Governors (Buenos Aires thru 22)
Russia FX Reserves
South Africa Interest Rate Decision
US Treasury Refunding Announcement
US Treasury Auctions $13B 10-year TIPS (1pm et)
Weekly Fed Balance Sheet & US Money Supply
OVERNIGHT into US Fri. a.m. et:
South Korea Jun PPI
Japan Jun CPI, Convenience
Store & Supermarket Sales+All Industry Activity
New Zealand Jun Credit Card Spending & Net
Migration
Spain Trade Balance
Eurozone Jun PPI, May Current Account
UK Jun Public Finances, Central Gov't NCR
Fed's Bullard on US Eco &
Monetary P0licy @ Glasglow Chamber of Commerce (Glasglow Scotland)
|
Friday,
July 20 |
|
Canada May Retail Sales, Jun CPI
Baker-Hughes US/North American Rig Count (1pm et)
|
Saturday, July 21 |
|
G20 Finance Ministers & Central
Bank Dpty Governors (Buenos Aires to 22) |
|
WEEKS AHEAD: 07/26
ECB MPC Meets
07/31 BoJ MPC Decision after 2-day Meeting
FOMC 2-day Meeting
Starts
08/01 FOMC post-Meeting Statement
*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. |
* HICP used in Europe, means Harmonized Index of Consumer Prices |
|
|
|
|
|