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November 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,
Nov 11 |
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US Veteran's Day
OPEC & non-OPEC Oil Producers Meet on Quotas (Dubai UAE)
Alibaba Singles Day Sales (includes Tmall)
52nd Felaban LatAm Bankers Assembly (Punta Gorda Dominican Republic thru
14)
World Economic Forum (WEC) Future Councils Annual Mtg (Dubai UAE thru 12th)
OVERNIGHT into US Mon. a.m. et:
New Zealand Oct Card Spending + Food
Prices
Italian Sept Industrial Production
Australia NAB Oct Business Survey
India Sept Industrial Production,
Manufacturing Output
BoE Dpty Gov for Prudential
Regulation & CEO of Reg Authority Sam Woods moderates a panel @ Chatham House
Conference on "The Future of London as a Financial Centre" (London)
German FinMin Scholz speaks to VAP
(Foreign Press Ass'n--Berlin)
21st Euro
Finance Week opens w/Keynote by ECB V.P. de Guindos (Frankfurt Germany
thru 16th)
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Monday, Nov 12 |
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US Bond Markets Closed
US V.P. Pence leaves for Japan (thru 13th)
US Equities Trade Regular Hours (9:30am to 4pm et)
Janet Yellen, Pres'ts Bill Clinton & George Bush, David Cameron, Ken Griffin,
Gary Cohn, CFTC Chair Giancarlo, H.R. McMaster, Bob Woodward, Steve Wozniak, Alex
Ohanian, all speak at the CME Global Financial Leadership Conf (Naples FL
thru 14th)
APEC (AsiaPac) Economic Cooperation Leaders Week (Papua New Guinea
thru 13th)
Cowen post-Election Pow-Wow (D.C. thru 13th)
New San Francisco Fed Pres Mary Daly speaks "REDI: the Regional
Economic Development for Eastern Idaho" w/Q&A (Idaho Falls ID; 2:30pm et)
OVERNIGHT into US Tues. a.m. et:
Aussie Oct NAB Business Conditions
& Confidence
South Korea Oct Import/Export Price
Indices
Singapore Sept Retail Sales
China Outstanding Loan Growth YTD
Japan Oct Corporate Goods
Price Index (PPI)
German Oct CPI +HICP
Swiss Oct PPI
Italian 3-, 7-, &
30-year BTP Auctions
UK ILO Sept Unemployment Rate/Change/Earnings,
Oct Claimant Count/ Change
German ZEW Nov
Survey of Eco Conditions & Expectations
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Tuesday, Nov 13 |
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US NFIB Small Business
Optimism Index
Redbook store sales weekly snapshot
Brazil Sept Retail Sales
Fed's Kashkari delivers welcome remarks @ Regional Economics
Conference on Immigration w/Q&A (Fed Reserve Bk of Minneapolis 10am )
OPEC Monthly Report (estimated date)
Russian Qtrly GDP
Philly Fed's Harker participates in lead into "Fintech and the New
Financial Landscape" (Philadelphia PA)
US Treasury Auctions $45B 3-, & $39B 6-month Bills (11:30am et)
Treasury Auctions $50B 4-, & $30B 8-week Bills (1pm et)
US Treasury Monthly Budget (2pm et)
S.F. Fed's Daly lectures at Boise State Univ w/Q&A (Boise ID 5pm et)
OVERNIGHT into US Wed. a.m. et:
Japan Q3 GDP/Private Consumption/Business
Spending/CapEx
South Korea Oct Unemployment Rate
German Oct Wholesale Price Index
Aussie Q3 Wage Price Index
China Oct Retail Sales,
Industrial Production, Fixed Assets, Property Investment, Oct Jobless Rate
Japan Sept Industrial Production/Capacity
Utilization, Tertiary Industry Activity Index
India Oct Fuel, Food, & Manufacutring
Inflation
German Q3 GDP
ECB's Lautenschlager part of
"Banking Supervision, Resolution & Risk Management in Europe" @
Euro Finance Week (Frankfurt)
Bk of Greece Gov Stournaras speaks on
lessons from the crisis & challenges for Greek banking sector going forward (Geneva)
BoE's Ramsden participates in online
Q&A on the future of money (London)
French & Spanish Oct CPI & HICP
UK Oct CPI, Retail & Producer
Input & Output Price Indices, Sept House Price Index
IEA Monthly Report .
EU FinMins Meet (must be some
Brexit terms to discuss)
Eurozone Sept Industrial
Production, Q3 GDP, Unemployment
South Africa Sept Retail Sales
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Wed.,
Nov 14 |
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MBA weekly Mortgage/Refinance Apps
US Oct CPI
FOMC V. Chair Quarles testifies at House Financial Services Cmte (9am et)
Amal Clooney keynotes Greenbuild International Conference (Chicago)
Atlanta Fed Business Inflation Expectations (10am et)
Brazil FX Flows
FOMC Chief Powell & Dallas Fed's Kaplan discuss national & global
economic issues w/Q&A at Dallas Fed (TX 5pm et)
OVERNIGHT into US Thurs. a.m. et:
Japan Q3 Housing Loans + Oct Condominimum
Sales
German Oct Wholesale Price Index,
Aussie Oct Unemployment
Rate/Change/Participation/Full & Part-Timers
RBA Oct FX Transactions
China Oct. New House Prices
EU 25 Oct New Car Registrations
French Q3 GDP
UK Oct Retail Sales
Eurozone Sept Trade Balance
India Trade Balance
Riksbank's af Jochnick discusses Central
Bank Digital Currencies @ Euro Finance Week (Frankfurt)
ECB V.P. de Guindos keynotes General
Annual Meeting of Foreign Bankers Ass'n (Amsterdam NL)
Atlanta Fed's Bostic
speaks at GIC "Central Banking Series:Madrid"
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Thurs.
Nov 15 |
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US weekly Jobless Claims
Philly Fed Business Outlook Survey
Ontario FinMin Fedeli presents the province's fall economic statement--1st
buget update for new Progressive Conservative Party gov't
Canada Teranet/National Bank Oct HPI & ADP Payrolls Report/Change
US Oct Retail Sales
Russia FX Reserves
Empire State (NY Fed) Manufacturing Survey
Import/Export Prices (8:30am et; Tariff impact?)
Business Inventories, & Inventories/Sales Ratio (10am et)
Canada Oct Existing Home Sales
FOMC V. Chair Quarles testifies at Senate Banking Cmte on the Fed's Supervision
& Regulation of the Financial System (10am et)
EIA weekly Natural Gas Report (10:30am et w/e 11/09)
EIA weekly Petroleum/Gasoline/Distillates Report (11am et)
Bank of Mexico MPC Rate Decision
Fed's Kashkari partipates in moderated Q&A @ MN AgriGrowth Council
(Minneapolis 3pm)
Fed weekly Balance Sheet & US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
New Zealand non-Resident Bond Holdings,
Oct PMI
Singapore Trade Balance & non-Oil
Exports
German Oct WPI
Hong Kong Q3 GDP, Oct Unemployment Rate
Italian Industrial New Orders &
Sales, Sept Trade Balance, Oct CPI
India FX Reserves
UK Inflation Report Hearings (Parliament)
Eurozone Oct CPI
ECB Pres Draghi & Bundesbank Pres
Weidmann speak at conf. (Frankfurt)
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Friday,
Nov 16 |
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US Oct Industrial
Production/Capacity Utilization
Quarterly (adv) Services Report (10am et)
Canada Unemployment Report, Sept TICs + Manufacturing Sales
Russia Industrial Production
K.C. Fed Nov Manufacturing Index (11am et)
Fed's Evans speaks on current eco conditions & monetary policy @
Fixed Income Forum Roundtable w/Q&A (11:30am Chicago)
Baker-Hughes weekly US/North American Rig Count (1pm et)
US Sept TICS (4pm et)
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Sat.
Nov 17 |
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Sunday,
Nov 18 |
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OVERNIGHT
into US Mon. a.m. et:
Brazilian Central Bank Focus Market
Report
New Zealand Q3 PPI
Japan Oct Trade Balance
China Oct Fx Settlement
UK CBI Nov Order & Price Trends
Japan Oct Dept Store Sales
BoJ's Kuroda + Bk of
France de Galhau speak @ EuroPlus (Tokyo)
UK Rightmove Nov House Prices
Eurozone Sept Current Account,
Construction Output
Russia Monthly GDP
BoE UK Deposit Takers top Supervisor,
Proudman, on "Cyborg Supervision--The Application of Advanced Analytics in Prudential
Supervision" (London)
Financial Stability Strategy & Risk
Dir, Brazier, speaks @ Denmark's Nationalbank Macroprudential Policy Conference
(Copenhagen)
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Monday, Nov 19 |
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Fed's Williams speaks
@ Per Scholas (tech-related job training for adults; 9:40am et Bronx NY)
NAHB Nov Housing Market Index (10am et)
EU Economic Commissioner Moscovici news conferernce @ EU Hdqtrs
Q3 eCommerce Sales
Fed's Williams moderated discussion w/Pres of NYC Hispanic Chamber of
Commerce w/Q&A (10:45am Bronx Musem of Arts NY)
BoC media event to unveil the new $10 (Canadian) bank note (Museum for Human Rights,
Winnipeg)
US Treasury Auctions $42B 3-,, & $36B 6-month Bills (11:30a,m et)
Fed's Williams meets w/leadership of non-profit Here to Here w/Q&A
(more adult training 3:15pm Bronx)
OVERNIGHT into US Tues. a.m. et:
South Korea Oct PPI
RBA releases Nov MPC Meeting Minutes
Swiss Oct Imports/Exports + Watch
Exports/Trade Balance
French Unemployment Rate/Change
German Oct PPI
RBA Gov Lowe speaks (Melbourne)
Hong Kong Oct CPI
EU FinMins Meet (approx date)
Russia Oct Unemployment Rate, Retail
Sales, PPI
BoE Gov Carney, Dpty Gov
Cunliffe, Chief Economist Haldane answer questions about the Nov Inflation Report
(London)
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Tuesday, Nov 20 |
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US Oct Housing
Starts/Building Permits (8:30m et)
Redbook weekly stores sales snapshot
BoC Dpty Gov Lane panelist at Internet Society of Canada Chapter
(Toronto)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; values not announced yet)
BoC (Canada) Wilkins speaks @ Max Bell School of Public Policy (Montreal)
Philly Fed Non-Manufacturing Nov Business Outlook Survey
Brazil Holiday
OVERNIGHT into US Wed. a.m. et:
New Zealand Oct Credit Card Spending
Japan Sept All Industry Activity &
Supermarket Sales
Norges Bank Gov Olsen opens Meeting on
Alternative Norwegian Krone Reference Rates (Oslo)
Riksbank press conference w/Gov Ingves
& Sandstedt, head of Financial Stability Dept, followed by publication of financial
stability report (Stockholm)
South Africa Oct CPI
Spain Trade Balance
UK Public Sector Oct Net Borrowing,
Central Gov't Borrowing
OECD EU Economic Outlook
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Wed.
Nov 21 |
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MBA weekly Mortgage/Refinance
Applications
US Oct (P) Durable Goods Orders/Shipments (8:30am et)
Canada Sept Wholesale Sales
US weekly Jobless Claims
U.M. (F) Nov Consumer Sentiment/Current Conditions/Expectations
US Oct Existing Home Sales
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et w/e 11/16)
US Treasury Refunding Announcement
US Treasury Auctions $11B reopened 10-year TIPS
EIA weekly Natural Gas Report (noon et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
OVERNIGHT into US Thurs. a.m. et:
New Zealand Migration/Tourist Arrivals
Japan Oct CPI, Purchases of Foreign
Stocks & Bonds (thru 11/16)
Singapore Q3 GDP
UK Inflation Report Hearings (approx
date, since Brexit usurps everything)
ECB MPC Meeting Account
South Africa MPC Meeeting & Rate
Decision
BoE MPC Member Saunders speaks @ Annual
CBI South West Economics Dinner (Bath UK)
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Thursday, Nov 22 |
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US Thanksgiving Day--All US
Markets Closed
Canada Q3 Cor;porate Profits
BoC Dpty Wilkins panelist @ Canadian Mortgage & Housing Corp
(Ottawa)
BoC Financial System Review
OVERNIGHT into US Friday
Singapore Q3 GDP
Japan Oct Machine Tool Orders &
Nikkei Nov Manufacturing PMI
Swiss 3Q Industrial & Construction
Output
Eurozone Nov Consumer Confidence
Aussie CBA Nov Manufacturing &
Services/Composite PMI
UK CBI Nov Reported Sales & Total
Distributed Sales
Singapore Oct CPI
German Q3 (F) GDP, Gov't
Spending/Private Consumption/CapEx/ Construction Investment/Domestic Demand
/Exports/Imports
Eurozone, Frence, Germany, Italy
Nov Mftng/Services + Composite PMIs
India Bank Deposit & Loan
Growth, Fx Reserves
Bank of Italy publishes its
Financial Stability Report (11/23 local time)
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Friday,
Nov 23 |
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Black Friday--one
of the largest US shopping days of the year
Canada Sept Retail & Auto Sales, Oct CPI
Markit Flash US Nov. Mnftg & Services + Composite PMI
Brazil Net Payroll Jobs
Mexico Sept IGAE Economic Activity
Fed's weekly Balance Sheet & US Money Supply (4:30p, et)
US Equities Close @ 1pm et
SIFMA-Controlled US Markets Close @ 2pm et
Japan & India also celebrate holidays
OVERNIGHT into US Sat. a.m. et:
German Oct Impor Price Index
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Saturday, Nov 24 |
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WEEKS AHEAD: 11/28
FOMC Chief Powell speaks @ Economic Club of NY luncheon
12/04 RBA (Aussie) MPC Meets
12/05 BoC (Canada) MPC Meets
FOMC Chief Powell testifies before Jt Economic Cmte of Congress (DC)
12/13 ECB MPC Meets
SNB (Swiss) MPC Meets
Norges (Norway) MPC Meets
12/16 ECB's Draghi & Bundesbank's Weimann speak
(Frankfurt)
Chico Fed's Evans Q&A @ Fixed Income Forum Roundtable (Chicago)
12/18--19 FOMC Meets
12/19 FOMC Chief Powell Press Conference post-Expected Rate Hike
BoJ's Kuroda & Bk of France's de Galhau speak @ Europlace Int'l Fin Forum
12/20 BoE MPC Meets
BoJ MPC Meets
Riksbank (Sweden) MPC Meets
Bk of Mexico MPC Meets
*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 Price |
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