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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 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
Fed V Chair Quarles introductory remarks @ Alternative Reference Rates Cmte Roundtable
(LIBOR going away)
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 |
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G20 Finance Ministers & Central
Bank Dpty Governors (Buenos Aires to 22) |
| Sunday, July 22 |
|
G20 FinMin & Central
Bank Dpty Governors wrap up meeting
OVERNIGHT into US Mon. a.m. et:
Singapore Jun CPI
Hong Kong Jun CPI
UK Jul CBI Reported & Total
Distributed Reported Sales
Canada May Wholesale Trade Sales
BoE Dpty Gov Broadbent
speaks to Society of Professional Economists (London)
|
| Monday, July 23 |
|
Chicago Fed National Activity Index
NAR Jun Existing Home Sales
US Treasury Auctions $52B 3-, & $45B 6-month Bills (11:30am et)
OVERNIGHT into US Tues. a.m. et:
German Jun Import Prices
Japan Nikkei Jul (P) Manufacturing PMI,
Jun Supermarket Sales
Eurozone, France, Germany, Italy,
Markit July (P) Manufacturing, Services & Composite PMI
Italy Jun Trade Balance
EU FinMins Meet
EU Economic & Financial Affairs
Council Meet (Brussels)
|
| Tuesday, July 24 |
|
Redbook weekly store sales snapshot
FHFA May House Price Index
Markit US July Flash Composite PMI
Richmond Fed Jul Manufactruring Index
US Treasury Auctions $35B 2-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
New Zealand Jun Trade Balance, Q2
Unemployment Rate
Aussie Jun Skilled Vacancies, Q2 CPI
France & Spain Jun Release PPI
German Jul IFO Business
Climate, Current Assessment & Expectations
Swiss Credit Suisse Jul Expectations
Survey
UK Jun Finance Loans for Housing
ECB releases monthly Data on
Lending & Money Supply (Frankfurt)
|
| Wed.,
July 25 |
|
MBA weekly Mortgage/Refinance
Applications
US June New Home Sales
EIA weekly Petroleum/Gasoline/Distillates Report
US Treasury Auctions $18B 2-yr Floating Rate Notes (FRN 11:30am et)
Brazil Fx Flows
US Treasury Auctions $36B 5-year Notes (1pm et)
OVERNIGHT into US Thurs. a.m. et;
South Korea Q2 GDP
Japan Jun Corporate Services PPI
China Jun Swift Global Payments
Aussie Q2 Import/Export Price Index
Singapore Jun Industrial Production
German Aug GfK Consumer Confidence
Hong Kong Jun Trade Balance
South Africa Jun PPI
Spain Q2 Unemployment Rate
Brazil BCB National Monetary Council
Meets
Canada CFIB Jul Business Barometer
ECB Announces its MPC Meeting Decision
on Rates/QE (07/26 local time)
ECB Chief Draghi post-Meeting Press
Conference
|
| Thurs.
July 26 |
|
US Jun (P) Durable Goods
Orders/Shipments
US (adv) Jun International Trade Deficit
US weekly Jobless Claims
US (adv) Jun Retail Inventories
US (adv) Jun Wholesale Inventories
EIA Natural Gas Report (10:30am et)
K.C. Fed Jul Manufacturing Index
US Treasury Auctions $30B 7-year Notes (1pm et and could be
trouble)
Fed weekly Balance Sheet & US Money Supply
OVERNIGHT into US Fri. a.m. et:
Japan Jul CPI |
Aussie Q2 PPI
Singapore Q2 Unemployment Rate, URA
Property Index
China Jun Industrial Profits
German Jun Retail Sales
UK Nationwide Home Price Index
Spain Jun Retail Sales
Italy Jun PPI
Russia Jul Interest Rate Decision &
Jun GDP
France Q2 (Adv) GDP
ECB Survey of Professional Forecasters
|
| Friday,
July 27 |
|
US Q2 GDP includes PCE
(2nd look after reported 2.2% in 1st guess)
Fed's Bullard speaks
Brazil Jun Bank Lending
U.M. Final July Consumer Sentiment (10am et)
Canada April Budget Balance
Baker-Hughes weekly US/North American Rig Count (1pm et)
|
| Saturday, July 28 |
|
UK Jul Nationwide House Price Index |
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WEEKS AHEAD: 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. |
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* HICP used in Europe, means Harmonized Index of Consumer Prices |
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