 
|
 |
June/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, June 24 |
|
OVERNIGHT
into US Mon. a.m. et:
German May Import Price Index
BoJ Summary of Opinions
(Minutes of 06/15 MPC Meeting)
German IFO Jun. Business Climate, Current
Assessment, Expectations
BoE's Haldane "Town
Hall tour" to meet public stops in Wales (thru 26th)
|
| Monday, June 25 |
|
Chicago Fed May National Activity
Index
US May New Home Sales
Dallas Fed June Manufacturing Survey
US Treasury Auctions $48B 3-, & $42B 6-month Bills
OVERNIGHT into US Tues. a.m. et:
Japan May Corporate Service Price
UK BBA May Loans for House Purchase, CBI
Jun Reported Sales
BoE's McCafferty delivers
valedictory lecture (London)
IMF Mng Dir Lagarde visits
Dublin
|
| Tuesday, June 26 |
|
Redbook weekly store sales snapshot
S&P Case Shiller April 20-city Home Price Index
Conference Board's June Consumer Confidence/Expectations
Richmond Fed Manufacturing Index
Fed's Bostic 'chats' @ Birmingham Civil Rights Institute w/Q&A (1pm
et AL)
US Treasury Auctions $34B 2-year Notes
Fed's Kaplan Q&A @ Greater Houston Partnership State of Talent (1:45pm)
OVERNIGHT into US Wed. a.m. et:
New Zealand May+YTD Trade Balance, ANZ
June Activity Outlook & Business Confidence
BoJ Q1 Money Flow
ECB's Praet testifies @
Dutch Parliament
German May Retail Sales
China May Industrial Profits
EU M3 (May) Money Supply
Credit-Suisse Swiss June Survey of
Expectations
Banco de Mexico Dpty Gov
Javier Guzman roundtable (London)
BoE Gov Carney discusses
Financial Stability Report
|
| Wed.,
June 27 |
|
MBA weekly Mortgage/Refinance
Applications
US May Durable Goods Orders/Shipments
US May Int'l Trade Deficit (ready for a tweet storm?)
US (Adv) May Retail Inventories + Wholesale Inventories
Fed's V.Chair for Supervision, Quarles addresses 110th UBA Con. (Sun
Valley ID)
US May Pending Home Sales
EIA weekly Petroleum/Gasoline/Distillates Report (w/e 06/22)
US Treasury Auctions $16B reopened 2-year FRN Notes (11:30am et)
Fed's Rosengren delivers the 2018 Annual.John Olcay Lecture on
"Ethics & Economics: Is the Economy Too Sensitive to Economic Downturns?" @
Peterson Institute for Int'l Economics (D.C. 12:15pm et)
US Treasury Auctions $36B 5-year Notes (1pm et)
Bk of Canada Gov Poloz speaks @ Greater Victoria Chamber of Commerce
(Canada)
T-2 End of Month, Quarter & Half Year
OVERNIGHT into US Thurs. a.m. et:
Japan May Retail Trade
Canada CFIB June Business Barometer
UK June Nationwide House Prices
China May Swift Global Payments
German GfK July Consumer Confidence
ECB publishes Economic
Bulletin--June Financial Stability Report
Eurozone Consumer, Economic, Business,
Industrial, Services Confidence
German June CPI
RBNZ (New Zealand) MPC announces
OCR (Offical Cash Rate)/Change; 06/ 28th local time) )
SNB Report on Swiss Banks Situation
(Zurich)
BoE's Buck Rogers speak @
Financial Times' Managing Cyber Risk in Critical Infrastructure event, Chatham
House Rules. NATO & LSE speakers, too(London)
BoE's Dir of Financial Markets
Infrastructure Bailey Keynote @ Westminster Business Forum + Economist, Haldane,
discusses one of Britain's biggest Eco problems, poor productivity growth (London)
|
| Thurs.
June 28 |
|
US (F) 18Q1 GDP, + PCE
US weekly Jobless Claims
US (F) Q1 Corporate Profits
EIA weekly Natural Gas Report (10:30am et)
Fed's Bullard (moderated) conversation on US Economy & Monetary
Policy @ Ascension Health Mngmnt Annual Conference w/Q&A (St Louis MO 10:45am)
K.C. Fed June Manufacturing Index
US Treasury Auctions $30B 7-year Notes (1pm et)
USDA Farm Prices (3pm et)
US Money Supply & Fed weekly Balance Sheet (4:30pm et)
Fed Reserve, FDIC, OCC release CCAR (Comprehensive Capital Analysis &
review) of the 35 biggest banks/holding co's conducting business in the US (4:30pm
et)
OVERNIGHT into US Fri. a.m. et:
New Zealand May Building Permits, ANZ
June Consumer Confidence
UK Lloyds June Business Barometer, GfK
June Consumer Confidence
Japan May Jobless Rate, Industrial
Production, Loans & Discounts, Jun CPI
China BoP Q1 (F) Current Account Balance
Aussie May Private Sector Credit
Japan April Vehicle Production, May
Construction Orders & Housing Starts, June CPI
German Jun Unemployment Claims/Change
UK May Net Consumer Credit,
Lending on Dwellings, Mortgage Approvals
UK Q1 GDP, Total Business Investment,
& Current Account Balance, + May M4 Money Supply, April Index of Services
Eurozone June CPI
BoE's David Bailey speaks on payments
regulation in UK (London)
ECB Chief Draghi participant
at European Council Meeting (Brussels)
|
| Friday,
June 29 |
|
US May Personal
Income/Spending/PCE
Canada April GDP
Chicago June PMI
U.M. (F) June Consumer Sentiment
Canada Q2 Senior Loan Officer Survey, Overall Business Outlook
Baker-Hughes weekly US/North American Rig Count (1pm et)
End of Month, Quarter, Half-Year
|
| Saturday, June 30 |
|
BoE Economist Haldane @ Young
Quakers "New Economy Now" Conference (London)
China Jun Manufacturing, non-Manufacturing, + Composite PMI
|
| Sunday, July 01 |
|
Q2 Swiss Real Estate Index Family
Homes
Mexico General Election (includes President)
OVERNIGHT into US Mon. a.m. et:
Aussie AiG Jun Performance of
Manufacturing Index & CBA PMI Manufacturing
Brazil MPC Q3 Long Term Interest Rate
Target Announced
Japan Q2 Tankan Indices +
Outlooks
So. Korea Nikkei Jun Manufacturing PMI
Japan Official June FX Reserves &
Vehicle Production
India Jun Nikkei Manufacturing PMI
Russia Markit Jun Manufacturing PMI
Aussie TD Securities June Inflation &
ANZ Job Ads + RBA Commodity Index
China Caixin Jun Manufacturing
PMI
Swiss May Retail Sales & June SVME
Manufacturing PMI
Eurozone, France, Germany, Italy
& Spain Jun Manufacturing PMI
Italian May Unemployment Rate
UK June Markit Manufacturing PMI
Eurozone May Unemployment Rate & PPI
South Africa Manufacturing PMI + Jun
Vehicle Sales
Singapore Jun Manufacturing PMI
Brazil Jun Manufacturing PMI
ECB Economist Praet panelist @ Informal
Seminar on Occasion of Erkki Likkanen's Farewell from Bk of Finland
(Helsinki Finland)
|
| Monday, July 02 |
|
US June Markit Manufacturing PMI
Index
US June ISM Manufacturing Index, Employment, Prices Paid, New Orders
US May Construction Spending
US Treasury Auctions $48B 3-, & $42B 6-month Bills (11:30 am et) +$35B 4-week
Federal Reserve Rases
the Amount of Interest Receives & Its Holdings Allowed to Run Off without Reinvestment
Holidays in Canada + Hong Kong
Brazil Jun Trade Balance
OVERNIGHT into US Tues. a.m. et
Japan June Monetary Base
Aussie May Building Approvals
RBA (Aussie) MPC Statement, Interest Rate
Decision & Cash Rate Target
French Government May Budget Balance
Spanish Unemployment Rate/Change + CPI
UK Markit/CIPS Jun Construction PMI
Hong Kong May Retail Sales
Eurozone May Retail Sales +
PPI
|
| Tuesday, July 03 |
|
US June Motor Vehicle Sales
US May Factory Orders
RBC Canadian Jun Manufacturing PMI
US May (F) Durable Goods Orders/Shipments
ECB Economist Praet @ Gala hosted by Nat'l Bank of Romania (Bucharest)
Equity & Options Markets Close Early--1pm et
SIFMA Controlled (Bond) Markets Close Early--2pm et
OVERNIGHT into US Wed. a.m. et:
New Zealand Jun QV House Prices, ANZ Jun
Job Ads, AiG Performance of Services IndexCBA Jun Services & Composite PMI
UK BRC Jun Shop Price Index
Nikkei Japan Jun PMI Services &
Composite
Aussie May Trade Balance & Retail
Sales
BoJ Harada speaks
(Ishikawa)
China Jun Caixin Services &
Composite PMI
Markit June Eurozone, France,
Germany Jun Services & Composite PMIs
BoE FPC (Financial Policy Cmte)
Meeting Record of 06/19 Detailed
Riksbank (Sweden) MPC post-Meeting Rate
Announcement/Press Conference
BoE Dpty Gov for Prudential
Regulation, Sam Woods, keynote Seminar: "Building a resilient UK Financial
Sector--next steps for prudential regulation, structural reform and mitigating risks"
(London)
|
| Wed.
July 04 |
|
UK Jun Official Reserves/Change,
Markit/CIPS Services & Composite PMI
All US Markets Closed for Independence Day Celebrations
OVERNIGHT into US Thurs. a.m. et:
BoJ's Masai speaks (Matsumoro)
India Nikkei Jun Services PMI
Russia Markit Jun Services PMI
South Africa Standard Bank Jun PMI
German May Factory Orders
Swiss Jun CPI
Austrian Nat'l Bank & the Economic
Chamber host an economics conference (to 6th; Vienna Austria)
Markit German Jun Construction PMI
BoJ's Masai meets with Business Leaders
(Nagano)
UK Jun New Car Registrations
Markit Jun Eurozone, Freance, Germany,
Italy Services & Retail PMIs
Brazil May Industrial Production, Markit
Services & Composite PMI, FX Flows
South Korea May Current Account
Hong Kong Jun Manufacturing PMI
|
| Thursday, July 05 |
|
MBA weekly Mortgage/Refinance
Applications
Challenger June Job-Cuts Report (7:30am et)
ADP Private Sector Employment Report (8:15am et)
US weekly Jobless Claims (8:30am et)
US June PMI Services Index + Markit Composite PMI
US June ISM Non-Manufacturing Index/Prices Paid/Employment Outlook (10am et)
EIA weekly Petroleum Stats (11am et)
Brazil Jun Auto Production & Sales
US Treasury Refunding Announcement
FOMC June 12-13 Meeting Minutes Released (2pm et)
Fed Balance Sheet & US weekly Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
Aussie Jun AiG Construction Ndex
Japan May Labor Cash Earnings+Household
Spending& FX
German May Industrial Production
South Africa Jun Foreign Reserves
French May Trade Balance + Current Account
Aussie Jun FX Reserves
Swiss Jun FX Reserves
Italy May Retail Sales
Hong Kong Jun FX Reserves
India Bank Deposit & Loan Growth + FX
Reserves
UK Halifax Jun House Prices,
Q1 Unit Labor Costs
|
| Friday,
July 06 |
|
US June Unemployment
Report/Change/Participation/Hourly Earnings
Canada Jun Unemployment Rate/Change/Participation/Full + Part-Time
US May International Trade Deficit
Canada May International Merchandise Trade
Russia CPI
Canada IVEY Jun PMI
EIA weekly Natural Gas Report
Baker-Hughes weekly US/North America Rig Count (1pm et)
|
| Saturday, July 07 |
|
|
|
|
|
|
WEEKS AHEAD: 07/11 Bk of
Canada MPC Meets
07/15
Trump & Putin Summit (Helsinki)
07/26 ECB MPC Meets
07/31 BoJ 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, 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 left San Francisco Fed to become Pres of NY
Fed. That hole in the San Francisco Fed's hierarchy results in Esther George--a vrey vocal
hawk--becoming a voting member of the FOMC. Cleveland Fed's Loretta Mester,
another very vocal 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 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. Hawk Mester
votes in 2018.. |
|
* HICP used in Europe, means Harmonized Index of Consumer Prices |
|
|
|
|
|
|