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September 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, Sept 16 |
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OVERNIGHT
into US Mon. a.m. et:
New Zealand Aug Performance of Services Index
& Westpac Q3 Consumer Confidence
Singapore Aug Trade Balance & Non-Oil
Exports
Riksbank Minutes
of MPC Meeting
Riksbank Gov Ingves discussant
on lessons learned from the banking crisis of the 1990s (Stockholm)
ECB's Coeure speaks at German
Institute for Economic Research (Berlin)
UK Rightmove Sept House Prices
Eurozone Aug (F) CPI
Italian Jul Trade Balance
Eurozone Aug CPI
Canadian Jul International Securities
Transactions
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Monday, Sept 17 |
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NY Fed Empire State Sept
Manufacturing Survey
US Treasury Auctions $48B 3-, & $42B 6-month Bills
Canada Aug Existing Home Sales & Jul Foreign Securities Purchases
Japanese Holiday (Respect for Aged)
OVERNIGHT into US Tues. a.m. et:
Japan Aug Dept Store Sales
Aussie RBA Sept Meeting Minutes, Q2 House Price
Index
New Zealand Aug Offshore Holdings
Italian Jun Industrial New Orders &
Sales
Hong Kong Aug Unemployment Rate
Canada Jul Manufacturing Sales
ECB's Draghi & Nouy speak
@ "Financial Supervision and the Role of National Authorities in Europe" (Paris
FR) ECB/French Central Banker de Galhau also speaks (Tuesday local time)
Riksbank 1st Dpty Jochnick participates in
Moody's Swedish Real Estate Conference--Are we at the top of the real estate cycle?
(Stockholm)
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Tuesday, Sept 18 |
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Redbook weekly store sales snapshot
US NAHB Sept Housing Market Index (10am et)
Russia PPI
Brazil Federal Tax Revenue
US TICS (4pm et)
Yom Kippur Starts at Sundown
OVERNIGHT into US Wed. a.m. et:
New Zealand Q2 GDP & Current Account
Balance
Japan Aug Trade Balance
UK Sep CBI Selling Price & Total Order
Trends
Aussie Aug Skilled Vacancies, RBA Gov
Kent speaks (Sydney)
BoJ MPC 2-day Meeting
Decision, Monetary Policy Statement (9/19 local)
Swiss SECO Sept. 2018 Economic Forecasts
South Africa Aug CPI
EU 27 Aug New Car Registrations,
Jul Current Account
UK Aug CPI, Retail Price Index, PPI (Input
& Output), Jul House Price Index
BoE's Chief Economist Haldane
lecture at Bk of Estonia's 100th Anniversary Conference (Estonia)
Eurozone Jul Construction Output
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Wed.,
Sept 19 |
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MBA weekly
Mortgage/Refinance Applications
US Aug Housing Starts/Building Permits
US Current Account (8:30am et)
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et w/e 09/14)
Russia Monthly GDP
Brazil MPC Interest Rate Decision
Yom Kippur, the day of atonement, Ends at Sundown
OVERNIGHT into US Thurs. a.m. et:
New Zealand Q2 GDP
RBA Bulletin
BoJ Q2 Money Flow
Norge Bank MPC Rate Decision +
Press Conference (09/20 local time)
SNB (Swiss) MPC Interest Rate Decision (09/20
local time)
Swiss KOF Institute Autumn Economic
Forecast
Riksbank Dpty Gov Skingsley presents
Economic Situation & Current Monetary Policy @ Breakfast (Stockholm)
China FX Aug Net Settlement
Japan Aug Supermarket Sales
RBA Aug FX Transactions
Swiss Aug Trade Balance, & Swiss
Watch Exports
UK Aug Retail Sales
Canada Aug ADP Payrolls Report
South Africa MPC Sept Interest Rate
Decision/Prime Rate
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Thurs.
Sept 20 |
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ECB Chief Economist Praet
speaks (NY)
US weekly Jobless Claims
Philly Fed Sept Business Outlook Survey
NAR Aug Existing Home Sales
EIA weekly Natural Gas Report
US Refunding Announcement
US Treasury Auctions $11B reopened 10-year TIPS
Fed Balance Sheet & Money Supply
South Korea Aug PPI
OVERNIGHT into US Fri. a.m. et:
Japan Nikkei Sept (P) Manufacturing PMI +
Jul All Industry Activity Index
New Zealand Aug Credit Card Spending
& Visitors/Migration
Japan Aug CPI, Foreign Investments in
Japanese Stocks & vice versa
French Q2 GDP
Eurozone, France, German, Markit
Sept (P) Manufacturing, Services, & Composite PMI
Spanish Trade Balance
Turkish FinMin Meets German FinMin
(Berlin)
UK Aug Central Gov't NCR, Public Sector
Net Borrowing
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Friday, Sept 21 |
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Quadruple Witch Expiration
Markit Flash US Sept Manufacturing, Services & Composite PMI
Canada Jul Retail Sales, Aug CPI
Baker-Hughes weekly US/North American Rig Count (1pm et)
OVERNIGHT into US Sat. a.m. et:
Riksbank's (Sweden) 350th Anniversary
(Stockholm; Saturday, 9/22 local time)
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Saturday, Sept 22 |
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Sunday, Sept 23 |
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OPEC & non-OPEC Producer
Quota Allies Meet (Algeria)
U.N. General Assembly Meets (NY)
OVERNIGHT into US Mon. a.m. et:
BoJ Minutes of July 30--31st MPC Meeting
(Tokyo)
German IFO Sept Business
Climate & Aug. Import/Export & Wholesale Price Indices
Mon. 09/24 holidays in So Africa,
So Korea, Japan, China
UK Sept CBI Orders & Selling
Trend Prices
Canada Jul Wholesale Trade Sales
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Monday, Sept 24 |
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Chicago Fed Sept Nat'l
Activity Index
Dallas Fed Sept Manufacturing Survey
ECB Pres Draghi speaks @ EU Parliament ECON Cmte hearing
Brazil Aug Current Account, Foreign Direct Investment, Federal Tax Revenue
US Treasury Auctions $48B 3-, & $42B 6-month Bills (11:30am et)
US Treasury Auctions $37B 2-year Notes (1pm et)
US Assesses Tariffs on another $200B Chinese Goods Imported to US
OVERNIGHT into US Tues. a.m. et:
Japan Corporate Services Price Index Aug
Supermarket Sales
BoJ Chief Kuroda speaks to biz
leaders (Osaka)
ECB's Praet, Coeure + US Larry
Summers speak at ECB 3rd Annual Research Conference "Saving the
Heartland" (Frankfurt Germany)
Spain PPI
Norges Bank Gov Olsen speaks at Centre for
Monetary Economics/BI Norwegian Business School
Italian Jul Trade Balance
BoE's Vlieghe speaks @Imperial
College Business School (London)
Brazil MPC Meeting Minutes Released + Inflation
Report
Risk.net 7th Annual Liquidity & funding
Risk Conference (London)
Tues. 09/25 holidays in Hong Kong & South
Korea
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Tuesday, Sept 25 |
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FOMC 2-day Meeting Begins
Redbook weekly store sales snapshot
Philly Fed non-Manufacturing Business Outlook Survey
S&P Case Shiller Jul 20-city Home Price Index
FHFA Jul House Price Index
Conference Board's Sept Consumer Confidence
Richmond Fed Sept Manufacturing Index
Dallas Fed Services Revenues
US Treasury Auctions $17B reopened 2-year FRN Notes (11:30am et)
US Treasury Auctions $38B 5-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
New Zealand Aug Trade Balance & Sept
ANZ Consumer + Biz Confidence Indexes
Credit Suisse Sept Swiss Survey
Expectations & Sept ZEW Expectations
UK Aug BBA Loans for House
Purchases, CBI Sept Reported Sales, Total Distributed Reported Sales
South Korea Holiday Wed. 09/26 (local
time)
ECB's Mersch & Smets speak at digital
finance conference (Brussels)
ECB Pres Draghi receives German Pres.
Steinmeier at ECB Hdqtrs (Frankfurt)
Singapore Aug Industrial Production
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Wed.
Sept 26 |
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MBA weekly Mortgage/Refinance
Applications
US Aug New Home Sales
Brazil Aug Bank Lending
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et, w/e 09/21)
Google, Amazon, Twitter & Facebook testify at US Senate Commerce Cmte
FPA Foreign Policy Ass'n World Leadership Forum: US+China Taking Stock
& Looking Ahead (NY timed to coincide with U.M. GA)
FOMC post-Meeting Rate Decision + SEP (Member Financial Forecasts 2pm et)
FOMC Gov Powell Press Conference (2:30pm et)
T-2 for End of Month/Quarter
OVERNIGHT into US Thurs. a.m. et:
RBNZ (New Zealand) MPC Interest Rate
Decision, Policy Statement & Press Conference
China Aug Swift Global Payments,
Industrial Profits
Aussie Aug Job Vacancies
BoJ's Kuroda speaks
(Tokyo)
German Oct GfK Consumer Confidence, Aug
Retail Sales, Sept CPI
French Aug Consumer Spending
Italy Aug Unemployment Rate & PPI
Hong Kong Aug Exports/Imports
ECB Releases Economic Bulletin
South Africa Aug PPI
Canada CFIB Sept Business Barometer
BoE's Haldane panelist @
Money, Macro, & Finance Research Conf. (London)
BoE's Carney panel chair
on "Sustainable Finance" at 3rd European Systemic Risk Board Annual Conference
(Frankfurt) (Frankfurt)
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Thursday, Sept 27 |
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US Aug Durable Goods
Orders/Shipments
US Q2 GDP, PCE
US Aug Int'l Trade Deficit
US weekly Jobless Claims
US Q2 Corporate Profits
US (Adv) Aug Retail Inventories
US (Adv) Aug Wholesale Inventories
SEC Chair Clayton fireside chat at Rosenblatt 11th Global Leader Exchange
(NY)
US Aug Pending Home Sales Index
EIA weekly Natural Gas Report
WSJ Global Food Forum w/speakers like USDA, FDA, GRUB, IBM, US Sec'y of
Ag Sonny Purdue, SFM, Syngenta, HSY, Bayer, BG, EU @ globalfood.wsj.com
K.C. Fed Sept Manufacturing Index
US Treasury Auctions $31B 7-year Note (1pm et Duration helped by hike
Wed?)
USDA Farm Prices (3pm et)
Fed's Kaplan on "What you Really Need to Lead: The Pow3er of
Thinking and Acting like an Owner" @ Forum
for Minorities in Banking (K.C. Fed thru 28th)
Fed Balance Sheet (Shrinkage increases starting Oct) + US weekly Money
Supply
OVERNIGHT into US Fri. a.m. et:
BoC's Poloz speaks @ Atlantic
Provinces EconomicCouncil (New Brunswick)
New Zealand Aug Building Permits
UK GfK Sept Consumer Confidence + Lloyds
Business Barometer
Japan Aug Jobless Rate/Change,
Sept CPI, BoJ Sept Mtg Summary of Opinions, Aug Retail
Trade, Industrial Production
China Q2 (F) Current Account Balance
UK Sept Nationwide House Price Index
Aussie Aug Private Sector & Housing Credit
Caixin China Sept Manufacturing PMI
Singapore Aug Bank Lending
Japan Jul Vehicle Production, Aug Construction Orders
& Housing Starts
German Sept Unemployment Rate/Claims/Change
UK Q2 Current Account Balance, GDP, Total
Business Investment, HPI
BoE's Ramsden speaks @ Society of Prof. Economists
Annual (London)
Eurozone, French, German, Italy, Spain Sept
CPI & HICP
India Bank Loan & Deposit Growth, Aug Federal
Fiscal Deficit, Infrastructure Output
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Friday,
Sept 28 |
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US Aug Personal
Income/Expenditures + Savings/PCE
Canada Jul GDP, Aug Industrial & Raw Materials Price Indices
Brazil Unemployment Rate
South Africa Aug Trade Balance
Chicago Sept PMI
Fed's Barkin speaks @ Forum for Minorities in Banking
BoE's Ramsden speaks (London)
Brazil Aug Budget Balance
U.M. final Sept Consumer Sentiment
India Q2 Foreign Debt
Canada Budget Balance
Baker-Hughes weekly Rig Count
NY Fed's Williams keynotes "Reserve Reductions, Money Markets &
Future Frameworks" Columbia Univ School of Int'l & Public Affairs & NY Fed
Joint event with Q&A (4:45pm)
OVERNIGHT into US Sat. a.m. et:
Fed's Williams (4:45pm et) &
ECB's Hothausen, BoJ Shimizu, speak at Columbia Univ School of Int'l Affairs & Fed
Reserve Bank of NY Joint "Reesrve Reductions, Money Markets, and Future
Frameworks Conference"
(NY)
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Sat.
Sept 29 |
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China Sept Manufacturing &
Non-Manufacturing PMI |
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WEEKS AHEAD: 10/01
Boston Fed's Rosengern speaks at NABE (12:15pm et)
Mary
Daly new Pres/CEO of San Francisco Federal Reserve Bank
10/02 FOMC Chief Powell Speaks @ NABE (noon luncheon)
*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, 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 Prices |
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