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July/August 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 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 |
| Sunday, July 29 |
|
German Jun Retail Sales
OVERNIGHT into US Mon. a.m. et
South Africa Jun Private Sector Credit & M3
Money Supply
Spain CPI & HICP
Japan Jun Retail Trade, BoJ
starts MPC 2-day Meeting
UK BoE Jun Net Consumer Credit,
Mortgage Approvals, Lending Secured by Dwellings, M4 Money Supply
Eurozone Jul Economic, Business, Industrial,
Services, & Consumer Confidence
German Jul CPI & HICP
|
| Monday, July 30 |
|
US Jun Pending Home Sales
Index
Brazil Jun Budget Balance & Debt/GDP Ratio
Dallas Fed July Manufacturing Survey
US Treasury Auctions $51B 3-, & $45B 6-month Bills (11:30am et that's
it for wk)
Federal Reserve Bank Loan Officer Survey
USDA Farm Prices (3pm et Tariff impact? )
OVERNIGHT into US Tues. a.m. et
South Korea Jun Industrial Production,
Aug Manufacturing BSI Index, Retail Sales, Jun Service Sector Output
Japan Jun Jobless Rate, Industrial
Production, Loans + Discounts
UK GfK Jul Consumer Confidence
China Jul Manufacturing,
non-Manufacturing + Composite PMI
Aussie Jun Building Approvals, Private
Sector Credit, HIA New Home Sales
Japan May Vehicle
Production, Jun Construction Orders, Housing Starts, Jul Consumer Confidence
New Zealand Jul Building Approvals,
Housing Credit, Private House Approvals
Singapore Jun Bank Lending + Q2 Business
Expectations
BoJ MPC Interest
Rate Decision/Outlook/10-yr yield Target/Bond Buys
SNB (Swiss) 17Q2 Currency Allocation
Eurozone Q2 GDP &
Jun Unemployment Rate
Eurozone, French & Italian Jul CPI
& HICP
Italy Q2 GDP & Monthly
Unemployment Report
Spain Q2 GDP & Current Account
South Africa Jun Unemployment Rate
German Jun Unemployment Rate, Jul Jobless
Claims/Change
Canada May GDP, Jun
Industrial Product + Raw Materials Prices
|
| Tuesday, July 31 |
|
FOMC 2-day Meeting Starts
US Jun Personal Income & Spending, Real Personal Consumption, + PCE
Brazil Unemployment Rate
Q2 Employment Cost Index (ECI)
Canada May GDP, Jun IPPI, RMPI
Mexico Q2 GDP
S&P/Case Shiller May 20-city Home Price Index
Redbook weekly store sales snapshot
Jul Chicago PMI
Conference Board's Jul Consumer Confidence (10am et)
Dallas Fed Jul Services Revenue & Texas Jul Services Sector Outlook
US Treasury Auctions 4- week Bills
OVERNIGHT into US Wed. a.m. et:
New Zealand Jul QV House Prices, Q2
Unemployment Rate/Change/ Participa- tion/Private Wages/Overtime/Avg Hourly Earnings
Aussie Jul AiG Performance of
Manufacturing Index & Manufacturing PMI & Commodity Prices
South Korea Jul CPI, Trade Balance
UK Jul BRC Shop Price Index
Japan Jul Official Reserve Assets &
Jul Vehicle Sales +Manufacturing PMI
Aussie CoreLogic Jul House Prices,
Commodity Index
China Caixan Jul Manufacturing
PMI
India Nikkei Jul Manufacturing PMI
Russia Jul Markit Manufacturing PMI
Markit Eurozone, France, Germany,
Italy, Spain Jul Manufacturing PMI
Hong Kong Jun Retail Sales
India MPC Interest Rate Decision,
Reverse REPO Rate, Cash Reserve Ratio
UK Markit Jul Manufacturing PMI &
Nationwide HPI
|
| Wed.
Aug 01 |
|
US July Motor Vehicle Sales
MBA weekly Mortgage/Refinance Applications
ADP Jul Employment Report (8:15am et Anyone else find it worthless?)
Canada Markit Jul Manufacturing PMI
Brazil MPC Rate Decision, Jul Markit Manufacturing PMI, Trade Balance
US Treasury Refunding Announcement
US July Manufacturing PMI
US July ISM Manufacturing Index/Prices Paid/New Orders/Employment
US June Construction Spending
Markit Mexico Jul Manufacturing PMI
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et/w-e 7/27)
FOMC post-Meeting Interest Rate Statement (2pm et)
OVERNIGHT into US Thurs. a.m. et:
BoJ's Amamiya speaks (Kyoto)
Swiss Jun Retail Sales, Jul Manufacturing PMI,
SECO Consumer Confidence & SVME PMI
BoE Inflation Report
Spain Unemployment Rate/Change
UK Markit/CIPS UK Jul Construction PMI
Eurozone Jun PPI
BoE MPC Aug Rate Decision, Asset
Purchase Target, Bond Buying Target, Q3 Inflation Report (08/02 local time)
|
| Thursday, Aug 02 |
|
BoE Gov Carney post-Meeting
Press Conference
Challenger Jul US Lay-off Report
Brazil Jun Industrial Production
US weekly Jobless Claims
US Jun Factory Orders
Singapore Jul Manufacturing PMI
Russia Central Bank Reserves
US Jun (F) Durable Goods Orders & Shipments
EIA weekly Natural Gas Report
Mexican MPC Announces Overnight Interest Rate, Target
Fed weekly Balance Sheet & US Money Supply
OVERNIGHT into US Fri. a.m. et:
South Korea Fx Reserves
Aussie Jun Trade Balance, Jul Performance
of Service Index, CBA Services PMI
BoJ Minutes of Jun 14-15 Policy
Meeting. Nikkei Jul Services & Composite PMI
Aussie Jun Retail Sales
China Caixan Jul Services & Composite
PMI
Swiss Jul CPI
Eurozone, Germany, France, Italy,
Markit Jul Services & Composite PMI
India Bank Deposit & Loan Growth, +
Fx Reserves
UK Jul Official Reserves/Changes,
Markit/CIPS Jul Services & Composite PMI
|
| Friday,
Aug 03 |
|
US July Unemployment Report
/Change/Participation/Avg Hrly Earnings
Canada Jun Int'l Merchandise Trade Balance
US Jun International Trade Deficit (Trump obsession & billy club)
Brazil Markit Jul Services & Composite PMI
Mexico Jul Consumer Confidence
US Jul Services PMI
US Jul ISM Services Index
Baker-Hughes weekly US/North American Rig Count (1pm et)
|
| Saturday, Aug 04 |
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WEEKS AHEAD: 08/07 RBA
(Aussie) MPC Meets
BoJ Releases July 30--31st Meeting Minutes
08/09 RBNZ (New Zealand) MPC Meets
Chicago Fed's Evans interviewed by reporters on target rate upper limit
08/16 Norges Bank (Norway) MPC Meets
FOMC Aug 1st Meeting Minutes
09/13 ECB MPC Meets
BoE MPC Meets
09/25--26 FOMC Meets, Updates Forecasts, Press Conference to Follow
*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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