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December 2018--January
2019 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,
Dec 23 |
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OVERNIGHT
into US Mon. a.m. et:
German Nov Import/Export Prices
Singapore Nov CPI
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| Monday, Dec 24 |
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First Equity Trades Since
Indices were Rebalanced on Close 12/21
Partial Shutdown and an Extra Day's Holiday for US Government Workers
Chicago Fed Dec National Activity Index
US Treasury Auctions $39B 3-, & $36B 6-month Bills (10am et)
US Treasury Auctions $40B 2-year Notes (11:30am et)
US Equities Close 1pm
US Bonds Close 2pm
Holidays in Japan, Italy, Germany
Early Closes in Hong Kong, Singapore, New Zealand, Australia, Spain, France, UK
OVERNIGHT into US Tues. a.m. et:
Japan Nov Corporate Service Price
BoJ releases Minutes of 10/30--31
MPC Meeting (12/25 local time)
BoJ Chief Kuroda speaks
@ Mtg of Councillors of Nippon Keidanren (Tokyo)
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| Tuesday, Dec 25 |
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Merry Christmas!
Most Worldwide Markets Closed
OVERNIGHT into US Wed. a.m. et:
Credit Suisse Dec. Swiss Survey of
Expectations
Singapore Nov Industrial Production
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| Wed.,
Dec 26 |
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US Markets Reopen but Many Western
Markets Remain Closed
Redbook weekly Store Sales Snapshot
S&P Case/Shiller Oct 20-city Home Price Index
Richmond Fed Manufacturing Index
US Treasury Auctions $18B reopened 2-year FRN (11:30am et)
US Treasury Auctions $41B 5-year Notes
Foreign Markets Remain Closed in: Australia, Canada, France, Hong Kong, Italy, New
Zealand, South Africa, Spain, Switzerland, UK, Germany
OVERNIGHT into US Thurs. a.m. et
German Oct Retail
Sales
China Nov Swift Global Payments &
Industrial Profits
Japan Nov Housing Starts, Construction
Orders, CPI
BoJ Releases Minutes of 12/19--20 MPC
Meeting & Summmary of Opinions
ECB Publishes Economic Bulletin
Spain Nov Retail Sales
Hong Kong Nov Trade Balance
Swiss Dec ZEW Survey of Conditions &
Expectations
Russian Central Bank Reserves
Canada CFIB Dec Business Barometer
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| Thurs.
Dec 27 |
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US weekly Jobless Claims
Brazil Nov Bank Lending
FHFA Oct House Price Index
US Nov New Home Sales
Conference Board's Dec Consumer Confidence/Expectations
US Treasury Auctions 4-, & 8-week Bills (11:30am et values not yet announced)
US Treasury Auctions $32B 7-year Notes (1pm et)
USDA Farm Prices (3pm)
US weekly Fed Bank Balance Sheet & Money Supply
OVERNIGHT into US Fri a.m. et:
So Korea Nov Industrial Production, Service
Sector Output, Retail Sales, Jan Manufacturing BSI Index
Japan Nov Jobless Rate, Retail Trade,
Industrial Production, Dec CPI
Australia Nov Housing Credit & Private
Sector Credit
Russia Markit Dec Manufacturing & Services
PMI
China Q3 BoP Current Account Balance
Japan Oct Vehicle Production
UK Dec Nationwide House Price Index, BBA
Nov Loans for House Purchase
German Dec CPI, HICP
Spain Q3 GDP, Current Account, CPI & HICP
Italy Nov Unemployment Rate
Brazil Unemployment Rate & Budget BAlance
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| Friday,
Dec 28 |
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US Nov Int'l Trade Deficit
US (adv) Nov Retail Inventories
US (adv) Nov Wholesale Inentories
Chicago PMI
NAR Nov Pending Home Sales
EIA weekly Natural Gas Report (10:30 am et w/e 12/21)
EIA weekly Petroleum/Gasoline/Distillates Stats (11am et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
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| Sat.
Dec 29 |
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Russia Dec Markit Services PMI |
| Sun.
Dec 30 |
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OVERNIGHT
into US Mon. a.m. et
Aussie Nov Private Sector & Housing Credit
South Korea Dec CPI
China Dec Manufacturing,
Non-Manufacturing & Composite PMI
Singapore Nov Bank Lending
India Nov Federal Fiscal Deficit, foreign Debt,
Infrastructure Output
Brazil Q1 Long-term Interest Rate
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| Monday, Dec 31 |
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Calendar Year 2018 Ends
Worldwide Markets Either Close Early or Do Not Open at All
Dallas Fed Dec Manufacturing Survey (10:30am)
US Treasury Auctions $36B 3-, & $26B 6-month Bills (11am)
US Treasury Auctions $26B 52-week Bills (11:30am)
US Bond Market Closes 2pm
US Equities Trade Full Day to 4pm et
|
| Tuesday, Jan 01 |
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New Year's Day 2019
Holiday Worldwide
Brazil's New President, Jair Bolsonaro, Inaugurated
Some US Gov't Data Will Be Delayed Until the Federal Goverment Reopens
OVERNIGHT into US Wed. a.m. et
Aussie CBA Dec Manufacturing &
Composite PMI + CoreLogic HPI
South Korea Dec Trade Balance, Nikkei
Manufacturing PMI
Singapore Q4 GDP & URA Property Index
German Nov Retail Sales
China Caixin Dec Manufacturing
PMI
UK Markit/CIPS Dec Manufacturing PMI
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| Wed.
Jan 02 |
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Redbook weekly store sales snapshot
US (Adv) Nov Trade Balance
US Nov Wholesale Inventories
US Manufacturing PMI (9:45am)
Brazil Fx Flows & Dec Trade Balance
Mexico Markit Dec Manufacturing PMI
Holidays in Switzerland, New Zealand, Russia & Japan
OVERNIGHT into US Thurs. a.m. et
India Nikkei/Markit Dec Manufacturing PMI
Eurozone, Italy, France, German,
Swiss, Spanish Dec Manufacturing PMI
Swiss SVME Dec PMI
UK Markit/CIPS Dec Construction PMI
Wards Dec Total US New Vehicle
Sales
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| Thursday, Jan 03 |
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US December 2018 Motor
Vehicle Sales
MBA weekly Mortgage/Refinance Applications (always slowest week of yr)
New US Congress Sworn In--Pelosi likely returns as Speaker of the House
Challenger Dec 2018 Job Cut Report (7:30am et)
ADP December Private Company Dec. Employment Report (8:15am et)
US weekly Jobless Claims (8:30am et; Issued last week so likely this week, as well)
Dec. US ISM Manufacturing Index/Employment/Prices Paid/New Orders
(10am)
US Refunding Announcement (11am et)
US Treasury Auctions 4-, & 8-week Bills (amounts not known, yet)
Fed Reserve Bank weekly Balance Sheet & US weekly Money Supply (4:30pm et)
OVERNIGHT into US Fri a.m. et:
Aussie Dec Services PMI & Global Dairy
Index
Japan Dec Official Fx Reserves, Dec Nikkei
Manufacturing PMI
China Caixin Dec Services &
Composite PMI
Singapore Dec Manufacturing PMI
Spain Unemployment Rate/Change
UK BRC Dec Shop Price Index,
Markit/CIPS Services & Composite PMI
Markit Eurozone, France, Italy, German Dec
Services & Composite PMI
Hong Kong Nov Retail Sales & Dec
Manufacturing PMI
German Dec Unemployment Rate/Claims
UK Nov Net Consumer Credit, Lending for
Dwellings, Mortgage Approvals, Dec Nationwide HPI, Money Supply, + Official
Fx Reserves
Eurozone, France, Spain, Italy, Germany
Nov PPI & Dec CPI & HICP
India Bank Loan & Deposit Growth, Fx
Reserves
Brazil Markit Dec Services & Composite PMI
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| Friday,
Jan 04 |
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US Dec 2018 Unemployment
Rate/Change/Participation (Gov't Shut down impact might be no release?)
Canada Dec Employment Report/Change/Participation/Wages
US Dec. Markit Services PMI
Canada Nov Raw Materials & Industrial Price Indices
FOMC Chief Powell panelist w/Ben Bernanke & Janet Yellen
@AEA "US Federal Reserve: Joint Interview" (10:15am Atlanta GA)
Fed's Barkin on "The Outlook for Growth" @ Maryland Bankers
Ass'n 1st Friday Economic Outlook
Fed's Bostic panelist on "Long-Run Macroeconomic Performance: A
Multi-Faceted Perspective" AEA/Allied Social Science Ass'n Jt Mtg (10:15am Atlanta)
EIA weekly Natural Gas Report (10:30am et; w/e 12/28)
EIA Weekly Petroleum/Gasoline/Distillates Report (11am et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
OVERNIGHT into US Sat a.m. et:
French Nov Trade Balance
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| Saturday, Jan 05 |
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Fed's Williams on
Monetary Policy Frameworks @ AEA
Fed's Daly panelists on "What's Next? Moving Beyond Research Results
to an Inclusive Classroom" @ AEA/ASSA Jt Mtg (10:15am et)
Fed's Bostic panelist on "The Future of Traditional Banking" @
AEA
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WEEKS AHEAD: Jan. 07, 2019 Fed's
Bostic fireside chat @ Rotary Club of Atlanta
Dec US Retail Store Sales Release
01/09 BoE Gov Carney online Q&A on "Let's Decide the
Future of Money"
Fed's Resengren on Eco Outlook @ Boston Economic Club
Fed's Bostic speaks @ Chattanooga Chamber of Commerce 2019 Eco Outlook
FOMC Minutes of the 12/18--19/2018 Meeting Released
BoC
(Canada) MPC Interest Rate Announcement & Policy Report
*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. |
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* HICP used in Europe, means Harmonized Index of Consumer Price |
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