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February/March 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: |
Sun.
Feb 24 |
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OVERNIGHT
into US Mon. a.m. et:
German Jan Import Prices
New Zealand Q4 Retail Sales
Japan Jan Corporate Service Price
Singapore 18Q4 GDP , Jan CPI
Riksbank (Sweden)
Releases Minutes of its Prior MPC Meeting
Swiss 18Q4 Unemployment
Brazil Central Bank Focus Market
Readout, Jan Current Account, Foreign Direct Investment
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Monday, Feb 25 |
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Chicago Fed National
Activity Index
US Dec (F) Wholesale Trade
Dallas Fed Manufacturing Survey
US Treasury Auctions $39B 6-month Bills & $40B 2-year Notes (11:30am et)
US Treasury Auctions $48B 3-month Bills & $41B 5-year Notes (1pm et)
OVERNIGHT into US Tues a.m. et:
German GfK March Consumer
Confidence
RBNZ (New Zealand) Dpty Gov Bascand
speech on "Capital Review--Safet Banks for a Safer New Zealand" (Wellington)
UK BBA Loans for Jan House
Purchase
ECB's Mersch keynotes 3rd FinTech
& Digital Innovation: Regulation at the European Level and Beyond"
organized by Afore Consulting (Brussels)
ECB's Coeure opens
Jt Detusche Bank, ECB, Fed Reserve Bk of Chicago Conference on CCP Risk Managaement
(Franfurt DE)
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Tuesday, Feb 26 |
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US Dec Housing
Starts/Building Permits (8:30am)
Redbook weekly store sales snapshot
S&P CoreLogic Case Shiller Dec 20-city Home Price Index (9am et)
FHFA Dec Home Price Index
Conference Board's Feb Consumer Confidence
Philly Fed Feb Manufacturing Business Outlook Survey
FOMC Chief Powell Senate Banking Cmte Semi-Annual Testimony (10am
et)
Pharmaceutical Execs to testify at US Senate on high drug prices
Richmond Fed Manufacturing Index
US Treasury Auctions $26B 52-week Bills (11:30am et)
US Treasury Auctions $32B 7-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
New Zealand Jan Trade Balance
German Jan Retail Sales
UK BRC Feb Shop Price Index
Hong Kong 18Q4 GDP
Aussie 18Q4 Construction Work Done
Swiss ZEW Feb Survey
Italian Jan Trade Balance & Business
Confidence
Eurozone Jan M3 Money Supply,
Feb Economic Confidence, & Zew Survey
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Wed.
Feb 27 |
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MBA weekly Mortgage/Refinance
Applications
US Dec Int'l Trade Deficit (8:30am et)
Brazil Unemployment Rate
Canada Jan CPI
US Dec Factory Orders
US Adv Dec Retail Inventories
US Dec Wholesale Inventories
FOMC Chief Powell Semi-Annual Testimony @ US House (10am et)
US Dec (F) Durable Goods Orders/Shipments
NAR Jan Pending Home Sales
EIA Petroleum/Gasoline/Distillates Report (w/e 02/22 10:30am et)
Ragharam Rajan & Sir Paul Tucker speak on "Rise of Populism" @ NABE (DC
4:10pm)
OVERNIGHT into US Thurs. a.m. et:
So Korea Jan Industrial Production,
Service Sector Output, & Retail Sales
Japan Jan Retail Trade,
Feb Industrial Production+ Forecast
Brazil FX Flows
China Swift Global Payments
Aussie 18Q4 Private CapEX, Jan Private
Sector Credit, HIA Oct New Home Sales, Private Sector Credit
Independent Centre for Monetary
Economics (Oslo) releases annual Review of Norwegian Central Bank Policy
China Feb Manufacturing,
Non-Manufacturing + Composite PMI
UK Feb Nationwide House Price
Index, Feb Consumer Confidence, Lloyds Biz Barometer
So Korea March Interest Rate
Decision
BoJ Suzuki speaks (Mito), Dec
Vehicle Production, Jan Housing Starts/Construction Orders
Singapore Jan Bank Lending
South Africa Jan Private Sector
Credit
Swiss 18Q4 GDP,
KOF Feb Leading Indicator
UK GfK Feb Consumer
Confidence, Nationwide HPI
French 18Q4 GDP,
Jan Consumer Spending
Spanish Dec Current Account,
Spanish & Italian Feb CPI, HICP
India Jan Fiscal Defecit, 18Q3 GDP,
Jan Infrasstructure Output
Canada CFIB Feb Business
Barometer
German Feb (P) CPI
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Thursday, Feb 28 |
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Fed V. Chair Clarida on
a "View from the Federal Reserve Board @ 35th NABE Economic Policy
Conference-"Promoting Global Growth and Domestic Economic Security (8am et
D.C.)
18Q4 US GDP includes PCE (8:30am et delayed by Dec
gov't shutdown)
Weekly US Jobless Claims
Fed's Bostic panelist @ 2019 Big Data, Big Money: Exploring Banking's
Next Horizon,on "Economic & Housing Landscape Update" w/Q&A
(8:50am et Atlanta GA)
Canada 18Q4 Current Account Balance, Jan Industrial & Raw MAterials Product Pricesd
Chicago Feb PMI
EIA weeky Natural Gas Report (10:30am et)
K.C. Fed Manufacturing Index (11am et)
US Treasury Auctions 4-, & 8-week Bills
Alan Greenspan Lifetime Achievement Award Presentation @NABE
Fed's Harker speaks on Eco Outlook at Philadelphia Inquirer's Influencers
of Finance Awards (PA 12:15pm et)
Fed's Kaplan participant in Q&A @ Real Estate Council of San Antonio (TX
1pm)
Fed's Messter speaks @ 2nd Women in Economics Symposium Fed Bk of St
Louis
USDA Farm Prices (3pm et)
Fed weekly Balance Sheet & US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
New Zealalnd 18Q4 Terms of Trade Index,
Jan Building Permits, Consumer Confidence
Aussie AiG Feb Performance of manufacturing
Index, CBA Feb Mnftg PMI, CoreLogic Feb House Price index, Vehicle Sales
Japan Jan Jobless Rate.
Job-to-Applicant Rate, Loans & Discounts, Feb CPI
Japan 18Q4 Company Sales & Profits, CapEx,
Feb Official Reserves, Nikkei Feb Mnftg PMI & CapEx
China Caixin Feb Mnftg PMI
Aussie Feb RBA Commodity Index
Swiss Jan Retail Sales, Feb Mnftg PMI
Eurozone, France, Germany, Italy Feb Mnftg PMI
South Korea Feb Trade Balance
German Feb Unemployment Claims
Rate/Change, CPI & HICP
UK Jan Net Lending, Mortgage Approvals,
M4, Markit Feb Mnftg PMI
Eurozone Jan Unemployment Rate, Feb CPI
Brazill 18Q4 GDP
India Nikkei Feb Mnftg PMI
Spanish Feb Mnftg PMI
Swiss Jan Retail Sales, SWME Feb PMI
Eurozone, French, Italian, German Feb
Mftg PMI
South Africa Jan Trade Balance, Mnftg PMI, Feb
Total Vehicle Sales
Eurozone Jan Unemployment Rate
India Bank Loan & Deposit Growth, Fx
Reserves
Wards Feb US Vehicle Sales
Canada 18Q4 GDP, Dec GDP
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Friday, March 01 |
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Former NY Fed Pres Dudley
on Financial Stability & Normalization of Monetary Policy @ NABE (8:05am et)
US Jan* Personal Income & Dec* Spending (includes PCE 8:30am
et)
US Feb Vehicle Sales (ex-GM & Ford)
Canada 18Q4 GDP. RBC Feb Mnftg PMI, Jan IPPI + RMPI
Brazil Jan Budget Balance & Feb Trade Balance
US Manufacturing PMI (9:45am et)
ISM Manufacturing Index/Prices Paid/Orders/Employment
U.M. Final Feb Consumer Sentiment
Mexico Markit Feb Mnftgg PMI
Fed's Bostic fireside chat A View from the Federal Reserve Bank of
Atlanta @ 35th NABE Economic Policy Conference (D.C. 12:45pm et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
South Korea Holiday--Independence Movement
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Saturday, Mar 02 |
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Trump took increase in tariffs on
$200B Chinese goods off the table, for now, late on 02/24, in a tweet
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Sunday,
Mar 03 |
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OVERNIGHT
into US Mon a.m. et:
Japan Feb Ending Monetary Base
So Korea Nikkei Manufacturing PMI
ANZ Job Ads, Jan Building Approvals, 18Q4
Business Inventories, Corporate Profits, Private House Approvals
Spain Unemployment Change
UK Feb Construction PMI
Singapore Feb Manufacturing PMI
Eurozone Jan PPI
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Monday, Mar 04 |
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Jan US Retail Inventories
US Dec Construction Spending (10am et)
Jan US Durable Goods Orders/Shipments
US Treasury Auctions $48B 3-, & $39B 6-month Bills (11:30am et)
TD Ameritrade IMX (12:30pm est)
Brazil Holiday--Carnivale
India Holiday
OVERNIGHT into US Tues a.m. et
Aussie TD Securities Feb Inflation, Feb
CBA Services & Composite PMI, Q4 Current Account Balance
South Korea 18Q4 GDP, Feb CPI
New Zealand ANZ Feb Commodity Price
Hong Kong Feb Manufacturing PMI
Nikkei Feb Japan Services &
Composite PMI
China Caixin Feb Services & Composite
PMI
China Premier Xi Press Conference
pre-Opening of NPC
China National Peoples Congress
(Tues. local time, thru 8th)
RBA (Aussie) MPC Decision, March
Cash Target Rate (03/05 local time)
Swedish Dpty Gov Skingsley
panelist on possible introduction of digital currency
So Africa Standard Bank Feb PMI, 18Q4 GDP
SNB (Swiss Central Bank) FY18
Results, Swiss Feb CPI
Eurozone Sentix Mar Investor Confidence,
Jan PPI, Retail Sales
Eurozone, France, Germany, Italy, Spain
Feb Services & Composite PMI
Italy 18Q4 GDP
UK Markit/CIPS Feb
Services, Composite PMI, BRC Feb Like-for- Like Sales, New Car Registrations,
Official Fx Reserves
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Tuesday, Mar 05 |
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Fed's Rosengren on
current economic landscape @ Nat'l Ass'n of Corporate Directors; New England Chapter
(Boston MA 7:30am et)
Redbook weekly store sales snapshot
US Dec Construction Spending
US Feb Services & Composite PMI (9:45am et)
US Dec New Home Sales (10am et)
US Feb ISM non-Manufacturing Index/Employment/Prices
US Treasury Budget (2pm et)
OVERNIGHT into US Wed. a.m. et:
RBA Gov Lowe speaks (Sydney), Q4 GDP,
CapEx, Price Index, Consumption
BoJ's Harada speaks (Kofu)
So Korea Feb Fx Reserves
Markit German Feb Construction PMI
BoE Financial Policy Statement of Feb.
26th Meeting
BoE's Saunders speaks @ Imperial College
(London)
BoE Dpty Gov Cunliffe speaks @
LSESU (London Sschool of Eeconomics Student Union) Economic Symposium, "The Next
Great Crisis"
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Wed.,
Mar 06 |
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MBA Mortgage/Refinance Applications
(7am et)
ADP Feb private sector Employment Report (8:15am et)
US Dec Int'l Trade Deficit (8:30am)
Canada Dec Trade Balance & Q4 Labor Productivity
Jan Factory Orders
EIA weekly Petroleum/Gasoline/Distillates (10:30am et w/e 03/01)
Canada Ivey Feb PMI
Brazil Auto Production/Sales
BoE's Economist Haldane hosts 1st "Citizens Panel" (Hull
England)
Fed's Mester participant in moderated Q&A @Columbus Partnership (noon
Columbus OH)
Fed's Williams on "The Economic Outlook: The 'New Normal' is Now"
@Economic Club of NY w/Q&A (12:10 pm et)
Bk of Canada MPC Interest Rate Decision Announced
Fed's Beige Book (2pm et)
OVERNIGHT into US Thurs a.m. et:
Aussie Feb Performance of Construction
Index, Jan Trade Balance & Retail Sales, Feb Fx Reserves
China Feb Fx Reserves
Swiss Feb Unemployment Rate, Fx Reserves
UK Halifax Feb House Prices, RICS
House Price Balance
So Africa Feb Fx Reserves Report/Change,
18Q4 Current Account
Hong Kong Fx Reserves
Italy Jan Retail Sales
Eurozone 18Q4 Unemployment, GDP,
Gross Fixed Capital, Gov't Expenditure, Housheold Consumption
ECB MPC Rate Decision, Deposit
Facility, QE, (possibly adds back support? Frankfurt DE 03/07 local
time)
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Thurs.
Mar 07 |
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ECB Chief Draghi
post-Meeting Press Conference (7:30am et?)
Challenger Feb US Job-Cut Report (7:30am et)
US weekly Jobless Claims (8:30am et)
US 18Q4 Productivity & Costs
Brazil Markit Feb Services & Composite PMI
Canada Jan Building Permits
Mexico Feb CPI
OECD Interim Economic Outlook
EIA weekly Natural Gas Report (10:30am et)
US Treasury Refunding Announcement incl. 30-yr Bonds (11am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am; value not announced at post)
US Jan Consumer Credit (3pm et)
Fed weekly Balance Sheet + US Money Supply (4:30pm et)
OVERNIGHT into US Fri a.m. et:
New Zealand 18Q4 Manufacturing Activity,
Volume of All Buildings
So Korea Jan Current Account
Japan 18Q4 GDP, Jan Household
Spending. Current Account Balance, CapEx, Trade Balance, Bank Lending, Eco
Watchers Survey Feb Current Conditions, Outlook
China Feb Trade Balance
German Jan Factory Orders
Italy Jan PPI, Industrial Production
French Jan Trade Balance, Current Account
Spain Jan Industrial Production
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Friday,
Mar 08 |
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US Feb Unemployment Report/Continuing
Claims/Participation/Labor Costs (8:30am et)
Jan US Wholesale Inventories/Sales
US Jan Housing Starts/Building Permits
Canada Feb Unemployment Rate/Change/Participation/Wages/Full-Pt-Time, Housing Starts
Fed's Daly participant @ Brookings Papers on Economic Activity (Brookings
D.C. 10am)
WASDE Report
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed Gov Powell speaks prior to 2019 SIEPR Economic Summit Dinner
(9pm et Stanford CA)
OVERNIGHT into US Sat. a.m. et:
ECB's Nowotny speaks (Prague)
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Sat.
Mar 09 |
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China Feb CPI & PPI
Move Clocks Ahead by One Hour before going to sleep
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WEEKS AHEAD: 03/15 BoJ
MPC Meeting
03/19--20 FOMC Meets
03/21 BoE MPC Meets
SNB (Swiss) MPC Meets
Norges Bank (Norway) MPC Meets
03/26 RBNZ (New Zealand) MPC Meets
03/28 Bk of Mexico 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, 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. |
* HICP used in Europe, means Harmonized Index of Consumer Price |
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