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December 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 01 |
|
ECB Pres. Lagarde participates
in ceremony with presidents of EU Parliament, EU Commission & European Council marking
10th anniversary of the Lisbon Treaty (Brussels)
OVERNIGHT into US Mon. a.m. et:
Japan Nov Official Reserves, Q3 Capital
Spending, Corporate Sales/Inventoires/ Profits
Aussie AiG Performance of Manufacturing Index,
Aussie CoreLogic Nov HPI, Oct Building Approvals
New Zealand Q3 Terms of Trade
China Nov Caixin Manufacturing PMI
Aussie RBA Nov Commodity Index, ANZ Job Ads, Q3
Corporate Gross Operating Profit, Business Inventories, Company Pre-tax Profits
German Oct Retail Sales
South Korea Nov CPI
Japan Q3 Capital Spending, Nov Nikkei
Manufacturing PMI
India Nov Nikkei Markit Manufacturing PMI
Russia Nov Manufacturing PMI
Swiss Oct Retail Sales, Nov Manufacturing PMI,
procure.ch Nov Manufacturing PMI
Hong Kong Oct Retail Sales
Markit Eurozone, France, Germany, Italy Nov
Manufacturing PMI
ECB Pres. Lagarde testifies
@European Parliament ECON Hearing (Brussels 15:00cet)
Speakers @BoE "New Approaches for
Modelling Expectations in Economics" include Chief Economist Haldane, and
more here
(BoE, London, thru 3rde)
|
| Monday, Dec 02 |
|
Canada Nov RBC Manufacturing PMI
(9:30am et)
Markit US Nov Manufacturing PMI (9:45am et)
US Nov ISM Manufacturing Index/Employment/Prices Paid/New Orders (10am
et)
US Oct Construction Spending
Mexico Nov Markit Manufacturing PMI
US Treasury Auctions $42B 3-, & $36B 6-month Bills (11:30am et)
Apple Inc (AAPL) Press Event honoring fave apps & games of 2019 (NYC
4pm et)
Brazil Nov Trade Balance
OVERNIGHT into US Tues. a.m. et:
South Korea Q3 GDP
China Nov Composite PMI
UK Nov BRC Like-for-Like Sales Monitor
Aussie Q3 GDP, Current Account, Net Exports:GDP
RBA (Aussie) Interest Rate Decision (12/03
local time)
French Oct Gov't Budget Balance
South Africa Q3 GDP
BoE MPC Treasury Cmte Hearings
Brazil Q3 GDP
Singapore Manufacturing PMI
ECB's Couere participates in
event organized by ECB Representation (Brussels)
|
| Tuesday, Dec 03 |
|
US Redbook weekly store sales
snapshot
US Nov Total Motor Vehicle Sales
ISM Nov NY Business Conditions
US Treasury Auctions $26B 52-week Bills (11:30am et)
OVERNIGHT into US wed. a.m. et:
Aussie Q3 GDP/CapEx/Consumption, Nov CBA
Performance of Services/Composite PMI
RBA Chart Pack Release
Japan Jibun Bank Nov Services/Composite PMI
China Caixin Nov Services/Composite PMI
Hong Kong Nov Manufacturing PMI
New Zealand QV Nov House Prices
India Nov Nikkei Services PMI
South Africa Nov Standard Bank PMI
Swiss Nov CPI, HICP
Eurozone, France, Germany, Italy, Spain
Nov Services/Composite PMI
UK Markit/CIPS Nov Construction PMI,
Services/Composite PMI, Q2 Labor Costs
Eurozone Oct PPI
Brazil Oct Industrials
Production/Services/Composite PMI
ECB's Lagarde & Couere at Eurogroup
Meeing (Brussels)
|
| Wed.
Dec 04 |
|
US weekly Mortgage/Refinance Apps
(7am et)
ADP Nov US Private Sector Employment Count/Change (8:15am et)
Canada Q3 Labor Productivity
US Markit Nov Services/Composite PMI (9:45am et)
Trump & his Counsel Invited to Appear at US House Judiciary Cmte Impeachment Hearing
ISM Nov non-Manufacturing/Services/Composite
Bk of Canada Interest Rate Decision, Press Conference
Fed V.Chair Quarles speaks on Supervision & Regulation @US US House
FinServ Cmte (10am et; D.C.)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (w/e 11/29)
Brazil Oct Industrial Production, Markit Nov Services/Composite PMI
Viacom + CBS merger should close
OVERNIGHT into US Thurs. a.m. et:
Japan Reuters Dec Tankan Index
New Zealand Q3 Volume of All Buildings
RBNZ (New Zealand) Publishes Bank
Capital Review Decisions
Aussie Oct Trade Balance, Retail Sales
BoJ's Harada speaks (Oita)
German Oct Factory Orders, Markit Nov
Construction PMI
UK Nov New Car Registrations
RBI (India) Interest Rate Decision/Cash
Reserve Ratio/Reverse REPO Rate
Eurozone Q3 GDP, Gov't
Expenditures, Unemployment/Change, Oct Retail Sales, Gross Fixed Capital
OPEC & OPEC+ Production Quota
Meeting (Vienna, Austria thru 6th)
BoE Monhtly Decision Maker Panel Data
ECB's de Guindos participates
at ECOFIN Meeting (Brussels)
|
| Thurs,
Dec 05 |
|
Challenger Nov Lay-offs Report
(7:30am et)
US weekly Jobless Claims/Continuing Claims
Canada Oct Trade Balance
US Oct Trade Balance (8:30am et)
Bk of Canada Dpty Gov Lane Provides Economic Progress Report Press
Conference, Oct Int'l Merchandise Trade, Canada Ivey Nov PMI
US Oct Factory Orders (10am et)
Deadline for Pres Trump to respond to Supreme Court on Release of Tax Returns
Fed V. Chair Quarles on Supervision & Regulation @US Senate Banking
Cmte (10am)
US Oct (F) Durable Goods/Capital Goods Orders/Shipments
Brazil Nov Auto Production/Sales
EIA weekly Natural Gas Report (w/e 11/29)
OVERNIGHT into US Fri. a.m. et:
Japan Oct Labor Cash Earnings, Overall
Household Spending/Overtime
China Nov Foreign Reserves
UK CBI Total Orders/Selling Trends+Prices
Aussie Nov Foreign Reserves, AiG Nov
Constructon Index
German Oct Industrial Production
French Trade Balance
UK Halifax Nov House Price Index
Hong Kong Fx Reserves
India Bank Deposit & Loan Growth, Fx
Reserves
Russia Nov CPI
Swiss Nov Fx Reserves
|
| Friday, Dec 06 |
|
US Nov Unemployment
Report/Change/Participation/Wages/Workweek (8:30am et)
Canada Nov Employment Rate/Change/Wages/Participation Rate
NY FRB/Communilife/NYC Health +Hospitals & Robert W Johnson
Foundation--Healthy Communities: "New Sources of Place-based Capital to
Improve the Upstream Social Determination of Health" (NY FRB
U.M. (P) Dec. Consumer Sentiment/Expectations (10am et)
US Oct (F) Wholesale Trade Inventories
Baker-Hughes weekly US/North America Rig Count (1pm et)
US Oct Consumer Credit (3pm et)
|
Saturday, Dec 07
|
|
China Fx Reserves |
| Sunday,
Dec 08 |
|
OVERNIGHT
into US Mon. a.m. et:
Aussie Q1 Manpower Survey
China Nov New Yuan Loans, Aggregate
Financing, Trade Balance
New Zealand REINZ Nov Home Sales, Q1 Manpower
survvey, Q3 Mnftg Activity
Japan Q3 (F) GDP/Business Spending/ Private
Consumption, Oct Balance of Trade, Current Account, Nov Eco Watchers Survey,
Bank/Trust Lending, Bankruptcies
Swiss Nov Unemployment Rate
German Oct Trade Balance/Current
Account Balance
Eurozone Q3 Labor Costs, Dec Sentix Investor
Confidence
Mexican Nov CPI
BoE Q3 Mortgage Lenders & Adminstrations
Statistics
|
| Monday, Dec 09 |
|
Canada Nov Housing Starts/Building
Permits
Conference Board Nov Employment Trends Index
US Treasury Auctions $42B 3-, & $36B 6-month Bills (11:30am et)
US Treasury Auctions $38B 3-year Notes (1pm et)
OVERNIGHT into US Tues. a.m. et:
RBA (Aussie) Gov Lowe speaks (Sydney),
Mid-year Eco & Fiscal Outlook
Japan Q1 Manpowewr Survey
Aussie NAB Nov Business Conditions/Confidence,
Q3 House Price Index
China Nov CPI, PPI, Foreign Direct
Investment
French Q3 Non-Farm Payrolls, Oct Industrial
Production
Italian Oct Industrial Production
UK Oct NIESR Monthly/YTD GDP, Oct Trade
Balance, Industrial & Mnftg, Production, Construction Output, Index of
Services
Eurozone + German Dec ZEW Survey of
Current Situation/Expectations/Sentiment
ECB Publishes Consolidated Financial Statement
of the Eurosystem
BoE Financial Stability Report
|
| Tuesday Dec 10 |
|
NFIB Dec Small Business Optimism
Index
South Africa Oct Manufacturing Production
US Q3 (F) Nonfarm Productivity/Costs
Redbook weekly store sales snapshot
FOMC 2-day Meeting Starts
US WASDE Report
US Treasury Auctions $24B reopened 10-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
New Zealand Nov Card & Electronic Card
Spending, Westpac Consumer Confidence
South Korea Nov Unemployment Rate
Japan BSI Q4 Large
Industry/Mnftg Index, Nov Domestic Corporate Goods Price Index (CPI), PPI
New Zealand Half-year Fiscal Economic Update
South Africa Nov CPI, Oct Retail Sales
OPEC Monthly Report
UK CBI Dec Reported Sales/Trends/Total
Distributed Sales
Brazil Oct Retail Sales
|
| Wed.
Dec 11 |
|
US MBA weekly
Mortgage/Refinance Applications
Canada Q3 Capacity Utilization
US Nov CPI
US Nov Avg Weekly/Hourly Earnings
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (w/e 12/06
10:30am et)
FOMC post-Meeting Statement (2pm et)
FOMC Chief Jerome Powell Press Conference (2:30pm et)
Brazil Central Bank MPC Interest Rate Decision
OVERNIGHT into US Thurs. a.m. et:
New Zealand Oct Net Migration, Nov Food Prices
Japan Oct Machine Orders, BoJ Dpty Gov Amamiya
speaks to business leaders (Okayama). Tokyo Office Vacancies
Aussie Dec Consumer Inflation Expectations
UK RICS Nov House Price Balance
French Sovereign Debt to be Rated by Fitch
German Nov Wholesale Price Index, Nov CPI, HICP
Swiss Dec SECO Economic Forecasts, Nov
Import/Export Prices, KOF Institute Winter Econonmic Forecast
SNB (Swiss) MPC Policy/Deposit Interest
Rate Deccisions (12/12 local time)
SNB Chief Jordan post-Meeting Press
Conference
UK General Election (12/12 local
time)
Italy Unemployment Rate
South Africa Oct Mining/Gold Production, Nov
PPI
Eurozone Oct Industrial Production
Brazil Oct Service Sector Growth
India Oct Industrial Production/Manufacturing
Output
Russia Q3 GDP, Central Bank Reserves, Oct Trade
Balance
ECB's Enria statement @ECON Hearing of EU
Parliament (Brussels)
ECB MPC Deposit Facility Interest
Rate/QE Decisions (12/12 13:45cet Frankfurt)
ECB Staff Euro Area Macroeconomic
Projections Published
|
| Thurs.
Dec 12 |
|
Canada Oct New House Price Index
ECB Pres. Lagarde press conference post-MPC Decision (her 1st
post-meeting presser)
US weekly Jobless Claims/Continuing Claims
US Nov PPI--Final Demand (8:30am et)
EIA weekly Natural Gas Report (10:30am et--w/e 12/06)
US Treasury Auctions 4-, & 8-week Bills (value to be announced 12/10)
US Nov Federal Budget Balance (noon)
US Treasury Auctions $16B reopened 30-year Bonds
US Q3 Net Change in Household Wealth
Bk of Canada's Poloz speaks (just announced departure next June--Toronto)
OVERNIGHT into US Fri. a.m. et:
South Korean Nov Import/Export
Price Index
New Zealand Nov
Business/Manufacturing PMI
Japan Tankan Q4
Large + Small Mnftg/Industries Outlook, Oct Industrial Production/ Capacity Utilization
Singapore Oct Retail Sales
India Nov WPI Food, Fuel, Mnftg
Inflation
Spain Nov CPI & HICP
ECB's de Guindos keynotes
@Nueva Economia Forum (Madrid Spain 18:00 cet)
Italy Oct Industrial New
Orders/Sales
UK BoE/TNS Nov 12-month Inflation
Attitudes Survey
|
| Friday,
Dec 13 |
|
US Nov (adv) Retail Sales
(8:30am et)
US Nov Import/Export Price Index/Sales
US Oct Business Inventories (10am et)
FRB Chicago 33rd Annual Economic Outlook Symposium includes outlooks
for Consumer, Vehicle, Steel, Heavy Machinery & IL Fiscal Outlook (Chicago Fed)
NY FRB Pres/CEO Williams speaks on Monetary Policy @CUNY Conf. (NY 11am)
Baker-Hughes weekly US/North American Rig Count (1pm et)
|
| Saturday, Dec 14 |
|
|
|
WEEKS AHEAD: 12/19 BoJ MPC Meets
BoE
MPC Meets
*FOMC 2019 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, Richard Clarida, Gov Bowman, (Senate confirmed
09/12/19) 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. San Francisco Fed 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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