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February 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 10 |
|
OVERNIGHT
into US Mon. a.m. et:
China Jan. New Yuan
Loans & Aggregate Financing, Foreign Direct Investment, + Money
Supply
Hong Kong Jan Fx Reserves
Swiss Jan CPI
UK 18Q4 GDP, Total
Business Investment, Private Consumption, Goverment Spending, Dec Trade
Balance, Industrial & Manufacturing Production, Construction Output, Index of
Services, NIESR Jan GDP Estimate
Russian Trade Balance
ECB VP de Guidos speaks @ Deusto
Business School (Madrid Spain)
MBA Q4 Mortgage
Delinquencies/Foreclosures
|
| Monday, Feb 11 |
|
US Revisions to CPI
Canada Trade Balance
Mexican Dec Industrial Production
US Treasury Auctions $45B 3-, & $39B 6-month Bills
Japan Holiday--National Founding Day
OVERNIGHT into US Tues. a.m. et:
New Zealand Jan Card Spending
Aussie Dec Home Loans, Value of All
Loans, NAB Jan Biz Conditions/Confidence
Japan Dec Tertiary Industry Index, Jan
(P) Machine Tool Orders
Singapore Dec Retail Sales
South Africa 18Q4 Unemployment Rate, Dec
Manufacturing Production
India Dec & Cumulative Industrial
Production, Manufacturing Output
South Korea Jan Unemployment Rate
|
| Tuesday, Feb 12 |
|
US Revises PPI
NFIB Small Business Optimism Index (6am et)
Redbook weekly store sales snapshot
Fed's JOLTS (Job Turnover & Quits)
Fed's George on "Charting America's Economic Course" @ KC
Public Library (5:30pm)
Fed's Mester on eco outlook & monetary policy @ Xavier Univ &
Financial Executives Int'l Cincinnati Chapter (OH 6:30pm et)
OVERNIGHT into US Wed. a.m. et:
New Zealand Jan QV House Prices
Japam Domestic Corporate Goods Price
Index, Jan PPI
German JanWholesale Price Index
RBNZ (New Zealand) MPC Rate
Decision, Official Cash Rate (13th local time)
UK Jan CPI, Retail Price Index,
PPI, House Price Index
Riksbank (Sweden) MPC Rate Decision &
Policy Statement (13th local time)
Eurozone Dec Industrial Production
Brazil Dec Retail Sales
South Africa Dec Retail Sales
IEA Monhly Report
|
| Wed.
Feb 13 |
|
MBA weekly Mortgage/Refinance Apps
Fed's Bostic on Eco Oulook & Monetary Policy before European
Financial Forum (Dublin, Ireland 7:15am et)
Canada Teranet/Nat'l Bank Jan Home Price Index
US Jan CPI (8:30am et)
Fed's Mester "A View from the Federal Reserve" @ "What's
Next for Kentucky in the Global Economy" hosted by U of KY Galton College of Business
& Economics (850am et)
Atlanta Fed Business Inflation Expectations
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et w/e
02/08)
Fed's Harker on Eco Outlook @ Jewish Business Network Powr Lunch
(Philadelphia)
US Monthly Treasury Budget (2pm et)
OVERNIGHT into US Thurs. a.m. et:
New Zealand Jan Food Prices
Japan 18Q4 GDP/Private
Consumption/Business Spending
China Jan Imports/Exports, Trade Balance
UK RICS Jan House Price Balance
India Jan WPI Food, Fuel, Consumer
Inflation
French 18Q4 Unemployment Rate
German 18Q4 GDP
Swiss Jan Producer & Import Prices
South Africa Dec Gold & Mining
Production
Eurozone 18Q4 Employment, GDP
Canada Dec Manufacturing Sales, Housing
Price Index
|
| Thursday, Feb 14 |
|
US weekly Jobless Claims
US Jan PPI-FD (8:30am et)
US Dec. '18 Retail Sales (Delayed until today)
US Nov Business Inventories (shutdown delayed 10am et)
EIA weekly Natural Gas Report (w/e 02/08)
US Treasury Refunding Announcement (11am et)
US Treasury Auctions 4-wk & 8-wk Bills (11:30am et)
Fed's Harker on "Approaches to Leadership" @ 3rd Lerner MBA
Student Ass'n Conf (Newark DE)
Fed Reserve Bk Balance Sheet & US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
29th Australian & New Zealand
Econonmetric Study Group Meeting (to 15th Wellington)
RBA's Kent speaks (Melbourne)
Norsk (Norway) Gov Olsen Annual
Policy/Sovereign Wealth Fund Address (Oslo)
New Zealand Jan Business Manufacturing
China's BoP 18Q4 Current Account
Balance, Jan CPI + PPI
Singapore 18Q4 GDP
Japan Dec Industrial Production/Capacity
Utilization
Italy Dec Trade Balance
Spain Jan CPI + HICP
EU 25 Jan New Car Registrations
UK Jan Retail Sales
Eurozone Dec Trade Balance
Canada Dec International Securities
Transactions
|
| Friday,
Feb 15 |
|
Empire State Feb Manufacturing
Survey (8:30am et)
US Jan Import/Export Prices
Canada Jan Existing Home Sales
US Jan Industrial Production/Capacity Utilization (9:15am et)
Fed's Bostic on "Workforce Development" @ Public Affairs
Research Council of Alabama w/Q&A (Birmingham AL 9:55am)
U.M. Interim Feb Consumer Sentiment (10am et)
ECB's Coeure @ C. Peter McCol,ough Series on Int'l Economics from Council
on Foreign Relations (NY)
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed's Daly speaks @ Economic Forecast Conference (1:15pm et)
US Dec TICS
|
| Saturday, Feb 16 |
|
|
| Sunday,
Feb 17 |
|
OVERNIGHT
into US Mon. a.m. et:
Japan Dec Machine Orders, Jan Dept Stores
Singapore Jan Trade Balance
UK Rightmove Feb House Prices
Russia GDP + PPI
ECB Bank Supervisor Enria panelist on
"Banking Union-Challenges Ahead" @ European Parliamentary Week
(Brussels Belgium)
OPEC and non-OPEC Oil Producers meeting
on Quotas (Vienna Austria 02/18 local time)
|
| Monday, Feb 18 |
|
US Presidents Day Holiday;
US Markets Closed
Canada Family Day Holiday
Pres. Trump speech on Venezuela (Miami FL)
OVERNIGHT into US Tues. a.m. et:
South Korea Jan Import & Export Price
Indices
Japan Feb. Reuters Tankan Index
UK CBI Feb Selling Price & Order Trends,
Total Orders
RBA (Aussie) Minutes of 02/05
Meeting & Jan Offshore Holdings
Tokyo Jan Condo Sales
Swiss Jan Trade Balance/Watch Exports
Italy Dec Industrial Orders/Sales
Eurozone Dec Current Account
UK Jan Jobless Claims, Dec ILO Total
Unemployment Rate/Change, Avg Wkly Earnings
Eurozone Dec Construction Output
German Feb ZEW Survey of
Current Conditions/Expectations/Sentiment
Russia Jan Unemployment Rate & retail Sales
ECB VP Guindos panelist on "Euro
at 20 Years: the Road Ahead" at European Parliamentary Week (Brussels)
ECB Chief Economist Praet
panelist at conference "Europa zwishcen Aufbruch und Frustration: Wie erreichen wir
mehr Integration und Stabilitat?" Jt Allianz SE & Stiftung Marktwirtschaft
(Berlin Germany)
|
| Tuesday, Feb 19 |
|
Fed's Mester on eco
outlook & monetary policy at 2019 Economic Forecast event w/Q&A @ U of DE Center
for Economic Education & Entrepreneurship (Newark DE 8:50am et)
NAHB Feb Housing Market Index (10am et)
Riksbank Gov Ingves on eco situation & monetary policy in visit to NY
US Treasury Auctions $45B 3-, & $39B 6-month Bills
OVERNIGHT into US Wed. a.m. et:
Japan Jan Trade Balance, Supermarket
Sales, Convenience Store Sales
Aussie Jan Skilled Vacancies, 18Q4 Wage
Price Index,
German Jan PPI
South Africa Jan CPI
UK Feb CBI Industrial Order Trends
ECB chief economist Praet speaks
@ 11th Frankfurt Main Financial Centre breakfast hosted by Frankfurt un Main Finance e.V.
(Frankfurt Germany)
|
| Wed.,
Feb 20 |
|
MBA weekly Mortgage/Refinance
Applications
Redbook weekly store sales snapshot
184Q eCommerce Sales (10am et)
US Treasury Auctions $18B reopened 2-year FRN Notes (11:30am et)
Stanford Univ. hosts on "Achieving Full Employment in the modern Economy: Associates
Meeting with (S.F. Fed's) Mary C. Daly " @ Stanford Institute of
Economic Policy Research (Palo Alto CA)
FOMC Minutes of Jan 29--30 Meeting (2pm et)
OVERNIGHT into US Thurs. a.m. et:
Aussie CBA Feb (P) Manufacturing &
Services PMI
Japan Jan. Tokyo Dept Store Sales, Nikkei
Feb Manufacturing PMI
RBA Jan Fx Transactions, Dec Unemployment
Rate/Change/Full- & Part-Time
Japan Jan Machine Tool Orders, Feb
Manufacturing PMI, All Industries Activity
France, Germany, Italy Jan CPI + HICP
Hong Kong Jan Unemployment Ratre
BoE publishes Account of Monetary
Policy Meetings
Spanish Trade Balance
Markit Eurozone, France, Germany, Italy
Feb Manufacturing + Services PMI
UK Jan Public Finances, Central Gov't
NCR, Public Sector Net Borrowing
UK Inflation Report Hearings
ECB's Praet keynotes Int'l
Conference on Real Estate Statistics hosted by Eurostat (Luxembourg) Praet also panelist
on "Is the ECB finally returning to standard policies?" @ Centre for European
Policy Studies Ideas Lab (Brussels)
|
| Thurs.
Feb 21 |
|
Fed's Bostic on eco
outlook & monetary policy toTerry Third Thursday (Atlanta GA 7:50am)
US Dec '18 Durable Goods Orders/Shipments (8:30am et)
US weekly Jobless Claims
Canada Dec Wholesale Trade Sales
Philly Fed Feb. Business Outlook Survey/Employment/Prices Paid/Orders (8:30am et)
Markit US flash Composite PMI
NAR Jan Existing Home Sales
EIA weekly Natural Gas Report (10:30am et w/e 02/15)
EIA weekly Petroleum/Gasoline/Distillates Report (holiday delayed 11am
et)
US Treasury Refunding Announcement (11am et)
US Treasury Auctions 4-wk & 8-wk Bills (11:30am et; amounts not announced at post )
US Treasury Auctions $8B 30-year TIPS (1pm et)
BoC Gov Poloz speaks @ Chamber of Commerce of Metropolitan Montreal
(Quebec)
US weekly Federal Reserve Bank Balance Sheet & US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
RBA Gov Lowe testifies at Parliament
Japan Jan CPI
China Jan Fx Transactions, Jan New Home Prices
New Zealand Jan Credit Card Spending
German 18Q4 GDP, Private Consumption, Business
CapEx, Gov't Spending
Swiss 18Q4 Industrial & Construction Output
German Feb IFO Current
Assessment/Expectations
Eurozone Jan CPI
|
| Friday,
Feb 22 |
|
Canada Dec Retail Sales + Budget
Balance
Fed's Williams panelist on "Prospects for inflation with a High-Pressure
Economy" w/Q&A @ US Monetary Policy Forum by Chicago Booth
School Monetary Policy Forum in NY (10:15am et)
ECB Chief Draghi speaks upon receiving an award of Laurea honoris from
Univ degli studi di Bologna (Bologna Italy uncertain of time)
Fed's Bostic opens 1st Annual Jt Research Day on Quantitative Tools for
Monitoring Macroeconomic & Financial Conditions organized by Fed Reserve Bks of
Atlanta & NY
Baker-Hughes weekly US/North America Rig Count (1pm et)
Fed's Bullard & Harker, + Fed Gov Clarida
panelists on "The Future of the Federal Reserve Balance Sheet" @ U of
Chicago Booth School of Biz 2019 Monetary Policy Forum hosted by Initiative on Global
Markets (NY 1:30pm et)
Fed's Williams closing remarks at 1st Annual Jt Research Day on
Quantitative Tools for Monitoring Macroeconomic & Financial Conditions (NY
5:30pm et)
|
| Sat.
Feb 23 |
|
Russia Defender of the Fatherland
Holiday
UK Feb CBI Reported Sales, Total Distributed Reported Sales
|
|
WEEKS AHEAD: 03/06 NY
Fed's Williams speaks @ Economic Club of NY (11:30am--2pm)
Fed's
Beige Book
Bk of Canada MPC Interest
Rate Decision
ECB Monetary Policy Release,
Draghi Press Conference
03/15 BoJ MPC Meeting
03/19--20 FOMC 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. |
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* HICP used in Europe, means Harmonized Index of Consumer Price |
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