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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: |
Sunday,
Feb 17 |
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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)
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Monday, Feb 18 |
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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)
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Tuesday, Feb 19 |
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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)
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Wed.,
Feb 20 |
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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)
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Thurs.
Feb 21 |
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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
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Friday,
Feb 22 |
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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)
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Sat.
Feb 23 |
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Russia Defender of the Fatherland
Holiday
UK Feb CBI Reported Sales, Total Distributed Reported Sales
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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 Chinese
tariffs off the table, for today, late on 02/24, in a tweet
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* Split dates per Barron's
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 MPC 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. |
* HICP used in Europe, means Harmonized Index of Consumer Price |
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