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August 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, Aug 18 |
|
OVERNIGHT
into US Mon. a.m. et:
New Zealand Q2 PPI + PPI Output, & July
Performance of Services Index
Japan Aug Tankan Index, Jul
Trade Balance, Dept Store Sales, Tokyo Condo Sales
China July Fx Net Settlement
Germany's Merkel meets with Iceland's P.M.
& Nordic PM's Reykjavik
UK Aug. Rightmove House Prices,
CBI Selling & Order Trends/Prices
Eurozone Jun Current Account, July CPI/HICP
Brazil BCB Focus Market Readout, Federal Tax
Revenue
Russia Jul Unemployment Rate, Retail Sales,
Monthly GDP
French Pres. Macron meets with Russia's Pres.
Putin
|
| Monday, Aug 19 |
|
Deadline to end Transactions
with Huawei EXTENDED 90 Days
Q2 US eCommerce Retail Sales (10am et)
US Treasury Auctions $45B 3-, & $42B 6-month Bills (11:30am et)
Facebook, Amazon, Alphabet's Google, testify @US Congress on French 3% Digital
Service Tax (tax commences 10/01/19)
OVERNIGHT into US Tues. a.m. et:
China sets NEW Monthly
Lending Rate (this is the first, ever, 8/20 local time)
Hong Kong CPI
RBA (Aussie) Minutes of Aug MPC Meeting
German Jul PPI
Swiss July Trade Balance includes Watch
Exports
Japan Jul Convenience Store Sales
Eurozone Jun Construction Output
|
| Tuesday, Aug 20 |
|
Canada Jun Manufacturing Sales, Jul
Teranet/National Bank HPI
Redbook weekly store sales snapshot (8:55am et)
Brazil CAGED Net Payroll Jobs
Trump welcomes Romanian Pres Iohannis to the White House (D.C.)
Fed V. Chairman Quarles on Community Development @Celebration for Utah
Ctr for Neighborhood Stabiliation 10th Anniversary (Salt Lake City UT 6pm et)
OVERNIGHT iinto US Wed. a.m. et:
South Korea Jul PPI
New Zealand Jul Credit Card Spending
Spanish Trade Balance
South Africa Jul CPI
UK Jul Public Finances, Public Sector Net
Borrowing, Central Gov't NCR
|
| Wed.,
Aug 21 |
|
MBA weekly
Mortgage/Refinance Apps (7am et)
Canada Jul CPI
US July Existing Home Sales (10am et)
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et)
Canadian P.M. Trudaeu Foreign Affairs Speech (Paris France)
FOMC Minutes of July 30--31 Meeting (2pm et--1st Rate Cut in decade/2
Dissenters)
OVERNIGHT into US Thurs. a.m. et:
Aussie CBA Aug Manfuacturing PMI
Japan Nikkei Aug (P) Manufacturing PMI,
Jun All Industry Activity Index, Jul Machine Tool Orders
BoJ Holdings of Japanese Gov't Bonds
Swiss Q2 Industrial & Construction Output
Eurozone, France, Germany, Italy Markit
Aug Mnftg, Services+Composite PMI
ECB Publishes Account of July 24--25 MPC
Meeting
|
| Thurs.
Aug 22 |
|
Canada Jun Wholesale Trade
(Orders/Sales)
US weekly Jobless Claims (8:30am et)
Markit Flash Mnftg, Services + Composite PMI (8:45am et)
EIA weekly Natural Gas Report (10:30am et)
K.C. Fed Manufacturing Index (11am et)
US Treasury Refunding Announcement
US Treasury Auctions 4-wk & 8-wk Bills (11:30am et Values not available at post)
K.C. Fed 43rd Jackson Hole Economic Symposium
"Challenges for Monetary Policy" '19 theme (Jackson Hole WY thru 24th;
Agenda will be released AFTER it opens)
ECB's Couere, Lane & Lautenschlager panelists @K.C. Fed Jackson Hole Symposium
US Treasury Auctions $7B reopened 30-year TIPS (1pm et)
US weekly Fed Balance Sheet & weekly Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
Japan Jul CPI
Singapore Q2 GDP & Jul CPI
UK Aug CBI Reported Sales/Total
Distributed Reported Sales
|
| Friday,
Aug 23 |
|
Mexico Jun Economic Activity IGAE
Canada Jun Retail Sales
US July New Home Sales (10am et)
FOMC Chief Powell speaks @ K.C. Fed Symposium (10am et Jackson Hole WY)
BoE Gov. Mark Carney Jackson Hole Luncheon speaker (3pm et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
Japan P.M. Abe and others assemble in France for Group of 7 Industrialized Nations Mtg
|
| Saturday, Aug 24 |
|
German Jul Import Price Index
Group of 7 (G7) 43rd
Summit includes
Pres. Trump, Italian P.M. Conte, Germany's Merkel, France's Macron (host), Japan's Abe,
UK's Johnson, Canada's Trudeau-Theme Inequality (Biarritz France to 26th)
RBA (Aussie) Gov Lowe speaks @Jackson Hole Symposium (12:25pm et)
K.C. Fed Jackson Hole Symposium Wraps with dinner (Jackson Hole WY)
|
| Sunday,
Aug 25 |
|
German Jul Import Price Index
G7 Summit Continues (Biarritz FR thru 26th)
OVERNIGHT into US Mon. a.m. et:
New Zeland July Trade Balance
Singapore July Industrial Production
Spain PPI
Hong Kong July Trade Balance
German Aug IFO Business
Conditions/Expectations
Brazil BCB Focus Market Readout
EEA-ESEM 34th Annual Congress of the
European Economic Ass'n+72nd European meeting of the Econometric Society
(Manchester UK thru 30th)
|
| Monday, Aug 26 |
|
UK Summer Bank Holiday
US July Durable + Capital Goods Orders/Shipments (8:30am et)
Chicago Fed Aug National Activity Index
Brazil July current Account, Foreign Direct Investment
BoE's Broadbent, DiPace, Dreschsel, Harrison & LSE+BoE's Tenreyro discuss
Paper #51: The Brexit Vote, productivity growth & macroeconomic adjustments in the UK
@ EEA-ESEM (Manchester UK)
Dallas Fed Aug Manufacturing Survey
US Treasury Auctions $45B 3-, & $42B 6-month Bills (11:30am et)
OVERNGHT into US Tues. a.,m. et:
Japan Jul Corporate Service Prices, CPI
German Jul Retail Sales
China July Corporate Price Index &
Industrial Profits
RBA's (Aussie) Debelle speaks (Canberra)
German Q2 GDP, Private
Consumption, Gov't Spending, CapEx,
French Q3 Industrial Investments,
Jobseekers
UK BBA Jul Loans for House Purchase
ECB's de Guindos on
communication, expectations & monetary policy @34th Annual Congress of European
Economic Ass'n (Manchester UK thru 30th)
|
| Tuesday, Aug 27 |
|
Redbook weekly store sales snapshot
(8:55am et)
FHFA June House Price Index
S&P Case Shiller June 20-city Home Price Index (9am et)
Conference Board's US Aug. Consumer Confidence (10am et)
Richmond Fed Aug Manufacturing Index
Dallas Aug Fed Services Revenues, Texas Services Sector Outlook
US Treasury Auctions $40B 2-year Notes (1pm et)
OVERNIGHT into US Wed.
UK Aug Nationwide House Price Index, BRC Shop
Price Index
Aussie Q2 Construction Work
Swiss Aug ZEW Conditions/Expectations
German Sept GfK Consumer Confidence
Eurozone Jul Money Supply
Nat'l Balance Sheet of euro area monetary
financial institutions (ex-ECB)
|
| Wed.
Aug 28 |
|
MBA weekly
Mortgage/Refinance Apps (7am et)
Brazil Jul Lending, PPI , Fx Flows
EIA weekly Petroleum/Gasoline/Distillate Report (10:30am et; w/e 08/23)
FRB Atlanta, Stanford & UChicago Booth School Survey of Business
Uncertainty
US Treasury Auctions $18B reopened 2-year FRN (11:30am et)
US Treasury Auctions $41B 5-year Notes (1pm et)
Fed's Daly speaks on Fed's dual mandate-the tradeoffs w/Q&A @RBNZ--IMF
Conference: "Inflation Targeting: Prospects & Challenges"
(5:30pm et Wellington NZ thru 29th)
OVERNIGHT into US Thurs. a.m. et:
South Korea Sept Manufacturing BSI
Japan July Loans & Discounts
China July Swift Global Payments
New Zealand ANZ Aug Business
Confidence/Activity Outlook
Aussie Q2
Building/Plant/Machinery/Private CapEx
Spain Aug CPI, HICP
BoJ's Hitoshi Suzuki speaks (Kumamoto)
French Q2 (F) GDP
Italian Jun Industrials New Orders/
Sales, Jul PPI, HICP
German Aug Unemployment
Claims/Rate/Change, CPI, HICP
Eurozone Aug CPI, Services, Industrial,
Business & Consumer Confidence
South Africa July PPI
Canada CFIB Aug Business Barometer
|
| Thurs,
Aug 29 |
|
Canada Q2 Current Account Balance
Brazil Q2 GDP, BCB National Monetary Council Meeting
US Q2 GDP/PCE (2nd guess; 8:30am et)
US July Int'l Trade Deficit (trigger for a Trump tweet storm?)
US weekly initial Jobless Claims/Continuing Claims
US Q2 Corporate Profits
US (adv) Q2 Retail Inventories (ex-Autos)
US (adv) Wholesale Inventories
NAR July Pending Home Sales Index
EIA weekly Natural Gas Report
US Treasury Auctions 4-, & 8-week Bills (11:30am; value not known at post)
US Treasury Auctions $32B 7-year Notes
Fed weekly Balance Sheet (final drawdown until "normalization of balance sheet
resumes)
US weekly Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
South Korea July Industrial Production,
Service Sector Output
New Zealand July Building Permits, ANZ
Aug Consumer Confidence
UK Aug Lloyds Business Barometer, GfK Aug
Consumer Confidence
Japan July Jobless
Apps/Rate, Retail Sales, Industrial Production, Aug CPI
South Korea Aug Interest Rate Decision
Aussie July Building Approvals, Private
Sector Credit
Japan July Vehicle Production, Housing
Starts, Construction Orders
UK July Mortgage Approvals, Net Consumer
Credit, Money Supply M4
German Retail Sales
Spain June Current Account, July Retail
Sales
Hong Kong July Retail Sales
(demonstrations destroyed city center)
Italy July Unemployment Rate, Q2 (F) GDP,
Aug CPI, HICP, Q2 GDP
India Q2 GDP, July Infrastructure Output
South Africa July Trade Balance
Eurozone Jul Unemployment
Report/Change, Aug CPI
|
| Friday, Aug 30 |
|
US July Personal Income &
Outlays/Savings Rate/PCE (8:30am et)
Canada June+Qtr GDP, Industrial Product & Raw Materials Price Indices, Budget Balance
Chicago Aug PMI (9:45am et)
Brazil Jul Budget Balance, Debt-to-GDP Ratio
U.M. Final Aug. Consumer Sentiment (10am et)
Baker-Hughes US/North American Rig Count (1pm et)
USDA Farm Prices (3pm et)
US Memorial Day Weekend Exodus Begins
OVERNIGHT into US Sat. a.m et:
South Korea Aug Trade Balance
|
Saturday, Aug 31/
Sunday, Sept. 01 |
|
China Aug Manufacturing,
Non-Manufacturing + Composite PMI
|
| Monday, September 02 |
|
US National Holiday--Labor
Day
ALL US Markets CLOSED
|
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WEEKS AHEAD: 09/03 RBA (Aussie MPC
Meets
09/04 Fed's Evans opens "Forging a New Path for North American Trade:
The Auto Sector" @FRB
Chicago's Detroit branch (3:15pm edt thru 5th)
Bk of Canada MPC Meets
09/12 ECB MPC Meets
09/17--18 FOMC Meets, Member Forecasts Updated, Powell Presser
09/19 BoE MPC Meets
SNB MPC Meets
BoJ MPC Meets
Norges Bk (Norway) MPC Meets
09/24 RBNZ (New Zealand) MPC Meets
09/28 Bk of Mexico 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, 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. 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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