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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 15 |
|
German Nov Import Price Index
OVERNIGHT into US Mon. a.m. et:
New Zealand Nov Performance of Services
Index
Aussie CBA Dec (P)
Services/Mnftg/Composite PMI
Japan Nikkei Dec (P) Mnftg PMI, Jibun
Bank Services/Composite PMI
RBA (Aussie) Kearns speaks (Sydney)
Chinese Nov New Home Prices, Nov
Fixed Assets/Property Investment, Industrial Production, Retail Sales, Surveyed
Jobless Rate, Oct Tertiary Industry Index
UK Rightmove Dec House Prices
Japan Nov Nationwide/Tokyo Dept Store
Sales
Japan Dec Tankan Survey
"Inflaton Outlok of Enterprises"
Markit Dec (P) Eurozone, French, German
Mnftg/Services/Composite PMI
Markit/CIPS Dec Mnftg/Services/Composite
PMI, CBI Selling Prices & Order Trends
Canada Oct TICS
ECB's Lane speaks @ECB/Central
Bk of Ireland 6th Conference on Household Finance & Consumption (13:30cet Dublin
Ireland)
ECB's de Guindos speaks @4th
Macroprudential Policy & Research Conference (ECB, Frankfurt 14:00cet )
|
| Monday, Dec 16 |
|
NY FRB Dec Empire State
Manufacturers' Survey (8:30am et)
Canada Nov Existing Home Sales
ECB's Enria Youth Dialogue @Sapienza Universita di Roma (Rome Italy 18:00 cet)
Markit Dec Composite Flash PMI (9:15am et)
NAHB Dec Housing Market Index (10am et)
BoE Publishes Financial Stability Report & Bank Stress Tests/Systemic Risk Survey +
Financial Policy Cmte Record of Meeting (17:00 gmt)
US Treasury Auctions $42B 3-, & $36B 6-month Bills (11:30am et)
US Oct TICS (4pm et)
OVERNIGHT into US Tues. a.m. et:
New Zealand Dec Business Confidence/Activity
Outlook
Aussie Oct Home Loans, Investment Lending
RBA (Aussie) Dec Meeting Minutes
Published
EU Nov 25 New Car Registrations
UK Oct ILO Unemployment Rate/Change/Claimant
Count/Avg Wkly Earnings
Eurozone Oct Trade Balance
|
| Tuesday, Dec 17 |
|
Dallas Fed's Kaplan
speaks @Council on Foreign Relations series on Int'l Economics w/Q&A (NY 8am et)
ECB's Lane chairs panel @4th Macroprudential Policy & Research
Conference (ECB)
US Nov Housing Starts/Building Permits (8:30am et)
Fed's Williams on community credit data, "Well-being Across
America: More Unequal, More Insecure" (NY FRB 8:30am--noon)
Canada Oct Manufacturing Sales
US Nov Industrial Production/Capacity Utilization (9:15am et)
US Oct JOLTS (10am et)
Boston Fed's Rosengren speaks on eco & monetary policy to Forecasters
Club of NY-1pm
OVERNIGHT into US Wed. a.m. et:
Japan Nov Trade Balance
Aussie Nov Skilled Vacancies
China (Nov) Swift Global Payments
BoJ Meets for 2-day Rate/QE Decision
German Nov PPI, IFO Dec Current
Assessment/Expectations
UK Nov CPI, PPI, Oct House Price Index, Nov
Retail Price Index
Eurozone Nov CPI/HICP, Oct Construction Output
UK CBI Dec Reported Sales
BoE Banking Sector Regulatory Capital--2019
Q3 (9:30)
Biennial Exploratory Scenario (BES) climate
change discussion paper (10:00)
|
| Wed.
Dec 18 |
|
US weekly Mortgage/Refinance
Apps (7am et)
Canada Nov CPI , Teranet/National Bank Home Price Index
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (w/e
12/13,10:30am et)
US Treasury Auctions $18B reopened 2-year FRNs
Fed's Evans speaks @Economic Club of Indiana w/Q&A (Indianapolis 12:40pm et)
BoE Chief Carney & ECB Chief Lagarde speak @Farewell Dinner for Benoit Coeure
which Couere will close @ECB (Frankfurt 19:15 gmt)
OVERNIGHT into US Thurs. a.m. et:
New Zealand Q3 GDP, Nov Trade Balance
Aussie Nov Unemployment
Rate/Change/Full-/Part-time/Participation Rate, Fx
China Nov Fx Net Settlement
Japan Nov Machine Tool Orders, Supermarket
Sales
BoJ Interest Rate/QE Decisions, Kuroda
Press Conference (12/19 local time)
Swiss Nov Imports/Exports--Watch Exports
ECB General Council meets without Rate
Decisions (Frankfurt DE)
UK Nov Retail Sales
BoE Interest Rate Decision, QE Target, Meeting
Minutes, Carney Press Conference
|
| Thurs,
Dec 19 |
|
US weekly Jobless Claims/Continuing
Claims (8:30am et)
Philly Fed Dec Business Outlook Survey
Canada Nov Payrolls Estimate, Oct Wholesale Trade
19Q3 US Current Account Balance
US Nov Existing Home Sales (10am et)
EIA weekly Natural Gas Report (10:30am et w/e 12/13)
ECB's Lane panelist @4th ECB biennial conference on Fiscal Policy & EMU Governance
@ECB (16:30 cet)
US Treasury Auctions reopened $15B 5-year TIPS
Centro Bk of Mexico Interet Rate Decision
Democrat Presidential Hopefuls Debate if Unite Local 11 ends its strike
(Los Angeles)
OVERNIGHT into US Fri. a.m. et:
Japan Nov CPI, BoJ Q3 Money Flow,
Convenience Store Sales
UK Lloyds Dec Business Barometer,
GfK Consumer Confidence
China Dec 1-y & 5-yr Prime Rate
Decision
Results of BIS Int'l Locational Banking
Statistics in Japan end of Sept '19
New Zealand Nov Credit Card/Electronic
Card Spending
German GfK Jan Consumer Confidence
Eurozone Oct Current Account
UK Q3 GDP, Current
Account Balance, Private Consumption, Nov Central Gov't NCR, Gov't Spending, Public Sector
Net Borrowing, Gross Fixed Capital Formation
BoE's Haskel speaks @Resolution Foundation
(London 6am et)
BoE Quarterly Bulletin 2019 Q4 (12:00)
|
| Friday, Dec 20 |
|
Quadruple Witching--Qtrly
Options/Futures Expire
19Q3 (F) US GDP/Business Investment/PCE/Gov't Spending (8:30am et)
US Nov. Personal Income/Spending/PCE (8:30am et)
Canada Oct Retail Sales
U.M. Final Dec US Consumer Sentiment (10am et)
K.C. Fed Dec Manufacturing Activity
Baker-Hughes weekly US/North American Rig Count (1pm w/e 12/13)
Nasdaq 100, Semi/SOX Rebalanced (after close)
S&P Indices Rebalanced (after close)
|
Saturday, Dec 21
|
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| Sunday,
Dec 22 |
|
OVERNIGHT
into US Mon. a.m. et:
Aussie Nov Housing Credot, Private Sector
Credit
Japan Oct All Industry Activity Index
BoJ Releases Revisions under New Tankan
Format
|
| Monday, Dec 23 |
|
Chicago Fed Nov National
Activity Index (8:30am et)
Canada Oct GDP
US Nov New Home Sales
1st Trades of Rebalanced Indices after Quadruple Witching (9:30am et)
US Treasury Auctions $42B 3-, & $36B 6-month Bills (11:30am et)
US Treasury Auctions $40B 2-year Notes (1pm et)
OVERNIGHT into US Tues. a.m. et:
BoJ Minutes of Oct 30/31st MPC Meeting,
Nov Supermarket Sales
China hosts Trialateral Summit with Japan &
South Korea (Chengu Chinathru 27th)
|
| Tuesday Dec 24 |
|
US Nov Durable Goods/Capital
Goods Orders/Shipments (8:30am et)
Richmond Fed Dec Manufacturing Index
US Treasury Auctions $41B 5-year Notes (1pm et)
US Equities Close 1pm
SIFMA Controlled US Markets (Bonds) Close 2pm
Federal Government Offices Closed
OVERNIGHT into US Wed. a.m. et:
Japan Nov Corporate Service Price Index
Chinese BoP Q3 Current Account
Balance
|
| Wed.
Dec 25 |
|
Christmas Day Western
Markets Closed
OVERNIGHT into US Thurs. a.m. et:
German Nov Retail Sales
Japan Nov Construction
Orders/Housing Starts
South Korea Financial
Stability Board Meeting (estimated date)
|
| Thurs.
Dec 26 |
|
US MBA weekly Mortgage/Refinance
Apps (7am et)
US weekly Jobless Claims/Continuing Claims (8:30am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am value not known at post)
US Treasury Auctions $32B 7-year Notes (1pm et)
Markets Remain Closed in UK, Australia, France, Switzerland, Canada, South Africa,
Italy, Germany, Spain, most for Boxing Day
OVERNIGHT into US Fri. a.m. et:
Japan Nov Jobless Rate/Change/Job/Applicant
Ratio, Industrial Production, Retail Trade, Dec CPI, Housing Starts
China Nov Industrial Profits
Swiss ZEW Dec Expectations
ECB Economic Bulletin
|
| Friday,
Dec 27 |
|
Brazil Nov Bank Lending (9:30am et)
EIA weekly Natural Gas Report (10:30am et)
EIA weekly Petrleum/Gasoline/Distillates/Refineries Report (11am et)
|
| Saturday, Dec 28 |
|
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WEEKS AHEAD: 01/03/2020
Fed's Evans speaks @Am. Eco Ass'n Annual Mtg on Women in Central
Banking
*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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