|
|
July 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, July
14 |
|
OVERNIGHT
into US Mon. a.m. et:
New Zealand June Performance of Services Index,
May Net Migration
UK Rightmove July House Prices
China Jun New Home Prices, Fixed
Assets, Industrial Production, Retail Sales, Jobless Rate, Q2 & YTD GDP, Jun
Property Investment
India Trade Balance, Jun WPI Food, Fuel, &
Manufacturing Inflation
Swiss Jun Producer & Import Price indices
|
Monday, July 15 |
|
Empire State NY Fed Manufacturing
Survey (8:30am et)
NY Fed's Williams keynotes SIFMA's
"LIBOR Transition Breifing: The Transition to Alternative Reference Rates"
w/Q&A; also speaking: CEO Andrew Bailey of Financial Conduct Authority (UK), Chair of
Alt. Reference Rates Cmte Thomas Wipf (also of MS) and the V.P's of Fannie Mae &
Freddie Mac (8:50--11am et NY)
Fed Reserve Bk of Chicago Business Smart Week--Chicago (Chicago Fed thru
17th)
Canada Jun Existing Home Sales
US Treasury Auctions $36B 3-, & $36B 6-month Bills (11:30am et)
OVERNIGHT into US Tues. a.m. et:
New Zealand Q2 CPI
RBA (Aussie) Minutes of July MPC
Meeting
UK Jun Jobless Claims/Change,
May Avg Wkly Earnings, ILO Unemployment Rate
Eurozone May Trade Balance, ZEW Economic
Sentiment
Italian May Trade Balance
German Jul ZEW Survey of Current/Expected
Conditions & Sentiment
Banque de France & ECB's de Galhau welcome
to "Bretton
Woods: 75 Years Later: Thinking About the Next 75"
(Paris FR)
World Bank Pres. Malpass &
other speakers from BIS, Harvard, Columbia, John Hopkins, WTO, World Bk, FT, London School
of Economics @'Bretton Woods 75'
BoE Gov Carney speaks
@Bretton Woods...75 Years Later (Paris FR)
|
Tuesday, July 16 |
|
Fed's Bostic @Fed
Listens Event (Augusta GA 8:15am et)
US June Retail Sales (8:30am et)
US Jun Import & Export Prices
Canada May TICS
Redbook weekly Store Sales Snapshot (8:55am)
Russia PPI
IMF Acting Mng Dir Lipton, Carmen Reinhart, J-C Trichet, & French Minister for
Economy & Finance speak @Bretton Woods--75 Years Later
US June Industrial Production/Capacity Utilization (9:15am et)
US June Business Inventories (manufacturers, retailers, wholesalers--10am
et)
NAHB July Housing Market Index
US Treasury Auctions $26B 52-week Bills (11:30am et)
FOMC Chief Powell speech "Aspects of Monetary Policy in the
Post-Crisis Era"@Bretton Woods:75 Years Later: Thinking About the Next 75 (Paris)
Fed's Evans speaks w/Q&A at CNBC @Work Series (3:30pm et
Chicago)
US May TICS (4pm et)
OVERNIGHT into US Wed. a.m. et:
Singapore Jun Trade Balance
Italian May Industrial Orders/Sales
EU 25 Jun New Car Registrations
UK Jun CPI, Retail & Raw Materials Price
Indices, PPI, House Price Index
Eurozone May Construction Output, Jun CPI
BoE's Hauser speaks at AFME
(Ass'n for Financial Markets Europe), ISDA (Swaps & Derivatives), ICMA-Int'l Capital
Markets Ass'n Jt Meeting(London 9:30cet)
ECB's Draghi & Coeure participate
@G7 Finance Ministers & Central Bank Governors Meeting (Chantilly FR thru
18th)
|
Wed.
July 17 |
|
MBA weekly Mortgage/Refinance Apps
(7am et)
Canada May Manufacturing Sales & CPI
South Africa May Retail Sales
US June Housing Starts/Building Permits
POSTPONED Former Special Counsel Robert Meuller III testifies @Congress
EIA weekly Petroleum/Gasoline/Distillates Stats (10:30am et; w/e
07/12-Barry impact?)
Russia Jun Unemploymment Rate, GDP, Retail Sales
Fed's Beige Book (2pm et; discussion of Qtr point vs Half point, rather
than none, at all)
OVERNIGHT into US Thurs. a.m. et:
China Jun Fx Settlement
Aussie Jun Unemployment
Rate/Change/Full/Part-time/Participation, NAB Qtr Business Confidence, RBA June Fx
Transactions
Japan Reuters July Tankan Index,
Jun Tokyo Condo Sales, Trade Balance
South Korea July Interest Rate Decision
Swiss Jun Trade Balance
(Imports/Exports & Watch Exports)
BoE publishes Bank Liabilities/Credit
Conditions Survey, Jun Retail Sales
Hong Kong Jun Unemployment Rate
|
Thurs,
July 18 |
|
US weekly Jobless Claims
Canada ADP June Payrolls Estimate, Teranet/Nat'l Bank Jun Home Price Index
Philly Fed Jul Business Outlook Survey
South Africa Jul Interest Rate/Prime Rate Decision
EIA weekly Natural Gas Report (10:30am et; w/e 07/12--Barry impact?)
US Treasury Refunding Announcement (11am)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; values not yet announced)
US Treasury Auctions $14B 10-year TIPS (1pm et)
Fed's Williams keynote on Monetary Policy @2019 CEBRA
Meeting (2:15pm NY)
Fed Reserve weekly Balance Sheet & US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
South Korea Jun PPI
Japan Jun CPI, Supermarket Sales, May All
Industry Activity
New Zealand Credit Card Spending
German Jun PPI & WPI
Eurozone May Current Account
UK Jun Public Sector Net Borrwing, Central
Gov't NCR
India Bank Loan & Deposit Growth, Fx
Reserves
|
Friday, July 19 |
|
Canada May Retail Sales (8:30am et)
U.M. (P) July Consumer Sentiment (10am et)
Fed's Bullard & (former CFTC Commish) Gary Gensler participate in
High-Level Panel on Technology & the Future of the Monetary & Financial
Systems @CEBRA (11:05am et)
Brazil Federal Tax Revenue, CAGED Net Payroll Jobs
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed's Rosengren & BoJ's Kuroda panel on Central Bank Independence
@CEBRA (4:30pm et)
|
Saturday,July 20 |
|
BIS panel on Exchange Rates &
Monetary Policy Framewoks @CEBRA (NY)
Russia Dpty Foreign Minister Ryabkov visits Venezuela (to July 22)
Pakistan Prime Minister Khan visits US & White House (to 24th)
|
Sunday, July 21 |
|
US Sec'y of State Pompeo meets
Mexican Foreign Minister Ebrard (Mexico City)
Japanese Elections for House of Councillors
OVERNIGHT into US Mon. a.m. et:
Euro area investment fund statistics, Qtrly
Eurostat data on gov't deficit/debt
|
Monday, July 22 |
|
Chicago Fed July National
Activity Index (8:30am et)
Canada May Wholesale Trade
US Treasury Auctions $36B 3-, & $36B 6-month Bills (11:30am et)
Fed Reserve Board of Governors closed
meeting to discuss the advance & discount rates to be charged by Fed Reserve Banks
(11:30am et D.C.)
Irish Foreign Minister Coveney speech on Brexit (1930 gmt)
OVERNIGHT into US Tues. a.m. et:
RBA's (Aussie) Kent speaks (Sydney),
Roy Morgan weekly Consumer Confidence
Hong Kong CPI
3rd APEC
Business Advisory Council (ABAC) Meets (Hangzhou, China thru 25th)
BoJ Gov Kuroda speaks
RBA (Aussie) Ass't Gov Kent
speaks
Japan Jun Supermarket & Dept Store Sales,
Machine Tool Orders, CPI
UK Jul CBI Trends in Orders/Sales, Business
Optimism
Spanish 2-day Parliamentary Debate on
whether to convert acting PM Sanchez to permanent Prime Minister (thru 23rd)
ECB Bank Lending Survey
BoE FPC Meeting Minutes, BoE's
Haldane speaks at regional visit
|
Tuesday, July 23 |
|
Redbook weekly store sales snapshot
(8:55am et)
FHFA May House Price Index (9am et)
US June Existing Home Sales (10am et)
Russian Foreign Minister Lavrov Meets with Cuban Pres. Canel &
Foreign Minister Rodriguez to discuss bilateral & regional agenda (Havana, Cuba
thru 24th)
Richmond Fed July Manufacturing Index
US Treasury Auctions $40B 2-year Notes (1pm et)
OVERNIGHT into US Wed. a.m. et:
New Zealand Jun Trade Balance
Aussie CBA Jul (p) Manufacturing, Services
& Composite PMI
Japan Jul Manufacturing PMI
German June Import Price Index (IPPI)
Eurozone, France, Germany Jul Markit
Manufacturing/Services+Composite PMI
South Africa Jun CPI
UK BBA Jun Loans for House Purchases,
Mortgage Approvals
|
Wed.,
July 24 |
|
MBA weekly Mortgage/Refinance Apps
(7am et)
Markit US Flash Composite PMI (9:45am et)
US June New Home Sales (10am et)
former Special Counsel Robert Mueller III testifies @Congress
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et; w/e 7/19)
US Treasury Auctions $20B 2-year FRN (11:30am et)
US Treasury Auctions $41B 5-year Notes (1pm et)
OVERNIGHT into US Thurs. a.m. et
China Jun Swift Global Payments
South Korea Q2 GDP
RBA's Lowe speaks
(Sydney)
German IFO Jul Business
Conditions Assessment, Expectations
Spain Q2 Unemployment Rate/Change, PPI
Italian Jun Trade Balance
Hong Kong Jun Trade Balance
South Africa Jun PPI
UK CBI Jul Reported Sales, Total
Distributed Sales
French Jobseekers
Canada Jul CFIB Bunsiness Barometer
ECB MPC Interest Rate Decisions,
Policy Release (13:45 cet)
ECB post-Meeting Draghi Press
Conference (14:30 cet Frankfurt)
|
Thurs.
July 25 |
|
Brazil BSB Nat'l Monetary Council
Meets, Current Account, Jun Foreign Direct Investment
US June Durable/Capital Goods Shipments & Orders (8:30am et)
US June Int'l Trade Deficit
US weekly Jobless Claims/Continuing Claims
US June (adv) Retail & Wholesale Inventories
Russian Foreign Minister Lavrov visits Brazil (to 26th)
EIA weekly Natural Gas Report (10:30am et)
K.C. Fed July Manufacturing Index (11am et)
APEC FinMins meet ahead of (Nov.) presidential summit (Santiago Chile
thru 26th)
US Treasury Refunding Announcement
US Treasury Auctions 4-, & 8-week Bills (11:30am et value not divulged at post)
US Treasury Auctions $32B 7-year Notes (1pm et)
Fed weekly Balance Sheet & weekly US Money Supply (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
Japan Jul Nationwide & Tokyo CPI
Singapore Q2 Unemployment Rate
French & Italian Jul Business &
Consumer Confidence, Jun PPI
Russia Jul Interest Rate Decision
|
Friday, July 26 |
|
ECB Survey of Professional
Forecasters
US (adv) Q2 GDP/PCE/Business Investment (8:30am et 1st guesstimate)
Foreign Ministers of China, Russia, Brazil & South Africa meeet (Rio
de Janeiro)
Mexico May IAGE Economic Activity
U.M. Final July Consumer Sentiment/Expectations
Canada May Budget Balance
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed Bank Loan Officer Survey
|
Saturday,July 27 |
|
German Jun Retail Sales
China Jun Industrial Profits
52nd ASEAN +3
Foreign Ministers Meeting (Bangkok Thailand to 08/03)
|
|
WEEKS AHEAD: 07/30 BoJ MPC 2-day
Meeting Ends
07/30--31 FOMC 2-day Meeting, followed by
Powell Press Conference
08/01 BoE MPC Meets
08/06 RBA (Aussie) MPC Meets
RBNZ
(New Zealand) MPC Meets
08/15 Norges Bank (Norway) MPC Meets
Bank
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. |
* HICP used in Europe, means Harmonized Index of Consumer Price |
|
|
|
|
|