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January 2020 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 29 |
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South Korea Nov Industrial
Production, Service Sector Output, Retail Sales
Russia Dec Markit Manufacturing PMI
German Nov Retail Sales
OVERNIGHT into US Mon. a.m. et:
Japan Oct Vehicle Production
Swiss KOF Dec Leading Indicators
Bk of Italy Q3 Credit Conditions & Risk
Spanish Q3 GDP, Dec. CPI, HICP,
Current Account
Hong Kong Nov Trade Balance
UK BBA Nov Loans for House Purchase
Brazil Nov Budget Balance
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| Monday, Dec 30 |
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US Nov Int''l Trade Deficit
US Nov Wholesale Inventories
US Nov Retail Inventories
Chicago Dec. Manufacturing PMI
NAR Nov Pending Home Sales
FRB Dallas Texas Manufacturing Outlook Survey
US Treasury Auctions $42B 3-, & $36B 6-month Bills (11:30am et)
US Treasury Auctions $26B 52-week Bills (1pm et)
OVERNIGHT into US Tues. a.m. et:
South Korea Jan Manufacturing BSI Index, Dec
CPI
Singapore Nov Bank Lending
China Dec
Manufacturing/non-Manufacturing/Composite PMI
RBI (India) Monetary & Credit Information
Review
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| Tuesday, Dec 31 |
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Redbook weekly store sales snapshot
S&P Case Shiller CoreLogic Oct 20-city Home Price Index
FHFA Oct House Price Index
Conference Board's Final Dec. Consumer Confidence/Expectations
SIFMA-controlled Markets (Bonds) Close 2pm et
Equity Markets Open until 4pm et
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Wed. January 01
2020 |
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Happy New Year 2020!
Global Markets Closed
28 U.S. States Raise their Minimum Wage (FL by all of 10c p/hour)
OVERNIGHT into US Thurs. a.m. et:
UK Markit Dec Manufacturing PMI
Ward's Dec US Vehicle Sales
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| Thurs,
Jan 02 |
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MBA weekly Mortgage/Refinance
Applications
US weekly Jobless Claims/Continuing Claims
Canada RBC Dec Manufacturing PMI
Fiat Chrsyler should release Dec Vehicle Sales
US Markit Dec Manufacturing PMI
Mexico Markit Dec Manufacturing PMI
Brazil Dec Trade Balance
US Treasury Auctions 4-, & 8-week Bills (value not announced at post)
Most Global Markets Closed for Boxing Day, Japan Closed rest of week
US Markets Open
OVERNIGHT into US Fri. a.m. et
Aussie Dec Manufacturing PMI & AiG Services
Index
South Korea Dec Trade Balance
Singapore Q4 GDP, URA Property Index, Dec
Manufacturing PMI
China Caixin Dec Manufacturing PMI
Hong Kong Nov Retail Sales
India Bank Loan & Deposit Growth
UK BRC Dec Shop Price Index, Nationwide
House Price Index
Swiss Dec Manufacturing PMI, procure.ch Dec PMI
Eurozone, France, Germany, Italy Markit
Dec Manufacturing PMI
Spain Unemployment Rate/Change
German Dec Unemployment Rate/Claims
BoE Nov Consumer Credit, Mortgage Approvals,
Markit/CIPS Dec Construction PMI
German & Italian Dec CPI, HICP
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| Friday, Jan 03 |
|
US Dec Manufacturing
ISM/Prices Paid/Orders/Shipments/Employment
US Nov Construction Spending
IMF on Designing Central Bank Digital Currencies @ASSA/AEA Annual (San
Diego)
EIA weekly Natural Gas Report (w/e 12/22)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (w/e 12/22)
Baker-Hughes weekly North American/US Rig Count (1pm et)
Fed Gov Brainard panelist with Fed's Evans, Daly, BoC's Wilkins,
& BoE's Breeden on Women in Central Banking (ASSAAEA San Diego 10:15am pst)
FOMC Minutes of Dec 10--11, 2019 Meeting (2pm et)
Fed's Kaplan & Daly panelists @AEA on Navigating Crosscurrents: The
Outlook for the Global Economy (San Diego 12:50pm pst)
Janet Yellen speaks on 'How Can Economics Solve Its Race Problem?' (2:30pm pst AEA)
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Saturday, Jan 04
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S.F. Fed's Daly panelist @ASSA
Annual on Corporate Culture & Banking (10:15am pst)
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| Sunday,
Jan 05 |
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German Nov Retail Sales
OVERNIGHT into US Mon. a.m. et:
Aussie AiG Dec Performance of Mnftg Index, CBA
Service/Composite PMI
Japan Nikkei Dec Manufacturing PMI, Dec Vehicle
Sales
China Caixin Dec Services/Composite PMI, Fx
Reserves
Markit Eurozone, France, Germany, Italy Dec
Services/Composite PMI
UK Dec New Car Registrations
Eurozone Jan Sentix Investor Confidence
UK Markit/CIPS Dec Services/Composite PMI,
Official Reserves
Eurozone Nov PPI
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| Monday, Jan 06 |
|
Canada Nov Raw Materials Price Index
(8:30am et)
US Markit Dec Services/Composite PMI
US Treasury Auctions 3-, & 6-month Bills
OVERNIGHT into US Tues. a.m. et:
Japan Dec Monetary Base, Nov Loans, Jibun Bank
Dec Services/Composite PMI
Swiss Dec CPI, HICP
Eurozone Dec CPI, Nov Retail Sales
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| Tuesday Jan 07 |
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| Wed.
Jan 08 |
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| Thurs.
Jan 09 |
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| Friday,
Jan 10 |
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| Saturday, Jan 11 |
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WEEKS AHEAD:
01/05/2020 Janet Yellen, Olivier Blanchard, Lawrence Summers, Adam Posen panelists on
Japanification, Secular Stagnation, and Fiscal & Minetary Policy Challenges (8am pst
@AEA San Diego)
BoE's Broadbent, ECB's Lane, BoJ's Wakatabe, BoC's Wilkins, NY Fed Pres Williams panelsts
@AEA Monetary Policy Frameworks in a World of Low Interest Rates (10:15am pst @AEA)
Also starting 10:15am pst, a dissection of FOMC transcripts
01/05--08 China's V.Premier Liu He expected in US to sign Phase 1 Trade
Deal (So. China Morning Post reported 12/29)
01/09 Bk of Canada Meets
01/23 Bk of Japan Meets
01/24 ECB Meets
01/29--30 FOMC 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, 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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