wall street in advance

July/August 2020  Economic Statistics
and Other Economic Influences

                Weekly Chain Store Sales*
                 Average Hourly Earnings*
                 API Weekly Gas/Oil Stockpiles Report*  **
Mortgage Applications  Data
                 EIA Weekly Report on Gas & Oil Stockpiles* (10a.m.)
                 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,   Jul 26    OVERNIGHT into US Mon. a.m. et
       BoJ Summary of Opinions on Mtg July 14/15
, Q1 Capital Spending
       RBA's Kent (Ass't Gov for Financial Markets) webinar w/Kanga News (10am aest)
       BoJ Dpty Gov Amamiya @Japan Nat'l Press Club (Tokyo)
       China Jun Industrial Profits
       Indonesia Jun Motorbike Sales, Loan Growth
       Eurozone Jun Loans to Companies & Households, M3 Money Supply
       German IFO July Biz Conditions/Expectations
       Hong Kong Jun Traade Balance
       France Jun Jobseekers, Unemployment Claims/Change
       ECB  Nat'l Balance Sheet of Euro area monetary financial institutions ex-ECB (10:00 cet)
       ECB pre-release Economic Bulletin: The great trade collapse of 2020 ...(10:00)
       ECB pre-release Economic Bulletin: Consumption of durable goods in EU (10:00)
       Mexico June Trade Balance
       Brazil BCB Focus Market Readout
       BoE release: Asset Purchase Facility 2Q20 Report & Capital Issuance (9:30 bst)
Monday,  Jul 27 US June Durable/Capital Goods/Defense Orders/Shipments (8:30am et)
Dallas Fed July Manufacturing Index
Amazon, Apple, Facebook, Alphabet's Google + Twitter CEOs Testify @US House
Anti-Trust Sub-Cmte (POSTPONED to WEDNESDAY, due to Rep John Lewis funeral)
US Treasury Auctions $54B 3-, & $51B 6-month Bills (11:30am et)
US Treasury Auctions $48B 2-yr & $49B 5-year Notes (1pm et)
    OVERNIGHT into US Tues. a.m. et:
        UK July CBI Distributive Trades
        Spain Q2 Unemployment Rate
        ECB Economic Bulletin pre-release: Euro area equity nmarkets & shifting expectations for an economic recovery (10:00 cet)
        ECB Eco Bulletin pre-release: Recent developments in the euro area food price
        Brazil Jun Current Account & Foreign Direct Investment
Tuesday, Jul 28 Redbook weekly store sales snapsot (w/e 07/25)
Brazil Jun Net Payrolls
US S&P/Case-Shiller May Home Price Index
FOMC 2-day Meeting Starts
Conference Board's July Consumer Confidence

Richmond Fed July Manufacturing Index
US Treasury Auctions $30B reopened 120-day & $30B reopened 42-day Notes
US Treasury Auctions $24B 2-year FRN & $44B 7-year Notes (1pm et)
    OVERNIGHT into US Wed. a.m. et:
        Singapore Q2 Unemployment Rate/Change, Jun PPI, Import/Export Prices
        German June Import Prices
        South Africa Jun Private Sector Credit, M3
        Spain Jun Retail Sales
        ECB non-Monetary Policy Cmte Meeting
        Swiss ZEW Jul Economic Sentiment/Expectations
        Hong Kong Q2 GDP
Eco Bulletin pre-release: Preliminary assessment of the impact of the COVID-19 pandemic on the euro area labour market + High-frequency data developments in the euro area labour mraket (10:00 cet)
        BoE June Consumer Credit, Mortgage Approvals/Lending+Effective Interest Rates
        Mexico June Unemployment Rate/Change
Wed.      July 29 US MBA Mortgage Purchase/Refinance Applications (w/e 07/24)
Brazil Jun Unemployment Rate/Change, Bank Lending
US Jun Int'l Trade Balance
US June Wholesale Inventories
Amazon, Apple, Facebook, Alphabet's Google + Twitter CEOs Testify @US House
Anti-Trust Sub-Cmte  (Postponed from Monday)
US June Pending Home Sales
ECON Ed from the K.C. Fed: The T in STEM: Technology Jobs of the Future (10am ct)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am et; w/e 07/24)
Chico Fed Virtual: Minority Middle Neighborhoods in a Time of Crisis (noon ct)
FOMC post-Meeting Press Release  (2pm et)
FOMC Chief Powell post-Meeting Press Conference (2:30pm et)
    OVERNIGHT into US Thurs. a.m. et:
        New Zealand June Building Permits, ANZ July Business Confidence
        Japan Jun Retail Sales, Japanese purchase of foreign stocks/bonds, & vice versa
        Aussie Jun Building Permits, Q2 Import/Export Prices
        Singapore Jun Bank Lending, Q2 Business Confidence
        German Jun Unemployment Rate/Change, Jul Unemployment Applications, Q2 GDP
        UK July Nationwide House Prices
        Austria Q2 Flash GDP Growth Rate Q/o/Q + Y/o/Y, Jun PPI
        Italy Jun Unemployment Rate/Change
        UK Jun Car Production
        Hong Kong Jun Retail Sales
        Eurozone June Unemployment Rate, Jul Economic/Industrial/Services Sentiment, Consummer Confidence/Expectations
        BoE's Breeden
UK Finance webinar-Non-systemic UK Banks: The Prudential Regulation Authority's approach to new & growing banks (14:00 bst)
        Mexico Q2 (P) GDP
        German CPI/HICP
Thurs,    July 30 US weekly Jobless Claims/Continuing Claims (w/e 07/24)
US (adv) Q2 GDP/Biz Spending/CapEx/Household Spending/PCE
EIA weekly Natural Gas/Storage Report (10:30am et;  w/e 07/24)
US Treasury Auctions 4-, & 8-week Bills (values not announced at time of post)
Mexico June Fiscal Balance
    OVERNIGHT into US Fri. a.m. et:
         So. Korea Jun Construction Output, Industrial/Mnftng Production, Retail Sales
         Japan Jun Unemployment Rate/Change/Jobs:Applications
         China NBS Jul Manufacturing & non-Mnftg PMI
         Aussie Q2 PPI, Jun Private Sector Credit
         Japan Jun Housing Starts/Construction Orders, Jul Consumer Confidence
         French Q2 (P) GDP
         German Jun Retail Sales
         Swiss Jun Retail Sales
(includes watches)
         France June Household Consumption, July CPI/HICP
         Italy Q2 (P) GDP, Jun Retail Sales
         Eurozone Q2 flash GDP, Jul Inflation Rate

         India Fx Reserves, Government Budget, Infrastructure Outpurt
         So. Africa Jun Trade Balance
Friday,   July 31 US June Personal Income/Spending, PCE/Core PCE
Chicago July PMI
U.M. Final July Consumer Sentiment/Current Conditions/Expectations
Mexico Jun Fx Reserves
Baker-Hughes weekly U S/No. Am. Total/Oil Rig Count (1pm et; w/e 07/24)
Colombia Interest Rate Decision
FRB Releases H.8: Assets & Liabilities of Commercial Banks in US (4:15pm et)
    OVERNIGHT into US Sat. a.m. et:
        So. Korea July Trade Balance
Sat,         Aug 01 Swiss National Day
Sunday,   Aug 02     OVERNIGHT into US Mon. a.m. et:
        Aussie AiGrp Jul Mnftg Index, CommBank Jul Mnftg PMI, ANZ Job Ads
        Japan Q1 (F) GDP/Private Consuumption/Price Index/External Demand
        Japan Jibon Bank Jul Mnftg PMI
        China Caixin Jul Mnftg PMI
        India Markit Jul Mnftg PMI
        Russia Jul Markit Mnftg PMI
        Swiss July procure.ch Mnftrg PMI, CPI
        BoE publishes Banking Sector 1Q20 Regulatory Capital
        Eurozone, France, Germany, Italy, Jul Mnftg PMI

        UK Markit/CIPS Jul Mnftgg PMI
        So. Africa Jul ABSA Mnftg PMI
        Russia Monetary Policy Report
Monday, Aug 03 US (F) Jul Markit Manufacturing PMI  (8:45am et)
Brazil Jul Markit Mnftg PMI
US Jul ISM Manufacturing PMI/Prices/Employment/New Orders
US Jun Construction Spending
Mexico Markit Jul Mnftg PMI
US July Vehicle Sales
Discussion w/St Louis Fed Pres. James Bullard (11:30am ct)
US Treasury Auctions $54B 3-, & $51B 6-month Bills (11:30am et)
Public Education in Chicago During the Pandemic--Challenges for Fall 2020 (noon ct)
Brazil Trade Balance
    OVERNIGHT into US Tues. a.m. et:
        Japan Jul Tokyo/Core CPI
        Aussie Jun Trade Balance, Retail Sales
        Ward's July US Vehicle Sales
        RBA (Aussie) MPC Interest Rates Decision, Press Conference

        France Jun Budget Balance
        Spain Jul Unemployment Change
        Eurozone Jun PPI
        Brazil Jun Industrial Production
Tuesday  Aug 04 Redbook US weekly store sales snapshot
ISM New York Jul Business Index
US Jun Factory Orders
NY Fed releases paper on Effects of COVID-19 on Black-Owned Businesses (11am)
US Treasury Auctions $30B reopened 119-day & $30B reopened 42-Day Bills
Boston Fed Main Street Lending webinar: Applicability to Tribal Businesses
St. Louis Fed-- Hamilton's Central Bank--Then & Now (2pm ct)
    OVERNIGHT into US Wed. a.m. et:
       New Zealand Q2 Unemployment Rate/Change/Participation, Commodity Prices
       Aussie CommBank Jul Services/Composite PMI
       Hong Kong Jul Markit Manufacturing PMI
       Japan Jibun Bank Jul Services/Composite PMI
       Aussie Jun Home Loans/Investment Lending for Homes
       RBA Chart Pack
       China Caixin Jul Services/Composite PMI

       Indonesia Q2 GDP
       India Jul Markit Services PMI
       So. Africa Jul Standard Bank PMI
       Sweden Q2 GDP, Jun Industrial Production  (never shutdown for pandemic)
       Eurozone, France, Germany, Italy July Markit Services/Composite PMI
       UK Jul New Car Sales, Markit/CIPS Services/Composite PMI
       Eurozone Jun Retail Sales

Wed.       Aug 05 MBA weekly Mortgage Purchase/Refinance Applications
US ADP Jul Employment Change
US Jun Trade Balance
Canada Jun Trade Balance
US Treasury Refunding Announcement
Brazil Jul Markit Services/Composite PMI
US Markit Jul Services/Composite PMI
US ISM Jul non-Manufacturing ISM/Employment/New Orders/Prices
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (w/e 07/31)
Brazil Interest Rate Decision, Fx Flows
    OVERNIGHT into US Thurs. a.m. et:
New Zealand Q2 Labor Cost Index
        Indonesia Cash Reserve Ratio, Interest & Reverse REPO Rate Decision
        Japan July Foreign Buys of Stocks & Bonds & vice versa
        Germany Jun Factory Orders
        Eurozone Jul Construction PMI
        Italy Jun Industrial Production, Jul Construction PMI
        UK Jul Construction PMI
        Mexico July Auto Production/Exports, May Gross Fixed Investment
        Russia Jul Vehicle Sales
        ECB Harmonised Competitiveness Indicators Dataset (10:00 cet)
        BoE Inflation Report, Interest Rate+ QE Decision/Minutes (7:00bst)
        BoE Gov Bailey post-Meeting Press Conference NOT listed @BoE
Thurs.     Aug 06 Challenger July US Job Cuts
Brazil Jun Unemployment Rate
US weekly Initial Jobless Claims/Continuing Claims (w/e 07/31)
Brazil Jul Car Production & New Car Registration
EIA weekly Natural Gas Report  (w/e 07/31)
BoE Financial Stability Report
NY Fed 2Q20 Household Debt & Credit Report+ Liberty St. blog post  (11am edt)
US Auctions 4-, & 8-week Bills (Values not announced as post)
FedTalk: Special COVID-19 Edition: Researching Trends & Impact of COVID-19 (noon)
    OVERNIGHT into US Fri. a.m. et:
        AiGrp Jul Services Index, Aussie Home Loans
        Japan Jun Household Spending/Avg Cash Earnings, Jul Fx Reserves
        RBA (Aussie) Monetary Policy Statement
        China Jul Trade Balance, Fx Reserves

        German Jun Trade Balance, Current Account, Jun Industrial Production
        France Jun Trade Balance, Current Account, Industrial Production, Q2 Private non-Farm Payrolls
        UK Jul Halifax House Price Index
        Italy Jun Trade Balance
Friday,    Aug 07 US July Unemployment Report/Change/Avg Hrly Earnings/Participation/Mnftg Jobs
Canada Jul Unemployment Report/Change/Participation/Full- & Part-Time
US Jun Wholesale Inventories

Canada July Ivey PMI
Baker-Hughes weekly US/No. Am. Total/Oil Rig Count (1pm et)
US Jun Consumer Credit  (3pm et)
Saturday,Aug 08 
  08/12     RBNZ (New Zealand) MPC Meets
                                                     Fed's Kaplan Global Perspectives with (Houston virus Czar) Marvin E. Odum
                                       08/13     Banco du Mexico MPC Meets
                                       08/20     Norges (Norway) MPC meets
                                08/27--28     K.C. Fed virtual 44th Annual Economic Policy Symposium: "Navigating the Decade Ahead: Implications for Monetary Policy"
                                09/17--18      Atlanta Fed Virtual Conf. on Racial Justice & Finance Keynote: FRB Pres Bostic
                                10/08--09     Federal Reserve Stress Testing Research Virtual Conference focus on resilience

*FOMC 2020 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 2020: MN Fed's Kashkari, Dallas Fed's Kaplan, Philly Fed's Harker, Cleveland Fed's Mester. Other Fed Presidents include: Atlanta Fed's 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 was a voter until Feb. 2020, completing her predecessor's term (NY Fed CEO Wiliams). 2019 Hawks dissenting against 2019 rate cuts were K.C. Fed's George, Boston's Rosengren, and St. Louis' Bullard but he wanted a bigger cut, earlier, who was backed by Chicago's Evans.
               * HICP used in Europe, means Harmonized Index of Consumer Prices