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September/October 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, Sept 27 |
|
Yom Kippur starts at Sundown
OVERNIGHT into US Mon. a.m. et:
Indonesia Aug Motorbike Sales
ECB MPC Schnabel panelist @German Economic
Ass'n (11:45 cet)
Mexico Aug Unemployment Rate, Trade Balance
Brazil Aug Bank Lending, BCB Focus Market
Readout, Federal Tax Revenue
|
| Monday, Sept 28 |
|
ECB Pres. Lagarde opens
ECON Cmte of EU Parliament (Brussels 15:45 cet)
Dallas Fed Sept Manufacturing Index
Philly Fed/OMFIF Jt Economics of Artificial Intelligence & Machine Learning (thru
29th)
US Treasury Auctions $54B 3-, & $51B 6-month Bills
Yom Kippur--the Jewish Day of Atonement-ends at Sundown
OVERNIGHT into US Tues. a.m. et:
So. Korea Aug Industrial & Mnftg
Production, Retail Sales, Construction Output
Japan Tokyo CPI/Core CPI
BoJ Summary of Opinions
BoE Aug Consumer Credit,
Mortgage Approvals/Lending
EU Sept
Consumer/Industrial/Economic/Services Sentiment
Bundesbank's Mauderer speaks
EU, German, Spanish Sept CPI/HICP
|
| Tuesday Sept 29 |
|
Redbook weekly US store sales
snapshot
US Aug Trade Balance
US Aug Wholesale Inventories
S&P/Case Shiller July Home Price Index
Fed's Williams, SEC, CFTC speak @2020 US Treasury Market Conference
(9am)
Fed's Harker speaks @OMFIF/Philly Fed Forum: Economics of AI
& ML (9:30am)
Conference Board Sept Consumer Confidence
Fed V.Ch. Clarida on "Future Considerations for Treasury Market
Resilience" @US Treas. Market virtual
Conference (11:40am et)
2nd NY Fed Research Conf. on FinTech (thru
10/01)
US Treasury Auctions $30B reopened 119-day & $30B 42-day Bills
Fed V.Ch. Quarles on Financial Regulation @Harvard Law & Program on Int'l
Financial Systems: streamed Conversation on
FinRegulation (1pm et)
Fed's Williams fireside chat @Fisher Ctr R,E. & Urban Economics Mtg
Series (1pm)
Fed V.Ch Quarles webinar
on "Financial Stability" @Ctr for Financial Policy, Univ. of MD (3pm
et)
Brazil Aug Payrolls
Pres Trump & V.Pres Biden debate moderated by FOX's Chris Wallace
OVERNIGHT into US Wed. a.m. et:
Japan Aug Industrial Production , Retail
Sales
New Zealand Aug Building Permits, ANZ
Sept Business Confidence
China NBS Sept Manufacturing PMI
Aussie Aug Building Permits, Private
Sector Credit
China Caixin Sept Manufacturing
PMI
Japan Aug Housing Starts, Construction
Orders
German Aug Unemployment Rate,
Retail Sales, Import Prices, Sept Unemployment Change
UK Q2 (F) GDP/Biz
Investment, Current Account, Sept Nationwide House Prices
Hong Kong Aug Retail Sales
ECB Pres Lagarde speaks
to The ECB and its Watchers XXI Conference (9:20cet)
BoE's Haldane keynotes
Cheshire & Warrington LEP Economic Summit/AGM
ECB MPC Mersch fireside
videochat @9th Int'l Forum "NPL Meeting" of The European House (11:45 cet)
|
| Wed.
Sept 30 |
|
MBA weekly Mortgage
Purchase/Refinance Applications
ECB MPC Fernandez-Bollo roundtable on AML @Copenhagen Biz School (16:00 cet)
ECB MPC Lane at ECB and its Watchers XXI Conference (Frankfurt 18:00 cet)
Brazil July Unemployment Rate, Nat'l Budget Balance
ADP Sept Private Payroll Employment Change
US Q2 GDP/Biz Investment/Household Savings/PCE
US Q2 Corporate Profts
SNB (Swiss) Quarterly Bulletin
Chicago Fed Sept PMI
US Aug Pending Home Sales
EIA wkly Petroleum/Gasoline/Dstillates/Refineries Report (10:30am; hurricane
impact)
Fed When?
FedNow! Update on development of the Fed's new landmark instant payment
service (K.C. Fed noon)
Comic Books in the Classroom: NY
Fed's Educational Comic Bk Series
Fed Gov Bowman on
"Community Banks Rise to the Challenge" (1:40pm et) @St Louis Fed Community
Banking Research virtual Conference
(thru 10/01)
Mexico Aug Fiscal Balance
Dallas Fed's Kaplan discusses
economic issues with James B. Milliken, Chancellor of U of TX System (5pm live stream)
OVERNIGHT into US Thurs. a.m. et:
Chinese Golden Week Oct. 1st--7th
New Zealand Q2 Capacity Utilization
Aussie AiGroup Sept Mnftg Index, Markit Sept Mnftg
PMI
Japan Q3 Tankan Index, All-Industry
Capex, Stock & Bond Transactions
So. Korea Sept Trade Balance
Japan Jibun Bank Sept Manufacturing PMI
Singapore Q3 URA Property Index
Russia Markit Sept Manufacturing PMI
India RBI Interst Rate Decision/Cash Reserve Ratio,
Markit Sept Mnftg PMI
Swiss Aug Retail Sales, Sept CPI,
procure.ch Sept Manufacturing PMI
EU, France, German, Italy Markit Sept
Manufacturing PMI
European Council Special Meeting
Italy Aug Unemployment Rate
UK CIPS/Markit Sept Mnftg PMI
ECB MPC Fernandez-Bollo streamed to
Credit Agricole Corporate & Invesgtmengt Bank event (9:40 cet)
BoE Monthly Decision Maker Panel Sept Data (9:30
Bst)
Eurozone Aug Unemployment Rate, PPI
BoE's Haldane keynote interview "The
Future of Shareholder Primacy" @FT Global Moral Money virtual Summit (11:30
Bst)
BoE's Breeden keynote Responsible Asset Owners Global virtual Symp.
(12:15 Bst)
ECB MPC Enria online speech
@EBF-High Level Public Dialogue "European Banking Beyond the Pandemic" (15:05
cet)
|
| Thurs.
Oct 01 |
|
US Sept Challenger Job-Cuts
US weekly Initial Jobless Claims/Continuing Claims
US Federal Government Fiscal Year Begins
ECB's Lane videokeynotes @Jt CEBRA/CEPR Int'l Macro Conf. (Sweden 17:45 cet)
US Aug Personal Income/Spending/Savings/PCE/Core PCE
Markit US Sept Manufcturing PMI
US Sept ISM Manufacturing Index/Employment/Prices Paid/New Orders
Mexico Markit Sept Manufacturing PMI
EIA weekly Natural Gas Report (10:30am et; hurricane impact)
Fed's Williams Conversation w/Merck (MRK) CEO Kenneth Frazier for Eco
Club of NY
US Treasury Auctions 4-, & 8-week Bills (values not named at post)
Fed's Williams Welcone remarks to 2nd NY Fed Bk Conference on FinTech
(11am)
Fed Gov Bowman livestream
on "The Important Role of Community Banks in Ensuring Equitable Mortgage Credit
Access: @Montana State Univ College of Biz & Entrepreneurship
S.F.
Fed "Investing in the Future of Child Care:Supporting Small Business
Providers" (noon pt)
OVERNIGHT into US Fri. a.m. et:
Japan Aug Unemployment Rate/Change,
Jobs/Applications Ratio
Ward's Sept US Vehicle Sales
Aussie Aug Retail Sales
Spain Sept Unemployment Rate/Change
Eurozone Sept CPI/Core CPI
Brazil Aug Industrial Production
ECB MPC de Guindos video
keynotes Foro La Toja-Vinculo Atlantico "La respuesta de Europa" (12:00 cet)
|
| Friday,
Oct 02 |
|
US Sept Unemployment
Rate/Change/Wages/Hrs Worked/Participation/Mnftg/Gov't
Fed's Harker speaks Inclusive Workforce Recovery @New Kind of Back to
Work: Talent, Recovry, and the future of Greater Philaelphia w/Q&A (9am et)
ISM Sept NY Index
US Aug Factory Orders
U.M. Final Sept Consumer Sentiment/Expectations/Inflation Outlook
Baker-Hughes weekly US/No.Am. Total/Oil Rig Count (1pm et)
Assets & Liabilities of Commercial Banks in the US
|
| Sat.
Oct 03 |
|
China Golden Week Ongoing
German Unity Day
Sukkot
|
| Sun.
Oct 04 |
|
OVERNIGHT
into US Mon. a.m. et:
Aussie Markit Sept Services/Composite PMI, NAB
Biz Confidence
Japan Jibun Bank Sept Services/Composite PMI
So. Korea Nikkei Sept Manufacturing PMI
South Africa Standard Bank Sept PMI
EU, France, Germany, Italy Markit Sept
Services/Composite PMI
UK Sept New Car Sales/Registrations,
Markit/CIPS Services/Composite PMI
Eurozone Aug Retail Sales
Brazil BCB Focus Market Readoiut, Markit Sept
Services/Composite PMI
|
| Mon.
Oct 05 |
|
Markit US Sept Services/Composite PMI
ISM non-Manufacturing Sept Business Activity/New Orders/Employment
Fed's Evans Q&A w/Diane Swonk @62nd NABE Annual Meeting (10:45am;
thru 8th)
SIBOS Financial virtual Forum (thru 8th)
US Treasury Auctions $54B 3-, & $51B 6-month Bills
Richmond Fed's Investing in Rural America videoconference
(thru 8th)
Supreme Court back in session
OVERNIGHT into US Tues. a.m. et:
New Zealand NZIER Q3 Capacity Utilization, Business
Confidence
Aussie AiGroup Sept Construction Index, ANZ Job Ads,
Aug Trade Balance
RBA (Aussie) Oct Interest Rate Decision +
Statement (10/06 local time)
German Aug Factory Orders
Eurozone, France, German, Italy Sept Construction PMI
BoE's Haldane on Agent Based
Modelling for Policy Seminar
EU-Ukraine Summit, EcoFIN video conference
UK BRC Retail Sales Monitor
ECB Pres Lagarde & VP de Guindos
attend Eurogroup video Meeting
ECB's de Guindos participates in
EcoFIN virtual Meeting
ECB Pres Lagarde videochat
@10th Anniversary of European Stability Mechanism
Mexico Sept Auto Production/Exports, July Gross Fixed
Investment
|
| Tuesday, Oct 06 |
|
BoE's Strange OpRisk Europe
"Resilience in a time of uncertainty" (13:30 Bst)
US Aug Trade Balance
ECB Pres Lagarde videotaped chat @WSJ virtual CEO Council Summit
Redbook weeky store sales snapshot
Canada Aug Trade Balance
K.C. Fed's George webinar to discuss her career journey (10:30am)
JOLTS Aug Job Openings/Quits
US Treasury Auctions $30B reopened 119-day & $30B reopened 42-day Bills
Fed's Harker @Global Interdependence Ctr AI & ML webinar w/Q&A
(noon edt)
US Treasury Auctions $52B 3-year Notes & $34B 52-week Bills
FOMC Chief Powell on Eco Outlook (10:40am),
ECB's Lane (11:30am) &
Sheila Barr (4:10pm) speak @62nd NABE virtual Annual Meeting: Global Reset? (thru 8th)
Fed's Kaplan discusses Global Perspectives w/Banco de Mexico Gov.
Alehandro Diaz de Leon Carillo (5pm)
OVERNIGHT into US Wed. a.m. et:
BoJ's Kuroda speaks @62nd NABE
Financial forum (7:10pm et)
Aussie AiGroup Sept Services Index
Japan Sept Fx Reserves, Leading Index
RBA Chart Pack released
German Aug Industrial &
Manufacturing Production
France Aug Trade Balance, Current Account
UK Halifax Sept House Price Index, Q2
(F) Labour Productivity
ECB non-Monetary Policy Meeting & Statement
ECB Pres Lagarde video to
Paris Europlace virtual Int'l Financial Forum (14:10cet)
|
| Wed.
Oct 07 |
|
China's Golden Week Ends
Today
MBA weekly Mortgage Purchase/Refinance Appliactions
Brazil Sept Car Production, New Car Registration, Fx Reserves
Canada Sept Ivey PMI
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report
US Treasury Auctions $35B reopened 10-year Notes
Fed's Bostic opens Racism & the Economy: Series Kickoff Event (1pm ct)
FOMC Releases Minutes of Sept 15--16 Meeting
Fed's Kashkari speaks @Fed's Raciscm & the Ecconomy (1:15pm &
2:20pm ct)
Fed's Bostic, Rosengren & Kashkari Central Bank panelists @Fed's
Raciscm & the Economy (1:40pm)
Aug US Consumer Credit (2pm et)
Fed's Williams Conversation w/Henry Kissinger @Economic Club of NY (2pm
edt)
Fed's Williams on The Road Ahead for Central Banks @Hoover Institution
(3pm edt)
OVERNIGHT into US Thurs. a.m. et
Japan Sept Bank Lending, Aug current
Account
UK RICS Sept House Price Balance
Swiss Sept Unemployment Rate
German Aug Trade Balance, Current
Account
French Aug Trade Balance
BoE Gov Bailey panelist
@Single Resolution Board virtual Conference: The Inpact of COVID-19 Crisis (8:25
Bst)
ECB's Schnabel video
speech @Single Resolution Board Conference (Brussels)
ECB's de Guindos video
@Entrevista Conversaciones 2020 by El Economista
BoE FPC Summary & Record--October
2020 Statement
Account of Sept 09--10 ECB
Monetary Policy Meeting
SNB Pres Jordan speaks
ECB Monetary Policy Statement
ECB's Mersch videospeech
@50th Anniversary of the Werner Report online Evengt organized by Luxembourg Ctr for
Contemporary & Digital History (12:15 cet)
Brazil Aug Retail Sales
Canada Sept Housing Starts/Aug Building
Permits
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| Thurs.
Oct 08 |
|
NFIB Sept US Biz Optimism
Index
Mexico Sept CPI/Core CPI
ECB Account of Monetary Policy Meeting
US weekly Initial Jobless Claims/Continuing Claims
EIA weekly Natural Gas Report
S.F. & Richmond Feds' virtual Seminar on Climate Economics: Suboptimal
Climate Poilicy w//Prof. Per Krussel of Stockholm Univ. (11am)
US Treasury Auctions 4-, & 8-week Bills (values not announced agt post)
US Treasury Auctions $23B reopened 30-year Bonds
Federal Reserve Stress Testing Research Virtual Conference
focus on resilience (thru 9th)
Foreign Policy Ass'n World Leadership BYO bagged Lunch
Fed's Barkin speaks @Richmond Fed Investing in Rural America (2:40pm thru
7th)
Fed's Rosengren gives Marburg Memorial Lecture on US Economy &
Current Financial Conditions @Marquette Univ. Economics Dept (12:10est)
Fed's Barkin speaks @Richmond Fed Investing in Rural America (2:40pm)
Town Hall w/Minneapolis Fed's Neel Kashkari (4pm ct)
Brazil Aug Retail Sales
OVERNIGHT into US Fri. a.m. et:
Japan Aug Household Spending/Avg Cash Earnings
Aussie Aug Home Loans/Investment Lending
RBA Financial Stability Review
China Caixin Sept Services/Composite PMI
Japan Sept Machine Tool Orders
UK Aug/3-month GDP/CapEx/Household Spending,
Aug Trade Balance, Construction Output, Industrial/Manufacturing Production,
Index of Services
China Fx Reserves
India Bank Loan & Deposit Growth, Fx Reserves
ECB MPC af Jochnick videochat
@L'Agefi Global Invest Forum (Paris 9:30 cet)
BoE publishes Banking Sector Regulatory
Capital 2Q20 (9:30 Bst)
UK NIESR Sept Monthly GDP Tracker
|
| Friday, Oct 09 |
|
US Aug Wholesale
Inventories/Sales
Breakfast w/St. Louis Fed: Scarring Body & Mind--COVID-related long-term marks
8am ct
Canada Sept Unemployment Ragte/Change/Part- +Full-Time/Participation
BoE's Haldane: OECD Conference:
"Confronting Planetary Emergencies" (16:15bst)
WASDE Report
Baker-Hughes weekly No.Am./US Oil/Total Rig Count (w/e 10/03)
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| Sat.,
Octt 10 |
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So. Africa Gold Production
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WEEKS AHEAD: 10/12 Columbus
Day -US Bank Holiday (Bonds Closed/Equities
Open)
10/20 ECB MPC Meets
10/28 Bk of Canada Meets
10/29 BoJ Meets
11/03 RBA Meets
11/05 FOMC Meets
BoE Meets
11/11 RBNZ Meets
*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).
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* HICP used in Europe, means Harmonized Index of Consumer Prices |
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