wall street in advance

September/October 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,  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
/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
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
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)
Sat.,        Octt 10 So. Africa Gold Production
 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).
               * HICP used in Europe, means Harmonized Index of Consumer Prices