wall street in advance

July/August 2016 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 31     OVERNIGHT into US Mon. a.m. et:
         Aussie July Performance of Manufacturing Index, TD Securities Inflation, HIA June New Home Sales
         South Korea June Current Account, & July Trade Balance + Nikkei July Manufacturing PMI
          India Nikkei Markit July Manufacturing PMI
         China July (Official) Manufacturing & Non-Manufacturing PMI, & Caixin China July PMI Manufacturing
         Japan Nikkei July Manufacturing PMI, Official Reserves, Vehicle Sales
         Tokyo Elects a Mayor
         Markit French, German, Italian, Spanish & Eurozone July Manufacturing PMI
         Italian June Industrial Production
         UK Markit July Manufacturing PMI   
Monday,     Aug. 01 July US PMI Manufacturing Index
July US ISM Manufacturing Index
US June Construction Spending
Singapore PM Loong addresses US Chamber of Commerce on TPP (D.C.)
US Treasury Auctions $37B 3-, & $32B 6-month Bills (and that's it for this week!)
Brazil July Markit Manufacturing PMI + July Trade Balance
Holidays in Canada & Switzerland
    OVERNIGHT into US Tues. a.m. et:
          South Korea July Fx Reserves & CPI
          Japan July Monetary Base +10-year JGB Auction
          Aussie July CoreLogic House Price Index, June Trade Balance, Building Approvals, & July Commodity Index
          New Zealand QV July House Prices & RBNZ 2-yr Inflation Expectation
          RBA (Aussie) Interest Rate Decision (Tues.. 08/02, local time)
          Spain Unemployment Rate
          Swiss June Retail Sales & July SVME PMI
          UK July Construction PMI
          Hong Kong June Retail Sales
          Eurozone June PPI
          South Africa Q2 Unemployment Rate
          Japan's Cabinet meets on Stimulus (then goes to Diet)
          BoE Indexed Long-term Repo Operation Results
Tuesday,     Aug. 02 US July Motor Vehicle Sales
Dallas Fed's Kaplan
speaks on monetary policy & economy @ Official Monetary & Financial Institutions Forum (Beijing China 6:15am)
US June Personal Income & Expenditures + PCE
RBC Canadian July Manufacturing PMI
SEC Equity Market Structure Advisory Cmte Meeting Chaired by Mary Jo White
Redbook weekly US Store Sales Snapshot
World Islamic Forum w/Indonesian Pres Widodo & Malaysian PM Razak (Jakarta)
Brazil June Industrial Production
    OVERNIGHT into US Wed. a.m. et:
         New Zealand Q2 Unemployment Rate/Change/Participation/Wages
         UK BRC July Shop Price Index
         Aussie AIG July Performance of Service Index, June Retail Sales
         BoJ MPC Meeting Minutes
         New Zealand ANZ July Commodity Prices
         China Caixin July PMI Services & Composite
         Nikkei July Japan PMI Services & Composite
         Hong Kong July Manufacturing PMI
         India Nikkei July Services PMI
         South Africa Standard bank July PMI + Local Gov't Elections (Wed local time)
         Markit French, German, Eurozone July Services & Composite PMI
         UK Markit CIPS July Services & Composite PMI
         Eurozone June Retail Sales
Wed.           Aug. 03 MBA weekly Mortgage/Refinance Applications
ADP July Private Sector Employment Report
US Treasury Announces Refunding plans, including 10-yr Note & 30-yr Bond
US July PMI Services Index
US July ISM Non-Manufacturing Index
EIA weekly Petroleum Stats
Brazil July Markit Services & Composite PMI + Fx Flows
    OVERNIGHT into US Thurs. a.m. et:
         Japan July Purchases of Foreign Bonds & Stocks + vice versa
         Aussie June Retail Sales
         Swiss July SECO Consumer Confidence
         ECB Economic Bulletin
         China BoP Q2 (Prelim) Current Account Balance
         Markit German July Construction PMI
         UK July New Car Registrations
         Markit German, French, Italian July Retail PMI
Thursday,   Aug. 04 US July Chain Store Sales (9 still report Monthly, some will offer Quarter)
Fed's Kaplan repeats Aug 2nd speech (Shanghai China 6:15am)
Challenger July Lay-off Report
Weekly US Jobless Claims
June US Factory Orders
BoE MPC Interest Rate Decision, Aug Asset Purchase Target, Inflation Report + Meeting Minutes
BoE Gov Carney Press Conference
EIA weekly Natural Gas Report
IMF's Lagarde speaks at Casa Rio Summit (Rio de Janeiro 11am edt)
Czech & Romanian Central banks host, separate, MPC Rate Decisions
Brazil July Auto Production & Sales
Fed weekly Balance Sheet & US Money Supply
    OVERNIGHT into US Fri. a.m. et:
         Aussie AIG July Performance of Construction Index & July Fx Reserves
         Japan June Real Cash Earnings + Fx Reserves  
         South Africa July Fx Reserves
         German June Factory Orders
         France July Current Account Balance & June Trade Balance
         Hong Kong July Fx Reserves
         Swiss July Fx Reserves
         UK Halifax July House Prices
Friday,        Aug. 05 US July Unemployment Report
US June Int'l Trade Deficit
Baker-Hughes US/No. America weekly Rig Count
US June Consumer Credit (3pm et)

Canada June Int'l Trade Balance, July Employment Report/Change/Participation
Canada Ivey July PMI
Rio Olympics Opening Ceremonies (Rio de Janeiro, the first So. American host city 7pm edt, NBC)
Today starts the Biggest Weekend for BTS Sales Tax Holidays in AL, AR, FL, IA, LA, MO, MM, OH, OK, SC, TX, VA (thru 08/07)
Saturday,   Aug. 06 Olympic Competition (Rio de Janeiro Brasil)
Pres. Obama leaves D.C. for Martha's Vineyard, for vacation (thru 8/21)
Pro Football Hall of Fame inducts 8 new members (Canton OH)
China July Fx Reserves
Sunday,       Aug. 07 UN Gen. Sec'y Ban Ki-Moon visits Argentina in attempt to normalize relations with Int'l organizations including IMF, OECD, and more (thru 9th)
Thailand votes on referendum for new constitution backed by ruling military
NFL Pre-Season Hall of Fame Game G.B. Packers vs Indianapolis Colts
    OVERNIGHT into US Mon. a.m. et:
         Japan June Trade Balance/Current Account, July Bank Lending
         Japan Emperor Akihito set to broadcast a message to nation (abdication?)
         China July Foreign Direct Investment, Trade Balance (Imports/Exports)
         BoJ Releases Summary of Opinions from July MPC Meeting
         German Jun. Industrial Production
         South Africa July FX Reserves
         Swiss July CPI
         Euozone Sentix Aug. Investor Confidence
Monday,      Aug. 08 Fed Reserve Labor Market Conditions Index
US Treasury Auctions  $40B 3-, & $34B 6-month Bills
TD Ameritrade IMX (12:30pm et)
Canada June Building Permits
French 3-, 6-, & 12-Month BTF Auctions
Trump plans major economic policy address @Detroit Economic Club (11:30am)
    OVERNIGHT into US Tues. a.m. et:
         New Zealand July Electronic Card Retail Sales & Spending, ANZ Heavy Truckometer
         UK BRC July Like for Lake Sales (post-Brexit Comparable Sales)
         Japan July M3 Money Supply + 30-yr JGB Auction
         Aussie July NAB Business Conditions/Confidence
         China July CPI + PPI
         India MPC Interest Rate Decision (current 6.50%)/Reverse Repo Rate (Tues local time)
         Swiss July Unemployment Rate
         German June Current Account, & Trade Balance (Imports/Exports)
         French Gov't June Budget Balance
         UK June Visible Trade Balance, Industrial & Manufacturing Production
         Turk Pres. Erdogan visits Putin (St Petersburg Russia)
         BoE Indexed Long-Term Repo Operation Results
Tuesday,      Aug. 09 NFIB Small Business Optimism Index
US Q2 Productivity & Costs
US June Wholesale Trade
Redbook weekly Store Sales Snapshot
US Treasury Auctions $24B 3-year Notes (1pm et)
EIA Updates Energy Outlook
Canada July Housing Starts (Hurt by wildfires aftermath and new tax?)
UK NIESR July GDP Estimate (post-Brexit)
Brazil June Retail Sales + Senate Votes on Proceeding with Rousseff Impeachment Trial
Singapore & South Africa National Holidays
    OVERNIGHT into US Wed. a.m. et:
         South Korea July Unemployment Rate
         Japan Q2 Housing Loans, June Machine Orders, July Domestic Goods Price Index, June Tertiary Index
         Aussie June Home Loans, Investment Lending, Value of Loans
         French June Industrial Production
         RBA (Aussie)'s Stevens speaks in Sydney
         China July Aggregate Financing, New Yuan Loans, Money Supply
         New Zealand REINZ July House Sales
         German 10-yr Bund Auction (How low can it go?)
         Swiss UBS Q2 Real Estate Bubble Index
Wednesday, Aug. 10 MBA weekly Mortgage/Refinance Applications
US June JOLTS (Labor Turnover & Quits)
EIA weekly Petroleum Stats
US Treasury Auctions $23B 10-year Notes (1pm et)
Brazil July CPI & Foreign Exchange Flows
US Treasury Budget (2pm et)
    OVERNIGHT into US Thurs. a.m. et:
          New Zealand July Food Prices
          RBNZ (New Zealand) MPC for Rate Decision (Thurs. local time)
          RBNZ's Wheeler Post-meeting Press Conference
          UK RICS July House Price Balance (after Brexit vote)
          Singapore Q2 GPD
          South Korea + Philippines MPC Aug. Interest Rate Decisions (Thurs. local time)
          Aussie Aug. Consumer Inflation Expectations
          French, German, Italian & Eurozone July CPI & HICP
          Italian Jun Trade Balance
          South Africa June Mining & Manufacturing Productoin + Gold Production
Thursday,    Aug. 11 US weekly Jobless Claims
US July Import/Exports Prices
NOAA Updates it Atlantic Hurricane Forecast (11am edt)
EIA weekly Natural Gas Report
US Refunding Announcement
US Treasury Auctions $15B 30-year Bonds
Canada June New Housing Prices Index
Russia Central Bank Reserves & June Trade Balance
Interest Rate Decisions in Mexico, Chile, Peru
Japan Holiday
Weekly Fed Balance Sheet & US Money Supply
    OVERNIGHT into US
         South Korea July Import/Export Price Indices
         New Zealand Q2 Retail Sales ex-Inflation, July Performance of Manufacturing
         Aussie June Credit Card Purchases
         China July Industrial Production, Retail Sales, and Fixed Asset Investments
         German July CPI + Q2 GDP
         Spanish July CPI & HICP
         French Non-Farm Payrolls
         Italian Q2 (Prelim) GDP
         Hong Kong Q2 GDP
         UK June Construction Output
         Eurozone Q2 GDP, & June Industrial Production
Friday,         Aug. 12 US July Retail Sales
US July PPI-Final Demand
US June Business Inventories

Canada Teranet/Nat'l Bank July Home Price Index (last before new tax on foreigners in some provinces)
U.M. Preliminary Aug. Consumer Sentiment
USDA World Agriculture Supply & Demand Estimates Report (WASDE) (Noon et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
India Jun Industrial Production & Manufacturing Output +July CPI
Saturday      Aug. 13 German July Wholesale Price Index

         WEEKS AHEAD: 
08/17     FOMC Minutes of July 26--27 Meet
                                           09/07     Fed's Beige Book
                                    09/20--21     FOMC Meets


*FOMC 2016 Voting Members:  Five governors on the FOMC are permanent voters: Janet Yellen, Stanley Fischer, Lael Brainard, Jay Powell and Dan Tarullo.vote at every meeting. (Board Governors endure 2 vacancies that Senate refuses to confirm). Like the NY Fed pres. is, also, a permanent FOMC voting member. The rest of the voters, in 2016, are 5 of the 11 regional Fed Pres.: Loretta Mester (Cleveland), Eric Rosengren (Boston), James Bullard (St. Louis) and Esther George (Kansas City). Mester, George and Bullard are hawks, while Rosengren is considered a dove. Evans, Lockhart, Williams, and Lacker were 2015 voters, now off the voting panel at 2016 FOMC meetings. Neel Kashkari, former TARP overseer, took over Presidency of the Minneapolis Federal Reserve Bank, replacing Kocherlakota, who wound up a short-lived leader. Kashkari won't vote in 2016 but will stick to his "Too Big .to Fail" mantra on banks
                     

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