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November 2018 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,
Nov 18 |
|
OVERNIGHT
into US Mon. a.m. et:
Brazilian Central Bank Focus Market
Report
New Zealand Q3 PPI
Japan Oct Trade Balance
China Oct Fx Settlement
UK CBI Nov Order & Price Trends
Japan Oct Dept Store Sales
BoJ's Kuroda + Bk of
France de Galhau speak @ EuroPlus (Tokyo)
UK Rightmove Nov House Prices
Eurozone Sept Current Account,
Construction Output
Russia Monthly GDP
BoE UK Deposit Takers top Supervisor,
Proudman, on "Cyborg Supervision--The Application of Advanced Analytics in Prudential
Supervision" (London)
Financial Stability Strategy & Risk
Dir, Brazier, speaks @ Denmark's Nationalbank Macroprudential Policy Conference
(Copenhagen)
|
| Monday, Nov 19 |
|
Fed's Williams speaks
@ Per Scholas (tech-related job training for adults; 9:40am et Bronx NY)
NAHB Nov Housing Market Index (10am et)
EU Economic Commissioner Moscovici news conferernce @ EU Hdqtrs
Q3 eCommerce Sales
Fed's Williams moderated discussion w/Pres of NYC Hispanic Chamber of
Commerce w/Q&A (10:45am Bronx Musem of Arts NY)
BoC media event to unveil the new $10 (Canadian) bank note (Museum for Human Rights,
Winnipeg)
US Treasury Auctions $42B 3-,, & $36B 6-month Bills (11:30a,m et)
Fed's Williams meets w/leadership of non-profit Here to Here w/Q&A
(more adult training 3:15pm Bronx)
OVERNIGHT into US Tues. a.m. et:
South Korea Oct PPI
RBA releases Nov MPC Meeting Minutes
Swiss Oct Imports/Exports + Watch
Exports/Trade Balance
French Unemployment Rate/Change
German Oct PPI
RBA Gov Lowe speaks (Melbourne)
Hong Kong Oct CPI
EU FinMins Meet (approx date)
Russia Oct Unemployment Rate, Retail
Sales, PPI
BoE Gov Carney, Dpty Gov
Cunliffe, Chief Economist Haldane answer questions about the Nov Inflation Report
(London)
|
| Tuesday, Nov 20 |
|
US Oct Housing
Starts/Building Permits (8:30m et)
Redbook weekly stores sales snapshot
BoC Dpty Gov Lane panelist at Internet Society of Canada Chapter
(Toronto)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; values not announced yet)
BoC (Canada) Wilkins speaks @ Max Bell School of Public Policy (Montreal)
Philly Fed Non-Manufacturing Nov Business Outlook Survey
Brazil Holiday
OVERNIGHT into US Wed. a.m. et:
New Zealand Oct Credit Card Spending
Japan Sept All Industry Activity &
Supermarket Sales
Norges Bank Gov Olsen opens Meeting on
Alternative Norwegian Krone Reference Rates (Oslo)
Riksbank press conference w/Gov Ingves
& Sandstedt, head of Financial Stability Dept, followed by publication of financial
stability report (Stockholm)
South Africa Oct CPI
Spain Trade Balance
UK Public Sector Oct Net Borrowing,
Central Gov't Borrowing
BoE Gov Carney speaks @ "The
Prince's Accounting for Sustainability Summit (London)
OECD EU Economic Outlook
|
| Wed.
Nov 21 |
|
MBA weekly Mortgage/Refinance
Applications
US Oct (P) Durable Goods Orders/Shipments (8:30am et)
Canada Sept Wholesale Sales
US weekly Jobless Claims
U.M. (F) Nov Consumer Sentiment/Current Conditions/Expectations
US Oct Existing Home Sales
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et w/e 11/16)
US Treasury Refunding Announcement
US Treasury Auctions $11B reopened 10-year TIPS
EIA weekly Natural Gas Report (noon et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
OVERNIGHT into US Thurs. a.m. et:
New Zealand Migration/Tourist Arrivals
Japan Oct CPI, Purchases of Foreign
Stocks & Bonds (thru 11/16)
Singapore Q3 GDP
UK Inflation Report Hearings (approx
date, since Brexit usurps everything)
ECB MPC Meeting Account
South Africa MPC Meeeting & Rate
Decision
BoE MPC Member Saunders speaks @ Annual
CBI South West Economics Dinner (Bath UK)
|
| Thursday, Nov 22 |
|
US Thanksgiving Day--All US
Markets Closed
Canada Q3 Cor;porate Profits
BoC Dpty Wilkins panelist @ Canadian Mortgage & Housing Corp
(Ottawa)
BoC Financial System Review
OVERNIGHT into US Friday
Singapore Q3 GDP
Japan Oct Machine Tool Orders &
Nikkei Nov Manufacturing PMI
Swiss 3Q Industrial & Construction
Output
Eurozone Nov Consumer Confidence
Aussie CBA Nov Manufacturing &
Services/Composite PMI
UK CBI Nov Reported Sales & Total
Distributed Sales
Singapore Oct CPI
German Q3 (F) GDP, Gov't
Spending/Private Consumption/CapEx/ Construction Investment/Domestic Demand
/Exports/Imports
Eurozone, Frence, Germany, Italy
Nov Mftng/Services + Composite PMIs
India Bank Deposit & Loan
Growth, Fx Reserves
Bank of Italy publishes its
Financial Stability Report (11/23 local time)
|
| Friday,
Nov 23 |
|
Black Friday--one
of the largest US shopping days of the year
Canada Sept Retail & Auto Sales, Oct CPI
Markit Flash US Nov. Mnftg & Services + Composite PMI
Brazil Net Payroll Jobs
Mexico Sept IGAE Economic Activity
Fed's weekly Balance Sheet & US Money Supply (4:30p, et)
US Equities Close @ 1pm et
SIFMA-Controlled US Markets Close @ 2pm et
Japan & India also celebrate holidays
OVERNIGHT into US Sat. a.m. et:
German Oct Import Price Index
|
| Saturday, Nov 24 |
|
EU Leaders Summit on
Brexit (Thru 25th) |
| Sunday,
Nov 25 |
|
OVERNIGHT
into US Mon a.m. et:
New Zealand Q3 Retail Sales
RBA's Lowe speaks
(Sydney)
Japan/Nikkei Nov Manufacturing PMI
RBA Ass't Gov Kent speaks (Sydeny)
Singapore Oct Industrial Production
German IFO Nov Business Current
Conditions/Dec Expectations
Swiss Q3 Employment Level
Hong Kong Oct Trade Balance
ECB's Praet speaks
(Frankfurt)
UK Oct BBA Loans for House
Purchases, BoE's Exec Dir for UK Deposit Takers Supervision, Proudman, speaks at
Cass Business School (London)
ECB's Novotny & Coeure speak
@ BoE Macrofinancial modelling & forecasting Conference, via CCBS--Centre for Central
Banking Studies on "How to Finance Cohesion in Europe" (Vienna)
Paris Europlace for Sustainable
Finance (Paris FR thru 28th)
Russia Oct
GDP
|
| Monday, Nov 26 |
|
G20 Pre-Summit Activities w/Sherpas &
Partners start (Buenos Aires Argentina thru 12/01)
Chicago Fed Nov Activity Index (8:30am et)
ECB's Draghi testifies at European Parliament Eco & Monetary Affairs
(Brussels)
The Clearing House & Bank Policy Institute Annual Conference (NY thru 28th)
Dallas Fed Manufacturing Survey (10:30am et)
US Treasury Auctions 3-, & 6-month Bills (11:30am et)
US Treasury Auctions $39B 2-year Notes (1pm et)
BoE Gov Carney, The Economist editor Wooldridge, & former FOMC
Chief Alan Greenspan discuss
"Capitalism in America: A History" @ Policy Exchange (UK)
OVERNIGHT into US Tues. a.m. et:
New Zealand Oct Trade Balance
Japan Oct Corporate Services Price Index
& CPI
German Oct Retail Sales
China Oct Industrial Profits
UK Nov CBI Reported Nov Sales/Total
Distributed Reported Sales
Brazil Oct Current Account +
Foreign Direct Investment
BoE Dir for Banknotes, Cleland,
speaks @ Payments
International (London)
BoE Gov Carney
participates in online Q&A on Future of Money
|
| Tuesday, Nov 27 |
|
Fed Gov Clarida
keynote @ Clearing House Conference (NY 7:45am et)
Redbook weekly store sales snapshot (includes Black Friday)
S&P Case Shiller Sept 20-City Home Price Index (9am)
FHFA Sept House Price Index
Conference Board's Nov Consumer Confidence (10am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am)
Chicago Federal Reserve Bank Annual Agriculture
Conference (Chicago)
JPMorgan Fixed Income Markets 2019 Outlook Conference (NY)
US Treasury Auctions $40B 5-year Notes (1pm et)
Fed's Bostic, Evans, & George panelists on "Financial
Innovation, the Economy, Regulation, and the Future of Payments" w/Q&A at
Clearing House Conference (2:30pm NY)
OVERNIGHT into US Wed a.m. et:
RBNZ (New Zealand) Publishes Financial
Stability Report
UK Nov Nationwide House Price Index, BRC
Shop Price Index
Banxico (Mexico) Inflation Report
Aussie Q3 Construction Work Achieved
BoE Financial Stability Report
& Stress Test Results Published
Swiss Nov ZEW Conditions &
Expectations
ECB
Conference on Investment, Technological Transformation & Skills
(Luxembourg thru 29th)
Eurozone y/o/y Private Sector Loans
|
| Wed.,
Nov 28 |
|
MBA weekly Mortgage/Refinance
Applications
G20 Sherpas & Partners Joint meeting (Buenos Aires)
Brazil Oct Bank Lending/ Fx Flows
US Q3 GDP/Business Investment/Personal Consumption/Wages (8:30am
et)
US Oct Int'l Trade Deficit
Q3 Corporate Profts
Richmond Fed Manufacturing Index
US (adv) Oct Wholesale & Retail Inventories
US Oct New Home Sales (10am et)
EIA weekly Petroleum/Gasoline/Distillates Report (w/e 11/23)
FOMC Chief Powell speaks @ Economic Club of NY luncheon (11:30--2pm)
US Treasury Auctions $18B reopened 2-year FRN (11:30am)
FDIC Chairperson McWilliams Keynotes Clearing House Lunch (noon)
US Treasury Auctions $32B 7-year Notes (1pm et)
FOMC Minutes of its Nov. 07--08 Meeting (2pm)
Fed Reserve Board publishes its 1st semiannual report on Board's
Assessment of Financial Stability Conditions (D.C. 4:30pm et)
OVERNIGHT into US Thurs. a.m. et
Japan Oct Retail Trade, Foreign Direct
Investment
Aussie Q3 Private CapEx, HIA Oct New Home Sales
South Africa Oct Private Sector Credit
China Oct Swift Global Payments
BoJ's Masai speaks to business
leaders w/Press Conferencce (Fukuoka)
Swiss Q3 + YTD GDP
Norges Bank (Norway) overseer of Wealth
Fund speaks on the fund (Oslo)
French Q3 GDP, Oct Consumer Spending
Norges Bank Gov Olsen speaks @ Nordea Wholesale
Banking Annual Dinner
Spain Nov CPI & HICP + Retail Sales
German Nov. Unemployment/Change, CPI, HICP
BoE Oct Net Consumer Credit,
Net Lending on Dwellings, M4 Money Supply
Eurozone Nov Business, Industrial, Services,
& Consumer Confidence
2nd CEBRA (Central Bk Resarch
Ass'n) Int'l Finance & Macroeconomics Programme--"Risk, volatility &
Central Bank Policies" (Madrid Spain thru 30th)
Brazil Unemployment Rate, BCB MPC Meeting
ECB, Fed Reserve Board & Fed
Reserve Bk of NY Global Research
Forum on Int'l Macroeconics & Finance (Frankfurt DE thru 30th)
Canada CFIB Nov Business Barometer
|
| Thurs.
Nov 29 |
|
US weekly Jobless Claims (8:30am)
US Sept Personal Income/Outlays + PCE
Russia Central Bank Fx Reserves
CFTC Chair Giancarlo lunch keynote @ Treasury Office + Fed Reserve Bk of
Cleveland co-sponsor Financial
Stability:Markets & Spillover Conference (D.C. thru 30th)
Canada Q3 Current Account Balance
NAR Oct Pending Home Sales (10am et)
EIA weekly Natural Gas Report (w/e 11/23)
Fed's Mester opens "Collaboration for Inclusive Economic
Development: A forum for philanthropies, policymakers & practitioners" @ Boston
Fed Bank (2pm et)
Fed's Evans panelist on "Collaboration for Inclusive Economic
Development" w/Q&A @ Boston Fed event (2pm et)
USDA Farm Prices (3pm et)
"Jobs for the Heartland: Place-Based Policies in 21st Century America"
@ Boston Fed (3:30pm New England Study Group--includes Lawrence Summers)
Fed's weekly Balance Sheet & US Money Supply (4:30om et)
G20 FinMins Dinner (Buenos Aires)
OVERNIGHT into US Fri a.m. et:
South Korea Oct Building
Consents, Retail Sales, Industrial Production, Service Sector Output & MPC
Interest Rate Decision
New Zealand Oct Building Permits, Nov
Consumer Confidence
Japan Oct Unemployment Rate/Change, Nov
Industrial Production, CPI
UK Lloyds Nov Business Barometer, GfK
Consumer Confidence, Nov UK Nationwide House Price Index
Aussie Oct Private Sector Credit
China Nov Manufacturing,
Non-Manufacturing + Composite PMIs
Japan Sept Vehicle Production, Oct
Housing Starts, Construction Orders
India Oct Federal Fiscal Deficit
Eurozone Oct Unemployment Rate/Change.
Nov CPI
Italy Q3 GDP
Brazil Oct Budget Balance, Q3 GDP,
Debt/GDP Ratio
South Africa Oct Trade Balance
French CPI & HICP
|
| Friday,
Nov 30 |
|
G20 Leaders Summit
opened by Argentine Pres. Marcri's plenary
session @ 12:30pm local time (10:30am est) streamed, live on YouTube (GOOGL)
Trump & Jinping expected to meet on tariffs & trade (Buenos Aires
Argentina thru 12/01)
Canada Sept GDP, Oct Industrial & Raw Materials Prices
Fed's Williams panelist on "The Global Economy: Addressing a Future
Downturn" @ 80th Plenary Meeting of the Group of Thirty (9am et NY)
Chicago Nov PMI (9:45am)
Baker-Hughes weekly US/North American Rig Count (1pm)
OVERNIGHT into US Sat a.m. et:
South Korea Nov Trade Balance
|
| Sat.
Dec 01 |
|
SNB Chief Jordan speaks about
importance of academic research (Bern Suisse)
Andres Manuel Lopez Obrador (aka AMLO) sworn in as new President of Mexico
Argentine Pres. Macri press briefing on Summit's main conclusions, followed by press
briefings from other G20 leaders who choose to hold one (streamed on YouTube)
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WEEKS AHEAD: 12/04
RBA (Aussie) MPC Meets
12/05 BoC (Canada) MPC Meets
FOMC Chief Powell testifies before Jt Economic Cmte of Congress (DC)
12/13 ECB MPC Meets
SNB (Swiss) MPC Meets
Norges (Norway) MPC Meets
12/16 ECB's Draghi & Bundesbank's Weimann speak
(Frankfurt)
Chico Fed's Evans Q&A @ Fixed Income Forum Roundtable (Chicago)
12/18--19 FOMC Meets
12/19 FOMC Chief Powell Press Conference post-Expected Rate Hike
BoJ's Kuroda & Bk of France's de Galhau speak @ Europlace Int'l Fin Forum
12/20 BoE MPC Meets
BoJ MPC Meets
Riksbank (Sweden) MPC Meets
Bk of Mexico MPC Meets
*FOMC 2018 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, newly (Sept) sworn in Richard Clarida, 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, plus
San Francisco Fed, without a leader, since Williams left for NY in July, 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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