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November 2019 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 10 |
|
OVERNIGHT
into US Mon. a.m. et:
China Oct Direct Investment
Japan Eco Watchers Survey
New Zealand Oct Card Retail Spending
Japan Sept Core Machinery Orders, Trade
Balance, Oct Bank & Trust Lending
China Oct New Yuan Loans, Money Supply
BoJ Summary of Opinions from Oct Meeting
ADIPEC Int'l (mostly National)
Petroleum Conference/Expo (Abu Dhabi UAE thru 14th)
Italian Sept Industrial Production
UK Q3 NIESR GDP, Private
Consumption, Gov't Spending, Business Investment, Gross Fixed Capital Formation, Sept
Industrial & Manufacturing Production, Trade Balance, Construction Output, Index of
Services
India Sept Industrial
Production/Manufacturing Output
Russia Sept Trade Balance
A Conversation w/ECB's Enria
@20th Handelsblatt Conference, "EBR--European Banking Regulation," then panelist
at same event (Frankfurt am Main, Germany 10:30cet)
ECB Household Sector Report (11:00 cet)
ECB's Mersche speaks @European
Investment Bank (Luxembourg 16:30cet)
Mexico Sept Industrial Production
|
| Monday, Nov 11 |
|
Veterans Day, US Treasuries
Closed; Equities Opem 9:30 to 4pm
APEC CANCELED (Santiago Chile)
CFRI Corporate Financial Reporting Insights Conference (NY thru 12th)
OVERNIGHT into US Tues. a.m. et:
New Zealand Oct Heavy Truckometer, Sept
Migration
Aussie Oct NAB Business Conditions/Confidence
German Oct Wholesale Price Index (WPI)
Japan Oct Machine Tool Orders
Singapore Sept Retail Sales
Fed V. Chair Clarida on "Monetary Policy,
Price Stability, & Bond Yields,"@ High-Level Conference on "Global
Risk, Uncertainty, & Volatility" from US FRB, BIS, + SNB (5:30am et; Ruschlikon,
Suisse)
ECB's Couere speaks @ECB
workshop on money markets & central bank balance sheets (Frankfurt 9:00 cet)
ECB's Enria keynotes
European Commission's DG Financial Stability, Financial Services & Capital Markets
Union Conference upon implementation of Basel III Ms af jochnick another panelist
(Brussels)
UK Sept ILO Unemployment
Rate/Change/Claims Count/weekly Earnings
German ZEW Nov. Economic Sentiment/Outlook
Eurozone Nov. ZEW Survey of Economic
Conditions/Expectations
|
| Tuesday Nov 12 |
|
NFIB Small Business Optimism Index
(6am et)
Redbook weekly store sales snapshot (8:55am et)
US Treasury Auctions $45B 3-, & $42B 6-month Bills (and that's it!)
Richmond Fed's Barkin on "Getting Peop;e Off the Sidelines: The
Ultimate Workforce Development Plan" @Institute for Advanced Learning &
Research (noon; Danville VA)
Fed's Harker Q&A on "What's Next for the U.S. Economy &
Fed?" @SABEW Annual Fall Meeting (1pm NY)
Fed's Kashkari moderated discussion @Center for Research on the Wisconsin
Economy (Madison WI 6pm)
OVERNIGHT into US Wed. a.m. et:
South Korea Oct Unemployment Rate
Japan Oct Domestic Corporate Goods
Price Index, PPI, Sept Loans & Discounts
Aussie Q3 Wage Price Index, Unemployment
Rate/Change/Participation
RBNZ (New Zealand) MPC Interest Rates
Decisions, Economic Outlook, Press Conference (11/13 local time)
German Oct CPI, HICP
UK Oct CPI, PPI, House Price
Index, Retail Price Index
Brazil Sept Retail Sales, Fx Flows
Eurozone Sept Industrial Production
ECB Governing Council non-monetary policy
meeting (Frankfurt)
India Oct CPI
|
| Wed.,
Nov 13 |
|
MBA weekly Mortgage/Refinance
Applications (7am et)
US Oct. CPI (8:30am et)
Atlanta Fed Business Inflation Expectations (10am et)
US House Impeachment Hearings Open to Public for 1st Time
Fed Chair Powell on "The Economic Outlook"@Jt
Economic Cmte of Congress (11am)
Ricmond Fed's Barkin speaks to Greensboro Chamber of Commerce "The
New Environment for Monetary Policy (12:30pm NC)
US Treasury Budget (2pm et)
Dallas Fed's Kaplan discusses national & global eco issues w/Douglas
Holtz-Eakin of Am. Action Forum + Q&A (Austin TX, 6:05pm)
OVERNIGHT into US Thurs. a.m. et:
Japan Q3 GDP, Business Spending/ Household
Spending
UK RICS Oct House Price Balance
Aussie Oct Unemployment
Rate/Change/Participation
China Oct Industrial Production,
Property Investment, Retail Sales, Jobless Rate, Fixed Asset Investment
India Oct Food, Fuel & Inflation WPI,
Manufacturing Inflation
German Q3 GDP
French Q3 Unemployment Rate, Oct CPI, HICP
Spain Oct CPI, HICP
Swiss Oct PPI & CPI
UK Oct Retail Sales
ECB's Lane keynotes 4th CEPR
Int'l Macroeconomics & Finance Programme Mtg (12:00cet Frankfurt)
ECB's de Guindos interviewd @BNP
Paribas Global Markets Conference (London)
South Africa Sept Mining Production, Gold
Production
Eurozone Q3 GDP, Unemployment Rate/Change
Fed V. Chair Quarles
(pre-recorded video) welcome remarks @IAIS--Int'l Ass'n of Insurance Supervisors' 26th
Annual Conference (5:30am et; Abu Dhabi UAE)
|
| Thurs.
Nov 14 |
|
Canada Sept New Housing Price Index
US weekly Jobless Claims
US Oct PPI--FD (8:30am et)
Fed V. Chair Clarida on "Federal Reserve's Review of its Monetary
Policy, Strategy, Tools & Communications Practices" @Cato Institute 37th Monetary
Conference (9:10am et; D.C,)
Fed Chair Powell testifies on the Economic Outlook @ US House Budget Cmte
(10am)
ECB's Hakkarainen speaks @ECB Policy Conference, "Banking in Europe--a political, a
monetary and a supervisory perspective (Frankfurt 16:50 cet)
EIA weekly Natural Gas Report (10:30am et; w/e 11/08)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (11am et)
US Treasury Refunding Announcement (11am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am et; value not know at post)
NY Fed's Williams opens S. F. Fed's AEPC--Asia Economic
Policy Conference w/Q&A (noon) Also speaking: S.F. Fed's Mary Daly,
HK Monetary Authority, RBNZ, Bk of Korea, Banco Centro of Brasil, BoC Gov Poloz
@FRB San Francisco (thru 15th)
Banco de Mexico MPC Interest Rate Decision
Fed Reserve Balance Sheet (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
China Oct House Prices
South Korea Oct Trade Balance
Japan Sept Industrial Production/Capacity
Utilization
Hong Kong Q3 GDP
ECB's Mersch @Colloque de
l'AEDBF--Europe (Paris FR 9:00 cet)
ECB's af jochnick keynotes
"7th Frankfurt Conference on Financial Market Policy"
Italian Sept Trade Balance, Oct CPI, HICP
Eurozone Oct CPI, HICP, Sept Trade Balance, Oct
Total Reserve Assets
|
| Friday,
Nov 15 |
|
BoC's Lane panelist
on Digital Currency, Sept Int'l Securities Transactions
US Oct Retail Sales (8:30am et)
Empire State NY FRB Nov. Manufacturing Survey
US Oct Import/Export Prices
Canada Oct Existing Home Sales
US Oct. Industrial Production/Capacity Utilization (9:15am et; GM
strike impact)
US Sept Business Inventories (10am et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
S.F. FRB CEO/Pres Daly addresses the FRB San Francisco AEPC (San
Francisco)
|
| Saturday, Nov 16 |
|
ECB's Muller speaks
(Frankfurt Germany)
|
| Sunday,
Nov 17 |
|
OVERNIGHT
into US Mon. a.m. et:
Japan Oct Dept Store Sales, Q3 Housing Loans, Oct
Condo Sales
UK Nov. Rightmove Nov House Prices & Order
Trends/Totals
Singapore Oct Trade Balance
China Oct Fx Net Settlement, Foreign Direct
Investment
Hong Kong Oct Unemployment Rate
ECB Financial Stability Report
UK CBI Nov Selling Prices
Russia Oct Industrial Production
|
| Monday, Nov 18 |
|
ECB's Lane fireside
interview @FORTUNE Global Forum (Paris FR 14:05 cet)
NAHB Nov Housing Market Index (10am et)
US Treasury Auctions $45B 3-, & $42B 6-month Bills (11:30am et)
Fed's Mester fireside chat + Q&A @Univ of Maryland (noon
College Park MD)
US Sept TICS (4pm et)
OVERNIGHT into US Tues. a.m. et:
New Zealand Q3 PPI, Oct Non-Resident Bond
Holdings
RBA's (Aussie) Ass't Gov Kent panelist (Sydney)
RBA Minutes of Nov Policy Meeting
Swiss Oct Imports/Exports/Watch Exports
--Trade Balance
UK Oct Car Registrations
EU 25 Oct New Car Registrations
RBA's Lowe speaks (Sydney)
Eurozone Sept Current Accounts, Construction
Output
ECB's Hakkarainen panelist
"Risk & Profitability in European Banking: the search for strategies @EuroFinance
Week (9:30cet Frankfurt DE thru 22nd)
|
| Tuesday, Nov 19 |
|
US Oct Housing
Start/Building Permits (8:30am et)
Canada Sept Manufacturing Sales, Teranet/Nat'l Bank Oct Home Price Index
Redbook weekly store sales snapshot (8:55am et)
One-on-One w/NY Fed's Pres/CEO Williams @SIFMA Annual-Capital Markets Mtg
w/Q&A (9am et D.C. thru 19th)
SEC Chair Jay Clayton speaks @SFMA Conference
US (adv) Quarterly Services Report (10a,m et)
US Q3 E-Commerce Retail Sales
US Treasury Announces 4-, & 8-wk Bill Issuance Plans
Bank of Canada Dpty Gov Wilkins speaks (Montreal)
OVERNIGHT into US Wed. a.m. et:
South Korea Oct PPI
Japan Oct Trade Balance, Oct Convenience Store
Sales
Aussie Oct Skilled Vacancies
Peoples Bk of China sets Nov 1-year +
5-year Prime Rates, Oct Swift Global Payments
German Oct PPI
South Africa Oct CPI
Russia Oct Unemployment Rate, Wage Growth,
Retail Sales
ECB Publishes Nov Financial Stability Review,
Investment Fund Statistics (10:00cet)
UK Q2 Unit Labor Costs/Productivity
|
| Wed.
Nov 20 |
|
MBA weekly Mortgage/Refinance
Applications (7am et; w/e 11/15)
"A Conversation with Barack Obama" @Greenbuild Int'l (8:30am
et, Atlanta GA)
Canada Oct CPI
Dr. Janet Yellen keynotes World Business Forum (NY)
USDA Chief Economist R. Johansson lunch keynotes FRB Chicago
"Improving Midwest Agriculture & the Environment Conference"
(noon @ChicagoFed.org)
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am
et/w/e 11/15)
Q&A w/ECB's Lane @Bocconi Univ. (Milan IT 18:00 cet)
FOMC Minutes of 10/29--30 Meeting (2pm et)
OVERNIGHT into US Thurs. a.m. et:
RBA Oct Fx Transactions
Singapore Q3 GDP
New Zealand Oct Credit Card Spending
Japan Sept All Industry Activity Index,
Oct Supermarket Sales, Machine Tool Orders
Hong Kong Oct CPI
Swiss Q3 Industrial & Construction Output,
M3 Money Supply
UK Oct Central Gov't NCR, Public Sector Net
borrowing
OECD Eurozone Economic Outlook Released
ECB's Mersch keynotes S&P Global European
Financial Institutions Conference (9:10cet Paris FR)
ECB's Enria keynote @Retail Banking
Conference "Creating sustainable financial structures by putting citizens
first" @European Savings Bank Group (Brussels Belgium)
ECB's de Guindos speaks @
Retail Banking Conference (10:40 cet)
ECB Account of Oct 23--24th Monetary
Policy Meeting
South Africa Nov Prime & Interest Rate
Decisions
|
| Thurs,
Nov 21 |
|
US weekly Jobless Claims/Continuing
claims (8:30am et)
ADP Canada Oct Payroll Estimates
Philly Fed Nov Business Outlook Survey
BoC Gov Poloz fireside chat discussing Financial system Review (Toronto)
Fed's Mester speaks @Cleveland FRB/OFR Jt "Financial Stability Conference:
Risks, Resilience & Policy" w/Q&A (8:30am Clevelan OH FRB)
Jt ECB/NY FRB Workshop on Expectations Surveys: Tool for Research and
Monetary
Policy (NY thru 22nd)
US Oct Existing Home Sales (10am et)
Fed's Kashkari moderated disucssion w/Q&A @MN Chanmber of Commerce
Economic Summit (10:10am; Minneapolis MN)
EIA weekly Natural Gas Report (10:30am et)
US Treasury Refunding Announcement (11am eT)
US Treasury Auctions 4-, & 8-week Bills (11:30am et)
US Treasury Auctions $12B reopened 10-year TIPS (1pm et)
Fed's H-3 Aggregate Reserves of Depository Institutions & the Monetary Base (4:30pm)
Fed weekly Balance Sheet (4:30pm et)
OVERNIGHT into US Fri. a.m. et:
Aussie CBA Nov
Manufacturing/Services/Composite PMI
Japan Oct Nat'l/Tokyo CPI, Nikkei
Nov Manufacturing PMI, Jibun Bank Services & Composite Nov PMI
G20 FinMins & Central Bankers
Meet (Nagoya City, Japan thru 23rd)
G20 Foreign Ministers Meet (Nagoya City)
UK CBI Nov Reported & Total
Distributed Sales
German Q3 GDP, Capital
Investment/Gov't Spending/Private Consumption
ECB Pres. Lagarde keynote
@Frankfurt European Banking Congress during Euro Finance Week 9:30cet (Frankfurt)
Markit Eurozone, French, German
Manufacturing/Services/Composite PMI
|
| Friday, Nov 22 |
|
Canada Sept Retail Sales
Chicago FRB Pres Evans opens 14th Chicago FRB/OCC, FDIC Jt Community
Bankers Symposium
(8:30am ct)
IHS Markit US Nov Flash Manufacturing/Services/Composite PMI (9:45am et)
U/M. Final Nov (F) Consumer Sentiment/Expectations (10am et)
K.C. Fed Nov Manufacturing Index (11am et)
Baker-Hughes weekly US/North American Rig Count (1pm- w/e 11/15)
|
Saturday, Nov 23
|
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Japan Labour Thanksging Day Holiday |
|
WEEKS AHEAD: 11/27 Fed's
Beige Book (2pm et)
11/28
Thanksgiving Holiday in US
11/29
Black Friday
12/03
RBA (Aussie) MPC Meeting
12/04 BoC (Canada) MPC Meeting
12/10--11 FOMC Meeting (2pm et)
12/11 Fed Chair Powell Press Conference (2:30pm et)
12/12 ECB MPC Meeting
SNB (Swiss) MPC Meeting
12/19 BoJ MPC Meets
BoE
MPC Meets
*FOMC 2019 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 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. San Francisco Fed 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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