 
|
 |
October/November 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, Oct 25 |
|
India Dussera Holiday
2nd Bund Summit "Digital Currency, Fintech & Inclusive Fnance"
OVERNIGHT into US Mon.. a.m. et:
Singapore Sept Industrial Production
Japan All Industries Activity Index, Corporate
Services Price Index
Germany Ifo Oct Current
Business Climate/Expectations, Bubba Monthly Report
Spain Q3 Unemployment Rate, PPI
Swiss Nat'l Bank Chair Jordan speaks
ECB Annual Government Finance Statistics &
Quarterly Gov't Deficit/Debt
Mexico Aug Economic Activity
BCB (Brazil) Focus Market Readout, Sept Bank
Lending
BoE 3Q20 Asset Purchase Facility Quarterly
Report
Hong Kong Chung Yeung Day Holiday
New Zealand Labour Day Holiday
|
| Monday, Oct 26 |
|
Chicago Fed Sept National
Activity Index
US Sept New Home Sales
Dallas Fed Oct Manufacturing Index
US Treasury Auctions $54B 3-, & $51B 6-month Bills (11:30am et)
Russia Aug Corporate Profits
OVERNIGHT into US Tues. a.m. et:
New Zealand Sept Trade Balance
So. Korea Q3 GDP
China Sept Industrial Profits
RBA Ass't Gov Bullock speaks
Hong Kong Sept Trade Balance
Eurozone Sept Loans to Companies &
Households
So. Africa Q3 Unemployment Rate
France Sept Unemployment Benefit Claims
ECB Nat'l Balance sheet of Euro area
monetary financial institutions ex-Eurosystem
ECB Euro area Bank Lending Survey
ECB's Enria statement @EU
Parliament ECON Cmte
UK CBI Oct Distributive Trades, BRC Shop
Price Index
BoE publishes Sept 2020 Capital Issuance
Mexico Sept Trade Balance
|
| Tuesday Oct 27 |
|
US Sept Durable &
Capital Goods Orders/Shipments
Redbook weekly store sales snapshot
FHFA Aug House Price Index
S&P/Case Chiller Aug Home Price Index
Conference Board's Oct Consumer Confidence
Richmond Fed Oct Manufacturing & Services Index,, Orders/Shipments
US Treasury Auctions $30B reopened 119-day & $30B reopened 42-day Bills
US Treasury Auctions $54B 2-year Notes
NY Fed/NYU Furman Ctr webinar
"The COVID-19 Eviction Cliff--Who's Affected & How to Mitigate
Short-andLong-term Crises? (2pm)
API weekly Crude Supplies Tally
OVERNIGHT into US Wed. a.m. et:
Aussie Q3 CPI/RBA Trimmed Mean & Weighted
Mean CPI
Spain Sept Retail Sales
Swiss Oct ZEW Economic Sentiment Index
So. Africa Sept CPI/Core CPI, Budget Balance
Italy Sept PPI
ECB's Enria Q&A on
"Covid-19, a view from the regulator & a retail banker" at online Retail
Banking Conference 2020 of the European Savings & Retail Banking Grp
|
| Wed.
Oct 28 |
|
MBA weekly Mortgage
Purchase/Refinance Applications (# declined 4 wks straight)
US Sept Trade Balance
US Sept Wholesale Inventories
Bk of Canada Interest Rate Decision, Press Conference Follows
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (w/e 10/23;
10:30am)
US Treasury Auctions $26B 2-year FRNs (11:30am et)
US Treasury Auctions $55B 5-year Notes (1pm et)
Boston Fed Main Street Lending Program--Recent Updates & Q&A
webinar (2pm et)
Brazil Interest Rate Decision, Fx Flows
Fed's Kaplan Global Perspectives webcast live
w/former BoE Gov Mark Carney, now U.N. special envoy for climate action & finance
(5pm)
OVERNIGHT into US Thurs. a.m. et:
Japan Oct Foreign Stock & Bond Transactions, Sept
Retail Sales
Aussie Q3 Import/Export Prices, NAB Qtrly Business
Confidence
BoJ QE & Interest Rate Decision,
Quarterly Outlook, Oct Consumer Confidence
Singapore Q3 Unemploymengt Rate, Sept Import/Export
Prices, PPI
South Africa Sept Private Sector Credit, Sept PPI
German Sept Unemployment Rate Harmonised, Oct
Unemployment Change, CPI/HICP
UK Oct Nationwide House Prices, Sept Car
Production
BoE Sept Consumer Credit, Consumer Loans, Mortgage
Approvals
Eurozone Oct Industrial/Economic/Services/Consumer
Sentiment-Expectations
BoE publishes Sept 2020 Money & Credit
ECB Interest & Deposit Facility Rate/QE
Decision-Statement (13:45 cet)
ECB's af Jochnick opens ECIAA Online
Banking Forum (European Institute of Internal Auditors)
ECB Gov. Bailey post-Meeting virtual Press
Conference (14:30 cet)
|
| Thurs. Oct
29 |
|
US weekly Initial Jobless
Claims/Continuing Claims
US Q3 GDP/Business Investment/PCE/Core PCE
US Sept Pending Home Sales
Canada Sept Building Permits
EIA weekly Natural Gas Report
US Treasury Auctions 4-, & 8-week Bills (values not announced at post)
Full Senate Expected to Vote on Amy Coney Barrett's nomination to Supreme Court
US Treasury Auctions $53B 7-year Notes
Atlanta Fed
"Biometrics: Technology & Policies" webinar (3pm et)
Brazil Sept Net Payrolls, Sept Budget Balance
OVERNIGHT into US Fri. a.m. et:
So. Korea Sept Construction Output, Mnftg &
Industrial Production, Retail Sales
Japan Sept Unemployment Rate, Jobs:Applications
Ratio, Tokyo CPI, (P) Industrial Production, Nov Industrial Production Forecast, Retail
Sales
Aussie Q3 PPI, CPI, Sept Private Sector Credit,
Housing Credit
Japan Sept Construction Orders, Housing
Starts
EU, France, Austria, Czech Rep., Italy,
Portugal, Spain, Taiwan, HK Q3 GDP
German Q3 GDP, Sept Retail Sales,
Import Prices
Swiss Sept Retail Sales
Italy Sept Unemployment Rate, Q3 GDP
French Sept Consumer Spending, CPI, HICP
Eurozone Sept Oct CPI, Sept Unemployment Rate
Brazil Aug Unemployment Rate, Sept National
Budget Balance
South Africa Sept Trade Balance, Sept CPI
ECB's Mersch Q&A @UBS v-event on
European Economic & Policy Outlook
ECB's de Guindos @"Circulo de
Empresarios--Foro virtual con socios"
Mexico Q3 GDP
|
| Friday, Oct 30 |
|
US Sept Personal
Income/Spending/PCE/Core PCE
ECB's McCaul keynotes @Sapienza Univ. of Rome (16:50 cet)
US Q3 Employment Cost Index (ECI)
Canada Aug GDP, Budget Balance, Sept IPPI, RMPI
Chicago Oct PMI
U.M. Oct Consumer Sentiment/Current Conditions/Expectations
Baker-Hughes weekly US/No.Am. Oil/Total Rig Count (1pm et; w/e 10/23)
Atlanta Fed's 11th Employment Conference-Work
in the Time of Covid (2pm et)
Colombia Interest Rate Decision
Mexico Sept Fiscal Budget Balance
OVERNIGHT into US Sat. a.m. et:
China NBS Oct Manufacturing PMI
Caixin China Oct Manufacturing PMI
Japan Tankan Index
|
| Sat.
Oct 31 |
|
ECB's Panetta participates
@Italy's "Il Foglio" online Festival dell'ottimismo 2020
Halloween
So. Africa Oct Trade Balance
|
| Sun.
Nov 01 |
|
All Saints Day
US Moves Clocks Back One Hour @2am
OVERNIGHT into US Mon. a.m. et:
New Zealand Sept Building Permits
Aussie AiGrp Oct Manufacturing Index, Markit
Oct Final Mnftg PMI, Sept Home Loans, ANZ Oct Job Ads, Sept Building Permits
Japan Jibun Bk Oct Mnftg PMI, Markit Mnftg PMI
Taiwan, Thailand Markit Oct Mnftg PMIs
So. Korea Oct Trade Balance, Nikkei Mnftg PMI
China Oct Caixin Mnftg PMI
India Oct Markit Mnftg PMI
Russia Oct Markit Mnftg PMI
Hong Kong Sept Retail Sales
Swiss Oct procure.ch Mnftg PMI
Italy Unemployment Rate
Eurozone, Italy, France, Germany Markit Oct
Mnftg PMI
UK Markit/CIPS Oct Mnftg PMI
France Oct New Car Registrations
So Africa Mnftg PMI, Oct Total Vehicle Sales
Brazil BCB Focus Market Readout, Markit Mnftg PMI
Russia Monetary Policy Report/Meeting Minutes
Canada RBC Oct Mnftg PMI
|
| Mon.
Nov 02 |
|
ECB's Mersch speaks
@ECB Legal Conference (15:00 cet)
US Oct Markit Manufacturing PMI
ISM Oct US Mnftg PMI/Employment/New Orders/Prices/Wages
US Sept Construction Spending
US Oct Vehicle Sales (throughout the day)
US Treasury Auctions $54B 3-, & $51B 6-month Bills (11:30am et)
"Ten Years After the Dodd-Frank Act: Looking Back & Looking
Forward" virtual
Japan Culture Day Holiday
OVERNIGHT into US Tues. a.m. et:
RBA (Aussie) Interest Rate Decision
ECB's Enria speech & Q&A at
21.Handelsblatt Jahrestagung Neue Entwicklungen der Bankenaufsicht (9:10 cet)
France Sept Budget Balance
ECB's Lagarde, Panetta & Enria participate
@Eurogroup Conference (12:00 cet)
ECB's de Guindos participates
in Ecofin V-Meeting (12:00 cet)
Spain Oct New Car Sales, Sept Tourist Arrivals
(from EU, mostly)
Bundesbank's Mauderer speaks
BCB (Brazil) Meeting Minutes, Markit Oct Mnftg
PMI
|
| Tuesday, Nov 03 |
|
US ELECTION DAY
US Redbook weekly + Oct store sales snapshot
ISM Oct NY Index
US Sept Factory Orders
US Sept Durable Goods/Capital Goods Orders/Shipments
Mexico Markit Oct Manufacturing PMI
Bundesbank's Balz + Mauderer speak
Brazil Oct Trade Balance
US Treasury Auctions $34B 52-week Bills
US Treasury Auctions $30B Reopened 119-day & $30B Reopened 42-day Billls
OVERNIGHT into US Wed. a.m. et:
So. Korea Oct Fx Reserves
Aussie AiGroup Oct Construction Index
New Zealand Q3 Unemployment Rate/Change/Labor
Cost Index/Participation
Aussie Oct Market Services/Composite PMI, Sept
Retail Sales
BoJ Sept 16--17th Monetary Policy
Meeting Minutes
RBA (Aussie) Chart Pack
China Caixin Oct Services/Composite PMI
Spain Oct Unemployment Change
EU, France, Germany, Spain, Italy
Markit Oct Services/Composite PMI
ECB's Panetta opens Il Salone dei
Pagamenti 2020 via Italian Banking Ass'n
UK Markit/CIPS Oct Services/Composite PMI, Q2
Labour Productivity
Eurozone Sept PPI
Brazil Sept Industrial Production
|
| Wed.
Nov 04 |
|
MBA weekly + Oct Mortgage
Purchase/Refinance Applications
ADP Oct Private Payrolls/Change
ECB's Schnabel speaks @European Banking Institute Policy V-Conference
(16:00 cet)
US Sept (F) Trade Balance
FOMC 2-day Meeting Starts (thru 5th)
BoE/Fed Reserve Board/King's College Modelling with Big Data & ML: Measuring
Economic Instability V-Conference (thru 6th)
ECB's McCaul speaks + Q&A @EFR webinar (17:30 cet)
Canada Sept Trade Balance
US Treasury Refunding Announcement
US Markit Oct Services/Composite (F) PMI
ISM Oct non-Manufacuring Business Activity/Employment/New Orders/Prices
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report
OVERNIGHT into US Thurs. a.m. et:
Aussie Sept Trade Balance
Japan Jibun Bank Oct (F) Services/Composite PMI
Inndonesia Q3 GDP, Business Confidence
Russia Oct Markit Services PMI
German Sept Factory Orders
Taiwan Oct Fx Reserves, Wholesale Prices, CPI
Eurozone, France, Germany, Italy, Oct
Construction PMI
Sweden Q3 flash GDP, Sept Industrial
Production/New Orders
Norges Bank (Norway) Interest Rate
Decision
UK Oct New Car Sales, Construction PMI
Eurozone Sept Retail Sales
ECB's de Guindos speaks @Thessalonik V-Summit
from Delphi Economic Forum + Greek Federation of Industries (12:00 cet)
BoE MPC Inflation Report, Nov Interest
Rate/QE Decision, Meeting Minutes
|
| Thurs. Nov
05 |
|
BoE Gov Bailey Press
Conference
Challenger Oct US Job-Cuts (airlines + energy alone soaring)
ECB's Schnabel speaks @ECON tribute webinar from Univ of Bonn (16:00 cet)
US weekly Initial Jobless Claims/Continuing Claims (more have exhausted
benefits)
Brazil Markit Oct Services/Composite PMI, PPI, Industrial Production
FRB TX/RAISE V-Action Summit:Roadmap
to Resilience (9am ct thru 6th)
BoE Oct Decision Maker Panel Data (14:00 bt)
St. Louis Fed Professors V-Conference
(10am ct thru 6th)
US Q3 Productivity & Costs
Bundesbank's Weidmann speaks
SNB's Maechler speaks
EIA weekly Natural Gas Report
US Treasury Auctions 4-, & 8-week Bills (values not announced at post)
FOMC post-Meeting Statement (2pm et)
Jerome Powell post-Meeting Press Conference (2:30pm et)
OVERNIGHT into US Fri. a.m. et:
AiGroup Aussie Oct Services Index
Japan Sept Household Spending/Avg Cash
Earnings/Overtime
BoJ Transactions with Stock & Bond
Markets & Government
RBA Monetary Policy Statement
Germany Sept Industrial Production
France Sept Trade Balance, Current
Account, Q3 Non-Farm Private Payrolls
UK Oct Halifax House Price Index
Italy Sept Retail Sales
India Q3/Oct Bank Loan & Deposit
Growth, Fx Reserves
Mexico Oct CPI/Core CPI, Gross Fixed
Investment
Brazil Oct Car Production, New
Registrations, IPCA Oct Inflation Index
|
| Friday, Nov 06 |
|
US Oct. Unemployment
Report/Change/Earnings/Participation/Mnftg+Gov't Payrolls
US Sept Wholesale Inventories
Canada Oct Unemployment Rate/Change/Participation, Ivey PMI
Baker-Hughes weekly US/No.Am. Oil/Total Rig Count (1pm et)
Atlanta Fed's 11th Employment Conference-Work
in the Time of Covid #2 (2pm et)
US Sept Consumer Credit (debt)
OVERNIGHT into US Sat a.m. et:
China Oct Trade Balance, Fx Reserves
|
| Sat.,
Nov 07 |
|
|
|
WEEKS AHEAD: 11/09
Boston Fed Main Street Lending Program Updates/Q&A
11/11 RBNZ Meets
11/16--18 FRB San Francisco/U.of Michigan Central Bank of the Future V-Conference
11/17 Fed Bostic, Rosengren, Daly speak
@Racism and the Economy: Focus on Employmnt
11/19 FRB
Consumer Payments Behavior in a Health Crisis: What Happened to Cash?
Cleveland
FRB Financial Stability Conference: Stress, Contagion, Transmission
12/01 Chicago FRB Midwest Ag & Shifting Consumer Presferences
*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 |
|
|
|
|
|
|