wall street in advance

October/November 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,   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
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
 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