wall street in advance

October 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:
Sun.        Oct 18 ECB Pres Lagarde panelist @G30 Int'l Banking Seminar @IMF/World Bk Grp Mtg
BoE Gov Bailey @G-30 Int'l Banking Seminar (14:05 bst)
    OVERNIGHT into US Mon. a.m. et:
        Japan Sept Trade Balance
        RBA (Aussie) Meeting Minutes
        China NBS Data Press Conference: Q3 GDP
, Capacity Utilization, Sept Industrial Production, Fixed Asset Investment, Retail Sales, Unemployment Rate
        Eurozone Aug Construction Output
        ECB's de Guindos opens XI Financial Forum via Expansion in Madrid
        UK Rightmove House Price Index
        BCB (Brazil) Focus Market Readout, Sept Federal Tax Revenue
        Nat'l Bk of Belgium Financial Forum: "Brexit & financial services"
        ECB's Mersch speaks at MNI Connect Roundtable
        BoE's Cunliffe at DC FinTech Week Leaders Panel: Central Banks, CBDCs & Cryptocurrencies
        ECB's Lane & Pres Lagarde speak at ECB Conference on Monetary Policy: bridging science & practice (14:00 cet)
        ECB Pres. Lagarde speaks at 16th Congress of the Regions de France (Paris 14:40)
Mon.       Oct 19 FOMC Chief Powell on "Cross-Border Payments & Digital Currencies" @IMF (8am et)
BoE's Cunliffe IMF panel on Cross-Border Payments--Global Roadmap for Improvements
Fed's Bostic, SEC's Clayton, Fed V.Ch. Quarles speak at SIFMA virtual Annual Meeting: The Capital Markets Conference  (thru 20th)
ECB's Fernandez-Bollo speaks @v-meeting with Mazars& OMFIF
NY Fed's Willliams opens & closes NY Fed webinar on Culture: Partnerships in Building Ethical Norms (9am et)
Fed's Harker at Operation HOPE Annual Meeting Post-COVID Recovery: Private Sector Response & Outlook (9am et)
Atlanta Fed Financial Stability & the Coronavirus Pandemic (10:30am)
Canada Aug Wholesale Sales
US Treasury Auctions $54B 3-, & $51B 6-month Bills (11:30am et)
Fed V.Ch. Clarida on "US Eco Outlook & Monetary Policy" @ABA Annual (11:45am)
Fed's Kashkari kicks off Fed Reserve Bk of Minneapolis "Empowering the public to assess large bank resiliency (11am ct)
Fed Future of Innovation in an Inclusive Chicago (noon ct)
US Treasury Sept Budget Statement
    OVERNIGHT into US Tues. a.m. et:

        NZIER Q3 Business Confidence, Capacity Utilization
        RBA Ass't Gov Kent speaks
       China Sept House Price Index, PBoC sets Oct Prime Loan Rate
       German Sept PPI
       Swiss Sept Trade Balance/Watch Exports
       EU Aug Current Account
       Hong Kong Sept Unemployment Rate
       ECB's Lane & BoE's Cunliffe speak at Jt BoE/Banque de France/IMF/OECD workshop on TICs & Financial Policies (thru 21st)
Tuesday, Oct 20 US Sept Housing Starts/Building Permits
Redbook weekly store sales snapshot
Fed V.Ch. Quarles "Financial Stability Board Agenda" @SIFMA v-Annual (10:50am et)
US Treasury Auctions $30B reopened 119-day, & $30B reopened 42-day Bills
Fed's Bostic
hosts Inclusive & Equitable Community Development Recovery..(1pm)
Fed's Barkin & Daly speak on Promoting Growth & Prosperity thru Banking Industry: Gender Diversity C-Suite
Russia Sept GDP, Unemployment Rate, Wage Growth, Retail Sales
    OVERNIGHT into US Wed a.m. et:
        New Zealand Electronic Card & Credit Card Spending
        So.Korea Sept PPI
        UK Sept CPI/Core CPI, Public Sector Borrowing, PPI/Core PPI, Retail Price Index
        ECB Pres Lagarde & Lane
participate in ECB Listens event w/European civil society organisations
        Mexico Sept Unemployment Rate
        ECB's Lane panelist at Workshop on TICs & Financial Policies (15:55 cet)
Wed.       Oct 21 MBA weekly Mortgage Purchase/Refinance Applications (w/e 10/16)
Fed Gov Brainard "Economic & Monetary Policy Outlook" Society for Prof. Economists (8:50am et)gg
BoE's Ramsden on Policy Challenges "UK Monetary Policy: Issues & Outlook" @Society of Professional Economists v-Conf.
Atlanta Fed: Financial Stability & the Coronavirus Pandemic (10:30am et)
Boston Fed's Rosengren on "Maine Working Communities Challenge Event" (noon et)
FedTalk: "How has COVID-19 Impacted Minority-Owned Firms" (noon)
Canada Sept CPI/Core CPI, New Housing Price Index, Aug Retail Sales
EIA weekly Petroleum/Gasoline/Distillates/Refineries Report (10:30am et; w/e 10/16)
US Treasury Auctions $22B reopened 20-year Bonds
Fed's Beige Book
St Louis Fed Monetary Policy in Ordinary & Extraordinary Times
(3:30pm ct)
    OVERNIGHT into US Thurs. a.m. et:
        BoJ Bond & Stock Transactions
        RBA Ass't Gov Debelle speaks, NAB Qtrly   Business Confidence
        German GfK Nov Consumer Confidence
        Taiwan Sept Unemployment Rate
        UK CBI Q4 Business Optimism Index, Oct CBI Industrial Order Trends, Retail Sales
        BoE Gov Bailey at The Waterline Summit 2020--Int'l Business Day (10:25 bst)
        ECB's Panetta keynotes ECB Conference: A new horizon for pan-european payments & digital euro" (9:00 cet)
        ECB's Hakkarainen speaks at v-conf. "Cyber Security & Resilience: the basis of it all in digital innovation" organized by the European Banking Federation
Thurs.     Oct 22 US weekly Initial Jobless Claims/Continuing Claims (no one talking about exhausted benefits)
BoE's Haldane opens 3rd Annual "Rebuilding Macroeconomics Understandng Social Macroeconomics"
NAR Sept Existing Home Sales
EIA weekly Natural Gas Report (10:30am et; w/e 10/16)
US Senate Judiciary Committee votes on sending Amy Coney Barrett's nomination to US Supreme Court to the full Senate
K.C. Fed Oct Manufacturing Index
US Treasury Auctions 4-, & 8-week Bills (values not announced at post)
The Economic Impact of Weather & Climate R. Tol Prof of Economics of Climate Change hosted by FRB San Francisco (11am et)
US Treasury Auctions $27B 5-year TIPS
Atlanta Fed Equitable Community Development Recovery Strategies for Practioners
Evening w/the Fed: COVID-19 Long-Term Effects of Education Disruptions (4pm ct)
Fed's Kaplan Global Perspectives w/John B Taylor (Stanford U/Hoover 5pm)
    OVERNIGHT into US Fri. a.m. et:
        Trump v Biden final Presidential Debate (9pm et)
         New Zealand Q3 CPI, Trade Balance
        Aussie Oct Markit Flash Manufacturing/Services/Composite PMI
        UK GfK Oct Consumer Confidence
        Japan Sept CPI/Core CPI, Jibun Bank Oct Flash Mnftg/Services/Composite PMI
        Singapore URA Property Index, Sept CPI
        UK Sept Retail Sales
        EU, French, German, Oct Markit Mnftg/Services/Composite (Flash) PMI
        UK Oct CIPS/Markit Mnftg/Services/Composite (flash) PMI
, Autumn Budget
        Mexico Aug Retail Sales
        India Oct Bank Deposit & Loan Growth
        Russian Central Bank Press Conference/Interest rate Decision
        Brazil Sept Current Account, Foreign Direct Investment
Friday,    Oct 23 Markit Oct (flash) Manufacturing/Services/Composite  PMI
NY Fed Exec VP Logan panelist on the Initiative on Global Markets from Brookings Inst./ Chicago Booth Business School Task Force on Monetary Policy  (9:05am edt)
K.C. Fed 5th Annual Code-A-Thon (thru 25th)
Atlanta Fed Financial Stability & the Coronavirus Pandemic (10:30am et)
Fed's George @KC Fed "Banking & Economy: Forum for Women in Banking"
Baker-Hughes weekly US/No. Am. Total/Oil Rig Count (1pm et)
US Treasury Budget Deficit

Sat.,        Oct 24
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
 11/02    "Ten Years After the Dodd-Frank Act: Looking Back & Looking Forward" virtual
                                       11/03     RBA (Aussie) Meets
                                       11/04     FOMC 2-day Meeting Starts
                                       11/05    FOMC post-Meeting Statement (2pm et), Powell Press Conference (2:30pm et)
                                                     BoE Meets
                                       11/06    Atlanta Fed's 11th Employment Conference-Work in the Time of Covid #2 (2pm et)
                                       11/11    RBNZ Meets

*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