Econ Data & Political Events - The Week Ahead

Trading Discussion News and Economy
1

[B]Sunday 28 September[/B]

[B]1615 GMT: CHICAGO - Former U.S. Federal Reserve chair Ben Bernanke speaks before the National Association for Business Economics annual meeting in Chicago
SWITZERLAND - Referendum election

Monday 29 September

GENEVA - Swiss National Bank (SNB) Chairman Thomas Jordan to give speech at Club Suisse de la Presse ROME
13:00 GMT: US: Chicago Fed President Evans (FOMC non-voter) speaks in Illinois
16:00 GMT: ROME - ECB governing council member Ignazio Visco will be present at a book launch event on “cognitive economics”
[/B]
Germany: Baden-Wuerttemberg CPI, % m/m (y/y) Sep) Prev 0.0 (0.9) cons -0.1 (0.7)
Germany: Bavaria CPI, % m/m (y/y) Sep Prev 0.1 (0.8) cons-0.1 (0.6)
Germany: Hesse CPI, % m/m (y/y) Sep Prev 0.0 (0.7) cons-0.1 (0.6)
Germany: North Rhine Westphalia CPI, % m/m (y/y) Sep Prev 0.1 (1.1) cons-0.1 (1.1)
Germany: Brandenburg CPI, % m/m (y/y) Sep Prev 0.0 (0.9) cons-0.1 (0.9)
Germany: Saxony CPI, % m/m (y/y) Sep Prev 0.0 (0.8) cons-0.1 (0.8)
Germany: Preliminary HICP, % m/m (y/y) Sep Prev 0.0 (0.8) cons-0.1 (0.7)
Germany: Preliminary CPI, % m/m (y/y) Sep Prev 0.0 (0.8) cons-0.1 (0.8)
Belgium: CPI, % m/m (y/y) Sep Prev 0.0 (-0.4)
07:00 GMT: Spain: Preliminary HICP, % y/y Sep Prev -0.5 cons -0.3
07:30 GMT: Sweden: Retail Sales, % m/m (y/y) Aug Prev -0.7 (2.3) cons 0.6 (3.4)
09:00 GMT: E18: Industrial confidence, index Sep prev -5.3 cons-5.8
09:00 GMT: E18: ‘Final’ consumer confidence, index Sep prev -11.4 P cons -11.4
12:30 GMT: US: Personal income, % m/m Aug prev 0.2 cons 0.3
12:30 GMT: US: Personal spending, % m/m Aug prev -0.1 cons 0.4
12:30 GMT: US: PCE price index, % m/m (y/y) Aug prev 0.1 (1.6) cons -0.1 (1.4)
12:30 GMT: US: Core PCE price index, % m/m (y/y) Aug prev 0.1 (1.5) cons0.0 (1.4)
14:00 GMT: US: Pending home sales, % m/m Aug prev 3.3 cons-0.5
21:45 GMT: New Zealand: Building consents, % m/m Aug prev 0.1 cons 0.0
23:05 GMT: UK: GfK consumer confidence, index Sep prev 1 cons 0
23:30 GMT: Japan: Unemployment rate, % Aug prev 3.8 cons 3.8
23:30 GMT: Japan: Jobs/applicants ratio Aug prev 1.10 cons 1.10
23:30 GMT: Japan: Real household spending, % y/y Aug prev -5.9 cons -3.6
23:50 GMT: Japan: Industrial production, % m/m Aug prev 0.4 cons 0.2

[B]Tuesday 30 September

LONDON - Bank of England Monetary Policy Committee member David Miles speaks at London School of Economics and Political Science
OSLO - Norges Bank Governor Oystein Olsen gives a speech at a seminar arranged by the Centre for Monetary Economics (CME) at Nordea in Oslo
Romania: Interest rate announcement, % Sep prev 3.25 cons 3.00
05:30 GMT: India: RBI reverse repo rate, % Sep prev 7.00 prev 7.00
05:30 GMT: India: RBI repo rate, % Sep prev 8.00 – cons 8.00
07:00 GMT: E18: ECB Executive Board member Lautenschläger speaks on bank regulation in Austria
14:45 GMT: US: Fed Governor Powell (FOMC voter) speaks in Washington[/B]

00:00 GMT: New Zealand: Business confidence, index Sep prev 24.4
01:30 GMT: Australia: RBA private-sector credit, % m/m Aug prev 0.4 cons 0.5
01:30 GMT: Japan: Wages per worker, % y/y Aug prev 2.4 cons 1.0
01:45 GMT: China: Final HSBC manufacturing PMI, index Sep prev 50.5P cons 50.5
06:00 GMT: Germany: Retail sales sa, % m/m (y/y) Aug prev-1.1 (1.0) cons 0.5 (0.3)
06:00 GMT: UK: Nationwide house price Index, % m/m (y/y) Sep prev 0.8 (11.0) cons 0.5 (10.4)
06:45 GMT: France: Hhsld consum. goods, % m/m (y/y) Jul/Aug prev 0.9 (1.8) cons -0.1 (1.3
07:00 GMT: Swi: KoF leading indicator Sep prev 99.5 cons 99.0
07:55 GMT: Germany: Unemployment change (000s, sa); (rate, %) Sep prev 2 (6.7) cons -2 (6.7)
08:00 GMT: Italy: Unemployment rate, % Aug prev 12.6 cons 12.5
08:30 GMT: UK: GDP final release, % q/q (y/y) Q2 prev 0.8 (3.2) cons 0.8 (3.2)
08:30 GMT: UK: Current account, £bn Q2 prev -18.5 cons -16.8
09:00 GMT: E18: Unemployment rate, % Aug prev 11.5 cons 11.5
09:00 GMT: Italy: Preliminary HICP, % m/m (y/y) Sep prev -0.2 (-0.2) cons 1.9 (-0.1)
09:00 GMT: Italy: Preliminary CPI, % m/m (y/y) Sep prev 0.2 (-0.1) cons -0.2 (0.0)
09:00 GMT: E18: “Flash” HICP, % y/y Sep prev 0.4 cons 0.3
09:00 GMT: E18: ‘Eurostat’ core (HICP x fd, alc, tob, ene), % (y/y) Sep prev 0.9 cons 0.9
12:30 GMT: Canada: GDP, % m/m (y/y) Jul prev 0.3 (3.1) cons 0.2
12:30 GMT: Canada: Industrial product price, % m/m Aug prev -0.3 cons -0.2
13:45 GMT: US: Chicago PMI index Sep prev 64.3 cons 61.5
14:00 GMT: US: Consumer confidence index Sep prev 92.4 cons 92.4
23:00 GMT: Korea: CPI, % y/y Sep prev 1.4 cons 1.5
23:30 GMT: Australia: AIG/PWC manufacturing PMI, index Sep prev 47.3 cons
23:50 GMT: Japan: Tankan DI for mftg/non-mftg, index Q3 prev 12/19 cons 10/17

[B]Wednesday 01 October

Italy: Deadline for Government to present new GDP, deficit and debt forecasts to cabinet
12:15 GMT: Germany: Chancellor Merkel speaks at the annual conference of the BGA association of exporters and wholesellers in Berlin
[/B]

00:00 GMT: Australia: RP Data-Rismark house price, % m/m Sep prev 1.1 cons
00:00 GMT: Korea: Exports, % y/y Sep prev -0.1 cons 6.5
01:00 GMT: China: NBS manufacturing PMI, index Sep prev 51.1 cons 51.0
01:30 GMT: Australia: Retail sales, % m/m Aug prev 0.4 cons 0.4
05:00 GMT: Japan: Auto sales, % y/y Sep prev-5.0 cons
06:30 GMT: Australia: Commodity price index, % y/y Sep prev -11.5 cons
06:30 GMT: Sweden: Manufacturing PMI, index Sep prev 51.0 cons 51.8
07:13 GMT: Spain: Manufacturing PMI, index Sep prev 52.8 cons52.8
07:30 GMT: Swi: Manufacturing PMI, index Sep prev 52.9 cons52.0
07:43 GMT: Italy: Manufacturing PMI, index Sep prev 49.8 cons49.6
07:48 GMT: France: Final manufacturing PMI, index Sep prev 48.8P cons48.8
07:53 GMT: Germany: Final manufacturing PMI, index Sep prev 50.3P cons50.3
07:58 GMT: E18: Final manufacturing PMI, index Sep prev 50.5P cons50.5
08:28 GMT: UK: Manufacturing PMI, index Sep prev 52.5 cons 52.6
12:15 US: ADP private payrolls, chg, k Sep prev 204 cons 204
13:30 GMT: Singapore: PMI, index Sep prev 49.7 cons
13:45 GMT: US: Final Markit PMI, index Sep prev 57.9 cons
14:00 GMT: US: ISM manufacturing index Sep prev 59.0 cons 58.5
14:00 GMT: US: Construction spending, % m/m Aug prev 1.8 cons 0.4

2

[B]Saturday 18 October 2014[/B]

[B]12:30 GMT BOSTON - Federal Reserve Bank of Boston President Eric Rosengren speaks before the “Inequality of Economic Opportunity in the United States” conference in Boston [/B]

[B]23:30 GMT ADELAIDE - RBA Assistant Governor Christopher Kent speaks at the Leading Age Services Australia (LASA) National Congress 2014 in Adelaide

Sunday 19 October 2014

22:00 GMT Germany: Chancellor Merkel visits Slovakia[/B]

21:30 GMT New Zealand: PSI, index Sep Prev 57.9

[B]Monday 20 October 2014

07:30 GMT LONDON - European Commission President Jose Manuel Barroso speaks at the Chatham House event on “Ten Years at the Helm of the European Commission: Some Reflections on Europe”

10:45 GMT LONDON - Bank of England Deputy Governor Jon Cunliffe and ECB Vice-President Vitor Constancio discuss bank regulation.

13:15 GMT BERLIN - Germany’s finance and economy ministers Wolfgang Schaeuble and Sigmar Gabriel hold a joint news conference with their French counterparts Michel Sapin and Emmanuel Macron
TOKYO - Bank of Japan holds quarterly meeting of its regional branch managers. Bank of Japan Governor Haruhiko Kuroda will deliver a short speech at the outset of the meeting, which will also produce a quarterly report on regional sectors of the economy.

LUXEMBOURG - Meeting of the Foreign Affairs Council (FAC).
[/B]

06:00 GMT Germany: PPI, % m/m (y/y) Sep Prev -0.1 (-0.8) Cons -0.0 (-1.0)
07:30 GMT Netherlands: Consumer confidence index Oct Prev -7.0
08:00 GMT Italy: Industrial orders, % m/m (y/y) Aug Prev -1.5 (-0.7) Cons 0.2
09:00 GMT E18: ECB current account sa, € bn Aug Prev 18.7
13:00 GMT Belgium: Consumer confidence index Oct Prev -11.0
21:45 GMT New Zealand: Net migration Sep Prev 4710

[B]Tuesday 21 October 2014

00:30 GMT Australia: RBA board minutes Oct

08:55Australia: RBA Deputy Governor Lowe speaks in Sydney

GENEVA - Swiss National Bank (SNB) Governing Board Member Fritz Zurbruegg speaks at the ICMB Public Conference on “Long-time low interest rates - too much of a good thing?”.[/B]

00:30 GMT Australia: Imports of goods, % m/m Sep
02:00 GMT China: Fixed asset investments, YTD % y/y Sep Prev 16.5 Cons 16.3
02:00 GMT China: Retail sales, % y/y Sep Cons 11.9 Cons 11.7
02:00 GMT China: Industrial production, % y/y Sep Prev 6.9 Cons 7.50
02:00 GMT China: GDP, % y/y Q3 Prev 7.5 Cons 7.2
02:00 GMT New Zealand: Credit card spending, % m/m Sep 0.7
04:30 GMT Japan: Index of all-industry activity, % m/m Aug Prev -0.2 Cons -0.4
06:00 GMT Swi: Trade balance, € bn Sep Prev 1.3 Cons 2.3
08:30 GMT UK: PSNBx, £bn Sep Prev 11.6 Cons 10.2
08:30 GMT UK: PSNCR, £bn Sep Prev 1.6
08:30 GMT UK: PSNB, £bn Sep Prev 10.9 Cons 9.5
14:00 GMT US: Existing home sales, mn saar Sep Prev 5.05 Cons 5.10
23:30 GMT Australia: Leading index, % m/m Sep Prev -0.1
23:50 GMT Japan: Trade balance, SA, JPY bn Sep Prev -924.2 Cons -911.4

[B]Wednesday 22 October 2014

13:00 GMT CAPE TOWN - South African Finance Minister Nhlanhla Nene presents his first medium term budget policy statement to parliament, with the Treasury’s latest budget deficit and economic growth projections for the next three years -.

19:30 GMT WASHINGTON - Federal Reserve Board holds open meeting to discuss a final rulemaking requiring sponsors of securitization transactions to retain risk in those transactions

21:00 GMT SYDNEY - RBA Governor Glenn Stevens speaks at the Annual General Meeting of the Australian Payments and Clearing Association

ATHENS - Austrian President Heinz Fischer will visit Greece (to Oct 23). Fischer is scheduled to meet his Greek counterpart Karolos Papoulias, with whom they will discuss, among other issues, the crisis in Greece and developments in Europe and the rest of the world. Fischer will also meet Greek Prime Minister Antonis Samaras, Foreign Minister Evangelos Venizelos and the leader of the main opposition Radical Left Coalition (SYRIZA) party Alexis Tsipras.

08:30 GMT UK: MPC minutes, Bank Rate vote Oct Prev 7-2
08:30 GMT UK: MPC minutes, asset purchase vote Oct Prev 9-0
14:00 GMT Canada: Interest rate announcement, % Oct Prev 1.00
[/B]

00:30 GMT Australia: Headline CPI, % q/q Q3 Prev 0.5 Cons 0.4
00:30 GMT Australia: Seasonally adjusted CPI, % q/q Q3 Prev 0.6 Cons 0.2
00:30 GMT Australia: RBA trimmed mean, % q/q Q3 Prev 0.8 Cons 0.5
00:30 GMT Australia: RBA weighted median, % q/q Q3 Prev 0.6 Cons 0.5
00:30 GMT Australia: CPI ex-volatile items, % q/q Q3 Prev 0.8 Cons 0.2
08:00 GMT South Africa: CPI, % y/y Sep Prev 6.4 Cons 6.2
12:30 GMT US: CPI, % m/m (y/y) Sep Prev -0.2 (1.7) Cons 0.0 (1.6)
12:30 GMT US: Core CPI, % m/m (y/y) Sep Prev 0.0 (1.7) Cons 0.2 (1.8)
12:30 GMT US: CPI, NSA index Sep Prev 237.852 Cons 238.120
12:30 GMT Canada: Retail sales, % m/m Aug -0.1
12:30 GMT Canada: Retail sales ex autos, % m/m Aug Prev -0.6
21:45 GMT New Zealand: CPI, % q/q Q3 Prev 0.3 Cons 0.5

[B]Thursday 23 October 2014

BRUSSELS - European Council meeting (to Oct 24)

08:05 GMT LONDON - Bank of England Deputy Governor Ben Broadbent gives speech on monetary policy outlook to Society of Business Economists

MADRID - Bank of Spain Governor Luis Linde will deliver a lecture at the Foro La Voz de Galicia.[/B]

08:00 GMT Philippines: BSP policy rate, % Oct Prev 4.0 Cons 4.0
08:00 GMT Norway: Interest rate announcement Oct Prev 1.50 Cons 1.50
11:00 GMT Turkey: Benchmark repo rate, % Oct Prev 8.25 Cons 8.25
11:00 GMT Turkey: Overnight lending rate, % Oct Prev 11.25 Cons 11.25
11:00 GMT Turkey: Overnight borrowing rate, % Oct Prev 7.50 Cons 7.50
00:30 GMT Australia: NAB business confidence, index Q3 Prev 6 Cons 7
01:45 GMT China: Flash HSBC manufacturing PMI, index Oct Prev 50.2 Cons 50.2
05:00 GMT Singapore: CPI, % y/y Sep Prev 0.9 Cons 1.0
05:00 GMT Singapore: Core CPI, % y/y Sep Prev 2.1 Cons 2.1
06:45 GMT France: Business climate, index Oct Prev 91 Cons 91
06:58 GMT France: “Flash” manufacturing PMI, index Oct Prev 48.8 Cons 48.5
06:58 GMT France: “Flash” services PMI; index Oct Prev 48.4 Cons 48.2
07:28 GMT Germany: “Flash” manufacturing PMI, index Oct Prev 49.9 Cons 49.50
07:28 GMT Germany: “Flash” services PMI; index Oct Prev 55.7 Cons 55.0
07:30 GMT Sweden: Unemployment rate (sa), % Sep Prev 7.4 (8.0) Cons 7.5 (7.9)
07:58 GMT E18: “Flash” manufacturing PMI, index Oct Prev 50.3 Cons 49.9
07:58 GMT E18: “Flash” services PMI; index Oct Prev 52.4 Cons 52.0
07:58 GMT E18: “Flash” composite PMI; index Oct Prev 52.0 Cons 51.5
08:00 GMT Taiwan: Industrial production, % y/y Sep Prev 7.0 Cons 6.7
08:30 GMT UK: Retail sales, % m/m (y/y) Sep Prev 0.4 (3.9) Cons -0.2 (2.8)
08:30 GMT UK: Retail sales exl. fuel, % m/m (y/y) Sep Prev 0.2 (4.5) Cons 0.2 (3.6)
10:00 GMT UK: CBI industrial trends, total orders Oct Prev -4 Cons -2
12:30 GMT US: Initial jobless claims, k (4wma) 18-Oct Prev 264 (284) Cons 270
13:00 GMT US: FHFA purchase-only HPI, % m/m (y/y) Aug Prev 0.1 (4.5) Cons 0.4
13:00 GMT Mexico: First half bi-weekly CPI, % 2w/2w Oct Prev 0.32 Cons 0.49
13:45 GMT US: “Flash” Markit PMI, index Oct Prev 57.5 Cons 57.3
14:00 GMT US: Leading indicators index, % m/m Sep Prev 0.2 Cons 0.7
14:00 GMT E18: ‘Flash’ Consumer confidence; index Oct Prev -11.4 Cons -12.0
21:45 GMT New Zealand: Trade balance, NZD mn Sep Prev -472 Cons -625
21:45 GMT New Zealand: Exports, NZD bn Sep Prev 3.5 Cons 3.5
21:45 GMT New Zealand: Imports, NZD bn Sep Prev 4.0 Cons 4.2
23:00 GMT Korea: Preliminary GDP, % y/y Q3 Prev 3.5 Cons 3.3
23:00 GMT Korea: Preliminary GDP, % q/q sa Q3 Prev 0.5 Cons 0.9

[B]Friday 24 October 2014

08:20 GMT E18: ECB Executive Board member Praet speaks at International Banking Conference in Milan

[/B]
06:00 GMT Germany: GfK Consumer confidence, index Nov Prev 8.3 Cons 8.0
08:00 GMT Italy: Retail sales sa, % m/m (y/y) Aug Prev -0.1 (-1.5)
08:30 GMT UK: GDP preliminary release, % q/q (y/y) Q 3 Prev 0.9 (3.2) Cons 0.7 (3.0)
10:00 GMT Italy: Consumer confidence, index Oct Prev 102.0 Cons 101.3
13:00 GMT Mexico: Economic activity index, % y/y Aug Prev 2.5 Cons 2.0
13:00 GMT Belgium: Business confidence index Oct Prev -7.2 Cons -7.8
14:00 GMT US: New home sales, k saar Sep Prev 504 Cons 470
16:00 GMT France: Jobseekers net change (sa), k Sep 9.426.1 Prev -11.1 Cons 0.7

[B]Sunday 26 October 2014

E28: The EBA announces 2014 EU-wide stress test publication date
[/B]

23:50 GMT Japan: Corporate services price index, % y/y Sep Prev 3.5

3

[B]Monday 03 November

08:00 GMT MAINZ, Germany - Bundesbank board member Andreas Dombret will speak at a conference in Mainz
12:00 GMT E18: ECB Vice-President Constâncio speaks at CEMFI in Madrid
14:00 GMT E18: ECB SSM Chair Nouy speaks at European Parliament in Brussels
14:30 GMT US: Chicago Fed President Evans (FOMC non-voter) speaks in Illinois
17:35 GMT TORONTO - Bank of Canada Governor Stephen Poloz speaks to the Canadian Council for Public-Private Partnerships
17:40 GMT US: Dallas Fed President Fisher (FOMC voter) speaks in New York
[/B]

00:30 GMT Australia: Building approvals, % m/m Sep Prev 3.0 Cons -1.0
00:30 GMT Australia: Job advertisements, % m/m Oct Prev Prev 0.9
01:00 GMT China: NBS non-manufacturing PMI, index Oct Prev 54.0
01:45 GMT China: Final HSBC manufacturing PMI, index Oct Prev 50.4P Cons 50.4
07:30 GMT Sweden: Manufacturing PMI, index Oct Prev 53.4- Cons 52.5
08:00 GMT UK: Halifax house price index, % m/m (3m/y) Oct Prev 0.6 (9.6) Cons (9.1)
08:13 GMT Spain: Manufacturing PMI, index Oct Prev 52.6 Cons 52.30
08:30 GMT Swi: Manufacturing PMI, index Oct Prev 50.4 Cons 51.20
08:43 GMT Italy: Manufacturing PMI, index Oct Prev 50.7 Cons 50.7
08:48 GMT France: “Final” manufacturing PMI, index Oct Prev 47.3P Cons 47.3
08:53 GMT Germany: “Final” manufacturing PMI, index Oct Prev 51.8P Cons 51.8
08:58 GMT E18: “Final” manufacturing PMI, index Oct Prev 50.7P Cons 50.70
09:28 GMT UK: Manufacturing PMI, index Oct Prev 51.6 Cons 51.5
14:45 GMT US: Markit PMI-f, index Oct Prev 56.2- Cons 56.0
15:00 GMT US: ISM manufacturing index Oct Prev 56.6 Cons 56.5
15:00 GMT US: Construction spending, % m/m Sep Prev -0.8 Cons 0.7