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Next week Calendar

Summary for the Week Ahead

 

·         OWS calling for a shutdown of West Coast Ports Monday

·         CPI from – Japan, Aussie, Euro-Zone, UK, USA

·         China Data:  M2 / Leading Economic Index / Manufacturing PMI

·         Global manpower Surveys

·         EU Confidence Data – ZEW / IFO

·         IEA Oil Market Report

·         Potential confidence vote in the Italian Lower Chamber

·         European Parliament Holds Debate on EU Summit Results

·         Supply – Italy, Netherlands, France, Greece, Belgium, Spain – 30Y Auction in USA

·         SNB meets – Chatter has the “Floor” moving to 1.25

·         FOMC Rate Decision

·         CREDIT – Master Trust Data / Foreclosure Data

·         Quadruple Expiration on Friday

 

 

 

Monday 12th

 

CHINA - M2 growth, % y/y (to 15/12)

JPY – CPI / Retail sales / Consumer Confidence / Machine Tool Orders

AUD – Home Loans / Lending / Trade

Supply – Italy, Netherlands

 

OWS – In theory, OWS calling for a shutdown of West Coast Ports today

EUR (9) – French Auction

ECO (10) – Q3 Financial Report: Manufacturers, Mining & Wholesale Trade

CAD (1) - Bank of Canada's Carney Speaks in Toronto

TRE (2) - Monthly Budget Statement - CBO ests -$139b

 

 

 

 

Tuesday 13th

 

CHINA - China Manpower Survey

EUR - Germany First Quarter Manpower Employment Outlook / ZEW Surveys / Deutsche Bundesbank President Weidmann speaks in Frankfurt /  Italy: Potential confidence vote in the Lower Chamber (tentative)

EU - European Parliament Holds Debate on EU Summit Results

EU - European Commission Issues Quarterly Report on the Euro Area

UK - Bank of England Governor Mervyn King speech

AUD - Dwelling Starts

Supply – Greece, Belgium, Spain

 

OIL - IEA Oil Market Report

JOBS (7:30) - NFIB Small Business Optimism

ECO (8:30) - Advance Retail Sales for November

JOBS (10) - JOLTs Job Openings

ECO (10) - Business Inventories

EUR (12:30) - Bundesbank's Weidmann speaks in Frankfurt

TRE (1) – Auction of $21B in 10-Year Notes Reopening

FED (2:15) - FOMC Rate Decision

 

Energy (4:30) – API data for Crude, Gasoline and Distillates

 

 

 

Wednesday 14th

 

China - Conference Board China October Leading Economic Index

JPY – IP / Capacity Utilization

AUD - Westpac Consumer Confidence Index

EUR - Euro-Zone Industrial Production / German Ifo Economic Forecast

UK - ILO Unemployment Rate

Auction – China, Japan, Germany, Italy

 

Housing (7) - MBA Mortgage Applications

EUR (8:30) - Germany's Schaeuble, Weidmann Speak on Euro Cash Anniversary

FED (8:30) - Fed's Lockhart Speaks about Midtown Atlanta

ECO (8:30) - Import Price Index

Energy (11:30) – DOE data for Crude, Gasoline and Distillates

TRE (1) – Auction of $13B in 30-Year Bonds Reopening

 

 

 

Thursday 15th

 

CHINA - HSBC Flash China Manufacturing PMI

JPY – Tankan Survey / Machine Tool Orders for November

AUD - Consumer Inflation Expectation / RBA Foreign Exchange Transactions

EUR - PMI Manufacturing / Euro-Zone CPI / Eurozone Employment

ECB - ECB Publishes Dec. Monthly Stability Report / ECB President Draghi Speech /  Finland: Central bank Governor Liikanen speaks

SNB - SNB 3-Month Libor Target Rate, Chatter of “Floor” moved to 1.25

UK – Inflation Expectations / Retail Sales

Supply - Spain

 

CREDIT – Master Trust Data is released throughout the session

HOMES - Realtytrac foreclosure data is released today

ECO (8:30) - Producer Price Index / Current Account Balance / Empire Manufacturing

TRE (9) - Net Long-term Treasury International Capital Flows

ECO (9:15) - Industrial Production and Capacity Utilization

ECO (10) - Philadelphia Fed

ECB (12:50) - EU's Barroso Speaks at Conference in Warsaw, Poland

TRE (1) – Auction of $12B in 5-Year TIPS Reopening

HILL (2) - House Financial Services Committee hearing on MF Global

 

FED (4:30) - M2 and banking data

 

Friday 16th

 

EUR - Euro-Zone Labour Costs / Trade Data / French Confidence

ECB - ECB President Draghi speaks on monetary policy and payment systems in Rome

SNB - Swiss Government Holds Regular Meeting

 

EXPIRY – We have a Quadruple Expiration

ECO (8:30) – CPI

FED (11:15) - Fed's Evans Speaks on Econometric Policy Tools in Italy

FED (12) - Fed's Fisher Speaks on Economy in Austin, Texas

 

Energy (11:30) – DOE data for Crude, Gasoline and Distillates