Week of May 1-5, Chance favors the prepared mind. L. Pasteur

Transcription

1 Week of May 1-5, 2017 Central Bank Rates (with anticipated change '>' if meeting scheduled) D: 0.75% GBP: 0.25% CHF: -0.75% EUR: 0.00% AUD: 1.50% NZD: 1.75% JPY: -0.10% CAD: 0.50% [Italicized items imported from non-core calendars. Bold items are more influential] Chance favors the prepared mind. L. Pasteur Monday Report / Event ESTIMATE PREVIO GMT EDT China Markets Closed for Labour Day Holiday China Non-manufacturing PMI :00 19:00 China :00 19:00 AiG Performance of Manufacturing Index Japan Official Reserve Assets $1230.3B :30 19:30 CoreLogic House Px (MoM) 1.40% 00:00 20:00 Japan Nikkei Japan PMI Mfg :30 20:30 TD Securities Inflation (MoM) 0.10% 01:00 21:00 TD Securities Inflation (YoY) 2.20% 01:00 21:00 $A300M 18-yr n T-bond (2.75%) auction 01:00 21:00 Japan Vehicle Sales (YoY) 13.80% 05:00 01:00 RBA Commodity Index SDR (YoY) 50.10% 06:30 02:30 Commodity Index AUD :30 02:30 Switzerland Retail Sales (Real) (YoY) 0.50% 0.60% 07:15 03:15 Switzerland Domestic Sight Deposits CHF 08:00 04:00 Switzerland Total Sight Deposits CHF 08:00 04:00 Markets Closed for Labor Day - May Day Holiday UK Markets Closed for Early Spring Bank Holiday This review of the schedule for official economic report releases and other communication, whether written or verbal, general news, and specific events is strictly for educational purposes. The information is provided without consideration of portfolio requirements, suitability for financial risk, or psychological state of any recipient. Any use of this information to implement actual trades or investments is the sole responsibility of the individual or entity authorizing that decision. This waives your right to claim of explicit or incidental liability for financial loss or forgone profit against Rohr International, Inc. or any of its informational contributors under all circumstances. Information contained herein may have already been disseminated to others who may have acted upon it, including principals or employees of the advisor. By review of previous and following pages you agree in whole with these stipulations All international rights reserved. Redistribution strictly prohibited without written consent

2 Mon. (cont.) Report / Event ESTIMATE PREVIO GMT EDT Canada MLI Leading Indicator (MoM) 0.40% 11:00 07:00 Personal Income 0.30% 0.40% 12:30 08:30 Personal Spending 0.20% 0.10% 12:30 08:30 Real Personal Spending -0.10% 12:30 08:30 Personal Consumption Expenditure Core (MoM) Personal Consumption Expenditure Core (YoY) -0.10% 0.20% 12:30 08: % 12:30 08:30 PCE Deflator (MoM) 0.10% 12:30 08:30 Canada Personal Consumption Expenditure Deflator (YoY) Markit Canada 2.10% 12:30 08: :30 09:30 Markit :45 09:45 ISM Manufacturing :00 10:00 ISM Employment :00 10:00 ISM New Orders :00 10:00 ISM Prices Paid :00 10:00 Construction Spending (MoM) 0.40% 0.80% 14:00 10:00 Tuesday Report / Event ESTIMATE PREVIO GMT EDT ANZ Roy Morgan Weekly Consumer Confidence Index 23:30 19:30 Japan BoJ Minutes of March Meeting 23:50 19:50 Japan Monetary Base End of period 447.3T 23:50 19:50 Japan Monetary Base (YoY) 21.20% 20.30% 23:50 19:50 Japan BoJ s Kuroda speaks at Global Think Tank Summit, Yokohama 00:20 20:20 Japan Nikkei Japan PMI Services :30 20:30 Japan Nikkei Japan PMI Composite :30 20:30 China Caixin China PMI Mfg :45 21:45 Reserve Bank of Rate Decision and Statement Page 2 of % 1.50% 04:30 00:30

3 Tue. (cont.) Report / Event ESTIMATE PREVIO GMT EDT ECB s Nouy speaks at Austrian Chamber of Commerce event, Vienna 06:30 02:30 Switzerland SVME-Purchasing Managers Index :30 03:30 Markit/ADACI Italy :45 03:45 Markit France :50 03:50 Markit/BME Germany :55 03:55 Markit :00 04:00 UK Markit UK PMI Manufacturing s.a :30 04:30 Euro-Zone Unemployment Rate 9.40% 9.50% 09:00 05:00 ECB s Nouy speech in European Conference "EU Skytalks", Vienna 15:20 11:20 Wednesday Report / Event ESTIMATE PREVIO GMT EDT New Zealand QV House Prices (YoY) 12.90% 17:00 13:00 $A600M 11-yr n T-bond (2.75%) auction 01:00 21:00 New Zealand Employment Change (QoQ) 0.80% 0.80% 22:45 18:45 New Zealand Employment Change (YoY) 5.80% 22:45 18:45 New Zealand Unemployment Rate 5.20% 5.20% 22:45 18:45 New Zealand Participation Rate (QoQ) 70.50% 70.50% 22:45 18:45 New Zealand Average Hourly Earnings (QoQ) -0.30% 22:45 18:45 New Zealand Labor Cost Private Sector (QoQ) 0.50% 0.40% 22:45 18:45 New Zealand Labor Cost Private Sector (YoY) 1.70% 1.60% 22:45 18:45 New Zealand Private Wages ex Overtime (QoQ) 0.40% 22:45 18:45 Japan Markets Closed in Observation of Constitution Day UK BRC Shop Price Index (YoY) -0.80% 23:01 19:01 AiG Performance of Service Index :30 19:30 German Unemployment Change -30K 07:55 03:55 German Unemployment Rate s.a. 5.80% 07:55 03:55 Page 3 of 8.

4 Wed. (cont.) Report / Event ESTIMATE PREVIO GMT EDT 3.0B 10-yr German Bund auction 08:30 04:30 UK 2.0B 20-yr Gilt (1.75%) auction 08:30 04:30 UK Markit/CIPS UK Construction PMI :30 04:30 Euro-Zone GDP s.a. (QoQ) 0.50% 0.40% 09:00 05:00 Euro-Zone GDP s.a. (YoY) 1.70% 1.70% 09:00 05:00 Euro-Zone PPI (MoM) -0.10% 0.00% 09:00 05:00 Euro-Zone PPI (YoY) 4.10% 4.50% 09:00 05:00 MBA Mortgage Applications 2.70% 11:00 07:00 Domestic Vehicle Sales 12.97M Total Vehicle Sales 17.10M 16.53M ADP Employment Change 178K 263K 12:15 08:15 Markit Services PMI :45 09:45 Markit Composite PMI :45 09:45 ISM Services/Non-Manufacturing Composite :00 10:00 DOE Cushing OK Crude Inventory 14:30 10:30 DOE Crude Oil Inventories 14:30 10:30 DOE Distillate Inventory 14:30 10:30 DOE Gasoline Inventories 14:30 10:30 Details 3-yr & 10-yr T-note and 30-yr T-bond on MAY 9, 10, 11 15:00 11:00 Federal Open Market Committee Rate Decision and Statement Only (NO Press Conference) 1.00% 1.00% 18:00 14:00 FOMC Rate Decision (Lower Bound) 0.75% 0.75% 18:00 14:00 Thursday Report / Event ESTIMATE PREVIO GMT EDT New Zealand ANZ Job Advertisements (MoM) 1.60% 22:00 18:00 New Zealand ANZ Commodity Price 0.40% 01:00 21:00 Trade Balance A$3400M A$3574M 01:30 21:30 Page 4 of 8.

5 Thu. (cont.) Report / Event ESTIMATE PREVIO GMT EDT Japan Markets Closed in Observation of Greenery Day China Caixin China PMI Services :45 21:45 China Caixin China PMI Composite :45 21:45 RBA s Lowe speech on housing prices and debt at the Economic Society, Queensland Page 5 of 8. 03:10 23:10 Switzerland SECO Consumer Confidence :45 01:45 Markit/ADACI Italy Services PMI :45 03:45 Markit/ADACI Italy Composite PMI :45 03:45 Markit France Services PMI :50 03:50 Markit France Composite PMI :50 03:50 Markit Germany Services PMI :55 03:55 Markit/BME Germany Composite PMI :55 03:55 Markit Eurozone Services PMI :00 04:00 Markit Eurozone Composite PMI :00 04:00 UK New Car Registrations (YoY) 8.40% 08:00 04:00 UK Markit/CIPS UK Services PMI :30 04:30 UK Markit/CIPS UK Composite PMI :30 04:30 UK Official Reserves (Changes) $77M 08:30 04:30 UK Mortgage Approvals 67.5K 68.3K 08:30 04:30 UK Net Lending Sec. on Dwellings 3.30B 3.49B 08:30 04:30 UK M4 Money Supply (MoM) 0.20% -0.30% 08:30 04:30 UK M4 Money Supply (YoY) 5.70% 08:30 04:30 UK M4 Ex IOFCs 3M Annualised 4.00% 08:30 04:30 UK Net Consumer Credit 1.20B 1.44B 08:30 04:30 UK BoE releases March 2017 Money & Credit Statistics 08:30 04: B 10-yr (1.00%), 13-yr (2.50%) and 20-yr (1.25%) French OAT auction 08:50 04:50 Spanish 5-yr Bonos auction 08:50 04:50 ALL OECD Consumer Price Indices 10:00 06:00

6 Thu. (cont.) Report / Event ESTIMATE PREVIO GMT EDT ECB s Lautenschläger opening remarks 10:30 06:30 at ECB technical workshop on Brexit, Frankfurt ECB s Praet keynote speech at Belgian Financial Forum, Brussels 11:00 07:00 Challenger Job Cuts (YoY) -2.00% 11:30 07:30 April Monthly Chain Store Sales Various Times Initial Jobless Claims 246K 257K 12:30 08:30 Continuing Claims 1,988K 12:30 08:30 Non-Farm Productivity 0.00% 1.30% 12:30 08:30 Unit Labor Costs 2.60% 1.70% 12:30 08:30 Trade Balance -$45.2B -$43.6B 12:30 08:30 Canada International Merchandise Trade -$C0.85B -$C0.97B 12:30 08:30 Factory Orders 0.40% 1.00% 14:00 10:00 Factory Orders Ex Trans 0.40% 14:00 10:00 EIA Natural Gas Storage Change 14:30 10:30 EIA Working Natural Gas Implied Flow 14:30 10:30 ECB s Draghi speech on occasion of receiving Medaille d'or from Fondation Jean Monnet pour l'europe, Lausanne 15:30 11:30 Canada BoC s Poloz speech to CanCham Mexico, Mexico City 20:25 16:25 Friday Report / Event ESTIMATE PREVIO GMT EDT AiG Performance of Construction Index :30 19:30 HIA New Home Sales (MoM) 0.20% 01:00 21:00 $A800M 4-yr n T-bond (2.00%) auction 01:00 21:00 RBA Statement on Monetary Policy 01:30 21:30 Switzerland UBS Real Estate Bubble Index :00 02:00 Switzerland Foreign Currency Reserves 683.2B 07:00 03:00 Markit Germany Construction PMI :30 03:30 Markit France Retail PMI :10 04:10 Markit Italy Retail PMI :10 04:10 Page 6 of 8.

7 Fri. (cont.) Report / Event ESTIMATE PREVIO GMT EDT Markit Germany Retail PMI :10 04:10 Markit Eurozone Retail PMI :10 04:10 Euro-Zone Retail Sales (MoM) 0.10% 0.70% 09:00 05:00 Euro-Zone Retail Sales (YoY) 2.10% 1.80% 09:00 05:00 Change in Non-farm Payrolls 180K 98K 12:30 08:30 Two-Month Payroll Net Revision -38K 12:30 08:30 Change in Private Payrolls 175K 89K 12:30 08:30 Change in Manufacturing Payrolls 15K 11K 12:30 08:30 Unemployment Rate 4.60% 4.50% 12:30 08:30 Labor Force Participation Rate 63.00% 12:30 08:30 Average Hourly Earnings (MoM) 0.30% 0.20% 12:30 08:30 Average Hourly Earnings (YoY) 2.70% 12:30 08:30 Average Weekly Hours :30 08:30 Underemployment Rate 8.90% 12:30 08:30 Canada Net Change in Employment 10.0K 19.4K 12:30 08:30 Canada Full Time Employment Change :30 08:30 Canada Part Time Employment Change :30 08:30 Canada Unemployment Rate 6.70% 6.70% 12:30 08:30 Canada Participation Rate :30 08:30 Canada Ivey Purchasing Managers Index s.a :00 10:00 Fed s Fisher speaks at Hoover s Monetary Policy Conference, Stanford CA Fed's Williams keynote for Shadow Open Market Committee with audience Q&A, New York 15:30 11:30 16:45 12:45 Baker Hughes Rig Count 17:00 13:00 Fed s Yellen speaks on women s role in the economy at Brown University, Provicence RI Fed's Evans Rosengren & Bullard at Hoover s Monetary Policy Conference with audience Q&A, Stanford CA 17:30 13:30 17:30 13:30 Consumer Credit $14.500B $15.206B 19:00 15:00 Page 7 of 8.

8 We hope you find this helpful. -Rohr ( Rohr-Blog: Commentary, Trend Analysis, Calendar, Alerts ( We wish to thank the many other organizations who have kindly allowed us to utilize information from their reports and events calendars and agendas for this hopefully somewhat comprehensive activity listing. Those include (yet are not limited to) Forex Capital Markets/Daily FX, KBC Bank, CQG, Inc., the Forex Factory, CME Group, Bloomberg, Federal Reserve and the Treasury Department, German Finance Agency, the Bank of England & UK Debt Management Office, European Central Bank, Agence France Trésor, Bank of Canada, Italian Dipartmento di Tesoro, Spanish Tesoro Publico, Reserve Bank of and n Office of Financial Management, Bank of Japan and Japanese Ministry of Finance, the Reserve Bank of New Zealand, and the Swiss National Bank. This analysis is confidential. It may also be legally privileged. While based upon data and market information from sources believed reliable, the analyst(s) do(es) not accept liability for any errors or omissions, and do(es) not guarantee any profitability or avoidance of loss based upon content of the foregoing information. Internet access cannot be guaranteed to be timely, secure, or error and virus-free. Actual release dates and times may vary from those listed in the calendar for various reasons, including (but not limited to) official changes to release schedules, communications problems, natural disasters, erroneous initial listings in the source calendars from which data is derived, and simple human error. Page 8 of 8.