Main events this week include the Bank of Canada interest rate decision, German GfK and Ifo surveys, European S&P Global PMI’s, US PCE Price Index and US Durable Goods Orders. Important earnings include Microsoft on Tuesday and IBM on Wednesday.
Monday, January 23
01:50 AM JP BoJ Monetary Policy Meeting Minutes
01:00 PM DE Bundesbank Monthly Report
03:30 PM CA New Housing Price Index MoM DEC -0.2% -0.3%
03:30 PM CA New Housing Price Index YoY DEC 4.1% 3.8%
04:30 PM EA ECB Panetta Speech
05:00 PM EA Consumer Confidence Flash JAN -22.2 -20 -17
05:00 PM US CB Leading Index MoM DEC -1% -0.7% -0.7%
07:45 PM EA ECB President Lagarde Speech
Monday’s earnings reports: AZRE BLDE TSBK BKR KLDO ESQ RENO
Tuesday, January 24
12:00 AM AU Judo Bank Services PMI Flash JAN 47.3 47.5
12:00 AM AU Judo Bank Manufacturing PMI Flash JAN 50.2 49.5
12:00 AM AU Judo Bank Composite PMI Flash JAN 47.5 47.6
02:30 AM AU NAB Business Confidence DEC -4 -2
02:30 AM JP Jibun Bank Manufacturing PMI Flash JAN 48.9 49.5
02:30 AM JP Jibun Bank Services PMI Flash JAN 51.1 50.6
02:30 AM JP Jibun Bank Composite PMI Flash JAN 49.7 50
09:00 AM DE GfK Consumer Confidence FEB -37.8 -33 -34
09:00 AM GB Public Sector Net Borrowing Ex Banks DEC £-22B £-18B £-18.3B
09:00 AM GB Public Sector Net Borrowing DEC £-21.2B £-17.7B
09:45 AM FR Business Confidence JAN 101 101 102
09:45 AM FR Business Climate Indicator JAN 102 103
10:15 AM FR S&P Global Services PMI Flash JAN 49.5 49.8 50.1
10:15 AM FR S&P Global Manufacturing PMI Flash JAN 49.2 49.7 49.8
10:15 AM FR S&P Global Composite PMI Flash JAN 49.1 49.5 50
10:30 AM DE S&P Global Services PMI Flash JAN 49.2 49.6 49.5
10:30 AM DE S&P Global Manufacturing PMI Flash JAN 47.1 47.8 48.1
10:30 AM DE S&P Global Composite PMI Flash JAN 49 49.6 49.4
11:00 AM EA S&P Global Manufacturing PMI Flash JAN 47.8 48.5 48.5
11:00 AM EA S&P Global Services PMI Flash JAN 49.8 50.2 50.8
11:00 AM EA S&P Global Composite PMI Flash JAN 49.3 49.8 50
11:30 AM GB S&P Global/CIPS Manufacturing PMI Flash JAN 45.3 45.5 46
11:30 AM GB S&P Global/CIPS UK Services PMI Flash JAN 49.9 49.9 50
11:30 AM GB S&P Global/CIPS Composite PMI Flash JAN 49 49.3 49.6
11:45 AM EA ECB President Lagarde Speech
01:00 PM GB CBI Business Optimism Index Q1 -48 -60
01:00 PM GB CBI Industrial Trends Orders JAN -6 -10
03:30 PM CA Manufacturing Sales MoM Prel DEC 0% -0.9%
03:55 PM US Redbook YoY JAN/21 5%
04:45 PM EA ECB af Jochnick Speech
04:45 PM US S&P Global Services PMI Flash JAN 44.7 45 45
04:45 PM US S&P Global Composite PMI Flash JAN 45 45.1
04:45 PM US S&P Global Manufacturing PMI Flash JAN 46.2 46.2 45
05:00 PM US Richmond Fed Manufacturing Shipments Index JAN 5 7
05:00 PM US Richmond Fed Services Index JAN -12 -8
05:00 PM US Richmond Fed Manufacturing Index JAN 1 3
11:30 PM US API Crude Oil Stock Change JAN/20 7.615M
Tuesday’s earnings reports: MMM BRO GE TRV RTX MSFT HAL LMT NAVI VZ JNJ TXN PCAR FFIV
Wednesday, January 25
02:00 AM AU Westpac Leading Index MoM DEC -0.1% -0.2%
02:30 AM AU Inflation Rate YoY Q4 7.3% 7.5% 7.4%
02:30 AM AU Monthly CPI Indicator DEC 7.3% 7.7% 7.5%
02:30 AM AU Inflation Rate QoQ Q4 1.8% 1.6% 1.5%
02:30 AM AU RBA Trimmed Mean CPI YoY Q4 6.1% 6.5% 6.6%
02:30 AM AU CPI Q4 128.4 130.3
02:30 AM AU RBA Weighted Median CPI YoY Q4 5% 5.5%
02:30 AM AU RBA Weighted Median CPI QoQ Q4 1.4% 1.4%
02:30 AM AU RBA Trimmed Mean CPI QoQ Q4 1.8% 1.5% 1.6%
07:00 AM JP Leading Economic Index Final NOV 98.6 97.6
07:00 AM JP Coincident Index Final NOV 99.6 99.1
09:00 AM GB PPI Core Output MoM DEC 0.5% 0.4%
09:00 AM GB PPI Core Output YoY DEC 13.3% 11.5%
09:00 AM GB PPI Input MoM DEC 0.7% 0.5%
09:00 AM GB PPI Input YoY DEC 19.5% 18.7%
09:00 AM GB PPI Output MoM DEC 0.9% 0.3%
09:00 AM GB PPI Output YoY DEC 17.2% 14.6%
10:00 AM EA ECB Non-Monetary Policy Meeting
10:00 AM ES PPI YoY DEC 20.7% 16.5%
11:00 AM DE Ifo Business Climate JAN 88.6 90.2 89.9
11:00 AM DE Ifo Expectations JAN 83.2 85 84.6
11:00 AM DE Ifo Current Conditions JAN 94.4 95 94.8
01:00 PM FR Unemployment Benefit Claims DEC -64.7K 12K
01:00 PM FR Jobseekers Total DEC 2810K 2910K
02:00 PM US MBA 30-Year Mortgage Rate JAN/20 6.23%
02:00 PM US MBA Mortgage Applications JAN/20 27.9%
02:00 PM US MBA Mortgage Refinance Index JAN/20 438.3
02:00 PM US MBA Mortgage Market Index JAN/20 238.7
02:00 PM US MBA Purchase Index JAN/20 198.7
05:00 PM CA BoC Monetary Policy Report
05:00 PM CA BoC Interest Rate Decision 4.25% 4.5% 4.50%
05:30 PM US EIA Crude Oil Stocks Change JAN/20 8.408M
05:30 PM US EIA Gasoline Stocks Change JAN/20 3.483M
05:30 PM US EIA Cushing Crude Oil Stocks Change JAN/20 3.646M
05:30 PM US EIA Distillate Fuel Production Change JAN/20 0.057M
05:30 PM US EIA Crude Oil Imports Change JAN/20 -1.224M
05:30 PM US EIA Refinery Crude Runs Change JAN/20 0.202M
05:30 PM US EIA Distillate Stocks Change JAN/20 -1.939M
05:30 PM US EIA Heating Oil Stocks Change JAN/20 -0.26M
05:30 PM US EIA Gasoline Production Change JAN/20 0.332M
06:00 PM CA BoC Gov Rogers Speech 06:00 PM CA BoC Gov Macklem Speech
08:00 PM DE Bundesbank Balz Speech
Wednesday’s earnings reports: ADP ABT T AMP ACNB IBM BA TER NOW RJF FLEX LEVI GD CSX
Thursday January 26 2023
01:50 AM JP BoJ Summary of Opinions
01:50 AM JP Foreign Bond Investment JAN/21 ¥1232.1B
01:50 AM JP Stock Investment by Foreigners JAN/21 ¥185.6B
02:01 AM GB Car Production YoY DEC 5.7%
05:35 AM JP 40-Year JGB Auction 1.580%
10:00 AM ES Unemployment Rate Q4 12.67% 12.40%
11:00 AM IT Business Confidence JAN 101.4 101.8 101.8
11:00 AM IT Consumer Confidence JAN 102.5 102.3 102.7
11:30 AM GB Labour Productivity QoQ Final Q3 0.3% 0.2%
01:00 PM CA CFIB Business Barometer JAN 50.9 49
01:00 PM GB CBI Distributive Trades JAN 11 -16
03:30 PM CA Wholesale Sales MoM Prel DEC 0.5% 0.1%
03:30 PM CA Average Weekly Earnings YoY NOV 3.4% 3.2%
03:30 PM US Durable Goods Orders MoM DEC -2.1% 2.6% 2.2%
03:30 PM US GDP Growth Rate QoQ Adv Q4 3.2% 2.6% 2.7%
03:30 PM US Durable Goods Orders Ex Transp MoM DEC 0.2% -0.1% 0.2%
03:30 PM US GDP Price Index QoQ Adv Q4 4.4% 3.3% 3.1%
03:30 PM US Goods Trade Balance Adv DEC $-83.35B $-82.5B
03:30 PM US Initial Jobless Claims JAN/21 190K 205K 202K
03:30 PM US Retail Inventories Ex Autos MoM Adv DEC -0.3% 0.5%
03:30 PM US Wholesale Inventories MoM Adv DEC 1% 0.4%
03:30 PM US Jobless Claims 4-week Average JAN/21 206K 209K
03:30 PM US Non Defense Goods Orders Ex Air DEC 0.2% -0.2% 0.9%
03:30 PM US PCE Prices QoQ Adv Q4 4.3% 3.1%
03:30 PM US Real Consumer Spending QoQ Adv Q4 2.3% 1.9%
03:30 PM US GDP Sales QoQ Adv Q4 4.5% 3.9%
03:30 PM US Durable Goods Orders ex Defense MoM DEC -2.6% 2.4%
03:30 PM US Continuing Jobless Claims JAN/14 1647K 1654K 1651K
03:30 PM US Core PCE Prices QoQ Adv Q4 4.7% 4% 3.9%
05:00 PM US New Home Sales DEC 0.64M 0.614M 0.59M
05:00 PM US New Home Sales MoM DEC 5.8% -2%
05:30 PM US EIA Natural Gas Stocks Change JAN/20 -82Bcf
06:00 PM US Kansas Fed Composite Index JAN -9 -10
06:00 PM US Kansas Fed Manufacturing Index JAN -13 -14
US Building Permits Final DEC 1.351M 1.33M
US Building Permits MoM Final DEC -10.6% -1.6%
US Chicago Fed National Activity Index NOV -0.05 -0.18
US Chicago Fed National Activity Index DEC 0.1
Thursday’s earnings reports: ROK ALK AAL LUV BX INTC NOC VLO CMCSA NUE XRX VIRT MA V TER
Friday, January 27
01:30 AM JP Tokyo CPI Ex Food and Energy YoY JAN 1.3% 1.4%
01:30 AM JP Tokyo Core CPI YoY JAN 4% 4.2% 4.2%
01:30 AM JP Tokyo CPI YoY JAN 4% 4.2%
02:30 AM AU PPI QoQ Q4 1.9%
02:30 AM AU Export Prices QoQ Q4 -3.6%
02:30 AM AU Import Prices QoQ Q4 3%
02:30 AM AU PPI YoY Q4 6.4% 5.9%
09:00 AM DE Import Prices YoY DEC 14.5% 11.9%
09:00 AM DE Import Prices MoM DEC -4.5% -2.2%
09:45 AM FR Consumer Confidence JAN 82 84 84
10:00 AM ES GDP Growth Rate YoY Flash Q4 4.4% 1.3%
10:00 AM ES GDP Growth Rate QoQ Flash Q4 0.1% 0.1% -0.1%
11:00 AM EA M3 Money Supply YoY DEC 4.8% 4.6% 4.7%
11:00 AM EA Loans to Households YoY DEC 4.1% 4.2%
11:00 AM EA Loans to Companies YoY DEC 8.4% 8.5%
11:00 AM IT Industrial Sales MoM NOV -0.8% -0.4%
11:00 AM IT Industrial Sales YoY NOV 12.5% 8.9%
12:30 PM EA ECB President Lagarde Speech
03:30 PM US Core PCE Price Index MoM DEC 0.2% 0.3% 0.1%
03:30 PM US Personal Income MoM DEC 0.4% 0.2% 0.3%
03:30 PM US Personal Spending MoM DEC 0.1% -0.1% -0.1%
03:30 PM US PCE Price Index MoM DEC 0.1% 0.1%
03:30 PM US PCE Price Index YoY DEC 5.5% 5.1%
03:30 PM US Core PCE Price Index YoY DEC 4.7% 4.4% 4.6%
05:00 PM US Pending Home Sales YoY DEC -37.8% -25%
05:00 PM US Pending Home Sales MoM DEC -4% -1% -1%
05:00 PM US Michigan Consumer Sentiment Final JAN 59.7 64.6 64.6
05:00 PM US Michigan 5 Year Inflation Expectations Final JAN 2.9% 3%
05:00 PM US Michigan Consumer Expectations Final JAN 59.9 62
05:00 PM US Michigan Current Conditions Final JAN 59.4 68.6
05:00 PM US Michigan Inflation Expectations Final JAN 4.4% 4%
06:00 PM CA Budget Balance NOV C$-1.1B C$-2.7B
07:00 PM DE Bundesbank Balz Speech
08:00 PM US Baker Hughes Oil Rig Count JAN/27 613
08:00 PM US Baker Hughes Total Rig Count JAN/27 771
Friday’s earnings reports: BAH ALV AXP CVX CL
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