Next Week

August 8, 2015

Central Bank Beat:  Interest rate meetings in South Korea, Chile, Peru, and The Philippines.  Published minutes from the Bank of Japan’s July meeting.  The ECB Account of the last Governing Council meeting.  Lockhart of the Fed and Lowe of the Reserve Bank of Australia speak publicly.

2Q GDP Reports:  Euroland, Malaysia, Singapore, Hong Kong, Taiwan, Germany, France, Spain, Greece, Italy, Portugal, The Netherlands, Czech Republic, Romania, Hungary, and Poland.

U.S. Data:  Fed’s labor cost index, producer prices, import prices, industrial production, retail sales, quarterly productivity and unit labor costs, NFIB small business sentiment, JOLTS index, U. Michigan consumer sentiment, and weekly jobless insurance claims, consumer comfort, mortgage applications, energy inventories, and chain store sales.

Chinese Data:  Money growth, bank lending, retail sales, industrial output, fixed asset investment, and direct investment.

Japanese Data:  Current account, bank lending, money growth, machinery orders, machine tool orders, economy watchers index, corporate goods prices, revised industrial production, capacity usage, and tertiary index.

Other Selected Asian Indicators:  Malaysian industrial production and current account.  Indonesian retail sales and current account.  Indian CPI, WPI, industrial output, and trade.  South Korea unemployment and index of leading economic indicators.

U.K. Data:  Halifax house price indes, same store sales, labor statistics, index of leading economic indicators, RICs house price balance index, and construction output.

Switzerland:  The ZEW expectations index and PPI/import price index.

Nordic Europe:  Danish CPI, trade and industrial output.  Swedish CPI, unemployment and industrial output.  Norway’s CPI and PPI.  Icelandic unemployment.

Euroland:  The Sentix index, ZEW index, industrial production and revised consumer prices.

Members of the Eurozone:  German ZEW expectations, wholesale price index, consumer prices, index of leading economic indicators.  French business sentiment, current account, and CPI.  Spanish, Finnish, Cypriot, Austrian, Portuguese, and Irish consumer prices.  Belgian, Portuguese, Irish and Dutch trade.  Finnish current account.

Eastern Europe:  Czech, Polish, Hungarian, and Romanian consumer prices.  Hungarian and Romanian trade and industrial production.  Czech unemployment and Polish current account.

Australia and New Zealand:  Australian quarterly labor costs and monthly business sentiment, consumer confidence and inflation expectations.  New Zealand quarterly retail sales and monthly home loans, food prices, and manufacturing purchasing managers index.

Turkey and South Africa:  Turkish current account and South African factory output.

Canada and Mexico: Canadian housing starts, home prices and manufacturing sales and orders.  Mexican trade balance and industrial production.

Copyright 2015, Larry Greenberg.  All rights reserved.  No secondary distribution without express permission.



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