- 12월 1일(월)

- 12월 1일(월)

0830       濠   11월     MI 인플레이션 전망

0850       日   Q3       기업이익 

0930       濠   Q3       기업이익 

1000       中   11월     공식 제조업 구매관리자지수(PMI)

1035       日   11월     마르키트 제조업 PMI

1045       中   11월     HSBC 제조업 PMI 확정치  

1400       日   11월     자동차판매 

1430       濠   11월     원자재 물가                   

1755       獨   11월     마르키트 제조업 PMI

1800       EU   11월     마르키트 유로존 제조업 PMI                  

1830       英   11월     CIPS / 마르키트 제조업 PMI                     

1830       英   10월     영란은행(BOE) 실질금리

1830       英   10월     민간대출                    

1830       英   H2       BOE 시스템리스크 조사 보고서

2345       美   11월     마르키트 제조업 PMI                     

0000(2일)  美   11월     공급관리협회(ISM) 제조업 PMI                               

0215(2일)  美            윌리엄 더들리 뉴욕 연방준비은행 총재 연설 

0230(2일)  美            스탠리 피셔 연방준비제도(Fed) 부의장 연설

N/A        美            크리스틴 라가르드 국제통화기금(IMF) 총재 연설 

N/A        美   11월     다우존스 경기체감지수        

- 12월 2일(화)  

0850       日   11월     본원통화

0930       濠   10월     건설허가 

0930       濠   Q3       경상수지 

1230       濠            호주중앙은행(RBA) 기준금리결정 

1830       英   11월     CIPS / 마르키트 건설 PMI                     

1900       EU   10월     생산자물가지수(PPI)                     

2145       美   11/29    ICSC-골드만삭스 연쇄점판매지수

2255       美   11/29    존슨 레드북 소매판매지수                  

2345       美   11월     ISM-뉴욕 기업여건지수 

0000(3일)  美   Oct      건설지출                       

0600(3일)  美   11월     자동차판매                       

0630(3일)  美   11/28    API 주간석유보고서                      

N/A        美            스탠리 피셔 Fed 부의장 연설 

N/A        日   Oct      고용보고서

N/A        美            윌리엄 더들리 뉴욕 연은 총재 브롱크스 연설  

                           

- 12월 3일(수) 

0930       濠   Q3       국내총생산(GDP)

1000       中   11월     공식 비제조업 PMI

1035       日   11월     마르키트 서비스업 PMI

1045       中   11월     HSBC 서비스업 PMI 

1755       獨   11월     마르키트 서비스업 PMI

1800       EU   11월     마르키트 유로존 서비스업 PMI

1830       英   11월     외환보유액 

1830       英   11월     CIPS / 마르키트 서비스업 PMI

1830       英   11월     협의통화 및 준비잔고

1900       EU   10월      소매판매                     

2100       美   11/28    모기지은행협회(MBA) 주간 모기지 신청건수                   

2215       美   11월     ADP고용보고서

2230       美   Q3       생산성·단위노동비용(확정치)                       

2345       美   11월     마르키트 서비스업 PMI                      

0000(4일)  美   11월     온라인 구인광고지수 

0000(4일)  美   11월     ISM 비제조업 PMI                   

0030(4일)  美   11/28    에너지정보청(EIA) 주간 석유재고                      

0230(4일)  美            찰스 플로서 필라델피아 연은 총재 연설 

0400(4일)  美            Fed 베이지북 

0400(4일)  美            라엘 브레이너드 Fed 이사 금융 안전 관련 연설  

N/A        美            Fed·전미연방신용조합(NAFCU) 연례 회동

N/A        英   12월     BOE 통화정책위원회 회의 1일차 

N/A        英            조지 오스본 영국 재무장관 추계 성명  

                                        

- 12월 4일(목)  

 

0930       美            리처드 피셔 댈러스 연은 총재 연설

0930       濠   10월     소매판매 

0930       濠   10월     무역수지 

1100       日   11월     수입자동차판매 

1800       英   11월     차량등록 

1810       EU   11월     유로존 소매업 PMI 

2100       英   Dec      BOE 기준금리결정                    

2130       美   11월     챌린저 감원보고서 

2145       EU            유럽중앙은행(ECB) 기준금리결정

2230       美            주간곡물수출                    

2230       美   11/29    주간 신규실업보험 청구자수 

0000(5일)  美   11/22    DJ-BTMU 경기지표

0030(5일)  美   11/28    EIA 주간 천연가스재고 

0200(5일)  美   11월     ICSC 연쇄점판매추세지수

0230(5일)  美            라엘 브레이너드 Fed 이사 연설 

0630(5일)  美            Fed 할인창구대출 

0630(5일)  美            외국중앙은행 미 국채보유량  

N/A        美            로레타 메스터 클리블랜드 연은 총재 연설

- 12월 5일(금)

0850       日   11월     무역수지 예비치(1~20일)

0850       日   11월     외환보유액

1400       日   10월     경기선행지수 

1600       獨   10월     제조업수주

1900       EU   Q3       GDP 수정치 

2230       美   10월     무역수지  

2230       美   11월     비농업부문 신규고용자수·실업률

2245       美            로레타 메스터 클리블랜드 연은 총재 연설  

0000(6일)  美   10월     공장재수주

Updates:

1. US ISM Manufacturing PMI: Monday, 15:00. US manufacturing PMI came in at 59.0 in October following 56.6 in the prior month. The release was higher than the 56.5 forecasted, contradicting the US manufacturing PMI from Markit Economics report showing manufacturing activity slowed to its lowest since July. Economists expect manufacturing PMI will reach 57.9 this time.
2. Australian rate decision: Tuesday, 3:30. Australia’s central bank kept the cash rate at 2.5% in November, noting that rates will remain unchanged in the coming months and that currency remains overvalued. Governor Glenn Stevens has seeks to stimulate domestic growth drivers to boost economic growth. The RBA’s The growth outlook was less optimistic than in the previous report, but with diminished worries about the housing market. No change in rates is forecast.
3. Australia GDP: Wednesday, 0:30. The Australian economy expanded a seasonally-adjusted 0.5% in the second quarter after 1.1% growth registered in the first quarter. The release was better than the 0.4% rise forecasted by analysts. on an annual basis, GDP grew 3.1%, lower than the 3.4% recorded in Q1. Exports fell 0.9% compared to a 4.2% gain in the first quarter, while imports edged up to a 3.7% expansion from a 1.2% decline in the first quarter. Economists expect an annual growth of 3.0% in 2014, and a 2.8% gain in 2015. The third quarter GDP is predicted to be 0.7%.
4. US ADP Non-Farm Employment Change: Wednesday, 13:15. The US labor market continued to strengthen in October, registering a pick-up of 230,000 in private sector hiring, after a 225,000 gain in the previous month. However the third quarter slowdown is expected to continue towards the end of 2014 which could badly affect the job market. A gain of 223,000 jobs is expected in November.
5. Canadian rate decision: Wednesday: 15:00. Stephen Poloz head of the BOC decided to maintain borrowing costs due to sluggish growth of global economy.  Poloz noted that rates could go up or down, depending on economic headwinds from the global economy. However, most economists expect the next rate move will be up, and that it will likely come by mid-2015.  Overnight rate is expected to remain unchanged.
6. US ISM Non-Manufacturing PMI: Wednesday: 15:00. US service-sector growth slowed in October to 57.1 from 58.6 in September. The index has been declining since July reaching its slowest pace of growth in 6 months. Nevertheless, the index is above 50 indicating growth. New business expanded in October, a good sign for economic growth. Employment remained strong, but business outlook was more pessimistic. US service-sector is expected to reach 57.5.
7. UK rate decision: Thursday, 12:00. Bank of England voting members decided to keep interest rates at 0.5% in November. The stimulus program remained unchanged at £375 billion. Economists expected a rate hike in November, after Mark Carney, the Governor of the Bank of England noted the decision surrounding the timing of the first rate hike was “becoming more balanced” and “could happen sooner than markets expect”. The Official Bank Rate is predicted to remain unchanged this time.
8.  Eurozone rate decision: Thursday, 12:45.  Mr. Draghi, the president of the European Central Bank, promised in October that more aggressive measures are being prepared, in the form of the large-scale bond purchases known as quantitative easing to boost growth in the Eurozone. The same promise was delivered in November with no substantial measures. Many economists expected real action in the form of the US QE. Even the Bank of Japan started its own QE program.  Even though the Euro area economy is not in deflation, prices are falling constantly damaging companies’ revenues and raising unemployment. Real measures are expected on the December meeting.
9. US Unemployment Claims: Thursday: 13:30. The number of Americans seeking U.S. unemployment benefits edged up to 313,000 last week, crossing the 300,000 line for the first time in nearly three months. The 21,000 jump beat forecasts for a 287,000 reading. The four-week average, a less volatile measure, rose 6,250 to 294,000. This sudden rise does not suggest a downturn trend, but is probably related to seasonal layoffs in sectors affected by the cold weather, such as construction. Economists expect US weekly unemployment claims to reach 297K
10.  Canadian employment data: Friday, 13:30. Canada’s job market unexpectedly increased by 43,100 positions in October, pushing unemployment rate down to a nearly six-year low of 6.5%. Analysts expected a contraction of 5,000 jobs following September’s gain of 74,100 positions. The jobless rate, declined from 6.8% in September, to the lowest since November 2008, suggesting the labor market is regaining strength. The labor participation rate, stayed at 66%, the lowest since November 2001. Full-time jobs increased by 26,500, while part-time positions increased by 16,500. Canada’s job market  is expected to add 5,300 jobs while the unemployment rate is predicted to reach 6.6%.
11. US Non-Farm Employment Change and Unemployment rate: Friday, 13:30. The US job market gained fewer than expected positions in October adding 214,000, but the Unemployment rate declined to its lowest level since 2008 reaching 5.8%. However, despite the forecast of 235,000 job addition, October’s gain is still considered positive. Wage growth remained sluggish, as wages increased 0.1% month-on-month, missing expectations for growth of 0.2%. Year-over-year, wages grew 2%, below expectations for a 2.1% gain. US job gain in November is expected to be 225,000, while the unemployment rate is predicted to remain unchanged at 5.8%.

That’s it for the major events this week. Stay tuned for coverage on specific currencies

*All times are GMT.