주간 전망·일정

2016-12-12-

정석_수학 2016. 12. 10. 16:59


- 12월 12일 (월)


0850      日   10월      핵심기계류수주 

0850      日   11월      기업물가지수(CGPI) 

0901      英   12월      라이트무브 주택가격지수 

0901      英   11월      지역별 구매관리자지수(PMI) 

1330      日   10월      3차산업지수 

1500      日   11월      공작기계수주(예비치) 

1800      EU   11월      장기금리통계 

0015(화)  英             필립 해먼드 영국 재무장관 의회 출석

0400(화)  美   11월      재무부 대차대조표

N/A       中   11월      해외직접투자(FDI)

N/A       中   11월      위안화 신규대출


- 12월 13일 (화)


0901      英   Q1        맨파워 고용전망지수 

0930      濠   11월      내셔널호주은행(NAB) 기업신뢰지수 

0930      濠   Q3        주택가격지수

1100      中   11월      고정자산투자

1100      中   11월      산업생산

1100      中   11월      소매판매

1330      日   10월      소매판매(수정치) 

1401      美   Q1        맨파워 고용전망지수

1600      獨   11월      소비자물가지수(CPI) 

1830      英   11월      CPI 

1830      英   11월      생산자물가지수(PPI) 

1830      英   10월      주택가격지수 

1900      獨   12월      ZEW 경기기대지수 

2000      美   11월      NFIB 소기업 낙관지수 

2145      美   12/10     ICSC-골드만삭스 연쇄점판매지수

2230      美   11월      수입물가지수 

2255      美   12/10     존슨 레드북 소매판매지수

0600(수)                 칠레 기준금리 결정 

0630(수)  美   12/09     미국석유협회(API) 주간원유재고

N/A       美             연방공개시장위원회(FOMC) 정례회의 1일차  


- 12월 14일 (수)


0830      濠   12월      웨스트팩 소비자신뢰지수

0850      日   Q4        단칸 대형제조업체 업황판단지수 

0930      濠   11월      신규자동차 판매

1330      日   10월      산업생산(수정치) 

1830      英   11월      실업률 

1830      英   10월      모기지대출협회(CML) 월간대출추세 

1900      EU   10월      산업생산 

2100      美   12/09     모기지은행협회(MBA) 주간 모기지 신청건수

2230      美   11월      소매판매 

2230      美   11월      PPI 

2315      美   11월      산업생산·설비가동률  

0000(목)  美   10월      기업재고 

0030(목)  美   12/09     에너지정보청(EIA) 주간 원유재고 

0400(목)  美             FOMC 결과 발표

0430(목)  美             재닛 옐런 연방준비제도(연준ㆍFed) 의장 기자회견

N/A       EU             유럽중앙은행(ECB) 정책위원회 비통화회의 


- 12월 15일 (목)


0900      濠   11월      기대 인플레이션

0930      濠   11월      신규고용·실업률

0930      日   12월      제조업 PMI(예비치) 

1500      日   11월      공작기계수주(수정치)

1630                     스위스 기준금리 결정 

1730      獨   12월      PMI(예비치) 

1800                     노르웨이 기준금리 결정

1800      EU   12월      유로존 PMI(예비치) 

1830      英   11월      소매판매

1830      英   11월      CML 모기지대출 총액 

1930      EU             유럽연합(EU) 정상회담 

2000      英   12월      영국산업연맹(CBI) 산업현황보고서 

2100      英             영란은행(BOE) 기준금리 결정 

2100      英             BOE 통화정책위원회(MPC) 의사록 

2230      美   11월      CPI 

2230      美   12/10     주간 신규실업보험 청구자수 

2230      美             주간곡물수출 

2230      美   11월      실질소득 

2230      美   12월      필라델피아 연방준비은행(연은) 제조업지수 

2230      美   12월      엠파이어스테이트 제조업지수 

2345      美   12월      마르키트 제조업 PMI(예비치) 

0000(금)  美   12월      전미주택건설업협회(NAHB) 주택가격지수 

0030(금)  美   12/09     EIA 주간 천연가스재 

0400(금)                 멕시코 기준금리 결정

0600(금)  美   10월      해외자본수지(TIC)

0630(금)  美             외국중앙은행 미 국채 보유량

0630(금)  美             연준 할인창구대출

N/A       EU             유럽시스템리스크위원회(ESRB) 일반위원회 회의

N/A       EU             ECB 일반위원회 회의 

N/A                      인도네시아 기준금리 결정


- 12월 16일 (금)


0830      濠   11월      웨스트팩 경기선행지수

0901      英   11월      나이트프랭크 주택가격동향지수

1430      日   11월      도쿄/전국 백화점판매 

1600      獨   11월      도매물가지수 

1730      獨             Ifo 경제전망 

1830      英   Q3        BOE 대외채권 

1900      EU   11월      CPI(확정치) 

1900      EU   10월      무역수지 

1930                     러시아 기준금리 결정

2100      英   Q4        BOE 분기보고서 

2230      美   11월      신규주택착공·주택착공허가 

0230(토)  美             재프리 래커 리치먼드 연은 총재 연설



http://news.einfomax.co.kr/news/articleView.html?idxno=280168





Latest: Forex Weekly Outlook December 12-16

By Anat Dror on DEC 9, 2016


Forex events that will rock currencies ► focusing on major events and especially on publications in the US, moving the US dollar (greenback)


Inflation data and Rate decision in the UK and the US, employment data in the UK, Australia and the US, FOMC Economic Projections, Philly Fed Manufacturing Index and Building Permits. These are the highlights for this week. Here is an outlook on the major market-movers coming our way.


Last week continued to shine on US data reaffirming the Fed’s plan to raise rates this week. U.S. services sector activity jumped 2.4 points to 57.2 in November, the highest reading since October 2015. Production edged up 4 percentage points and employment soared 5.1% points to a 13-month high.  The services sector which accounts for more than two-thirds of U.S. economic activity is expected to boost GDP growth to 3.5% annual rate. Among the services industries reporting growth in November were retail trade, construction, finance and insurance, information and wholesale trade.


Let’s start,


  1. UK inflation data: Tuesday, 9:30. The UK inflation rate posted a smaller than expected gain in October, rising 0.9% from 1% in September. The reading was lower than the 1.1% increase forecasted by analysts. Prices of raw materials advanced in October as well as prices of finished goods. However, clothing and university tuition fees rose more slowly than in 2015. Nevertheless, economists expect inflation will rise amid the depreciation of the Sterling since the Brexit vote. CPI is expected to gain 1.1% in November.
  2. UK employment data: Wednesday, 9:30. UK employment data was mixed in October with an eleven year low of 4.8% in the unemployment rate from 4.9% in September. Meanwhile, the number of people claiming unemployment-related benefits increased 9,800 in October, the largest increase for five months after an upwardly revised increase of 5,600 for September. The data suggest the UK labor market is losing momentum. The number of new unemployment claims is expected to register 6,200 in November.
  3. US Retail sales: Wednesday, 13:30. U.S. retail sales edged up more than expected in October, rising 0.8% amid stronger automobile sales, higher demand for building materials and a range of other goods. September’s reading was also revised up to show a 1% gain, reaffirming the strength of the economy and supporting the Fed’s intentions to raise rates this month. Furthermore, core sales, excluding automobiles, jumped 0.8 percent last month after a 0.5% gain in September. Retail sales are expected to grow by 0.3% while core sales are forecasted to rise 0.4% this time.
  4. US PPI: Wednesday, 13:30. U.S. Inflation remained unchanged in October after a 0.3% increase in the previous month. Economists expected a 0.3% gain. Rising prices of energy products were offset by declines in process of food and services. However on a yearly base, producer prices have climbed 0.8% in the 12 months stretching from October 2015 to October 2016. Meanwhile, core PPI edged up 1.6% in the past 12 months. In case wholesale prices continue to climb, The Fed will raise rates to control inflationary pressures. Producer prices are expected to inch up by 0.1% in November.
  5. US Crude Oil Inventories: Wednesday, 15:30. U.S. crude stocks fell 2.4 million barrels during the week ended Dec. 2, exceeding forecasts for a 1.4 million-barrel draw. OPEC agreed to cut output by approximately 1.2 million barrels per day from January to reduce global oversupply and boost oil prices. The organization expects non-OPEC countries will contribute a further 600,000 barrels per day of cuts.
  6. FOMC Economic Projections and Federal Funds Rate: Wednesday, 19:00. The last Economic Projections report issued in September showed the Fed expects GDP growth of 1.7% to 1.9% in 2016, compared to its previous outlook of 1.9% to 2.0%. Furthermore, the Fed also forecast an unemployment rate of 4.7% to 4.9% this year, more than expected in the prior forecast of 4.6% to 4.8%. In the Fed’s Funds Rate meeting in November, policy officials decided to leave rates unchanged strongly hinted that a rate hike is likely in December. In her first public speech since the election of Donald Trump, the Federal Reserve chairwoman, Janet Yellen, said interest rates could rise “relatively soon since Trump’s victory did not affect the outlook for US growth, suggesting the Fed will make the move in December. The fed is expected to raise rates to 0.75% this time.
  7. Australian employment data: Thursday, 0:30. The Australia employment market added nearly 10,000 jobs in October, but the unemployment rate remained unchanged at 5.6%, since the workforce participation fell to a decade low, reaching 64.5%. The jobs gain was driven by 41,500 full-time positions offset by a 31,700 decline in part-time jobs. Economists expected a job creation of 20,300 and a 5.6% unemployment rate. Analysts say there is a shift towards part-time employment and less full-time work which may lead to lower job security and a decline in consumer spending. The employment market is expected a big gain of 17,600 new jobs while the unemployment rate is forecasted to remain at 5.6%.
  8. UK rate decision: Thursday, 12:00. The Bank of England abandoned its plan to cut interest rates in November, saying rates could go either way. The central bank raised its growth and inflation forecasts for 2017 amid Sterling depreciation after the Brexit vote. The BoE was more optimistic regarding future growth prospects, estimating a 1.4% growth rate next year up from an estimate of 0.8% made in August. However, Britain’s access to EU markets could be limited, which would hurt growth over a certain period. The Bank also expects a record rise of inflation above its target over the next two to three years, peaking above 2.8% in early 2018, due to the sterling’s recent fall to a 31-year low against the U.S. dollar.
  9. US inflation data: Thursday, 13:30. U.S. consumer prices jumped in October to a six month high of 0.4%, following a 0.3% gain in the previous month. The reading was in line with forecasts. Rising gasoline costs and rents, were the main cause for the pickup in inflation. on a yearly base, CPI advanced 1.6%, the biggest year-on-year increase since October 2014. Meanwhile core CPI inched up 0.1% in October missing forecasts for a 0.2% rise. The rise in inflation as well as the continued strength in the labor market will enable the Fed to raise rates this month. Both US CPI and core CPI are expected to gain 0.2% in November.
  10. US Philly Fed Manufacturing Index: Thursday, 13:30. Manufacturing activity in the Philadelphia area continued to expand at a slower pace in November, registered 7.6 points from 9.9 in October. The majority of indexes remained positive. New orders increased to 18.6 from 16.3, shipments rose to 19.5 from 15.3. However, the number of employees remained negative at minus 2.6, but has improved from minus 4.0 in the prior month. The prices-paid index edged up to 27.5 from 7.0, while the prices-received index climbed to 16.0 from minus 3.7. The Philly Fed Manufacturing index is expected to rise to 9.1 this time.
  11. US Unemployment Claims: Thursday, 13:30. The number of Americans filing new claims for unemployment benefits dropped from a five-month high to 158,000 for the week ended Dec. 3, indicating US labor market continues to strengthen as the economy gains momentum. This positive data is likely to prompt a rate hike this week. This was the 92nd straight week that claims were below 300,000, indicating a strong and healthy labor market. The four-week moving average of claims increased 1,000 to 252,500.
  12. US Building Permits: Friday, 13:30. The number of building permits, predicting the pace of activity in the coming months, increased 0.3% in October from the prior month to a seasonally adjusted annual rate of 1.229 million, the highest pace in nearly a year. Permits for single-family homes, rose 2.7% to a rate of 762,000. Both single and multifamily starts show the construction sector is expected to rebound over the next couple of months. Steady job growth, wage increase and low interest rates on mortgages boosted demand. But low inventory of new and existing homes is driving prices higher scaring away potential buyers. However, home builders survey showed builder remained confident about the single-family housing market for new homes.
  13. That’s it for the major events this week. Stay tuned for coverage on specific currencies




https://www.forexcrunch.com/category/forex-weekly-outlook/us-dollar-forecast/





Saturday, Dec. 10

• ROME: Italy’s President Sergio Mattarella Holds Talks To Find A New Prime Minister

• ALBUQUERQUE, NM: Inside The Betamorph E-cigs Vape Shop (STILLS & VIDEO)


Sunday, Dec. 11

• STANSTEAD, CANADA: Stanstead Canadian Border Crossing As U.S. Congress Moves Ahead Bill To Simplify Crossing


Monday, Dec. 12

• WELLINGTON: New Zealand’s Ruling National Party Expected to Elect Bill English as New Prime Minister

• AUCKLAND: General Images of New Zealand’s Economy as Surging Surpluses Forecast for Next Prime Minister

• VARANASI: General Economy on The Banks Of The Ganges

• SEOUL: Daily Life in Seoul As South Korea President Park Impeached Over Corruption Scandal

• ROME: Monitoring Possible Announcement Of Italy’s New Prime Minister

• PARIS: Pursuing IMF Managing Director Christine Lagarde on Trial For Alleged Negligence Whilst French Finance Minister

• LONDON: Retail Sales As Challenging Conditions Expected For The Sector In 2017 (STILLS & VIDEO)

• NEW YORK: Trading on The Floor Of The NYSE

• NEW YORK: Political And Business Visitors At Trump Tower During President-Elect’s Transition To The White House

• NEW YORK: Key Speakers At Capital Link Inc’s Invest In Greece Forum

• RIO DE JANIERO: Shoppers At Saara Market As Retail Sales Figures Are Released

• RIO DE JANIERO: Protests As Legislature Votes on Austerity Package


Tuesday, Dec. 13

• SYDNEY: Retail Ahead of Consumer Confidence Figures

• LONDON: Unicredit SpA Chief Executive Officer Jean-Pierre Mustier Speaks At The Bank’s Capital Markets Day

• LONDON: Copper Trading Session At The London Metals Exchange

• NEW YORK: President-Elect Donald Trump Holds Meetings At Trump Tower

• KALKASKA, MI: Green Plastic Army Men Production Ahead Of Business Inventories Figures (STILLS & VIDEO)


Wednesday, Dec. 14

• WASHINGTON: Fed Chair Janet Yellen Holds News Conference After FOMC Meeting


Thursday, Dec. 15

• HONG KONG: Meitu Inc. Beings Trading on Hong Kong Stock Exchange

• BERN: Swiss National Bank Interest Rate Decision


Friday, Dec. 16

• DELHI: Key Speakers At The TiE Global Entrepreneurs Summit

• MOSCOW: Russia Ceral Bank Governor Elvira Nabiullina Interest Rate News Conference

• NEW YORK: Trading on The Floor Of The NYSE



https://www.bloomberg.com/distribution/blog/2016-12-09/week-ahead-dec-10-dec-16/





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