Monday Jun 15

http://blogs.wsj.com/briefly/2015/06/12/5-charts-from-the-week-in-markets-14/?mod=briefly_more

Monday Jun 15	Tuesday Jun 16	Wednesday Jun 17	Thursday Jun 18	Friday Jun 19
Market Focus » International Perspective » Simply Economics » 3-Yr Note Settlement 10-Yr Note Settlement 30-Yr Bond Settlement Empire State Mfg Survey 8:30 AM ET Industrial Production 9:15 AM ET Housing Market Index 10:00 AM ET 4-Week Bill Announcement 11:00 AM ET 3-Month Bill Auction 11:30 AM ET 6-Month Bill Auction 11:30 AM ET Treasury International Capital 4:00 PM ET	FOMC Meeting Begins  Housing Starts 8:30 AM ET Redbook 8:55 AM ET 4-Week Bill Auction 11:30 AM ET	MBA Mortgage Applications 7:00 AM ET EIA Petroleum Status Report 10:30 AM ET FOMC Meeting Announcement 2:00 PM ET FOMC Forecasts 2:00 PM ET Fed Chair Press Conference 2:30 PM ET	Weekly Bill Settlement Consumer Price Index 8:30 AM ET Jobless Claims 8:30 AM ET Current Account 8:30 AM ET Bloomberg Consumer Comfort Index 9:45 AM ET Philadelphia Fed Business Outlook Survey 10:00 AM ET Leading Indicators 10:00 AM ET EIA Natural Gas Report 10:30 AM ET 3-Month Bill Announcement 11:00 AM ET 6-Month Bill Announcement 11:00 AM ET 52-Week Bill Announcement 11:00 AM ET 2-Yr Note Announcement 11:00 AM ET 2-Yr FRN Note Announcement 11:00 AM ET 5-Yr Note Announcement 11:00 AM ET 7-Yr Note Announcement 11:00 AM ET 30-Yr TIPS Auction 1:00 PM ET Fed Balance Sheet 4:30 PM ET Money Supply 4:30 PM ET	Quadruple Witching Atlanta Fed Business Inflation Expectations 10:00 AM ET John Williams Speaks 11:40 AM ET Loretta Mester Speaks 12:15 PM ET

- 6월 15일 (월)

0801        英   6월      라이트무브 주택가격지수

1630        濠            크리스토퍼 켄트 호주중앙은행(RBA) 총재보 연설

1800        EU   4월      무역수지 

1900        獨   6월      분데스방크 월간보고서 

2130        美   6월      엠파이어스테이트 제조업지수

2200        美   4월      해외자본수지(TIC)

2200        EU            마리오 드라기 유럽중앙은행(ECB) 총재 유럽연합(EU) 의회 출석

2215        美   5월      산업생산&설비가동률 

2300        美   6월      전미주택건설업협회(NAHB) 주택시장지수 

- 6월 16일 (화)

0655        濠            가이 드벨 RBA 부총재보 연설

1030        濠   6월      RBA 통화정책회의 의사록

1030        濠   5월      신규자동차 판매

1500        獨   5월      소비자물가지수(CPI) 확정치

1730        英   5월      CPI 

1730        英   4월      영국 통계청(ONS) 주택가격지수 

1730        英   4월      모기지대출협회(CML) 월간대출추세 

1730        英   5월      생산자물가지수(PPI) 

1800        獨   6월      ZEW 경기기대지수 

2045        美   06/13    ICSC-골드만삭스 연쇄점판매지수

2130        美   5월      신규주택착공&주택착공허가 

2155        美   06/13    존슨 레드북 소매판매지수

0530(17일)  美   06/12    API 주간석유보고서

N/A         美            연방공개시장위원회(FOMC) 정례회의 1일차

N/A         EU   5월      유럽 신규 상용차 등록대수

- 6월 17일 (수)

0850        日   5월      무역수지 예비치

0930        濠   5월      MI 경기선행지수

1500        日   5월      공작기계수주 수정치

1730        英   5월      실업률 

1730        英   6월      산업동향 

1730        英   6월      영란은행(BOE) 통화정책위원회 의사록

1800        EU   5월      CPI 확정치

1800        EU   4월      건설 생산 

2000        美   06/12    모기지은행협회(MBA) 주간 모기지 신청건수 

2330        美   06/12    에너지정보청(EIA) 주간 석유재고

0300(18일)  美            FOMC 정례회의 2일차·기준금리 결정 

0300(18일)  美            FOMC 경제전망 

0330(18일)  美            재닛 옐런 연방준비제도(Fed) 의장 기자회견 

N/A         獨            Ifo 경제전망

N/A         EU            ECB 정책위원회 비통화정책 회의

- 6월 18일 (목)

0805        英   Q2       영란은행(BOE) 분기보고서

1030        濠            RBA 분기 보고서

1700        EU            ECB 경제보고서

1730        英   5월      소매판매 

1730        英   5월      CML 모기지대출 총액

1800        EU   Q1       노동비용지수

2130        美   5월      실질소득 

2130        美   5월      CPI 

2130        美            주간곡물수출 

2130        美            주간 신규실업보험 청구자수

2300        美   5월      경기동향지수

2300        美   6월      필라델피아 연방준비은행 제조업지수

2330        美   06/12    에너지정보청(EIA) 주간 천연가스재고

0530(19일)  美            외국중앙은행 미 국채보유량

0530(19일)  美            Fed 할인창구대출

N/A         EU            유럽시스템리스크위원회(ESRB) 일반위원회 회의

N/A         日   4월      최종 고용보고서

N/A         EU            ECB 일반위원회 회의

N/A         日            일본은행(BOJ) 금융정책회의 1일차

N/A         EU            유로존 재무장관 협의체(유로그룹) 회의 1일차

- 6월 19일 (금)

0801        英   5월      나이트프랭크 주택가격동향지수

1330        日   4월      전산업지수

1400        日   5월      철강생산 

1400        日   4월      경기선행지수 수정치

1430        日   5월      도쿄 백화점판매 

1430        日   5월      전국 백화점판매 

1500        獨   5월      PPI 

1700        EU   4월      경상수지

1730        英   5월      공공부문 순차입/순상환 

1730        英   Q1       BOE 대외채권

0040        美            존 윌리엄스 샌프란시스코 연은 총재 연설

0115        美            로레타 메스터 클리블랜드 연은 총재 연설

N/A         EU            유로그룹 회의 2일차

N/A         日   6월      BOJ 금융정책회의 2일차·자산매입 규모 결정

1. UK Inflation data: Tuesday, 8:30. UK inflation turned negative in April, reaching -0.1%. This was the first negative figure ever recorded. Bank of England governor Mark Carney forecasted low inflation in the coming months, but expects a gradual pick up towards the end of 2015. The sharp fall in oil prices is the major reason for low inflation. However, this global trend is positive for UK households despite concerns of weaker business investments. UK inflation is expected to rebound in May and rise 0.1%.
   
2. German ZEW Economic Sentiment: Tuesday, 9:00. German investor sentiment plunged in May, amid the Greek debacle and lack of growth. Economic sentiment fell to 41.9 from 53.3 in April considerably lower than the 48.8 estimated by analysts. Responders were concerned about the sluggish growth data of only 0.3% growth in the first quarter compared to 0.7% in the last quarter of 2014. Furthermore, Greece’s inevitable default raises fears over the Eurozone economic outlook. German investor climate is expected to decline further to 38.6.
3. US Building Permits: Tuesday, 12:30. U.S. building permits edged up to their highest level in nearly 7-1/2 years in April, reaching a seasonally adjusted annual pace of 1.14 million units, following 1.04 million in March. Additional positive construction data suggest a possible rebound in the housing sector. The rise in demand for new houses is a positive trend following the harsh winter of 2015. The strong housing data is expected to have a positive effect on GDP growth in the second quarter. The number of building permits is expected to reach 1.10 million units this time.
4. UK Employment data: Wednesday, 8:30. The UK labor market continued to improve in April. Unemployment fell and the number of people employed continued to rise. The number of people claiming jobless benefits declined by 12,600 in April to 764,000. Government officials were pleased with the positive data, claiming their government is working. Rising demand for workers pushed regular pay growth to 2.2%. Weak inflation and higher wages are welcome news for the UK households. This will also have a positive effect on consumer spending and economic growth.
5. Fed decision: Wednesday, 18:00, press conference at 18:30. This is the first meeting that does not carry any forward guidance regarding rates. In addition, it is accompanied by fresh economic forecasts, the “dot plot” and of course, a press conference by Fed Chair Janet Yellen, all making this meeting a very big event. The baseline scenario is that the Fed will wait just a bit more before raising the rates, with economists focusing on the September meeting. However, a rate hike is possible already now and in July. on on hand, the Fed would like to start the “lift off” and prevent bubbles. on the other hand, it would not like to act prematurely, choking the recovery and having to reverse. Every word in the statement and every word that Yellen will say carry a lot of weight. Worries could send down the dollar while upbeat sentiment about the positive data in the spring could be dollar positive. A repeat of the “hike in 2015″ stance would be generally positive.
6.  NZ GDP: Wednesday, 22:45. New Zealand economy expanded 0.8% in the fourth quarter of 2014, in line with market forecast, following a 0.9% growth in the third quarter. Retail and accommodation edged up 2.3% in the last quarter of 2014 while international tourist spending increased by 15%. Retail trade also climbed 1.8%. Year-on-year, the economy grew 3.5%, the highest level since the fourth quarter of 2007. New Zealand Q1 GDP is expected to reach 0.6%.
7. Switzerland: rate decision: Thursday, 7:30. The Swiss National Bank decided to keep interest rates at negative 0.75%, waiting to see the full impact of its unexpected move in January. The change in the monetary conditions was made in an effort to depreciate the Swiss franc, but had a negative effect on household savings and pension funds becoming a matter of concern for the Swiss population. SNB President Thomas Jordan noted that the franc was still overvalued and that there was room for an even lower rate in the future. The Swiss National Bank  is expected to maintain the negative rate of -0.75%.
8. US inflation data: Thursday, 12:30. U.S. inflation excluding energy costs edged up 0.3% in April amid a rise in shelter and medical care costs. Analysts expected a 0.2% climb as in March. Meanwhile, the overall CPI climbed 0.1% after rising 0.2%in March. The rise was held back by a 1.7% decline in gasoline prices and no change in food prices. April’s figures support the Fed’s decision to raise rates, showing signs that inflation was moving toward the Fed’s target. CPI is  forecasted to rise 0.5% while Core CPI is expected to gain 0.2%.
9. US Unemployment claims: Thursday, 12:30. The number new claims for unemployment benefits increased mildly last week, reaching 279,000, still remaining below 300,000. This was the 14th week that claims held below the 300,000 threshold, indicating the labor market continues to strengthen. Economists expected the number of claims will reach 277,000. The four-week average of claims increased 3,750 to 278,750 last week. The number of jobless claims is forecasted to reach 278,000 this week.
10. US Philly Fed Manufacturing Index: Thursday, 14:00. Manufacturing in the Philadelphia area weakened in May, according to responders. Philadelphia Fed’s manufacturing business outlook fell to 6.7 in May from 7.5 in April. New orders rose 0.3% following 0.7. Current shipments index also rise 3 points to a reading of 1 and Employment conditions weakened by 5 points to 6.7, from April’s reading of 11.5. The manufacturing sector in the New York region found some momentum late last week with the Empire State manufacturing survey bouncing back into positive territory. However, the 3.1 reading in May remained weaker than expected. Manufacturing sentiment in the Philadelphia area is expected to rise to 8.1.
11. Japan rate decision: Friday. the Bank of Japan voted to maintain its monetary policy stance unchanged in May and continue implementing money market operations to ensure a monetary base of JPY 80 trillion a year. The decision, which was in line with market forecast. The BOJ noted that Japan’s economy is continuing to improve. Exports increased boosting growth in the manufacturing sector and increasing business investments. However, the Bank also stated that inflation is likely to remain close to 0% in the near term due to the energy price decline. No change in rates is expected.
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