THIS WEEK'S MARKET MOVERS

THIS WEEK'S U.S. economic reports
time (et)	report	period	Actual	CONSENSUS forecast	previous
MONDAY, DEC. 30
10 am	Pending home sales	Nov.		--	-0.6%
TUESDAY, DEC. 31
9 am	Case-Shiller home prices	Oct.		--	13.3% y-o-y
9:45 am	Chicago PMI	Dec.		61.0	63.0
10 am	Consumer confidence	Dec.		76.2	70.4
WEDNESDAY, JAN. 1
	New Year's Day None scheduled
THURSDAY, JAN. 2
8:30 am	Weekly jobless claims	12/28		342,000	338,000
9 am	Market PMI	Dec.		--	54.4
10 am	ISM	Dec.		56.6%	57.3%
10 am	Construction spending	Nov.		0.8%	0.8%
FRIDAY, JAN. 3
TBA	Motor vehicle sales	Dec.		16.0 mln	16.3 mln

THIS WEEK'S MARKET MOVERS

time (et)	report	period	Actual	CONSENSUS forecast	previous
MONDAY, DEC. 16
8:30 am	Empire state index	Dec.	1.0	5.0	-2.2
8:30 am	Productivity revision	Q3	3.0%	2.9%	1.9%
9:15 am	Industrial production	Nov.	1.1%	0.6%	0.1%
9:15 am	Capacity utilization	Nov.	79.0%	78.5%	78.2%
TUESDAY, DEC. 17
8:30 am	Consumer price index	Nov.	0.0%	0.1%	-0.1%
8:30 am	Core CPI	Nov.	0.2%	0.1%	0.1%
8:30 am	Current account	Q3	-$95 bln	--	-$97 bln
10 am	Home builders' index	Dec.	58	56	54
WEDNESDAY, DEC. 18
8:30 am	Housing starts	Nov.	1.09 mln	963,000	889,000 (Oct)
8:30 am	Building permits	Nov.	1.01 mln	990,000	1.04 mln
2 pm	FOMC statement		$75 bln	$85 bln	$85 bln
2:30 am	Bernanke press conference
THURSDAY, DEC. 19
8:30 am	Weekly jobless claims	12/14	379,000	338,000	369,000
10 am	Existing home sales	Nov.	4.90 mln	5.00 mln	5.12 mln
10 am	Philly Fed	Dec.	7.0	11.0	6.5
10 am	Leading indicators	Nov.	0.8%	--	0.1%
FRIDAY, DEC. 20
8:30 am	GDP revision	Q3	4.1%	3.7%	3.6%

 

THIS WEEK'S MARKET MOVERS

time (et)	report	period	Actual	CONSENSUS forecast	previous
MONDAY, DEC. 16
8:30 am	Empire state index	Dec.		5.0	-2.2
8:30 am	Productivity revision	Q3		2.9%	1.9%
9:15 am	Industrial production	Nov.		0.6%	-0.1%
9:15 am	Capacity utilization	Nov.		78.5%	78.1%
TUESDAY, DEC. 17
8:30 am	Consumer price index	Nov.		0.1%	-0.1%
8:30 am	Core CPI	Nov.		0.1%	0.1%
8:30 am	Current account	Q3		--	-$99 bln
10 am	Home builders' index	Dec.		56	54
WEDNESDAY, DEC. 18
8:30 am	Housing starts	Nov.		960,000	891,000 (Aug)
8:30 am	Building permits	Nov.		995,000	1.04 mln
2 pm	FOMC statement			$85 bln	$85 bln
2:30 am	Bernanke press conference
THURSDAY, DEC. 19
8:30 am	Weekly jobless claims	12/14		338,000	368,000
10 am	Existing home sales	Nov.		5.00 mln	5.12 mln
10 am	Philly Fed	Dec.		10.0	6.5
10 am	Leading indicators	Nov.		--	0.2%
FRIDAY, DEC. 20
8:30 am	GDP revision	Q3		3.7%	3.6%

THIS WEEK'S MARKET MOVERS

NEXT WEEK'S U.S. ECONOMIC reports

time (et)	report	period	Actual	CONSENSUS forecast	previous
MONDAY, NOV. 25
10 am	Pending home sales	Oct.		--	-5.6%
TUESDAY, NOV. 26
8:30 am	Housing starts	Oct.	DELAYED	919,000	891,000
8:30 am	Building permits	Oct.		935,000	926,000
9 am	Case-Shiller home price index	Sept.		--	12.8% yoy
9 am	FHFA home price index	Sept.		--	8.5% yoy
10 am	Consumer confidence	Nov.		72.4	71.2
WEDNESDAY, NOV. 27
8:30 am	Weekly jobless claims	11/23		330,000	323,000
8:30 am	Durable goods orders	Oct.		-2.2%	3.8%
9:45 am	Chicago PMI	Nov.		61.0	65.9
10 am	UMich consumer sentiment index	Nov.		73.0	72.0
10 am	Leading economic indicators	Oct.		--	0.7%
THURSDAY, NOV. 28
	Thanksgiving Day None scheduled
FRIDAY, NOV. 29
	None scheduled

THIS WEEK'S MARKET MOVERS

THIS WEEK'S U.S. economic reports
time (et)	report	period	Actual	CONSENSUS forecast	previous
MONDAY, NOV. 18
10 am	Home builders' index	Nov.	54	55	54
TUESDAY, NOV. 19
8:30 am	Employment cost index	3Q	0.4%	0.5%	0.5%
WEDNESDAY, NOV. 20
8:30 am	Retail sales	Oct.	0.4%	0.0%	0.0%
8:30 am	Retail sales ex-autos	Oct.	0.2%	0.2%	0.3%
8:30 am	Consumer price index	Oct.	-0.1%	0.0%	0.2%
8:30 am	Core CPI	Oct.	0.1%	0.2%	0.1%
10 am	Business inventories	Sept.	0.6%	0.4%	0.4%
10 am	Existing home sales	Oct.	5.12 mln	5.10 mln	5.29 mln
2 pm	FOMC minutes	10/30
THURSDAY, NOV. 21
8:30 am	Weekly jobless claims	11/16	323,000	334,000	344,000
8:30 am	Producer price index	Oct.	-0.2%	-0.1%	-0.1%
8:30 am	Core PPI	Oct.	0.2%	0.1%	0.1%
8:58 am	Markit flash PMI	Nov.	54.3	--	51.8
10 am	Philly Fed	Nov.	6.5	14.5	19.8
FRIDAY, NOV. 22
10 am	Job openings	Sept.	3.91 mln		3.84 mln

THIS WEEK'S MARKET MOVERS

Monday Nov 18	Tuesday Nov 19	Wednesday Nov 20	Thursday Nov 21	Friday Nov 22
Market Focus » International Perspective » Simply Economics » Eric Rosengren Speaks 1:00 AM ET Treasury International Capital 9:00 AM ET Housing Market Index 10:00 AM ET E-Commerce Retail Sales 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 William Dudley Speaks 12:15 PM ET Charles Plosser Speaks 1:30 PM ET Narayana Kocherlakota Speaks 8:00 PM ET	ICSC-Goldman Store Sales 7:45 AM ET Employment Cost Index 8:30 AM ET Redbook 8:55 AM ET 4-Week Bill Auction 11:30 AM ET Charles Evans Speaks 2:15 PM ET Ben Bernanke Speaks 7:00 PM ET	MBA Purchase Applications 7:00 AM ET Consumer Price Index 8:30 AM ET Retail Sales 8:30 AM ET Business Inventories 10:00 AM ET Existing Home Sales 10:00 AM ET William Dudley Speaks 10:00 AM ET EIA Petroleum Status Report 10:30 AM ET James Bullard Speaks 12:10 PM ET FOMC Minutes 2:00 PM ET	Weekly Bill Settlement James Bullard Speaks 8:00 AM ET Jobless Claims 8:30 AM ET Producer Price Index 8:30 AM ET PMI Manufacturing Index Flash 8:58 AM ET Jerome Powell Speaks 9:45 AM ET Bloomberg Consumer Comfort Index 9:45 AM ET Philadelphia Fed Survey 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 2-Yr Note Announcement 11:00 AM ET 5-Yr Note Announcement 11:00 AM ET 7-Yr Note Announcement 11:00 AM ET Jeffrey Lacker Speaks 12:30 PM ET 10-Yr TIPS Auction 1:00 PM ET Fed Balance Sheet 4:30 PM ET Money Supply 4:30 PM ET	Esther George Speaks 8:40 AM ET JOLTS 10:00 AM ET Kansas City Fed Manufacturing Index 11:00 AM ET Daniel Tarullo Speaks 12:15 PM ET

THIS WEEK'S MARKET MOVERS

Monday Nov 11	Tuesday Nov 12	Wednesday Nov 13	Thursday Nov 14	Friday Nov 15
US Holiday: Veteran's Day Markets Open, Banks Closed Market Focus » International Perspective » Simply Economics »	Richard Fisher Speaks 3:00 AM ET NFIB Small Business Optimism Index 7:30 AM ET ICSC-Goldman Store Sales 7:45 AM ET Chicago Fed National Activity Index 8:30 AM ET Redbook 8:55 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 Narayana Kocherlakota Speaks 1:00 PM ET 3-Yr Note Auction 1:00 PM ET Dennis Lockhart Speaks 1:50 PM ET	Bank Reserve Settlement  MBA Purchase Applications 7:00 AM ET Atlanta Fed Business Inflation Expectations 10:00 AM ET 4-Week Bill Auction 11:30 AM ET 52-Week Bill Auction 11:30 AM ET 10-Yr Note Auction 1:00 PM ET Treasury Budget 2:00 PM ET Ben Bernanke Speaks 7:00 PM ET	Weekly Bill Settlement 52-Week Bill Settlement International Trade 8:30 AM ET Jobless Claims 8:30 AM ET Productivity and Costs 8:30 AM ET Charles Plosser Speaks 9:00 AM ET Bloomberg Consumer Comfort Index 9:45 AM ET EIA Natural Gas Report 10:30 AM ET EIA Petroleum Status Report 11:00 AM ET 3-Month Bill Announcement 11:00 AM ET 6-Month Bill Announcement 11:00 AM ET 10-Yr TIPS Announcement 11:00 AM ET 30-Yr Bond Auction 1:00 PM ET Fed Balance Sheet 4:30 PM ET Money Supply 4:30 PM ET	3-Yr Note Settlement 10-Yr Note Settlement 30-Yr Bond Settlement Empire State Mfg Survey 8:30 AM ET Import and Export Prices 8:30 AM ET Industrial Production 9:15 AM ET Wholesale Trade 10:00 AM ET