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Data-Free Rally Day
Data-Free Rally Day
Wednesday represented this week's lull in terms of scheduled market movers on the calendar. Overnight gains game courtesy of strength in EU bonds as well as burgeoning expectations for a Fed rate cut at the September meeting (now roughly 100% priced-in according to Fed Funds Futures). There were no new reasons for changes in Fed Funds Futures beyond yesterday's CPI release, so chalk it up to general tradeflow momentum. Thursday brings PPI which, while not as big a deal as CPI, can sometimes cause a noticeable reaction due to its impact on the broader PCE price index.
Data-Free Rally Day
| Time | Event | Period | Actual | Forecast | Prior |
|---|---|---|---|---|---|
| Thursday, Aug 14 | |||||
| 8:30AM | Aug/02 Continued Claims (k) | Aug/02 | 1953K | 1960K | 1974K |
| 8:30AM | Jul Producer Prices (%) | Jul | 0.9% | 0.2% | 0% |
| 8:30AM | Aug/09 Jobless Claims (k) | Aug/09 | 224K | 228K | 226K |
| 8:30AM | Jul Core Producer Prices YY (%) | Jul | 3.7% | 2.9% | 2.6% |
| 8:30AM | Jul Core Producer Prices MM (%) | Jul | 0.9% | 0.2% | 0% |
| 2:00PM | Fed Barkin Speech | ||||
| Friday, Aug 15 | |||||
| 12:00AM | Roll Date - UMBS 15YR, Ginnie Mae 15YR | ||||
| 8:30AM | Jul Export prices mm (%) | Jul | 0.1% | 0.1% | 0.5% |
| 8:30AM | Jul Import prices mm (%) | Jul | 0.4% | 0% | 0.1% |
| 8:30AM | Jul Retail Sales (ex-autos) (%) | Jul | 0.3% | 0.3% | 0.5% |
| 8:30AM | Aug NY Fed Manufacturing | Aug | 11.90 | 0 | 5.50 |
| 8:30AM | Jul Retail Sales (%) | Jul | 0.5% | 0.5% | 0.6% |
| 8:30AM | Jul Retail Sales Control Group MoM | Jul | 0.5% | 0.4% | 0.5% |
| 9:15AM | Jul Industrial Production (%) | Jul | -0.1% | 0% | 0.3% |
| 10:00AM | Jun Business Inventories (% ) | Jun | 0.2% | 0.2% | 0% |
| 10:00AM | Aug Consumer Sentiment (ip) | Aug | 58.6 | 62 | 61.7 |
| 10:00AM | Aug U Mich conditions | Aug | 60.9 | 67.9 | 68.0 |
| 10:00AM | Aug Sentiment: 5y Inflation (%) | Aug | 3.9% | 3.4% | |
| 10:00AM | Aug Sentiment: 1y Inflation (%) | Aug | 4.9% | 4.5% | |
| 12:00PM | NOPA Crush Report (%) | ||||
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