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Forget This Week. Here Comes The Data!
Forget This Week. Here Comes The Data!
Friday saw bonds give up the post-Fed gains, because the post-Fed gains were incidental. Between the well-telegraphed rate cut, lack of meaty econ data, and equivocal dot plot, the present week's absence of new momentum is both logical and forgettable. Next week could be a different story. Not only will we finally get the Nov jobs report on Tuesday, we'll also get October Retail Sales (Tue) and November CPI (Thu). Whereas the Fed was almost wholly incapable of offering any meaningful surprises, the upcoming data could easily combine to push bonds out of their recent range, or back toward the lower boundary.
Forget This Week. Here Comes The Data!
| Time | Event | Period | Actual | Forecast | Prior |
|---|---|---|---|---|---|
| Monday, Dec 15 | |||||
| 12:00AM | Roll Date - UMBS 15YR, Ginnie Mae 15YR | ||||
| 8:30AM | Dec NY Fed Manufacturing | Dec | 10.6 | 18.70 | |
| 9:30AM | Fed Miran Speech | ||||
| 10:00AM | Dec NAHB housing market indx | Dec | 39 | 38 | |
| 10:30AM | Fed Williams Speech | ||||
| 12:00PM | NOPA Crush Report (%) | ||||
| Tuesday, Dec 16 | |||||
| 8:00AM | Sep Building Permits (ml) | Sep | 1.33M | ||
| 8:00AM | Oct Building Permits (ml) | Oct | |||
| 8:15AM | ADP Employment Change Weekly | 4.75K | |||
| 8:30AM | Sep Building Permits (ml) | Sep | 1.34M | 1.33M | |
| 8:30AM | Sep Housing starts number mm (ml) | Sep | 1.32M | 1.307M | |
| 8:30AM | Oct Average earnings mm (%) | Oct | 0.2% | ||
| 8:30AM | Oct Non Farm Payrolls (k) | Oct | 119K | ||
| 8:30AM | Oct Retail Sales (%) | Oct | 0.2% | 0.2% | |
| 8:30AM | Oct Retail Sales Control Group MoM | Oct | 0.3% | -0.1% | |
| 8:30AM | Oct Export prices mm (%) | Oct | 0.0% | ||
| 8:30AM | Oct Import prices mm (%) | Oct | 0% | ||
| 8:30AM | Oct Housing starts number mm (ml) | Oct | |||
| 8:30AM | Oct Building Permits (ml) | Oct | |||
| 8:30AM | Nov Average earnings mm (%) | Nov | 0.2% | ||
| 8:30AM | Nov Participation Rate | Nov | 62.4% | ||
| 8:30AM | Nov Non Farm Payrolls (k) | Nov | 35K | 119K | |
| 8:30AM | Nov Unemployment rate mm (%) | Nov | 4.4% | 4.4% | |
| 8:30AM | Nov Building Permits (ml) | Nov | |||
| 8:30AM | Nov Import prices mm (%) | Nov | |||
| 8:30AM | Nov Housing starts number mm (ml) | Nov | |||
| 8:30AM | Nov Export prices mm (%) | Nov | |||
| 9:45AM | Dec S&P Global Composite PMI | Dec | 54.2 | ||
| 9:45AM | Dec S&P Global Manuf. PMI | Dec | 52.2 | ||
| 9:45AM | Dec S&P Global Services PMI | Dec | 54.1 | ||
| 10:00AM | Sep Business Inventories (% ) | Sep | 0.2% | 0% | |
| 7:00PM | International Monetary Market (IMM) Date (%) | ||||
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