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    EMgist_admin
    Jan 15, 2018

    Week Ahead: US fiscal+banks, China, BOC, EM CB MPCs, SPD

    in EMgist Live

    Note: Econ releases in local day unless otherwise specified. Any specified time for Econ releases/Speakers/Events is in Singapore (SG) time.


    Week of 15 Jan-18:

    Mon/15:

    o DM: NZ food px (545am), Australia MI CPI (8am), Japan machine tool orders (2pm), Sweden household consumption (430pm)

    o EM: Indonesia trade (12pm), India WPI (230pm), Romania NBR minutes (9pm), Poland CA/trade balance (9pm), Philippines remittances, India trade

    o Speakers: BOJ Kuroda, Russia ForeignMin Lavrov, BOE Tenreyro (215am)

    o Events: Greece lawmakers vote on omnibus bill (paves way for conclusion of bailout review, next loan), Israel PM Netanyahu in India (15-19 Jan), Pope in Peru/Chile, Australian Open begins

    o Holiday: US (MLK Day)


    Tue/16:

    o DM: Japan PPI (750am), Japan tertiary industry (1230pm), Germany CPI-fin (3pm), UK CPI (530pm, prior headline 3.1% yoy), US Empire mfg (930pm)

    o EM: Israel GDP

    o Speakers: SNB Jordan

    o Events: Canada-US ForeignMins’ meeting (on DPRK security, Vancouver), Kazakh Pres. Nazarbayev meets Trump

    o Companies: Citi, UnitedHealth, Reliance, CSX, Qatar National Bank


    Wed/17:

    o DM: Australia Westpac consumer confid (730am), Japan core machine orders (750am), New Zealand ANZ commodity px (8am), Australia home loans (830am), EZ CPI-fin (6pm, prior 1.5% yoy), US IP (1015pm), Canada BOC MPC (11pm, cons 25bp hike to 1.25%), US Fed Beige Book (3am)

    o EM: Singapore NODX (830am), South Africa retail sales (7pm), Russia CA/trade balance (9pm)

    o Speakers: ECB Nowotny (455pm), BOC Poloz (~11pm), Fed Evans (4am, non-voter/dove, on economy/monetary policy), Fed Mester (530am, voter/hawk, discusses monetary policy communication)

    o Events: Trump comments on Fake News

    o Commodities: EIA weekly inventory

    o Companies: BofA, GS, US Bancorp


    Thu/18:

    o DM: Australia labour (830am, employment change prior 61.6k, unemployment rate prior 5.4%, participation prior 65.5%), Japan IP-fin (1230pm), US housing starts (930pm, prior 1297k), US Philly Fed business outlook (930pm)

    o EM: China property px (930am), China GDP (10am, prior 6.8% yoy), China activity (10am, prior retail sales 10.2% yoy, IP 6.1% yoy, FAI 7.2% ytd yoy), Turkey CBRT MPC (7pm), Colombia retail sales (11pm), South Africa SARB MPC, Korea BOK MPC, Indonesia BI MPC

    o Speakers: Bundesbank Weidmann (415pm), ECB Coeure

    o Events: IMF-Bundesbank conference (Lagarde speaks, Frankfurt), France Macron meets UK PM May, South Africa ANC ExCom meets (may discuss Zuma ouster)

    o Commodities: OPEC Monthly Oil Market Report

    o Companies: TSMC, IBM, MS, Amex, BNY Mellon, BB&T, Bharti, Saudi Electric, Hindustan Zinc


    Fri/19:

    o DM: New Zealand BusinessNZ mfg PMI (530am), UK retail sales (530pm), US UMich consumer sentiment (11pm)

    o EM: Poland PPI (9pm), Poland retails (9pm), Philippines BOP

    o Ratings: Czech (S&P), Turkey (Fitch)

    o Events: Deadline for US govt shutdown, US VP Pence travels to Middle East (19-23 Jan, Egypt, Jordan, Israel)

    o Commodities: Baker Hughes US rig count, CFTC/ICE positions

    o Companies: Schlumberger, HDFC, Saudi Telecom, Kotak Mahindra, Wipro


    Sun/21:

    o Events: Germany SPD party convention, OPEC meeting (Russia says may discuss Opexit mechanisms against calls to keep supply cuts through year-end, in Oman)

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