Sunday, May 11, 2008

GMT	Ccy	Events	Consensus	Previous
12:01	NZD	QV House Prices (YoY) (APR)	--	6.5%
23:50	JPY	Foreign Buying Japan Bonds (Yen) (MAY 2)	--	-588.0B
23:50	JPY	Foreign Buying Japan Stocks (Yen) (MAY 2)	--	301.3B
23:50	JPY	Japan Buying Foreign Stocks (Yen) (MAY 2)	--	11.3B
23:50	JPY	Japan Buying Foreign Bonds (Yen) (MAY 2)	--	-34.6B
23:50	JPY	Money Supply M2+CD (YoY) (APR)	2.2%	2.2%
23:50	JPY	Broad Liquidity (YoY) (APR)	3.1%	3.1%
23:50	JPY	Bank Lending incl Trusts(YoY) (APR)	1.2%	1.1%
23:50	JPY	Bank Lending Banks ex-Trust (YoY) (APR)	--	1.2%
23:50	JPY	Bank Lending Banks Adjust (YoY) (APR)	--	1.7%

Monday, May 12, 2008

GMT	Ccy	Events	Consensus	Previous
1:30	AUD	Home Loans (MAR)	-0.8%	-5.9%
1:30	AUD	Investment Lending (MAR)	--	-9.5%
1:30	AUD	NAB Business Confidence (APR)	--	-4.0
1:30	AUD	NAB Business Conditions (APR)	--	7.0
4:30	JPY	Bankruptcies (YoY) (APR)	--	8.0%
5:00	JPY	Eco Watchers Survey: Current (APR)	--	36.9
5:00	JPY	Eco Watchers Survey: Outlook (APR)	--	38.2
6:00	JPY	Machine Tool Orders (YoY) (APR P)	--	3.3%
8:00	EUR	Italian Industrial Production s.a. (MoM) (MAR)	0.0%	-0.2%
8:00	EUR	Italian Industrial Production w.d.a. (YoY) (MAR)	-1.0%	-0.8%
8:00	EUR	Italian Industrial Production n.s.a. (YoY) (MAR)	-4.6%	2.9%
8:30	GBP	Producer Price Index Input s.a. (MoM) (APR)	1.8%	1.8%
8:30	GBP	Producer Price Index Input n.s.a. (YoY) (APR)	21.4%	20.6%
8:30	GBP	Producer Price Index Output n.s.a. (MoM) (APR)	0.6%	0.9%
8:30	GBP	Producer Price Index Output n.s.a. (YoY) (APR)	6.4%	6.2%
8:30	GBP	Producer Price Index Output Core s.a. (MoM) (APR)	0.3%	0.3%
8:30	GBP	Producer Price Index Output Core n.s.a. (YoY) (APR)	3.2%	3.1%
8:30	GBP	Visible Trade Balance (British pounds) (MAR)	-7.500B	-7.487B
8:30	GBP	Trade Balance Non-EU (British pounds) (MAR)	-4.000B	-4.023B
8:30	GBP	Total Trade Balance (British pounds) (MAR)	-4.400B	-4.439B
12:30	CAD	New Housing Price Index (MoM) (MAR)	0.2%	0.3%
18:00	USD	Monthly Budget Statement (APR)	$160.0B	$177.7B
22:45	NZD	Food Prices (MoM) (APR)	--	0.7%
23:01	GBP	BRC Retail Sales Monitor (APR)	--	--
23:01	GBP	RICS House Price Balance (APR)	-80.0%	-78.5%

Tuesday, May 13, 2008

GMT	Ccy	Events	Consensus	Previous
--	AUD	Commonwealth Budget	--	--
6:45	EUR	French Current Account (euro) (MAR)	--	-0.6B
8:30	GBP	Consumer Price Index (MoM) (APR)	0.5%	0.4%
8:30	GBP	Consumer Price Index (YoY) (APR)	2.6%	2.5%
8:30	GBP	Core Consumer Price Index (YoY) (APR)	1.3%	1.2%
8:30	GBP	Retail Price Index (APR)	213.3	212.1
8:30	GBP	Retail Price Index (MoM) (APR)	0.6%	0.3%
8:30	GBP	Retail Price Index (YoY) (APR)	3.9%	3.8%
8:30	GBP	Retail Price Index Ex Mort Int.Payments (YoY) (APR)	3.6%	3.5%
8:30	GBP	DCLG UK House Prices (YoY) (MAR)	4.5%	6.7%
12:30	USD	Import Price Index (MoM) (APR)	1.6%	2.8%
12:30	USD	Import Price Index (YoY) (APR)	15.0%	14.8%
12:30	USD	Advance Retail Sales (APR)	-0.2%	0.2%
12:30	USD	Retail Sales Less Autos (APR)	0.2%	0.1%
14:00	USD	IBD/TIPP Economic Optimism (MAY)	38.0	39.2
14:00	USD	Business Inventories (MAR)	0.5%	0.6%
21:00	USD	ABC Consumer Confidence (MAY 11)	--	-46.0
21:50	JPY	Loans & Discounts Corp (YoY) (MAR)	--	0.0%
21:50	JPY	Domestic Corporate Goods Price Index (MoM) (APR)	0.5%	0.5%
21:50	JPY	Domestic Corporate Goods Price Index (YoY) (APR)	3.6%	3.9%
21:50	JPY	Current Account Total (Yen) (MAR)	2810.0B	2467.7B
21:50	JPY	Adjusted Current Account Total (Yen) (MAR)	1959.7B	1461.1B
21:50	JPY	Trade Balance - BOP Basis (Yen) (MAR)	1233.0B	1035.3B

Wednesday, May 14, 2008

GMT	Ccy	Events	Consensus	Previous
0:30	AUD	Westpac Consumer Confidence (MAY)	--	-1.3%
0:30	AUD	Wage Cost Index (QoQ) (1Q)	1.1%	1.1%
0:30	AUD	Wage Cost Index (YoY) (1Q)	4.3%	4.2%
3:00	NZD	Non Resident Bond Holdings (APR)	--	76.8%
6:40	EUR	French Consumer Price Index (MoM) (APR)	0.4%	0.8%
6:40	EUR	French Consumer Price Index (YoY) (APR)	3.0%	3.2%
6:40	EUR	French Consumer Price Index - EU Harmonised (MoM) (APR)	0.4%	0.8%
6:40	EUR	French Consumer Price Index - EU Harmonised (YoY) (APR)	3.4%	3.5%
6:40	EUR	French Consumer Price Index Ex Tobacco Index (APR)	117.89	117.46
6:50	EUR	French Survey of Industrial Investment (APR)	--	--
8:00	EUR	Italian Consumer Price Index (NIC incl. tobacco) (MoM) (APR F)	0.1%	0.1%
8:00	EUR	Italian Consumer Price Index (NIC incl. tobacco) (YoY) (APR F)	3.3%	3.3%
8:00	EUR	Italian Consumer Price Index - EU Harmonized (MoM) (APR F)	0.5%	0.5%
8:00	EUR	Italian Consumer Price Index - EU Harmonized (YoY) (APR F)	3.5%	3.5%
8:30	GBP	Jobless Claims Change (APR)	0.0K	-1.2K
8:30	GBP	Claimant Count Rate (APR)	2.5%	2.5%
8:30	GBP	ILO Unemployment Rate (3M) (MAR)	5.2%	5.2%
8:30	GBP	Avg Earnings inc Bonus (3MoY) (MAR)	3.7%	3.7%
8:30	GBP	Avg Earnings ex Bonus (3MoY) (MAR)	3.8%	3.8%
8:30	GBP	Manufacturing Unit Wage Cost (3MoY) (MAR)	--	0.8%
9:30	GBP	Bank of England Quarterly Inflation Report	--	--
11:00	USD	MBA Mortgage Applications (MAY 9)	--	15.6%
11:00	USD	Bloomberg Global Confidence (MAY)	--	14.54
12:30	USD	Consumer Price Index n.s.a. (APR)	214.715	213.528
12:30	USD	Consumer Price Index (MoM) (APR)	0.3%	0.3%
12:30	USD	Consumer Price Index (YoY) (APR)	3.9%	4.0%
12:30	USD	Consumer Price Index Ex Food & Energy (MoM) (APR)	0.2%	0.2%
12:30	USD	Consumer Price Index Ex Food & Energy (YoY) (APR)	2.4%	2.4%
12:30	USD	Consumer Price Index Core Index s.a. (APR)	--	214.176
22:45	NZD	Retail Sales (MoM) (MAR)	--	-0.7%
22:45	NZD	Retail Sales Ex-Auto (MoM) (MAR)	--	0.2%
22:45	NZD	Retail Sales Ex Inflation(QoQ) (1Q)	--	0.3%
23:50	JPY	Machine Orders (MoM) (MAR)	-5.2%	-12.7%
23:50	JPY	Machine Orders (YoY) (MAR)	1.0%	2.4%
23:50	JPY	Foreign Buying Japan Stocks (MAY 9)	--	--
23:50	JPY	Foreign Buying Japan Bonds (MAY 9)	--	--
23:50	JPY	Japan Buying Foreign Stocks (MAY 9)	--	--
23:50	JPY	Japan Buying Foreign Bonds (MAY 9)	--	--

Thursday, May 15, 2008

GMT	Ccy	Events	Consensus	Previous
--	AUD	Reserve Bank Asst. Governor Debelle Speech in South Africa	--	--
0:00	NZD	Business NZ Purchasing Manager Index (APR)	--	48.3
0:30	AUD	Consumer Inflation Expectation (MAY)	--	11.2%
1:30	AUD	RBA Foreign Exchange Transaction (Australian dollar) (APR)	--	$295M
1:30	AUD	Average Weekly Wages (QoQ) (FEB)	--	0.6%
1:30	AUD	Average Weekly Wages (YoY) (FEB)	--	4.7%
4:00	JPY	Tokyo Condominium Sales (YoY) (APR)	--	-17.8%
5:45	CHF	SECO Consumer Climate (APR)	10.0	14.0
6:00	EUR	German Consumer Price Index (MoM) (APR F)	-0.2%	-0.2%
6:00	EUR	German Consumer Price Index (YoY) (APR F)	2.4%	2.4%
6:00	EUR	German Consumer Price Index - EU Harmonised (MoM) (APR F)	-0.3%	0.5%
6:00	EUR	German Consumer Price Index - EU Harmonised (YoY) (APR F)	2.6%	2.6%
6:00	EUR	German Gross Domestic Product s.a. (QOQ) (1Q P)	0.7%	0.3%
6:00	EUR	German Gross Domestic Product w.d.a. (YoY) (1Q P)	1.8%	1.8%
6:00	EUR	German Gross Domestic Product n.s.a. (YoY) (1Q P)	1.4%	1.6%
6:45	EUR	French Gross Domestic Product (QoQ) (1Q P)	0.5%	0.4%
6:45	EUR	French Gross Domestic Product (YoY) (1Q P)	1.9%	2.1%
10:30	AUD	Reserve Bank of Australia Governor Stevens Speech in Sydney	--	--
12:30	CAD	Manufacturing Shipments (MoM) (MAR)	-0.5%	1.6%
12:30	USD	Initial Jobless Claims (MAY 10)	370K	365K
12:30	USD	Continuing Claims (MAY 3)	3035K	3020K
12:30	USD	Empire Manufacturing (MAY)	0.0	0.6
13:00	USD	Net Long-term TIC Flows (MAR)	$62.5B	$72.5B
13:00	USD	Total Net TIC Flows (MAR)	--	$64.1B
13:15	USD	Industrial Production (APR)	-0.3%	0.3%
13:15	USD	Capacity Utilization (APR)	80.1%	80.5%
14:00	USD	Philadelphia Fed. (MAY)	-19.0	-24.9
17:00	USD	NAHB Housing Market Index (MAY)	20.0	20.0
22:45	NZD	Producer Prices - Inputs (QoQ) (1Q)	--	1.3%
22:45	NZD	Producer Prices - Outputs (QoQ) (1Q)	--	1.5%
23:50	JPY	Gross Domestic Product (QoQ) (1Q P)	0.6%	0.9%
23:50	JPY	Gross Domestic Product Annualized (1Q P)	2.5%	3.5%
23:50	JPY	Gross Domestic Product Deflator (YoY) (1Q P)	-1.5%	-1.3%
23:50	JPY	Nominal Gross Domestic Product (QoQ) (1Q P)	0.3%	0.2%

Friday, May 16, 2008

GMT	Ccy	Events	Consensus	Previous
4:30	JPY	Industrial Production (MoM) (MAR F)	-3.1%	-3.1%
4:30	JPY	Industrial Production (YoY) (MAR F)	--	-0.4%
4:30	JPY	Capacity Utilization (MoM) (MAR F)	--	1.8%
5:00	JPY	Consumer Confidence (APR)	--	37.0
5:00	JPY	Consumer Confidence Households (APR)	--	36.7
6:00	JPY	Machine Tool Orders (YoY) (APR F)	--	--
6:45	EUR	French Wages (QoQ) (1Q P)	0.8%	0.3%
6:45	EUR	French Non-Farm Payrolls (QoQ) (1Q P)	0.3%	0.3%
7:15	CHF	Adjusted Real Retail Sales YoY (MAR)	3.0%	3.3%
8:00	EUR	Italian Trade Balance (Total) (euros) (MAR)	-860.0M	-408.0M
8:00	EUR	Italian Trade Balance EU (euros) (MAR)	377.5M	905.0M
12:30	CAD	New Motor Vehicle Sales MoM (MAR)	0.1%	-3.2%
12:30	USD	Housing Starts (APR)	935K	947K
12:30	USD	Building Permits (APR)	910K	927K
14:00	USD	University of Michigan Confidence (MAY P)	62.5	62.6