Monday, December 19, 2022
10:00 AM ET. December NAHB Housing Market Index
Housing Mkt Idx (previous 33)
Tuesday, December 20, 2022
8:30 AM ET. November New Residential Construction - Housing Starts and Building Permits
Total Starts (previous 1.425M)
Housing Starts, M/M% (previous -4.2%)
Building Permits (previous 1.526M)
Building Permits, M/M% (previous -2.4%)
8:55 AM ET. Johnson Redbook Retail Sales Index
Ret Sales Mo-to-Date, M/M%
Ret Sales Mo-to-Date, Y/Y% (previous +5.8%)
Latest Wk, Y/Y% (previous +5.9%)
4:30 PM ET. API Weekly Statistical Bulletin
Crude Stocks, Net Chg (Bbls) (previous +7.8M)
Gasoline Stocks, Net Chg (Bbls) (previous +0.9M)
Distillate Stocks, Net Chg (Bbls) (previous +3.9M)
Wednesday, December 21, 2022
7:00 PM ET. MBA Weekly Mortgage Applications Survey
Composite Idx (previous 210.7)
Composite Idx, W/W% (previous +3.2%)
Purchase Idx-SA (previous 182.6)
Purchase Idx-SA, W/W% (previous +4.0%)
Refinance Idx (previous 350.5)
Refinance Idx, W/W% (previous +2.8%)
8:30 AM ET. 3rd Quarter International Transactions
Current Account (USD) (previous -251.09B)
10:00 AM ET. November Existing Home Sales
Existing Sales (previous 4.43M)
Existing Sales, M/M% (previous -5.9%)
Unsold Homes Month's Supply (previous 3.3)
Median Price (USD) (previous 379100)
Median Home Price, Y/Y% (previous +6.6%)
10:00 AM ET. December Consumer Confidence Index
Cons Conf Idx (previous 100.2)
Expectation Idx
Present Situation Idx (previous 137.4)
10:30 AM ET. EIA Weekly Petroleum Status Report
Crude Oil Stocks (Bbl) (previous 424.129M)
Crude Oil Stocks, Net Chg (Bbl) (previous +10.231M)
Gasoline Stocks (Bbl) (previous 223.583M)
Gasoline Stocks, Net Chg (Bbl) (previous +4.496M)
Distillate Stocks (Bbl) (previous 120.171M)
Distillate Stocks, Net Chg (Bbl) (previous +1.364M)
Refinery Usage (previous 92.2%)
Total Prod Supplied (Bbl/day) (previous 19.956M)
Total Prod Supplied, Net Chg (Bbl/day) (previous +0.33M)
Thursday, December 22, 2022
8:30 AM ET. U.S. Weekly Export Sales
8:30 AM ET. Unemployment Insurance Weekly Claims Report - Initial Claims
Jobless Claims (previous 211K)
Jobless Claims, Net Chg (previous -20K)
Continuing Claims (previous 1671000)
Continuing Claims, Net Chg (previous +1K)
8:30 AM ET. November CFNAI Chicago Fed National Activity Index
NAI (previous -0.05)
NAI, 3-mo Moving Avg (previous 0.09)
8:30 AM ET. 3rd Quarter Revised Corporate Profits
8:30 AM ET. 3rd Quarter 3rd estimate GDP
Annual Rate, Q/Q% (previous +2.9%)
Chain-Weighted Price Idx, Q/Q% (previous +4.3%)
Corporate Profits, Q/Q%
PCE Price Idx, Q/Q% (previous +4.3%)
Purchase Price Idx, Q/Q% (previous +4.7%)
Real Final Sales, Q/Q% (previous +4%)
Core PCE Price Idx, Ex-Food/Energy, Q/Q% (previous +4.6%)
Personal Consumption, Q/Q% (previous +1.7%)
10:00 AM ET. November Leading Indicators
Leading Index, M/M% (previous -0.8%)
Leading Index
Coincident Index, M/M% (previous +0.2%)
Lagging Index, M/M% (previous +0.1%)
10:30 AM ET. EIA Weekly Natural Gas Storage Report
Working Gas In Storage (Cbf) (previous 3412B)
Working Gas In Storage, Net Chg (Cbf) (previous -50B)
11:00 AM ET. Dec. Federal Reserve Bank of Kansas City Survey of Tenth District Manufacturing
Mfg Activity Idx (previous -10)
6-Mo Exp Prod Idx (previous 6)
Mfg Composite Idx (previous -6)
6-Mo Exp Composite Idx (previous 0)
4:30 PM ET. Foreign Central Bank Holdings
4:30 PM ET. Federal Discount Window Borrowings
Friday, December 23, 2022
8:30 AM ET. November Personal Income & Outlays
Personal Income, M/M% (previous +0.7%)
Consumer Spending, M/M% (previous +0.8%)
PCE Price Idx, M/M% (previous +0.3%)
PCE Price Idx, Y/Y% (previous +6%)
PCE Core Price Idx, M/M% (previous +0.2%)
PCE Core Price Idx, Y/Y% (previous +5%)
8:30 AM ET. November Advance Report on Durable Goods
Durable Goods-SA, M/M% (previous +1.0%)
Dur Goods, Ex-Defense, M/M% (previous +0.8%)
Dur Goods, Ex-Transport, M/M% (previous +0.5%)
Orders: Cap Gds, Non-Def, Ex-Air, M/M%(previous +0.7%)
Shipmnts: Cap Gds, Non-Def, Ex-Air, M/M% (previous +1.3%)
10:00 AM ET. November New Residential Sales
New Home Sales (previous 632K)
New Home Sales, M/M% (previous +7.5%)
New Home Sales Months Supply (previous 8.9)
10:00 AM ET. 3rd Quarter GDP by State
10:00 AM ET. 3rd Quarter State Quarterly Personal Income
10:00 AM ET. December University of Michigan Survey of Consumers - final
End-Mo Sentiment Idx (previous 56.8)
End-Mo Expectations Idx (previous 55.6)
12-Month Inflation Forecast (previous 4.9%)
5-Year Inflation Forecast (previous 3.0%)
End-Mo Current Idx (previous 58.8)
Thanks tallpine!
Big increase in rains for Argentina in the forecast compared to previous weeks!
Also for far S.Brazil. Not drought busting yet but close to 2 inches in 2 weeks vs only around 1 inch late last week.
Just out 18z GFS operational model forecast rains the next 2 weeks:
https://mag.ncep.noaa.gov/Image.php
Last Friday:
https://www.marketforum.com/forum/topic/91473/#91476
By metmike - Dec. 16, 2022, 8:37 p.m.
Thanks Tallpine!
Still below normal rains for most of the Argentina beans and good rains for much of Brazil.........but NOT S.Brazil.
Just out 18z GEFS mean.
This was the 6z run from 12 hours earlier(on Friday):
https://mag.ncep.noaa.gov/Image.php
https://www.cpc.ncep.noaa.gov/products/Precip_Monitoring/Figures/global/n.90day.figb.gif
South America soybean production below
https://ipad.fas.usda.gov/rssiws/al/ssa_cropprod.aspx
https://ipad.fas.usda.gov/rssiws/al/crop_production_maps/Brazil/Municipality/Brazil_Soybean.png
