|
March 30 - April 3
GS forecast Consensus Previous
Monday, March 30:
AUD and NZD
No Australia Releases
No New Zealand Releases
Japan
0:00 Vehicle Production for February -41.0% y/y
Europe
4:00 Euro-Zone Bloomberg Retail PMI for March 42.3
5:00 Euro-Zone Business Climate Indicator for March -3.45 -3.51
5:00 Euro-Zone Consumer Confidence for March -33.0 -33.0 -33.0
5:00 Euro-Zone Economic Confidence for March 65.5 65.4
5:00 Euro-Zone Indust. Confidence for March -35.0 -36.0 -36.0
5:00 Euro-Zone Services Confidence for March -23.0 -23.0
4:00 Germany Bloomberg Retail PMI for March 45.4
4:00 France Bloomberg Retail PMI for March 42.6
4:00 Italy Bloomberg Retail PMI for March 38.2
4:00 Norway Retail Sales for February +0.1% m/m -0.4% y/y +1.1% m/m +1.6% y/y
UK
4:30 Net Consumer Credit for February 0.4B 0.4B
4:30 Net Lending Sec. on Dwellings for February 0.9B 0.7B
4:30 Mortgage Approvals for February 34K 31K
4:30 M4 Money Supply for February +1.4% m/m +18.8% y/y
US and CAD
10:30 US Dallas Fed Manf. Activity for March -45.0% -57.3%
No Canada Releases
GS forecast Consensus Previous
Tuesday, March 31:
AUD and NZD
RBA Dep Governor Battallino to speak
RBA DeBelle to speak
20:30 Australia Private Sector Credit MoM% for February +0.3% +0.5% m/m +5.8% y/y +0.6% m/m +0.0% y/y
22:00 New Zealand NBNZ Business Confidence for March -41.2
Japan
19:15 Nomura/JMMA Manufacturing PMI for March 31.6
19:30 Jobless Rate for February 4.4% 4.3% 4.1%
19:30 Job-To-Applicant Ratio for February 0.63 0.67
19:30 Household Spending for February -6.4% y/y -4.7% y/y -5.9% y/y
21:30 Labor Cash Earnings for February -1.7% y/y -1.5% y/y -1.3% y/y
1:00 Housing Starts for February -17.8% y/y -17.6% y/y -18.7% y/y
1:00 Annualized Housing Starts for February 0.950M 0.957M
1:00 Construction Orders for February -38.3% y/y
1:00 Small Business Confidence for March 25
Europe
5:00 Euro-Zone CPI Estimate for March +0.5% y/y +0.7% y/y +1.2% y/y
3:55 Germany Unemployment Change (000's) for March 50K 55K 40K
3:55 Germany Unemployment Rate (s.a) for March 7.9% 8.0% 7.9%
2:00 Germany ILO Unemployment Rate for February 7.4% 7.3%
2:45 France Housing Starts 3M Change for February - - -20.2% y/y
2:45 France Housing Permits 3M Change for February - - -9.1% y/y
4:00 Italy Retail Sales for January -0.2% m/m -2.0% y/y 0% m/m -1.9% y/y
5:00 Italy CPI (NIC incl. tobacco) for March +0.1% m/m +1.3% y/y +0.2% m/m +1.6% y/y
5:00 Italy CPI - EU Harmonized for March +0.9% m/m +0.8% y/y +1.2% m/m +1.1% y/y +0.2% m/m +1.5% y/y
2:00 Switzerland UBS Consumption Indicator for February - - 0.985
4:00 Norway Credit Indicator Growth for February +9.4% y/y +9.7% y/y
3:00 Sweden Consumer Confidence for March -14.00 -14.60
3:00 Sweden Manufacturing Confidence s.a. for March -34.00 -35.00
UK
19:01 GfK Consumer Confidence Survey for March -36 -35
4:30 Index of Services for January -1.0% 3m/3m -0.9% 3m/3m
US and CAD
Philly Fed President Plosser to speak in Chicago
9:00 US S&P/CaseShiller Home Price Ind for January 150.66
9:00 US S&P/CS Composite-20 for January -18.5% y/y -18.55% y/y
9:45 US Chicago Purchasing Manager for March 34.7 34.2
10:00 US Consumer Confidence for March 27 27 25
10:00 US NAPM-Milwaukee for March 29
8:30 Canada Gross Domestic Product for January -0.6% m/m -1.0% m/m
8:30 Canada Raw Materials Price Index for February +0.3% m/m +1.4% m/m
8:30 Canada Industrial Product Price for February +0.5% m/m -0.1% m/m
GS forecast Consensus Previous
Wednesday, April 1:
AUD and NZD
18:30 Australia AiG Performance of Mfg Index for March 31.7
20:00 Australia DEWR Skilled Vacancies for March -11.0% m/m
20:30 Australia Retail Sales s.a. for February -1.0% -0.5% m/m +0.2% m/m
20:30 Australia Building Approvals for February +2.5% +1.5% m/m -3.7% m/m
20:30 Australia Building Approvals for February -30.0% y/y -33.5% y/y
1:30 Australia RBA Commodity Index SDR for March +19.7% y/y
No New Zealand Releases
Japan
19:50 Loans & Discounts Corp for February +3.8% y/y
19:50 Tankan Lge Manufacturers Index for Q1 -50 -55 -24
19:50 Tankan Lge Mfg Outlook for Q1 -52 -36
19:50 Tankan Non-Manufacturing for Q1 -25 -9
19:50 Tankan Non-Mfg Outlook for Q1 -25 -14
19:50 Tankan Large All Indust Capex for Q1 -12.00% -0.20%
1:00 Vehicle Sales for March -32.4% y/y
Europe
4:00 Euro-Zone PMI Manufacturing for March 44.0 34.0 34.0
5:00 Euro-Zone Unemployment Rate for February 8.40% 8.30% 8.20%
2:00 Germany Retail Sales for February +0.2% m/m -1.1% y/y -0.6% m/m -1.3% y/y
3:55 Germany PMI Manufacturing for March 32.4 32.4
3:50 France PMI Manufacturing for March 36.3 36.3
3:45 Italy PMI Manufacturing for March 35.0 35.0
12:00 Italy New Car Registrations for March -24.5% y/y
13:00 Italy Budget Balance for March -13.9B
13:00 Italy Budget Balance (Year to date) for March -15.7B
2:30 Sweden Swedbank PMI Survey for March 34.4 33.9
3:30 Switzerland SVME-Purchasing Managers Index for March 33.0 32.6
UK
4:30 PMI Manufacturing for March 35 34.7
4:30 BoE Housing Equity Withdrawal for Q4 -£5.7B -£5.7B
US and CAD
17:00 US ABC Consumer Confidence -49
7:00 US MBA Mortgage Applications 32.20%
7:30 US Challenger Job Cuts for March +158.4% y/y
8:15 US ADP Employment Change for March -648K -697K
10:00 US ISM Manufacturing for March 36 35.8
10:00 US Pending Home Sales for February -2.0% m/m -7.7% m/m
10:00 US ISM Prices Paid for March 33 29
10:00 US Construction Spending for February -1.6% m/m -3.3% m/m
0:00 US Total Vehicle Sales for March 9.2M 9.1M
0:00 US Domestic Vehicle Sales for March 6.6M 6.4M
No Canada Releases
GS forecast Consensus Previous
Thursday, April 2:
AUD and NZD
20:30 Australia Trade Balance for February 500M 700M 970M
22:00 New Zealand ANZ Commodity Price for March -4.60%
Japan
19:50 Monetary Base for March +6.4% y/y
19:50 Foreign Buying Japan Bonds ¥511.9B
19:50 Foreign Buying Japan Stocks
19:50 Japan Buying Foreign Stocks ¥6.1B
19:50 Japan Buying Foreign Bonds ¥247.2B
Europe
ECB President Jean-Claude Trichet to speak in Frankfurt
7:45 ECB Announces Rates 1.00% 1.00% 1.50%
2:45 France Producer Prices for February -0.3% m/m -3.5% y/y -2.0% m/m -2.7% y/y
4:00 Italy Deficit to GDP (year to date) for Q4 2.1%
4:00 Norway Unemployment Rate for March 2.8% 2.7%
3:00 Norway PMI SA for March 37.3 36.4
UK
4:30 PMI Construction for March 27.8 27.8
US and CAD
8:30 US Initial Jobless Claims 653K 652K
8:30 US Continuing Claims 5560K
10:00 US Factory Orders for February -0.30% -1.90%
No Canada Releases
GS forecast Consensus Previous
Friday, April 3:
AUD and NZD
18:30 Australia AiG Performance of Service Index for March 32.2
No New Zealand Releases
Japan
No Japan Releases
Europe
4:00 Euroland PMI Services for March 40.1 40.1 40.1
4:00 Euroland PMI Composite for March 37.6 37.6
2:00 Germany Import Price Index for February -0.5% m/m -5.4% y/y
3:55 Germany PMI Services for March 41.7 41.7
3:50 France PMI Services for March 42.9 42.9
3:45 Italy PMI Services for March 38.2 37.9
5:00 Italy PPI for February -0.4% m/m -3.1% y/y -0.8% m/m -2.0% y/y
3:15 Switzerland CPI for March 0% m/m -0.1% y/y +0.2% m/m +0.2% y/y
UK
4:30 PMI Services for March 43.5 43.2
4:30 Official Reserves (Changes) for March -$6M
US and CAD
8:30 US Change in Nonfarm Payrolls for March -656K -651K
8:30 US Unemployment Rate for March 8.50% 8.10%
8:30 US Change in Manufact. Payrolls for March -160K -168K
8:30 US Average Hourly Earnings for March +0.2% m/m +3.5% y/y +0.2% m/m +3.6% y/y
8:30 US Average Weekly Hours for March 33.3 33.3
10:00 US ISM Non-Manf. Composite for March 42 41.6 |
|