Summary 3/9 - 3/14

March 8, 2008
GMT Ccy Events Consensus Previous
NZD QV House Prices (YoY) (FEB) 8.9%
23:50 JPY Machine Orders (MoM) (JAN) 2.6% -3.2%
23:50 JPY Machine Orders (YoY) (JAN) -4.5% -3.3%
23:50 JPY Money Supply M2+CD (YoY) (FEB) 2.1% 2.1%
23:50 JPY Broad Liquidity (YoY) (FEB) 3.5% 3.6%
23:50 JPY Bank Lending including Trusts (YoY) (FEB) 0.4% 0.4%
23:50 JPY Bank Lending Banks ex-Trust (YoY) (FEB) 0.5%
23:50 JPY Bank Lending Banks Adjust (YoY) (FEB) 1.1%

Monday, Mar 10, 2008

GMT Ccy Events Consensus Previous
NZD New Zealand Manpower Survey (2Q) 20%
AUD Australia Manpower Survey (2Q) 24%
JPY Japan Manpower Survey (2Q) 24%
5:00 JPY Eco Watchers Survey: Current (FEB) 31.8
5:00 JPY Eco Watchers Survey: Outlook (FEB) 35.8
7:00 EUR Euro-Zone Bimonthly Meeting of Bank for International Settlements
7:00 EUR Germany Trade Balance (euros) (JAN) 15.5B 10.8B
7:00 EUR Germany Current Account (euros) (JAN) 13.0B 15.9B
7:00 EUR Germany Imports s.a. (MoM) (JAN) 0.8% 5.3%
7:00 EUR Germany Exports s.a. (MoM) (JAN) 1.0% -1.2%
7:45 EUR France Industrial Production (MoM) (JAN) 0.0% 0.7%
7:45 EUR France Industrial Production (YoY) (JAN) 2.2% 1.2%
7:45 EUR France Manufacturing Production (MoM) (JAN) 0.2% 0.3%
7:45 EUR France Manufacturing Production (YoY) (JAN) 1.7% 0.8%
7:45 EUR France Trade Balance (euros) (JAN) -4.0B -4.3B
9:00 EUR Italy Industrial Production s.a. (MoM) (JAN) 0.6% -0.5%
9:00 EUR Italy Industrial Production w.d.a. (YoY) (JAN) -2.7% -6.4%
9:00 EUR Italy Industrial Production n.s.a. (YoY) (JAN) -1.2% -4.0%
9:30 EUR Euro-Zone Sentix Investor Confidence (MAR) 2.7 4.3
9:30 GBP Producer Price Index Input s.a. (MoM) (FEB) 1.6% 2.6%
9:30 GBP Producer Price Index Input n.s.a. (YoY) (FEB) 18.3% 19.1%
9:30 GBP Producer Price Index Output n.s.a. (MoM) (FEB) 0.6% 1.0%
9:30 GBP Producer Price Index Output n.s.a. (YoY) (FEB) 6.0% 5.7%
9:30 GBP Producer Price Index Output Core s.a. (MoM) (FEB) 0.4% 0.8%
9:30 GBP Producer Price Index Output Core n.s.a. (YoY) (FEB) 3.2% 3.1%
9:30 GBP Industrial Production (MoM) (JAN) 0.1% -0.1%
9:30 GBP Industrial Production (YoY) (JAN) 0.5% 0.6%
9:30 GBP Manufacturing Production (MoM) (JAN) 0.1% -0.2%
9:30 GBP Manufacturing Production (YoY) (JAN) 0.1% 0.0%
12:15 CAD Housing Starts (FEB) 210.0K 222.7K
14:00 USD Wholesale Inventories (JAN) 0.5% 1.1%
21:45 NZD Terms of Trade Index (QoQ) (4Q) 3.6%

Tuesday, Mar 11, 2008

GMT Ccy Events Consensus Previous
EUR ECB’s Trichet and Weber Hold Press Conference in Mainz
EUR Bundesbank’s Weber Presents Annual Financial Statement
23:01 EUR Germany Manpower Employment Outlook (2Q)
00:01 GBP NIESR Gross Domestic Product Estimate (FEB) 0.50%
00:01 GBP BRC Retail Sales Monitor (FEB)
00:01 GBP RICS House Price Balance (FEB) -54.70% -54.70%
00:30 AUD ANZ Job Advertisements (MoM) (FEB) 1.80%
00:30 AUD Home Loans (JAN) 1.00% 0.10%
00:30 AUD Investment Lending (JAN) -3.00%
06:00 JPY Machine Tool Orders (YoY) (FEB F) -0.70%
09:00 EUR ECB’s Constancio BES BPI Chief Executives Attend Conference
09:30 GBP DCLG UK House Prices (YoY) (JAN) 7.50% 9.10%
10:00 EUR Germany ZEW Survey (Current Situation) (MAR) 30 33.7
10:00 EUR Germany ZEW Survey (Econ. Sentiment) (MAR) -40 -39.5
10:00 EUR Euro-Zone ZEW Survey (Econ. Sentiment) (MAR) -42 -41.4
12:30 CAD International Merchandise Trade (Canadian dollar) (JAN) C$2.3 C$2.4
12:30 CAD New Housing Price Index (MoM) (JAN) 0.30% 0.10%
12:30 USD Trade Balance (JAN) -$59.5B -$58.8B
14:00 USD IBD/TIPP Economic Optimism (MAR) 42 44.5
15:30 GBP Leading Indicator Index (MoM) (JAN) -0.40%
15:30 GBP Coincident Indicator Index (MoM) (JAN) 0.10%
20:45 NZD Food Prices (MoM) (FEB) 0.40%
21:00 USD ABC Consumer Confidence (MAR 9) -34

Wednesday, Mar 12, 2008

GMT Ccy Events Consensus Previous
NZD Business NZ Purchasing Manager Index (FEB)
23:30 AUD Westpac Consumer Confidence (MAR) -5.50%
23:50 JPY Bank of Japan to Publish Minutes of Board Meeting (FEB 14-15)
23:50 JPY Bank of Japan Monetary Policy Meeting Minutes (FEB)
23:50 JPY Gross Domestic Product (QoQ) (4Q F) 0.60% 0.90%
23:50 JPY Gross Domestic Product Annualized (4Q F) 2.30% 3.70%
23:50 JPY Nominal Gross Domestic Product (QoQ) (4Q F) -0.10% 0.30%
23:50 JPY Gross Domestic Product Deflator (YoY) (4Q F) -1.30% -1.30%
23:50 JPY Domestic Corporate Goods Price Index (MoM) (FEB) 0.30% 0.20%
23:50 JPY Domestic Corporate Goods Price Index (YoY) (FEB) 3.30% 3.00%
23:50 JPY Trade Balance - BOP Basis (yen) (JAN) 73.1B 1013.4B
23:50 JPY Current Account Total (yen) (JAN) 1250.0B 1697.2B
23:50 JPY Adjusted Current Account Total (yen) (JAN) 1932.1B 1855.0B
01:30 JPY Bank of Japan’s Noda Will Speak in Maebashi City
04:00 JPY Bankruptcies (YoY) (FEB) 7.60%
05:00 JPY Consumer Confidence (FEB) 37.9
05:00 JPY Consumer Confidence Households (FEB) 37.5
07:45 EUR France Consumer Price Index (MoM) (FEB) 0.40% -0.10%
07:45 EUR France Consumer Price Index (YoY) (FEB) 3.00% 2.80%
07:45 EUR France Consumer Price Index - EU Harmonised (MoM) (FEB) 0.30% 0.00%
07:45 EUR France Consumer Price Index - EU Harmonised (YoY) (FEB) 3.30% 3.20%
07:45 EUR France Consumer Price Index Ex Tobacco Index (FEB) 116.68 116.32
09:30 GBP Visible Trade Balance (GBP/Mn) (JAN) -7500 -7574
09:30 GBP Total Trade Balance (GBP/Mln) (JAN) -4600 -4723
09:30 GBP Trade Balance - Non EU (GBP/Mn) (JAN) -4100 -4085
10:00 CHF ZEW Survey (Expectations) (MAR) -55.6
10:00 EUR Euro-Zone Industrial Production s.a. (MoM) (JAN) 0.40% -0.20%
10:00 EUR Euro-Zone Industrial Production w.d.a. (YoY) (JAN) 2.60% 1.30%
10:45 EUR ECB’s Quaden Luxembourg’s Juncker Speak in Brussels
11:00 USD MBA Mortgage Applications (MAR 7) 3.00%
11:00 USD Bloomberg Global Confidence (MAR) 14.34
12:30 GBP U.K. Chancellor of the Exchequer Makes Budget Statement
17:30 EUR European Central Bank’s Stark Speaks in Berlin
18:00 USD Monthly Budget Statement (FEB) -$150.0B -$120.0B
21:45 NZD Retail Sales (MoM) (JAN) 0.10%
21:45 NZD Retail Sales Ex-Auto (MoM) (JAN) 0.30%

Thursday, Mar 13, 2008

GMT Ccy Events Consensus Previous
23:30 AUD Consumer Inflation Expectation (MAR) 12.70%
23:50 JPY Foreign Buying Japan Stocks (yen) (MAR 7) -77.4B
23:50 JPY Foreign Buying Japan Bonds (yen) (MAR 7) -387.4B
23:50 JPY Japan Buying Foreign Stocks (yen) (MAR 7) 212.9B
23:50 JPY Japan Buying Foreign Bonds (yen) (MAR 7) 567.7B
00:30 AUD Employment Change (FEB) 15.0K 26.8K
00:30 AUD Participation Rate (FEB) 65.20% 65.20%
00:30 AUD Unemployment Rate (FEB) 4.20% 4.10%
04:00 JPY Tokyo Condominium Sales (YoY) (FEB) -19.10%
04:30 JPY Industrial Production (MoM) (JAN F) -2.00%
04:30 JPY Industrial Production (YoY) (JAN F) 2.50%
04:30 JPY Capacity Utilization (MoM) (JAN F) 1.70%
07:45 EUR France Current Account (euros) (JAN) -2.7B
07:45 EUR France Non-Farm Payrolls (QoQ) (4Q F) 0.40% 0.40%
09:00 EUR European Central Bank Publishes Monthly Report (MAR)
09:00 EUR Italy Consumer Price Index (NIC incl. tobacco) (MoM) (FEB F) 0.30% 0.30%
09:00 EUR Italy Consumer Price Index (NIC incl. tobacco) (YoY) (FEB F) 2.90% 2.90%
09:00 EUR Italy Consumer Price Index - EU Harmonized (MoM) (FEB F) 0.10% 0.10%
09:00 EUR Italy Consumer Price Index - EU Harmonized (YoY) (FEB F) 3.10% 3.10%
10:00 EUR Germany’s LFW Institute Presents New Economic Growth Forecast
12:30 CAD Capacity Utilization Rate (4Q) 82.10% 82.70%
12:30 USD Import Price Index (MoM) (FEB) 0.80% 1.70%
12:30 USD Import Price Index (YoY) (FEB) 13.70%
12:30 USD Advance Retail Sales (FEB) 0.20% 0.30%
12:30 USD Retail Sales Less Autos (FEB) 0.20% 0.30%
12:30 USD Initial Jobless Claims (MAR 8) 355K 351K
12:30 USD Continuing Claims (MAR 1) 2831K
13:00 CHF Swiss National Bank Rate Decision 2.75% 2.75%
14:00 USD Business Inventories (JAN) 0.40% 0.60%
21:45 NZD Manufacturing Activity (4Q) -2.10%

Friday, Mar 14, 2008

GMT Ccy Events Consensus Previous
2:00 NZD Non Resident Bond Holdings (FEB) 76.2%
7:00 EUR Euro-Zone EU 25 New Car Registrations (FEB) -0.2%
7:00 EUR Germany Consumer Price Index (MoM) (FEB F) 0.5% 0.5%
7:00 EUR Germany Consumer Price Index (YoY) (FEB F) 2.8% 2.8%
7:00 EUR Germany Consumer Price Index - EU Harmonised (MoM) (FEB F) 0.5% 0.5%
7:00 EUR Germany Consumer Price Index - EU Harmonised (YoY) (FEB F) 2.9% 2.9%
7:30 EUR Bank of France Business Sentiment (FEB) 106 107
9:00 EUR Italy Labor Costs (QoQ) (4Q) 0.5%
9:00 EUR Italy Labor Costs (YoY) (4Q) 2.4%
10:00 EUR Euro-Zone Labour Costs (YoY) (4Q) 2.6% 2.5%
10:00 EUR Euro-Zone Consumer Price Index (MoM) (FEB) 0.3% -0.4%
10:00 EUR Euro-Zone Consumer Price Index (YoY) (FEB) 3.2% 3.2%
10:00 EUR Euro-Zone Consumer Price Index - Core (YoY) (FEB) 1.7% 1.7%
12:30 CAD Labor Productivity (QoQ) (4Q) -0.2% 0.2%
12:30 USD Consumer Price Index n.s.a. (FEB) 211.08
12:30 USD Consumer Price Index (MoM) (FEB) 0.3% 0.4%
12:30 USD Consumer Price Index (YoY) (FEB) 4.2% 4.3%
12:30 USD Consumer Price Index Ex Food & Energy (MoM) (FEB) 0.2% 0.3%
12:30 USD Consumer Price Index Ex Food & Energy (YoY) (FEB) 2.4% 2.5%
12:30 USD Consumer Price Index Core Index s.a. (FEB) 213.765
14:00 USD U. of Michigan Confidence (MAR P) 70.4 70.8

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