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SAGBs Pause for Breath, 10 Y 30Y Yields Run Into Support

US Economic Data Calendar

--Rating: *** most market sensitive, * least market sensitive
     
Date    ET                                                    Prior  Est.
-------------------------------------------------------------------------------
16-Nov 0830 **  Nov    NY Fed Business Leaders Index            9.4    --
16-Nov 0915 *** Oct    industrial production                    0.3   0.1   %
16-Nov 0915 *** Oct    capacity utilization                    78.1  78.1   %
16-Nov 1000 *   Q3     Advance NSA Service Revenue               --    --   %
16-Nov 1000 *   Oct    BLS state payrolls                        --    -- k 
16-Nov 1100 **  Nov    Kansas City Fed Mfg Index                  8    --
16-Nov 1100 **  Q4     St. Louis Fed Real GDP Nowcast            --    --   %
16-Nov 1115 **  Q4     NY Fed GDP Nowcast                       2.7    --   %
16-Nov 1600 **  Sep    net TICS flows                            --    -- b USD
16-Nov 1600 **  Sep    long term TICS flows                      --    -- b USD
 
19-Nov 1000 *   Q3     e-commerce retail sales                   --    --   %
19-Nov 1000 **  Nov    NAHB home builder index                 68.0    --
 
20-Nov 0830 *** Oct    housing starts                         1.201    -- m 
20-Nov 0830 *** Oct    building permits                       1.270    -- m 
20-Nov 0830 **  Nov    Philadelphia Fed Nonmfg Index           37.6    --
20-Nov 0855 **  17-Nov Redbook retail sales m/m                 0.2    --   %
 
21-Nov 0700 **  16-Nov MBA Mortgage Applications               -3.2    --   %
21-Nov 0830 **  17-Nov jobless claims                           216    -- k 
21-Nov 0830 **  Oct    durable goods new orders                 0.8    --   %
21-Nov 0830 **  Oct    durable new orders ex transport          0.1    --   %
21-Nov 1000 *** Nov    Michigan sentiment index (f)            98.3    --
21-Nov 1000 *** Oct    existing home sales                     5.15    -- m 
21-Nov 1000 **  Oct    leading indicators                       0.5    --   %
21-Nov 1000 *   Q2     QCEW employment                           --    -- m 
21-Nov 1030 **  16-Nov crude oil stocks ex. SPR w/w            1.03    -- m bbl
21-Nov 1200 **  16-Nov natural gas stocks w/w                  39.0    --   Bcf
21-Nov 1630 **  14-Nov Fed weekly securities holdings            --    -- t USD
 
23-Nov 0945 *   18-Nov Bloomberg comfort index                   --    --
23-Nov 0945 *** Nov    Markit Mfg Index (flash)                55.9    --
23-Nov 0945 *** Nov    Markit Services Index (flash)             --    --
23-Nov 1100 **  Q4     St. Louis Fed Real GDP Nowcast            --    --   %
23-Nov 1115 **  Q4     NY Fed GDP Nowcast                        --    --   %
 
26-Nov 1030 **  Nov    Dallas Fed manufacturing index          29.4    --
 
27-Nov 0855 **  24-Nov Redbook retail sales m/m                  --    --   %
27-Nov 0900 **  Sep    FHFA Home Price Index                    0.3    --   %
27-Nov 0900 **  Q3     FHFA Quarterly Home Prices                --    --   %
27-Nov 0900 **  Sep    Case-Shiller Home Price Index            0.1    --
27-Nov 1000 *** Nov    Conference Board confidence            137.9    --
27-Nov 1030 **  Nov    Dallas Fed services index               14.1    --
 
28-Nov 0700 **  23-Nov MBA Mortgage Applications                 --    --   %
28-Nov 0830 *** Q3     GDP (2nd)                                3.5    --   %
28-Nov 0830 *** Q3     GDP Price Index                          1.7    --   %
28-Nov 0830 **  Oct    advance goods trade gap                   --    -- b USD
28-Nov 0830 **  Oct    advance wholesale inventories             --    --   %
28-Nov 0830 **  Oct    advance retail inventories                --    --   %
28-Nov 1000 *** Oct    new home sales                         0.553    -- m 
28-Nov 1000 *   Oct    bldg permits revision                     --    -- m 
28-Nov 1000 **  Nov    Richmond Fed Mfg Index                    15    --
28-Nov 1030 **  23-Nov crude oil stocks ex. SPR w/w              --    -- m bbl
 
29-Nov 0830 **  24-Nov jobless claims                            --    -- k 
29-Nov 0830 **  Oct    personal income                          0.2    --   %
29-Nov 0830 **  Oct    current dollar PCE                       0.4    --   %
29-Nov 0830 **  Oct    total PCE price index                    0.1    --   %
29-Nov 0830 **  Oct    core PCE price index                     0.2    --   %
29-Nov 0945 *   25-Nov Bloomberg comfort index                   --    --
29-Nov 1000 **  Oct    NAR pending home sales index           104.6    --
29-Nov 1030 **  23-Nov natural gas stocks w/w                    --    --   Bcf
29-Nov 1500 *   Oct    farm prices                               --    --   %
29-Nov 1630 **  28-Nov Fed weekly securities holdings            --    -- t USD
 
30-Nov 0900 *   Nov    ISM-Milwaukee Mfg Index                58.21    --
30-Nov 0945 **  Nov    MNI Chicago PMI                         58.4    --
30-Nov 1100 **  Q4     St. Louis Fed Real GDP Nowcast            --    --   %
30-Nov 1115 **  Q4     NY Fed GDP Nowcast                        --    --   %
 
03-Dec  -   *** Nov    NA-made light vehicle sales SAAR        10.1    -- m 
03-Dec 0945 *** Nov    Markit Mfg Index (final)                  --    --
03-Dec 1000 *** Nov    ISM Manufacturing Index                 57.7    --
03-Dec 1000 *   Oct    construction spending                    0.0    --   %
 
04-Dec 0855 **  01-Dec Redbook retail sales m/m                  --    --   %
04-Dec 0945 *   Nov    ISM-NY current conditions               69.8    --
04-Dec 1000 **  Dec    IBD/TIPP Optimism Index                 56.4    --
 
05-Dec 0700 **  30-Nov MBA Mortgage Applications                 --    --   %
05-Dec 0815 *** Nov    ADP private payrolls                     227    -- k 
05-Dec 0830 **  Q3     non-farm productivity (f)                2.2    --   %
05-Dec 0830 **  Q3     unit labor costs (f)                     1.2    --   %
05-Dec 0945 *** Nov    Markit Services Index (final)             --    --
05-Dec 1000 *** Nov    ISM Non-manufacturing Index             60.3    --
05-Dec 1000 *   Q3     Service Revenue                           --    --   %
05-Dec 1000 *   Dec    help-wanted online ratio                  --    --
05-Dec 1030 **  30-Nov crude oil stocks ex. SPR w/w              --    -- m bbl
 
06-Dec 0730 *   Nov    challenger layoff plans                153.6    --   %
06-Dec 0830 **  01-Dec jobless claims                            --    -- k 
06-Dec 0830 **  Oct    trade balance                             --    -- b USD
06-Dec 0945 *   02-Dec Bloomberg comfort index                   --    --
06-Dec 1000 **  Oct    factory new orders                       0.7    --   %
06-Dec 1000 **  Oct    factory orders ex transport              0.4    --   %
06-Dec 1030 **  30-Nov natural gas stocks w/w                    --    --   Bcf
06-Dec 1500 *   Nov    Treasury STRIPS Holdings                  --    -- b USD
06-Dec 1630 **  05-Dec Fed weekly securities holdings            --    -- t USD
 
07-Dec 0830 *** Nov    nonfarm payrolls                         250    -- k 
07-Dec 0830 *** Nov    private payrolls                         246    -- k 
07-Dec 0830 *** Nov    unemployment rate                        3.7    --   %
07-Dec 0830 *** Nov    average hourly earnings                  0.2    --   %
07-Dec 0830 *** Nov    average workweek, all workers           34.5    --   hrs
07-Dec 1000 *** Dec    Michigan sentiment index (p)              --    --
07-Dec 1000 **  Oct    wholesale inventories                    0.4    --   %
07-Dec 1000 **  Oct    wholesale sales                          0.2    --   %
07-Dec 1100 **  Q4     St. Louis Fed Real GDP Nowcast            --    --   %
07-Dec 1115 **  Q4     NY Fed GDP Nowcast                        --    --   %
07-Dec 1500 *   Oct    consumer credit                           --    -- b USD
 
10-Dec 1000 *   Nov    ETI                                    110.72   --
10-Dec 1000 **  Oct    JOLTS job openings level                7009    -- k 
10-Dec 1000 **  Oct    JOLTS quits rate                         2.4    --   %
10-Dec 1100 **  Dec    NY Fed expectations survey                --    --
 
11-Dec 0600 **  Nov    NFIB Small Business Index              107.4    --
11-Dec 0830 *** Nov    Final Demand PPI                         0.6    --   %
11-Dec 0830 *** Nov    PPI ex. food and energy                  0.5    --   %
11-Dec 0830 *** Nov    PPI ex. food, energy, trade              0.2    --   %
11-Dec 0855 **  08-Dec Redbook retail sales m/m                  --    --   %
11-Dec 1100 **  Nov    Kansas City Fed LMCI                      --    --
 
12-Dec 0700 **  07-Dec MBA Mortgage Applications                 --    --   %
12-Dec 0830 *** Nov    CPI                                      0.3    --   %
12-Dec 0830 *** Nov    CPI Ex Food and Energy                   0.2    --   %
12-Dec 1000 **  Dec    Atlanta Fed inflation                    2.2    --   %
12-Dec 1030 **  07-Dec crude oil stocks ex. SPR w/w              --    -- m bbl
12-Dec 1400 **  Nov    Treasury budget balance                   --    -- b USD
 
 
 
--MNI Washington Bureau; +1 (973) 494-2611; email: harrison.clarke@marketnews.com
[TOPICS: MTABLE,M$U$$$]