Weekly economic indicators for the week OF Feb 7th - Feb 11th

a few economic calendars to help as you plan your trades and trade your plans...

Its 6pm and futures are opening up. They’ll give some sort of early lead on how CA$H USTs are going to fair, at least early on before we truly learn all that happened ‘while we slept’. That in mind, here are a few snapshots of what global Wall Street’s SELLSIDE is watching over the next couple weeks…

Links provided if/when available.

First up is calendar I used to cut / paste into my daily 2pg PDF, back in the day (… way back when 30yy were 2.10% … sorry, not sorry and no, it’s apparently NEVER gonna get old, unlike the rest of us…2.10% will now serve as resistance should the long bond ever rally, again)

Here’s how JEFF weighs in on week ahead

MS on CPI (full calendar on SELLSIDE OBSERVATIONS),

Consumer Price Index (Thursday, 8:30am): We forecast core CPI inflation in January increased 0.42%M after a 0.55% increase in December, raising the year-over-year rate to 5.9% from 5.5%. We see core goods inflation rising firmly by 0.9% on the month, led by continued gains in used car prices and some upside in apparel prices, while new car prices should post continued gains as well. We see core services prices rising a relatively more moderate 0.25% on the month, with rent and OER up 0.4%, partially offset by our forecast for a sharp decline in hotel prices. We see food prices up 0.4% in January, a tick lower compared with the December data, while energy prices should bounce back somewhat in January, up 0.35%. Together, we see this lifting headline CPI inflation up 0.42% on the month, and raising the year-over-year rate to 7.3% from 7.0%.

For a GLOBALLY centered calendar — also linked thru to on this weekends SELLSIDE OBSERVATIONS — is this from Nordea (not the same without Steno, IMO),

… And from Wells (where CPI and the ‘flation takes center stage Thursday!),

… Finally, EconOday links (among the best available and most useful IMO), GLOBALLY HERE and as far as US domestically (only) HERE …

I wanted to get these out ahead of the CA$H markets open @ 7p and best I reckon (keeping THIS LINK handy for global market holidays in 2022…), there aren’t any Japanese holidays impacting USTs ca$h trading this evening SO all eyes / ears on STOCKS and of course, the front-end. Remember that Aha moment (Aha! Interest rates do matter)

Hope you had a GREAT weekend and that’s all for now. Until we learn whatever it was we missed ‘while we slept’ … that’s all for now.