Economic Calendar Summary 8/11 - 8/15

Monday, Aug 11, 2008 GMT Ccy Events Consensus Previous 1:30 AUD Reserve Bank Quarterly Monetary Policy Statement -- -- 6:00 JPY Machine Tool Orders (YoY) (JUL P) -- -2.5% 6:00 EUR German Wholesale Price Index (MoM) (JUL) 0.5% 0.9% 6:00 EUR German Wholesale Price Index (YoY) (JUL) 9.0% 8.9% 6:45 EUR French Industrial Production (MoM) (JUN) 0.6% -2.6% 6:45 EUR French Industrial Production (YoY) (JUN) 0.5% -1.2% 6:45 EUR French Manufacturing Production (MoM) (JUN) 0.3% -- 6:45 EUR French Manufacturing Production (YoY) (JUN) 0.1% -- 8:00 EUR Italian Consumer Price Index (NIC incl. tobacco) (MoM) (JUL F) 0.5% 0.5% 8:00 EUR Italian Consumer Price Index (NIC incl. tobacco) (YoY) (JUL F) 4.1% 4.1% 8:00 EUR Italian Consumer Price Index - EU Harmonized (MoM) (JUL F) -0.5% -0.5% 8:00 EUR Italian Consumer Price Index - EU Harmonized (YoY) (JUL F) 4.1% 4.1% 8:30 GBP Producer Price Index Input s.a. (MoM) (JUL) 1.0% 2.1% 8:30 GBP Producer Price Index Input n.s.a. (YoY) (JUL) 29.8% 30.3% 8:30 GBP Producer Price Index Output n.s.a. (MoM) (JUL) 0.5% 0.9% 8:30 GBP Producer Price Index Output n.s.a. (YoY) (JUL) 10.3% 10.0% 8:30 GBP Producer Price Index Output Core s.a. (MoM) (JUL) 0.4% 0.3% 8:30 GBP Producer Price Index Output Core n.s.a. (YoY) (JUL) 6.5% 6.4% 8:30 GBP Visible Trade Balance (Pound) (JUN) -7.400B -7.494B 8:30 GBP Trade Balance Non EU (Pound) (JUN) -4.000B -4.027B 8:30 GBP Total Trade Balance (Pound) (JUN) -4.200B -4.248B 12:15 CAD Housing Starts (JUL) 210.0K 217.8K 12:30 CAD New Housing Price Index (MoM) (JUN) 0.1% 0.0% 23:01 GBP BRC Retail Sales Monitor (JUL) -- -- 23:01 GBP RICS House Price Balance (JUL) -90.0% -88.0% 23:50 JPY Domestic Corporate Goods Price Index (MoM) (JUL) 0.8% 0.8% 23:50 JPY Domestic Corporate Goods Price Index (YoY) (JUL) 5.7% 5.6% Tuesday, Aug 12, 2008 GMT Ccy Events Consensus Previous 1:30 AUD NAB Business Confidence (JUL) -- -9 1:30 AUD NAB Business Conditions (JUL) -- 0 1:30 AUD CBA HIA House Affordability (2Q) -- 103.1 4:30 JPY Industrial Production (MoM) (JUN F) -- -2.0% 4:30 JPY Industrial Production (YoY) (JUN F) -- 0.2% 4:30 JPY Capacity Utilization (MoM) (JUN F) -- 2.2% 5:00 JPY Consumer Confidence (JUL) -- 32.9 5:00 JPY Consumer Confidence Households (JUL) 32.0 32.6 6:45 EUR French Current Account (euro) (JUN) -- -2.5B 6:45 EUR French Consumer Price Index (MoM) (JUL) -0.2% 0.4% 6:45 EUR French Consumer Price Index (YoY) (JUL) 3.7% 3.6% 6:45 EUR French Consumer Price Index - EU Harmonised (MoM) (JUL) -0.2% 0.4% 6:45 EUR French Consumer Price Index - EU Harmonised (YoY) (JUL) 4.1% 4.0% 6:45 EUR French Consumer Price Index Ex Tobacco Index (JUL) 118.78 118.95 8:30 GBP Consumer Price Index (MoM) (JUL) -0.2% 0.7% 8:30 GBP Consumer Price Index (YoY) (JUL) 4.2% 3.8% 8:30 GBP Core Consumer Price Index (YoY) (JUL) 1.7% 1.6% 8:30 GBP Retail Price Index (JUL) 216.2 216.8 8:30 GBP Retail Price Index (MoM) (JUL) -0.3% 0.8% 8:30 GBP Retail Price Index (YoY) (JUL) 4.9% 4.6% 8:30 GBP Retail Price Index Ex Mort Int. Payments (YoY) (JUL) 5.2% 4.8% 8:30 GBP DCLG UK House Prices (YoY) (JUN) 1.5% 3.7% 12:30 CAD International Merchandise Trade (Canadian dollar) (JUN) C$5.8 C$5.5 12:30 USD Trade Balance (JUN) -$61.5B -$59.8B 18:00 USD Monthly Budget Statement (JUL) -$82.7B -$36.4B 14:00 USD IBD/TIPP Economic Optimism (AUG) -- 37.4 21:00 USD ABC Consumer Confidence (AUG 10) -- -49 22:45 NZD Producer Prices- Inputs (QoQ) (2Q) -- 2.3% 22:45 NZD Producer Prices- Outputs (QoQ) (2Q) -- 1.8% 23:15 AUD Reserve Bank of Australia Asst. Governor Lowe Speaks in Sydney -- -- 23:50 JPY Gross Domestic Product Annualized (2Q P) -2.3% 4.0% 23:50 JPY Gross Domestic Product (QoQ) (2Q P) -0.6% 1.0% 23:50 JPY Nominal Gross Domestic Product (QoQ) (2Q P) -0.8% 0.5% 23:50 JPY Gross Domestic Product Deflator (YoY) (2Q P) -1.5% -1.5% 23:50 JPY Trade Balance - BOP Basis (Yen) (JUN) 293.6B 529.4B 23:50 JPY Current Account Total (Yen) (JUN) 490.2B 2000.6B 23:50 JPY Adjusted Current Account Total (Yen) (JUN) 1084.0B 2032.7B Wednesday, Aug 13, 2008 GMT Ccy Events Consensus Previous 0:30 AUD Westpac Consumer Confidence (AUG) -- -6.7% 1:30 AUD Wage Cost Index (QoQ) (2Q) 1.0% 0.9% 1:30 AUD Wage Cost Index (YoY) (2Q) 4.1% 4.1% 8:30 GBP Jobless Claims Change (JUL) 17.0K 15.5K 8:30 GBP Claimant Count Rate (JUL) 2.6% 2.6% 8:30 GBP ILO Unemployment Rate (3M) (JUN) 5.3% 5.2% 8:30 GBP Average Earnings inc Bonus (3MoY) (JUN) 3.6% 3.8% 8:30 GBP Average Earnings ex Bonus (3MoY) (JUN) 3.7% 3.8% 8:30 GBP Manufacturing Unit Wage Cost (3MoY) (JUN) -- 1.8% 9:00 EUR Euro-Zone Industrial Production s.a. (MoM) (JUN) 0.1% -1.9% 9:00 EUR Euro-Zone Industrial Production w.d.a. (YoY) (JUN) 0.2% -0.6% 9:30 GBP Bank of England Quarterly Inflation Report -- -- 11:00 USD MBA Mortgage Applications (AUG 8) -- 2.8% 11:00 USD Bloomberg Global Confidence (AUG) -- 10.3 12:30 USD Import Price Index (MoM) (JUL) 1.0% 2.6% 12:30 USD Import Price Index (YoY) (JUL) 20.9% 20.5% 12:30 USD Advance Retail Sales (JUL) 0.1% 0.1% 12:30 USD Retail Sales Less Autos (JUL) 0.5% 0.8% 14:00 USD Business Inventories (JUN) 0.5% 0.3% 23:50 JPY Foreign Buying Japan Stocks (Yen) (AUG 8) -- -382.7B 23:50 JPY Foreign Buying Japan Bonds (Yen) (AUG 8) -- 207.4B 23:50 JPY Japan Buying Foreign Stocks (Yen) (AUG 8) -- 135.2B 23:50 JPY Japan Buying Foreign Bonds (Yen) (AUG 8) -- -176.0B 23:50 JPY Tertiary Industry Index (MoM) (JUN) -0.3% -0.2% Thursday, Aug 14, 2008 GMT Ccy Events Consensus Previous 0:00 NZD Business NZ Purchasing Manager Index (JUL) -- 45.7 1:00 AUD Consumer Inflation Expectation (AUG) -- 5.9% 1:30 AUD Average Weekly Wages (QoQ) (MAY) -- 1.1% 1:30 AUD Average Weekly Wages (YoY) (MAY) -- 4.8% 2:00 AUD Australian Cabinet Meets South Australia -- -- 3:00 NZD Non Residential Bond Holdings (JUL) -- 77.5% 4:00 JPY Tokyo Condominium Sales (YoY) (JUL) -- -30.0% 5:45 CHF SECO Consumer Climate (JUL) -4 2 6:00 EUR German Consumer Price Index (MoM) (JUL F) 0.6% 0.6% 6:00 EUR German Consumer Price Index (YoY) (JUL F) 3.3% 3.3% 6:00 EUR German Consumer Price Index - EU Harmonised (MoM) (JUL F) 0.6% 0.6% 6:00 EUR German Consumer Price Index - EU Harmonised (YoY) (JUL F) 3.4% 3.4% 6:00 EUR German Gross Domestic Product w.d.a. (YoY) (2Q P) 1.6% 2.6% 6:00 EUR German Gross Domestic Product n.s.a. (YoY) (2Q P) 3.1% 1.8% 6:00 EUR German Gross Domestic Product s.a. (QoQ) (2Q P) -0.8% 1.5% 6:30 EUR Bank of France Business Sentiment (JUL) 94 95 6:45 EUR French Wages (QoQ) (2Q P) 0.7% 1.1% 6:45 EUR French Non-Farm Payrolls (QoQ) (2Q) 0.2% 0.4% 6:45 EUR French Gross Domestic Product (YoY) (2Q P) 1.6% 2.0% 6:45 EUR French Gross Domestic Product (QoQ) (2Q P) 0.1% 0.5% 8:00 EUR European Central Bank Publishes Monthly Report (AUG) -- -- 9:00 EUR Euro-Zone Gross Domestic Product s.a. (YoY) (2Q A) 1.5% 2.1% 9:00 EUR Euro-Zone Gross Domestic Product s.a. (QoQ) (2Q A) -0.2% 0.7% 9:00 EUR Euro-Zone Consumer Price Index (MoM) (JUL) -0.1% 0.4% 9:00 EUR Euro-Zone Consumer Price Index (YoY) (JUL) 4.1% 4.0% 9:00 EUR Euro-Zone Consumer Price Index - Core (YoY) (JUL) 1.8% 1.8% 12:30 USD Consumer Price Index (MoM) (JUL) 0.4% 1.1% 12:30 USD Consumer Price Index (YoY) (JUL) 5.2% 5.0% 12:30 USD Consumer Price Index Ex Food & Energy (MoM) (JUL) 0.2% 0.3% 12:30 USD Consumer Price Index Ex Food & Energy (YoY) (JUL) 2.4% 2.4% 12:30 USD Consumer Price Index Core Index s.a. (JUL) -- 215.526 12:30 USD Consumer Price Index n.s.a. (JUL) -- 218.815 12:30 USD Initial Jobless Claims (AUG 9) 445K 455K 12:30 USD Continuing Claims (AUG 2) -- 3311K 18:30 USD Fed's Stern Speaks in Three Forks; Montana; on Financial Shock -- -- 22:45 NZD Retail Sales (MoM) (JUN) -- -1.2% 22:45 NZD Retail Sales Ex-Auto (MoM) (JUN) -- 0.7% 22:45 NZD Retail Sales Ex Inflation (QoQ) (2Q) -- -1.2% Friday, Aug 15, 2008 GMT Ccy Events Consensus Previous 12:30 CAD New Motor Vehicle Sales (MoM) (JUN) 0.0% 1.1% 12:30 CAD Manufacturing Shipments (MoM) (JUN) 1.0% 2.7% 13:00 USD Net Long-term TIC Flows (JUN) $50.0B $67.0B 13:00 USD Total Net TIC Flows (JUN) -- -$2.5B 12:30 USD Empire Manufacturing (AUG) -4.4 -4.9 13:15 USD Industrial Production (JUL) 0.0% 0.5% 13:15 USD Capacity Utilization (JUL) 79.8% 79.9% 14:00 USD U. of Michigan Confidence (AUG P) 62.0 61.2 16:30 USD Chicago Fed's Evans to Speak on Economic Outlook in Illinois