Market Outlook - BNP PARIBAS - Investment Services India

Economic Calendar: 29 January - 5 February
GMT Local Previous Forecast Consensus
Fri 29/01 23:30 08:30 Japan CPI National y/y : Dec -1.9% -1.8% -1.7%
23:30 08:30 Core CPI National y/y : Dec -1.7% -1.4% -1.3%
23:30 08:30 CPI Tokyo y/y : Jan -2.3% -2.0% -2.1%
23:30 08:30 Core CPI Tokyo y/y : Jan -1.9% -1.8% -1.8%
23:30 08:30 Household Consumption y/y : Dec 0.7% 1.7% 1.6%
23:30 08:30 Unemployment Rate (sa) : Dec 5.2% 5.2% 5.3%
23:50 08:50 Industrial Production (Prel, sa) m/m : Dec 2.2% 3.0% 2.5%
(28/01)
05:00 14:00 Housing Starts y/y : Dec -19.1% -18.5% -18.8%
00:01 00:01 UK Gfk Consumer Confidence : Jan -19 -18 -18
08:00 09:00 Spain Unemployment Rate : Q4 17.9% 17.9% 18.5%
08:00 09:00 HICP Flash y/y : Jan 0.9% 1.3% 1.2%
08:30 09:30 Eurozone Eurocoin : Jan 0.68 0.75 n/a
09:00 10:00 Bank Lending Survey : Q4
09:00 10:00 M3 y/y : Dec -0.2% -0.4% -0.5%
09:00 10:00 M3 y/y (3-Mth) : Dec 0.6% -0.1% -0.1%
10:00 11:00 Unemployment Rate : Dec 10.0% 10.0% 10.1%
10:00 11:00 HICP (Flash) y/y : Jan 0.9% 1.1% 1.2%
11:15 12:15 ECB’s Bini Smaghi Speaks in Milan
16:45 17:45 ECB’s Constancio Speaks on Law and the Financial System
09:00 10:00 Italy PPI m/m : Dec 0.3% 0.0% 0.1%
09:00 10:00 PPI y/y : Dec -3.1% -1.5% -1.5%
09:00 10:00 Norway Retail Sales (sa) m/m : Dec -1.2% 0.7% 0.8%
09:00 10:00 Retail Sales (nsa) y/y : Dec 2.1% 2.9% 3.2%
10:30 11:30 Switzerland KoF Leading Indicator : Jan 1.68 1.62 1.71
13:15 08:15 US Fed’s Kohn Speaks at FDIC Conference on Interest Rate Risk
13:30 08:30 GDP (Adv, saar) q/q : Q4 2.2% 4.6% 4.6%
13:30 08:30 GDP Deflator (Adv, saar) q/q : Q4 0.4% 1.2% 1.3%
13:30 08:30 Employment Cost Index q/q : Q4 0.4% 0.4% 0.4%
13:30 08:30 Employment Cost Index y/y : Q4 1.5% 1.4% n/a
14:45 09:45 Chicago PMI : Jan 58.7 57.5 57.2
14:55 09:55 Michigan Sentiment (Final) : Jan 72.5 73.9 73.0
13:30 08:30 Canada GDP m/m : Nov 0.2% 0.3% 0.3%
Mon 01/02 07:45 08:45 France PPI m/m : Dec 0.2% -0.4% n/a
07:45 08:45 PPI y/y : Dec -4.5% -3.4% n/a
08:30 09:30 Switzerland PMI Manufacturing : Jan 54.6 55.5 n/a
09:00 10:00 Eurozone PMI Manufacturing (Final) : Jan 52.0 (p) 52.0 (p) 52.0 (p)
10:00 11:00 Annual GDP : 2009
09:30 09:30 UK CIPS Manufacturing : Jan 54.1 52.5 54.0
09:30 09:30 Mortgage Approvals : Dec 60.5k 60.0k 61.0k
09:30 09:30 Net Consumer Credit : Dec GBP-0.4bn GBP-0.5bn GBP-0.4bn
13:30 08:30 US Personal Income m/m : Dec 0.4% 0.2% 0.3%
13:30 08:30 Personal Spending m/m : Dec 0.5% 0.2% 0.3%
15:00 10:00 Construction Spending m/m : Dec -0.6% -0.5% -0.3%
15:00 10:00 ISM Manufacturing : Jan 55.9 55.5 55.6
Tue 02/02 00:30 11:30 Australia NAB Business Confidence : Dec 19 18 n/a
03:30 14:30 RBA Rate Announcement
09:00 10:00 Eurozone ECB’s Constancio Speaks
10:00 11:00 PPI m/m : Dec 0.1% -0.1% 0.0%
10:00 11:00 PPI y/y : Dec -4.4% -3.1% -3.1%
Market Economics 29 January 2010
Market Mover 54 2 www.GlobalMarkets.bnpparibas.com