The eco data schedule is a busy one

News already this morning has moved currencies, ICYMI:

Coming up …

2130 GMT Australia, manufacturing PMI …. whoops here it is already! comes in at 51.3

  • Australian Industry Group Performance of Manufacturing Index for November
  • prior 58.3

2145 GMT New Zealand terms of trade for Q3

  • expected 0.0% q/q, prior +0.6%
  • this has been driven lower by falling dairy prices in the quarter (a huge export for NZ)

2200 GMT Australia, manufacturing PMI (yes, another one)

  • This is from CBA / Markit
  • October was 54.5
  • The preliminary reading for the November result was also 54.5

2300 GMT Australia Core Logic house prices for November, prior -0.6% m/m

2350 GMT Japan Capex data for Q3

  • Capital Spending y/y for Q, expected 8.5%, prior was 12.8%
  • Capital Spending excluding software y/y for Q, expected 10.7%, prior was 17.9%
  • Company profits for Q, prior was 17.9%
  • Company sales for Q, prior was 5.1%

0000 GMT Australia, the monthly private sector survey of inflation

  • From Melbourne Institute for November
  • prior 0.1% m/m and 1.9% y/y
  • official CPI data from Australia is only once per quarter, to this monthly gauge is a useful guide in between times

0030 GMT Japan Nikkei / Markit Manufacturing PMI for nov November

  • this is the 'final'
  • the preliminary was 51.8, which if confirmed today will be a two year low
  • October was 52.9 ( a six month high)

0030 GMT Australia, ANZ job ads for November, prior +0.2% m/m

0030 GMT Australian data used as input to the Q3 GDP results (due on Wednesday)

  • Q3 inventories expected +0.4%, prior +0.6% q/q
  • Q3 company profits expected +2.8% q/q, prior +2.0%

0030 GMT Australia again, building approvals for October

  • this is a volatile data point but has been backing off from high levels
  • expected -1.5% m/m, prior +3.3%
  • expected -14.0% y/y , prior -14.1%

0110 GMT Bank of Japan Japanese Government Bond buying operation scheduled, 1-3 and 3-5 years remaining until maturity

0145 GMT China private survey manufacturing PMI

  • Caixin manufacturing PMI for November, expected 50.1, prior 50.1