Kshitij Consultancy Services
Economic Calendar


Industrial Metals: A new Bull Market?

Right in the beginning of 2017 we had called for a new Bull Market in industrial metals. This view is working well. Decreased capex by mining firms, persistent Dollar weakness and constructive global macro data have triggered a sharp rally in the industrial metals, which may be the beginning of a fresh bull phase in the coming years.
AUGUST - 2017
DATE TIME ECONOMIC DATA UNIT EXPECTATIONS PREV ACTUAL
  GMT IST     KSHITIJ MARKET    
1-Aug-17 4:30 10:00 RBA Meeting % - 1.50 1.50 1.50
11-Aug-17 12:00 17:30 IN IIP % 3.88 - 2.05 -0.91
  12:30 18:00 US CPI (MoM) % - 0.20 0.09 -0.07
  12:30 18:00 US Core CPI (MoM) % - 0.20 0.07 -0.03
14-Aug-17 23:50 5:20 JP GDP % - 0.6% 0.3% 1.0%
  2:00 7:30 CN Retail Sales   - 10.8 11.0 10.4
  2:00 7:30 CN IIP (YoY)   - 7.20 7.60 6.40
  5:30 11:00 IN Trade bal $ Bln -9.44 - -12.96 -11.45
  6:30 12:00 IN WPI % 4.3 - 0.90 1.88
  9:00 14:30 EU Ind Prodn (MoM) % - -0.5 1.22 -0.56
  12:00 17:30 IN CPI   1.35 - 1.46 2.36
15-Aug-17 8:30 14:00 UK CPI Y/Y % - 2.5 2.48 2.58
  12:30 18:00 US Retail Sales (MoM) % -0.42 0.4 0.25 0.64
  13:00 18:30 US TICS (Net foreign purch of long-term Sec) $ Bln - - 91.93 34.42
16-Aug-17 8:30 14:00 UK Unemp % - 4.5 4.5 4.4
  9:00 14:30 EU GDP % - 0.60 0.60 0.60
  12:30 18:00 US Housing Starts K - 1220 1213 1155
17-Aug-17 1:30 7:00 Australia Labour Force K - 19.8 14.10 -
  9:00 14:30 EU CPI (YoY) % - 1.20 1.26 -
  9:00 14:30 EU Trade Bal EUR Bln - 20.40 19.70 -
  12:30 18:00 US Philifed Index   - 18.5 19.5 -
  13:15 18:45 US Industrial Production % - 0.3 0.38 -
  13:15 18:45 US Capacity Utilization % - 76.7 76.6 -
18-Aug-17 12:30 18:00 CA Inflation Y/Y % - - 1.0 -