Kalender Event & Ekonomi Pekan Ini (09 - 13 Nov 2009)

Date +11 Jam (WIB) Currency Forecast Previous
Sun
Nov 8 7:30pm AUD Home Loans m/m 3.1% -1.9%

7:30pm AUD ANZ Job Advertisements m/m 4.4%
10:20pm AUD RBA Assist Gov Lowe Speaks
Mon
Nov 9 2:00am
EUR German Trade Balance 11.8B 10.6B
4:30am EUR Sentix Investor Confidence -11.2 -12.6
6:00am EUR German Industrial Production m/m 1.2% 1.7%
8:15am CAD Housing Starts 157K 149K

6:50pm JPY Bank Lending y/y 1.6%
6:50pm JPY Current Account 1.53T 1.23T
6:50pm JPY M2 Money Stock y/y 3.2% 3.0%
7:00pm USD FOMC Member Tarullo Speaks
7:01pm GBP BRC Retail Sales Monitor y/y 2.8%
7:01pm GBP RICS House Price Balance 29% 22%
7:30pm AUD NAB Business Confidence 14
10th-12th CNY M2 Money Supply y/y 29.3%
10th-12th CNY New Yuan Loans 517B
Tue
Nov 10 12:00am JPY Economy Watchers Sentiment 43.9 43.1
1:00am JPY Prelim Machine Tool Orders y/y -62.1%

2:00am EUR German Final CPI m/m 0.1% 0.1%
2:00am EUR German WPI m/m 0.2% -0.2%
2:45am EUR French Industrial Production m/m 0.9% 1.8%
4:00am EUR Italian Industrial Production m/m -4.2% 7.0%
4:30am GBP Trade Balance -6.1B -6.2B
4:30am GBP DCLG HPI y/y -4.9% -5.6%
5:00am EUR German ZEW Economic Sentiment 55.2 56.0
5:00am EUR ZEW Economic Sentiment 58.9 56.9
5:00am GBP CB Leading Index m/m 0.9%
9:15am USD FOMC Member Lockhart Speaks
10:00am USD IBD/TIPP Economic Optimism 50.3 48.7
10:05am USD FOMC Member Yellen Speaks
Tentative USD Loan Officer Survey
3:00pm NZD RBNZ Financial Stability Report
3:30pm USD FOMC Member Tarullo Speaks
4:45pm NZD FPI m/m -0.7%
6:30pm AUD Westpac Consumer Sentiment 1.7%
6:50pm JPY Core Machinery Orders m/m 3.7% 0.5%
9:00pm CNY Industrial Production y/y 15.3% 13.9%
9:00pm CNY CPI y/y -0.4% -0.8%
9:00pm CNY Fixed Asset Investment ytd/y 33.5% 33.3%
9:00pm CNY NBS Press Conference
9:00pm CNY PPI y/y -5.1% -7.0%
9:00pm CNY Retail Sales y/y 15.7% 15.5%
Tentative CNY Trade Balance 19.2B 12.9B
Wed
Nov 11 All Day EUR French Bank Holiday
4:30am GBP Claimant Count Change 20.2K 20.8K
4:30am GBP Average Earnings Index 3m/y 1.5% 1.6%
4:30am GBP Unemployment Rate 8.0% 7.9%
5:30am GBP BOE Gov King Speaks
5:30am GBP BOE Inflation Report
All Day CAD Bank Holiday
All Day USD Bank Holiday
12:00pm EUR Buba President Weber Speaks
4:30pm NZD Business NZ Manufacturing Index 51.7
4:45pm NZD Retail Sales m/m 0.5% 1.1%
4:45pm NZD Core Retail Sales m/m 0.4% 1.2%
6:50pm JPY CGPI y/y -6.0% -7.9%
7:00pm AUD MI Inflation Expectations 3.5%
7:30pm AUD Employment Change -10.1K 40.6K
7:30pm AUD Unemployment Rate 5.8% 5.7%
Thu
Nov 12 4:00am EUR ECB Monthly Bulletin
5:00am CHF ZEW Economic Expectations 65.0
5:00am EUR Industrial Production m/m 0.6% 0.9%
8:30am CAD NHPI m/m 0.2% 0.1%
8:30am USD Unemployment Claims 512K 512K
11:00am USD Crude Oil Inventories -4.0M
12:00pm CHF Gov Board Member Jordan Speaks
2:00pm EUR ECB President Trichet Speaks
2:00pm USD Federal Budget Balance -152.5B -46.6B
Tentative GBP BOE Financial Stability Report
13th-17th CNY Foreign Direct Investment ytd/y -14.2%
11:30pm JPY Revised Industrial Production m/m 1.4% 1.4%
Fri
Nov 13 12:00am JPY Household Confidence 40.9 40.5
2:00am EUR German Prelim GDP q/q 0.8% 0.3%
2:45am EUR French Prelim Non-Farm Payrolls q/q -0.2% -0.7%

2:45am EUR French CPI m/m 0.2% -0.2%
2:50am EUR French Prelim GDP q/q 0.6% 0.3%
3:15am CHF PPI m/m 0.1% 0.2%
4:00am EUR Italian Prelim GDP q/q 0.8% -0.5%
5:00am EUR Flash GDP q/q 0.6% -0.2%

8:15am EUR Buba President Weber Speaks
8:30am CAD Trade Balance -1.5B -2.0B
8:30am CAD New Motor Vehicle Sales m/m 0.1% -0.3%
8:30am USD Trade Balance -32.0B -30.7B
8:30am USD Import Prices m/m 1.1% 0.1%
9:55am USD Prelim UoM Consumer Sentiment 71.2 70.6

9:55am USD Prelim UoM Inflation Expectations 2.9%

10:30am USD Natural Gas Storage 29B
11:30am USD FOMC Member Evans Speaks
8:30pm USD FOMC Member Dudley Speaks

Fears of Market Bubble Prompt Investors to Seek Exit Strategy

Fears that the meteoric rise in stocks and commodities prices is creating another asset bubble have investors debating whether to pull back now or ride the rally until the bubble bursts next year when the Fed starts raising interest rates.

Warnings about another asset bubblewhich have become more pronounced recently from economist Nouriel Roubini as well as othersstem from concern that the market's continued rally is not the result of an improving economy but the Fed's low interest rates, which make dollar-denominated assets cheaper.

http://mobile.cnbc.com/inf/infomo?site=cnbcusa&view=us_newsd&feed:a=topstories&feed:c=topstories&feed:i=33720254

Week Ahead: Stocks Search for Catalyst in Quiet Week

Stocks could side step temporarily as investors look for the next catalyst that will break the market out of its current range.

A last blast of third quarter earnings news is expected this week, including from consumer-driven companies like Disney DIS and major retailers, like Wal-MartWMT , Nordstrom JWNand Macy'sM . The economic calendar is relatively light, but a group of Fed speakers could get some attention. There is also $81 billion in Treasury note auctions scheduled in a holiday-shortened week for the bond market.

http://mobile.cnbc.com/inf/infomo?site=cnbcusa&view=us_newsd&feed:a=topstories&feed:c=topstories&feed:i=33741038&all=1

Summary of Third Quarter EPS for S&P 500 Stocks by Sectors

(Bloomberg) -- Here are the cumulative earnings per share results for the third quarter of 2009 for Standard & Poor’s 500 Index stocks, broken down into ten sectors and 24 industries. Earnings figures are diluted. Percent changes are weighted by shares outstanding and market capitalization values. Share and market capitalization percentages are year-over-year changes.

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aoexXb7IRpWA

Commodities Demand Is ‘Trend to Stay,’ Barclays Says

(Bloomberg) -- Investor demand for commodities that helped drive gold to a record this week and copper and crude oil to one-year highs is “a trend to stay” as buyers diversify from stocks and bonds, according to Barclays Capital. Commodity assets under management climbed a “robust” $2.2 billion last month, Barclays Capital said in a report two days ago. Hedge funds and other speculators increased their “net- long” positions, or bets on higher U.S. commodity futures prices, to the most since July 2008, government figures show.

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aBbwt8v.ScGc