It was a quiet overnight session with light trading volumes as the market preps for multiple central bank decisions this week, beginning with the Bank of Japan tomorrow morning.
The June JOLTS report will be released later this morning, which is expected to show job openings falling 140,000 to 8 million. Job openings peaked at a record 12.2 million in March 2022 and are now moving closer to pre-Covid levels in the 7-7.5 million range. Consumer confidence data for July will also be released later this morning.
Jason Haley
Chief Investment Officer
| Date | Event | Survey | Actual | Prior | Revised |
| 7/30/2024 | FHFA House Price Index MoM | 0.20% | — | 0.20% | — |
| 7/30/2024 | S&P CoreLogic CS 20-City MoM SA | 0.30% | — | 0.38% | — |
| 7/30/2024 | S&P CoreLogic CS US HPI YoY NSA | — | — | 6.29% | — |
| 7/30/2024 | S&P CoreLogic CS 20-City YoY NSA | 6.60% | — | 7.20% | — |
| 7/30/2024 | JOLTS Job Openings | 8000k | — | 8140k | — |
| 7/30/2024 | Conf. Board Consumer Confidence | 99.7 | — | 100.4 | — |
| 7/30/2024 | Conf. Board Present Situation | — | — | 141.5 | — |
| 7/30/2024 | Conf. Board Expectations | — | — | 73 | — |
| 7/30/2024 | Dallas Fed Services Activity | — | — | -4.1 | — |
| 7/31/2024 | MBA Mortgage Applications | — | — | -2.20% | — |
| 7/31/2024 | ADP Employment Change | 150k | — | 150k | — |
| 7/31/2024 | Employment Cost Index | 1.00% | — | 1.20% | — |
| 7/31/2024 | MNI Chicago PMI | 45 | — | 47.4 | — |
| 7/31/2024 | Pending Home Sales MoM | 1.50% | — | -2.10% | — |
| 7/31/2024 | Pending Home Sales NSA YoY | -5.80% | — | -6.60% | — |
| 7/31/2024 | FOMC Rate Decision (Upper Bound) | 5.50% | — | 5.50% | — |
| 7/31/2024 | FOMC Rate Decision (Lower Bound) | 5.25% | — | 5.25% | — |
| 7/31/2024 | Fed Interest on Reserve Balances Rate | 5.40% | — | 5.40% | — |
| 8/1/2024 | Challenger Job Cuts YoY | — | — | 19.80% | — |
| 8/1/2024 | Nonfarm Productivity | 1.80% | — | 0.20% | — |
| 8/1/2024 | Unit Labor Costs | 1.70% | — | 4.00% | — |
| 8/1/2024 | Initial Jobless Claims | 236k | — | 235k | — |
| 8/1/2024 | Continuing Claims | 1859k | — | 1851k | — |
| 8/1/2024 | S&P Global US Manufacturing PMI | 49.5 | — | 49.5 | — |
| 8/1/2024 | Construction Spending MoM | 0.20% | — | -0.10% | — |
| 8/1/2024 | ISM Manufacturing | 48.8 | — | 48.5 | — |
| 8/1/2024 | ISM Prices Paid | 51.9 | — | 52.1 | — |
| 8/1/2024 | ISM New Orders | — | — | 49.3 | — |
| 8/1/2024 | ISM Employment | — | — | 49.3 | — |
| 8/1/2024 | Wards Total Vehicle Sales | 16.20m | — | 15.29m | — |
| 8/2/2024 | Change in Nonfarm Payrolls | 175k | — | 206k | — |
| 8/2/2024 | Two-Month Payroll Net Revision | — | — | -111k | — |
| 8/2/2024 | Change in Private Payrolls | 141k | — | 136k | — |
| 8/2/2024 | Change in Manufact. Payrolls | -4k | — | -8k | — |
| 8/2/2024 | Unemployment Rate | 4.10% | — | 4.10% | — |
| 8/2/2024 | Average Hourly Earnings MoM | 0.30% | — | 0.30% | — |
| 8/2/2024 | Average Hourly Earnings YoY | 3.70% | — | 3.90% | — |
| 8/2/2024 | Average Weekly Hours All Employees | 34.3 | — | 34.3 | — |
| 8/2/2024 | Labor Force Participation Rate | 62.60% | — | 62.60% | — |
| 8/2/2024 | Underemployment Rate | — | — | 7.40% | — |
| 8/2/2024 | Factory Orders | -3.20% | — | -0.50% | — |
| 8/2/2024 | Factory Orders Ex Trans | — | — | -0.70% | — |
| 8/2/2024 | Durable Goods Orders | -6.60% | — | -6.60% | — |
| 8/2/2024 | Durables Ex Transportation | 0.50% | — | 0.50% | — |
| 8/2/2024 | Cap Goods Orders Nondef Ex Air | — | — | 1.00% | — |
| 8/2/2024 | Cap Goods Ship Nondef Ex Air | — | — | 0.10% | — |
| 8/5/2024 | S&P Global US Services PMI | — | — | 56 | — |
| 8/5/2024 | S&P Global US Composite PMI | — | — | 55 | — |
| 8/5/2024 | ISM Services Index | 51 | — | 48.8 | — |
| 8/5/2024 | ISM Services Prices Paid | — | — | 56.3 | — |
| 8/5/2024 | ISM Services Employment | — | — | 46.1 | — |
| 8/5/2024 | ISM Services New Orders | — | — | 47.3 | — |
| 8/5/2024 | Senior Loan Officer Opinion Survey on Bank Lending Practices | ||||
| 8/6/2024 | Trade Balance | -$72.3b | — | -$75.1b | — |
