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The Week Ahead: Quiet Week - Retail Sales

A quiet week for U.S. economic data will turn market focus on any news regarding the U.S. financial sector. In Canada, the employment report will provide guidance to domestic markets.

The financial sector continues to drag U.S. equity markets lower, and according to some market strategists, investors will be looking to the U.S. government for more guidance on the banking sector.

"Until the problems in the banking sector are resolved risk aversion will remain in markets," said Jamie Coleman, FX strategist at ForexLive.com.

Colman is expecting currency markets to continue to track markets, adding that with stocks continuing to make new lows, the U.S. dollar will be well supported.

Conrad DeQuadros from RDQ Economics agreed that most of the focus next week will be on the U.S. government, and any new plans to support the banking sector.

The most important data this week appears to be U.S. retail sales, but DeQuadros said markets are already preparing for a weak report.

January's sales surprised to the upside, but he said he is not expecting that trend to last.

"January sales were a bit of an anomaly," he said. "The underlying trend remains to the downside despites last month's rise."

In Canada, markets will focus on the employment report, which is expected to show more sharp deterioration in the labour market.

Sacha Tihanyi, currency strategist from Scotia Capital said although the employment data will impact the Canadian dollar, markets will remain sensitive to global and U.S. trends.

He said if overall risk appetite is on the rise ahead of the report, it will be supportive of the Canadian dollar. If that is the case, traders might ignore the domestic data and continue following the trend, he said.

All times in EST:

Sunday

15:15 US Bernanke Speaks at Naming of Highway Interchange in S.C.

Monday

8:15 CA Housing Starts February Exp: +148.5K Prior: +153.5K

13:00 US Treasury to Sell $31B 3-Month Bills

13:00 US Treasury to Sell $30B 6-Month Bills

Tuesday

8:30 US Bernanke Speaks on Bank Regulation in Washington

10:00 US Wholesale Inventories January Exp: -1.0% Prior: -1.4%

10:00 US IBD/TIPP Economic Optimism March Prior: +44.6

11:30 US Treasury to Sell $24B 52-Week Bills

11:30 US Treasury to Sell 4-Week Bills

13:00 US Treasury to Sell $34B 3-Year Notes

17:00 US ABC Consumer Confidence W/E March 8 Exp: -49 Prior: -49

Wednesday

7:00 US MBA Mortgage Applications W/E March 6 Prior: -12.6%

8:30 CA New Housing Price Index (M/M) January Exp: -0.3% Prior: -0.1%

10:30 US DOE U.S. Crude Oil Inventories W/E March 6 Prior: -757K

10:30 US DOE U.S. Gasoline Inventories W/E March 6 Prior: +168K

10:30 US DOE U.S. Distillate Inventory W/E March 6 Prior: +1662K

10:30 US DOE U.S. Heat Oil Inventories W/E March 6 Prior: +870K

10:30 US DOE U.S. Refinery Utilization W/E March 6 Prior: +1.76%

13:00 US Treasury to Sell $18B 10-Year Notes Reopening

14:00 US Monthly Budget Statement February Exp: -$203.0 Prior: -$175.6B

Thursday

8:30 US Advance Retail Sales February Exp: -0.5% Prior: +1.0%

8:30 US Retail Sales Less Autos February Exp: -0.2% Prior: +0.9%

8:30 US Initial Jobless Claims W/E March 7 Exp: +640K Prior: +639K

8:30 US Continuing Claims W/E Feb. 28 Exp: +5130K Prior: +5106K

10:00 US Business Inventories January Exp: -1.1% Prior: -1.3%

10:30 US EIA Natural Gas Storage Change W/E March 6 Prior: -102 Bcf

13:00 US Teasury to Sell $11B 30-Year Bonds Reopening

Friday

7:00 CA Unemployment Rate February Exp: 7.4% Prior: 7.2%

7:00 CA Net Change in Employment February Exp: -50.0K Prior: -129.0K

8:30 CA International Merchandise Trade January Exp: -0.8B Prior: -0.5B

8:30 US Trade Balance January Exp: -$38.0B Prior: -$39.9B

8:30 US Import Price Index (M/M) February Exp: -0.8% Prior: -1.1%

8:30 US Import Price Index (Y/Y) February Exp: 13.5 Prior: -12.5%

10:00 US University of Michigan Consumer Sentiment March Preliminary Exp: +55.0 Prior: +56.3

By Neils Christensen and edited by Megan Ainscow
©CEP News Ltd. 2009


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More From MND

Mortgage Rates:
  • 30 Yr FRM 3.82%
  • |
  • 15 Yr FRM 3.09%
  • |
  • Jumbo 30 Year Fixed 4.12%
MBS Prices:
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  • 30YR FNMA 5.0 108-10 (0-02)
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Recent Housing Data:
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