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Schedule for Week of July 27, 2025

Calculated Risk

Other key reports include May Case-Shiller house prices, July ISM manufacturing index and July vehicle sales. The FOMC meets this week and no change to the Fed Funds rate is expected. -- Monday, July 28th -- 10:30 AM: Dallas Fed Survey of Manufacturing Activity for July. 10:00 AM: ISM Manufacturing Index for July. up from 49.0

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Fed's Beige Book: "Economic activity increased slightly"

Calculated Risk

Tourism activity was mixed, manufacturing activity edged lower, and nonfinancial services activity was little changed on average but varied across Districts. A growing number of Districts cited labor shortages in the skilled trades. Nonauto consumer spending declined in most Districts, softening slightly overall.

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Fed's Beige Book: "Economic activity increased slightly to moderately"

Calculated Risk

Manufacturing decreased slightly on net, and a number of Districts said manufacturers were stockpiling inventories in anticipation of higher tariffs. Construction employment increased slightly, while manufacturing employment was flat. Contacts in several service industries, notably healthcare, continued to see job growth.

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Thursday: Retail Sales, Unemployment Claims, Philly Fed Mfg, Homebuilder Survey

Calculated Risk

Also at 8:30 AM, the Philly Fed manufacturing survey for July. Any number below 50 indicates that more builders view sales conditions as poor than good. • The consensus is for a 0.2% increase in retail sales. The consensus is for a reading of -0.5, up from -4.0. • At 10:00 AM, The July NAHB homebuilder survey.

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Schedule for Week of July 13, 2025

Calculated Risk

For manufacturing, the June Industrial Production report and the July New York and Philly Fed manufacturing surveys will be released. -- Monday, July 14th -- No major economic releases scheduled. -- Tuesday, July 15th -- 8:30 AM: The Consumer Price Index for June from the BLS. 8:30 AM: the Philly Fed manufacturing survey for July.

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March Employment Preview

Calculated Risk

ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). The ISM manufacturing employment index decreased to 44.7%, down from 47.6% This would suggest about 50,000 jobs lost in manufacturing. the previous month.

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Schedule for Week of March 16, 2025

Calculated Risk

For manufacturing, the February Industrial Production report and the March NY and Philly Fed manufacturing surveys will be released. -- Monday, March 17th -- 8:30 AM: Retail sales for February is scheduled to be released. 8:30 AM: The New York Fed Empire State manufacturing survey for March. The consensus is for a 0.7%