Thứ Bảy, 7 tháng 12, 2013

US Budget Talks, Merkel, Chinese Exports: Week Ahead Dec. 7-14

U.S. Senate and House negotiators

face a Dec. 13 deadline to reach a compromise on a proposed

budget.


German Chancellor Angela Merkel addresses leaders of her

Christian Democratic Union on a coalition deal struck with the

Social Democratic Party, whose members will vote on whether to

endorse it. A defeat could trigger elections.


China’s export growth may have accelerated as Japan’s

economy (JGDPAGDP) slowed, data in the coming week may show.


Blackstone’s Hilton Worldwide Holdings Inc. plans to raise

as much as $2.4 billion in a U.S. initial public offering, the

most ever for a hotel company.


U.S. college football’s Atlantic Coast Conference,

Southeastern Conference and Big Ten championship winners will be

determined this week.


SATURDAY, DEC. 7


-President Barack Obama and Secretary of State John Kerry appear

at the Saban Forum on U.S.-Israel Relations. Obama will

participate in a QA at 13:00 and Kerry will speak at 16:00.

Brookings Institution, Washington.


-U.S. Trade Representative Michael Froman joins officials in

Singapore for the year’s final round of ministerial talks on the

Trans-Pacific Partnership. The U.S. is seeking to wrap up

negotiations on the free-trade agreement by the end of the year

and must overcome opposition to sections of the pact related to

state-owned enterprises, as well as bipartisan resistance at

home to giving the president fast-track authority to negotiate

trade accords.


-Hagel visits Bahrain. U.S. Defense Secretary Chuck Hagel will

meet with regional counterparts and speak at the Manama

Dialogue, a conference sponsored by the International Institute

for Strategic Studies. After the conference, Hagel’s other stops

include Qatar.


-Bank of Japan Governor Haruhiko Kuroda speaks at Tokyo

University on “Public Policy Research and Monetary Policy

Conduct.” 11:00 in Tokyo (12/06 21:00 EST).


-Golf. Tiger Woods’s World Challenge continues at Sherwood

Country Club in Thousand Oaks, California. The 18-player U.S.

PGA Tour event runs through Dec. 8.


-English soccer’s Premier League schedule includes defending

champion Manchester United hosting Newcastle United. 12:45 U.K.

time (07:45 EST). Southampton plays 2012 champion Manchester

City. 15:00 U.K. time (10:00 EST).


-U.S. College Football. No. 1-ranked Florida State University

takes on No. 20 Duke University in the Atlantic Coast Conference

championship game (20:00 EST). In other games, No. 3 Auburn

University faces No. 5 University of Missouri in the

Southeastern Conference championship and No. 2 Ohio State

University plays No. 10 Michigan State University for the Big

Ten title.


-Australia hosts England on day three of the second Ashes

cricket Test. In Adelaide at 10:30 (19:00 EST). Play may

continue through Dec. 9.


SUNDAY, Dec. 8


-China’s export growth may have accelerated in November,

reflecting improved demand from the U.S. and Europe. Exports

rose in October, while import gains accelerated, helping sustain

an economic recovery that began last quarter. 10:00 in Beijing

(12/07 21:00 EST).


-Israeli Finance Minister Yair Lapid and Organization for

Economic Cooperation and Development Secretary General Angel Gurria speak about the Israeli economy at a conference at 15:00

in Tel Aviv (8:00 EST). They will present an OECD survey on

Israel during a news conference at 16:00.


-Venezuelan Municipal Elections. Venezuelans elect all 337

mayors in the country in what the opposition has called a

referendum on President Nicolas Maduro’s government amid 54

percent annual inflation and shortages of everything from flour

to electricity. Polls close at 18:00 (17:30 EST).


-Mexican energy reform. Senators from Mexico’s two largest

parties are scheduled to begin debate on a joint bill for

opening oil fields to exploration and production by private and

foreign companies. A full Senate vote is expected as soon as

Dec. 10. If approved, the proposal will be sent to the lower

house. Congress ends its regular fall session on Dec. 15.


-English soccer’s Premier League program includes leader Arsenal

against Everton. 16:00 U.K. time (11:00 EST).


MONDAY, DEC. 9


-Japan’s third-quarter growth may have slowed to an annualized

1.6 percent from the initial reading of 1.9 percent as the

increase in companies’ capital investment was lower than

expected. 08:50 in Tokyo (12/08 18:50 EST).


-Chinese inflation may have slowed in November as prices in

service industries cooled. China’s consumer prices rose less

than economists forecast in October and factory-gate deflation

deepened for the first time in five months, reducing the odds

that officials will tighten monetary policy. 09:30 in Beijing

(12/08 20:30 EST).


-Euro-area finance ministers meet to discuss ongoing aid talks

with Greece as well as Cyprus’s progress in its bailout program.

They will also discuss European Union efforts to create a Single

Resolution Mechanism for euro-area lenders. 15:00 in Brussels

(09:00 EST).


-Bank of England Governor Mark Carney speaks to the Economic

Club of New York. Under Carney, the BOE Monetary Policy

Committee pledged not to consider increasing its key interest

rate until unemployment falls to 7 percent, which the central

bank now forecasts will be reached by the end of 2014. 12:15 in

New York.


-German Chancellor Angela Merkel addresses senior members of her

Christian Democratic Union at a party meeting to deliberate on

the coalition agreement struck with the Social Democratic Party.

Speech at 12:00 in Berlin (06:00 EST).


-European Central Bank Executive Board member Yves Mersch speaks

at the Internationales ZinsFORUM 2013. 09:15 in Frankfurt (03:15

EST).


-IMF and Argentina. The International Monetary Fund’s board

meets to discuss a report prepared by Managing Director

Christine Lagarde following allegations the nation misreported

economic data. Lagarde last month recommended that Argentina,

the first nation to be censured by the IMF, be given more time

to introduce a new consumer price index, according to two IMF

board officials. In Washington. Time to be determined.


-U.S. Congress and Iran sanctions. The Senate returns from

recess as some Democrats and Republicans push for a new round of

economic sanctions against Iran in an effort to force the

elimination of its nuclear program. The Obama administration has

said any action would undercut a six-month interim agreement

with Iran. Democratic Senator Robert Menendez, chairman of the

Foreign Relations Committee, proposes sanctions that would take

effect after six months and allow a waiver by the president.


-Barclays Plc senior strategists will issue outlook for markets

including commodities, and release their 2014 Global Outlook

report. 08:30 EST in New York.


-Former Bank of Israel Governor Stanley Fischer speaks at a

conference on the economy and housing prices. In Tel Aviv at

09:00 (02:00 EST).


-U.S. Supreme Court is in session for 2013-14 period. Click this

line for weekly schedule.


-ECONOMY: German industrial production (Oct.), German trade

balance (Oct.), Japan current account (Oct.), Mexico inflation

(Nov.), Taiwan trade data (Nov.), Bank of France business

sentiment (Nov.), Portugal GDP (PTGDPYOY) (third quarter), Turkey

industrial production (Oct.)


-CENTRAL BANKS: Sri Lanka rate decision


-U.S. Major League Baseball owners’ private winter meetings

begin, where the professional futures of leading free agents may

be decided, including Robinson Cano and Curtis Granderson of the

New York Yankees; St. Louis Cardinals’ Carlos Beltran; and Mike Napoli of the Boston Red Sox. Orlando, Florida. Through Dec. 12.


TUESDAY DEC. 10


-Volcker rule. U.S. regulators will meet to adopt the final

version of the Volcker rule banning banks from making

speculative bets with their own money, a centerpiece of the 2010

Dodd-Frank Act designed to prevent a repeat of the 2008 global

financial crisis. Wall Street banks and other financial

companies aggressively opposed parts of the rule. The Commodity

Futures Trading Commission meets at 09:30 in Washington, with

other regulatory agencies convening 30 minutes later.


-U.S. bond auctions. The Treasury Department is scheduled to

sell $30 billion in three-year notes today, $21 billion in 10-year notes tomorrow and $13 billion in 30-year bonds on Dec. 12.

13:00 in Washington.


-European Union finance ministers meet in Brussels to try to

reach a common position on a Single Resolution Mechanism for

euro-area banks. The ministers are racing to meet a year-end

deadline for an agreement set by EU leaders so that they can

begin talks with the European Parliament on a compromise version

of the bill, with the goal of final approval before the assembly

breaks for elections in May. 09:00 in Brussels (03:00 EST).


-European Central Bank President Mario Draghi speaks at a

conference organized by Banca d’Italia. 13:00 in Rome (07:00

EST).


-The European Parliament votes on the European Commission’s

proposal to temporarily cut supply of EU carbon-emissions

permits in a bid to boost prices from a record low. 11:30 CET in

Strasbourg (05:30 EST).


-China industrial-production and retail-sales growth may have

slowed in November, according to surveys of economists, in signs

that expansion is cooling in the fourth quarter from the

previous period. 13:30 in Beijing (00:30 EST).


-New Chinese lending in yuan may have increased in November,

signaling the nation is steering more funding away from the

shadow-banking system. M2 money supply growth may have remained

flat. As early as today through Dec. 15.


-Goldman Sachs U.S. Financial Services Conference. Speakers

include Wells Fargo Co. Chief Executive Officer John Stumpf

(08:00), Bank of America Corp. CEO Brian Moynihan (09:20),

BlackRock Inc. President Robert Kapito (11:30), Citigroup Inc.

Chief Financial Officer John Gerspach (12:30), and KKR Co. Co-Chairman and Co-CEO George Roberts (13:10). In New York.


-Hearing on Asiana Airlines crash. The U.S. National

Transportation Safety Board will hold a two-day hearing on the

July 6 crash during which Asiana Airlines Inc.’s Boeing Co. 777

struck a seawall short of the runway in San Francisco. The

hearing will focus on pilot performance in automated aircraft

and other issues. 09:00 in Washington.


-Charles Ergen and LightSquared Inc. debt purchase. The

billionaire Dish Network Corp. chairman may learn at a U.S.

Bankruptcy Court hearing whether his bid for dismissal of a

Harbinger Capital Partners LLC lawsuit is successful. Philip

Falcone’s Harbinger claims Ergen improperly bought up debt in

the bankrupt broadband-services company to win control of its

wireless satellite assets. Falcone is seeking to retain control

of LightSquared. In Manhattan, 10:00 EST.


-Singapore Prime Minister Lee Hsien Loong begins a three-day

trip to South Korea, where he’ll meet President Park Geun Hye on

Dec. 11 to discuss regional tensions and ways to strengthen

economic ties.


-OPEC publishes its monthly report detailing estimates for crude

production and world oil demand. 12:40 CET in Vienna (06:40

EST).


-Australian Bureau of Agricultural and Resource Economics and

Sciences publishes report on wheat exports and prices, sugar,

cotton, dairy, beef and wool. 10:00 in Melbourne (18:00 EST on

Dec. 9).


-Malaysian Palm Oil Board releases production, export and

inventory data for November. 12:30 in Kuala Lumpur (23:30 EST,

Dec. 9).


-The Bloomberg Enterprise Technology Summit will bring together

industry leaders to discuss the most important technologies for

data-driven enterprise. Starting at 08:00 (03:00 EST) in London.


-The Nobel prize awards ceremony, which marks the anniversary of

Alfred Nobel’s death, will honor this year’s laureates. The

prizes, announced in October, went to Eugene F. Fama, Robert J. Shiller and Lars Peter Hansen for their achievements in economic

sciences. The peace award was won by the Organisation for the

Prohibition of Chemical Weapons, while Francois Englert and

Peter W. Higgs shared the physics honor. 16:20 CET in Stockholm

(10:20 EST).


-European soccer’s Champions League matches includes defending

champion Bayern Munich hosting Manchester City. 20:45 CET (14:45

EST).


-ECONOMY: JOLTs U.S. job openings (Oct.), U.S. wholesale

inventories (Oct.), French industrial and manufacturing output

(Oct.), Italian industrial production (Oct.), Italian GDP (ITPIRLQS) (third

quarter, final report), U.K. RICS house-price balance (Nov.),

U.K. industrial production (Oct.), U.K. trade balance (Oct.),

Niesr GDP estimate (Nov.), Egypt consumer price inflation

(Nov.), Turkey gross domestic product (third quarter), South

Africa mining production (Oct.), South Africa manufacturing

production (Oct.), South Africa employment statistics (third

quarter).


-EARNINGS: HR Block Inc. (HRB:US)


WEDNESDAY, DEC. 11


-Treasury Secretary Jacob J. Lew will testify to the House

Financial Services Committee on the international financial

system and progress in reforming the International Monetary

Fund. Lew said in a Dec. 5 speech that he will press other

countries to toughen their financial regulations “so that

reforms in other jurisdictions are as strong as our own.” Lew

attends the Group of 20 finance ministers in Australia in

February. 10:00 in Washington.


-The U.S. budget deficit probably narrowed to $167 billion in

November from $172.1 billion last year, according to a Bloomberg

survey of economists, as automatic cuts slowed the pace of

government outlays. 14:00 in Washington.


-JPMorgan Chase Co. Chief Executive Officer Jamie Dimon

(08:00) and American Express Co. CEO Kenneth Chenault (14:00)

speak at the Goldman Sachs U.S. Financial Services Conference.

In New York.


-Aramark Holdings Corp. IPO. (ARMK:US) The food concessionaire and

stockholders including Goldman Sachs Group Inc. and JPMorgan

Chase Co. plan to raise as much as $834 million in a U.S.

initial public offering. At the high end of the range, Aramark

is valued at $10.4 billion including debt, about $2 billion more

than during its 2007 takeover, data compiled by Bloomberg show.

The stock is expected to start trading Dec. 12, listed on the

New York Stock Exchange.


-Obamacare hearing. Kathleen Sebelius, Secretary of the U.S.

Department of Health and Human Services, testifies before a

House subcommittee on the implementation of the 2010 Patient

Protection and Affordable Care Act. 10:00 in Washington.


-The International Energy Agency publishes its monthly oil-market report detailing estimates for world oil supply and

demand. Embargo 10:00 CET in Paris (04:00 EST).


-Bank of Austria Governor Ewald Nowotny presents the central

bank’s Financial Stability Report. 10:00 in Vienna (04:00 EST).


-Bank of England policy maker Martin Weale speaks at the

National Institute of Economic and Social Research on “Forward

Guidance and its Effects.” London 13:00 (08:00 EST).


-Platts Oil Markets Middle East conference discusses regional

oil trading with presentations from ministries, companies and an

exchange. 09:00 in Dubai (00:00 EST) through Dec. 12.


-European Central Bank Vice President Vitor Constancio speaks at

an International Monetary Fund book presentation organized by

the Center for Financial Studies. 12:00 in Frankfurt (06:00

EST).


-The U.S. Department of Agriculture releases its monthly

estimates for supply and demand of major domestic and global

crops. 12:00 EST in Washington.


-FranceAgriMer publishes monthly update on outlook for grain

stocks and exports. 12:45 CET in Paris (06:45 EST).


-Israeli Finance Minister Yair Lapid speaks at an Israel

Securities Authority conference. 08:45 in Tel Aviv (1:45 EST).


-ECONOMY: U.S. monthly budget statement (Nov.), Japan Machine

Orders (JNMOCHNG) (Oct.), South Korea unemployment (Nov.), German inflation

(Nov., second report), Turkey current account balance (Oct.),

South Africa consumer price inflation (Nov.), South Africa

retail sales (Oct.).


-CENTRAL BANKS: Paraguay rate decision, Iceland rate decision


-EARNINGS: Costco Wholesale Corp. (COST:US), Inditex SA (ITX)


-Time magazine announces its Person of the Year for 2013.

President Barack Obama was selected in 2012.


-Soccer’s Champions League matches include seven-time European

Cup winner AC Milan against Ajax. 20:45 CET (14:45 EST).


THURSDAY, DEC. 12


-U.S. retail sales probably climbed in November, according to a

Bloomberg survey of economists, as Americans flocked to auto

dealers and began holiday shopping. The data indicate consumer

spending, which accounts for almost 70 percent of the economy,

is picking up in the fourth quarter after a slowdown in the

previous three months. The Commerce Department reports at 08:30

in Washington.


-Blackstone’s Hilton IPO. Hilton Worldwide Holdings Inc., the

world’s largest hotel operator, will set price terms for its

U.S. initial public offering. Owned by Blackstone Group LP,

Hilton plans to raise as much as $2.4 billion, the most ever for

a hotel company. At the midpoint, it will have a stock-market

value of about $19.2 billion, larger than hotel chains including

Marriott International Inc. The stock is set to start trading

Dec. 13, listed on the New York Stock Exchange.


-German SPD coalition ballot. Deadline expires at midnight in

Berlin (18:00 EST) for responses in a mail-in ballot of the

475,000 Social Democratic Party members on entering a coalition

with Chancellor Angela Merkel’s bloc. At least 20 percent of the

SPD membership has to participate for the ballot to be valid.

The result will be announced by Dec. 15, and a “no” vote would

be a possible trigger for new elections.


-Russian President Vladimir Putin gives his annual speech to the

Federal Assembly in Moscow, where he may announce changes to the

country’s constitution. Time and further topics TBA.


-U.K. Chancellor of the Exchequer George Osborne will be

questioned by the House of Commons Treasury Committee about the

Dec. 5 Autumn Statement in which he forecast higher growth and

less borrowing. Hearing begins at 10:00 in London (05:00 EST).


-India economic data. India’s Statistics Ministry releases data

on consumer price inflation and factory output, two indicators

that may factor into a central bank decision later in the month

on adjusting the benchmark interest rate. Times to be

determined.


-Israeli Prime Minister Benjamin Netanyahu makes his annual

speech to the media. 19:00 in Jerusalem (12:00 EST).


-Bank of Canada Governor Stephen Poloz speaks to the Canadian

Club of Montreal. Poloz kept Canada’s benchmark rate at 1

percent during his last policy decision. His remarks will be

published on the central bank’s website at 12:50 EST, with a

press conference to follow at 14:00 EST.


-Lifting U.S. ban on in-flight calls. The Federal Communications

Commission will consider advancing Chairman Tom Wheeler’s plan

to eliminate a ban on in-flight mobile phone calls. The FCC vote

would open a period for public comment, followed by a second

agency vote. Airlines would have the final decision on allowing

calls. 14:30 in Washington.


-Medicare doctor costs. The U.S. Senate Finance Committee votes

on a proposal to freeze Medicare physician-reimbursement rates

and repeal the growth-rate mechanism originally set up to

control costs. Without legislative action, the mechanism will

result in a 20 percent reduction in reimbursement rates. 10:00

in Washington.


-Australia publishes November jobs data (AULFEMPC:US) after employers cut

full-time payrolls in October by the most in more than a year.

11:30 in Sydney (12/11 19:30 EST).


-Bank of Korea will probably hold its benchmark interest rate at

2.5 percent amid low inflation and uncertainty related to the

tapering of monetary stimulus by the U.S. Federal Reserve. 10:00

in Seoul (12/11 20:00 EST).


-Indonesia’s central bank will set benchmark borrowing costs

after it unexpectedly raised its key rate last month to 7.5

percent, the highest level since 2009, to sustain overseas

demand for its currency. Time to be determined.


-Swiss National Bank policy decision. The SNB’s three-member

governing board will announce its policy decision at 09:30

(03:30 EST) in Bern. The central bank’s benchmark interest rate

target is at zero, and SNB President Thomas Jordan reaffirmed

its franc ceiling against the euro on Nov. 26. Jordan holds a

news conference at 10:00 CET.


-European Central Bank Executive Board member Joerg Asmussen

speaks at the closing ceremony and press conference on the EU

and ESCB cooperation project with the National Bank of Serbia.

15:15 in Belgrade (09:15 EST).


-European Central Bank Governing Council member Erkki Liikanen

speaks at a Bank of Finland quarterly press briefing. 10:00 in

Helsinki (03:00 EST).


-Reserve Bank of New Zealand will set interest rates after last

month saying currency gains may give it scope to delay any rate

increases from the current 2.5 percent. 09:00 in Wellington

(12/11 15:00 EST).


-ECONOMY: U.S. initial jobless claims (weekly), U.S. business

inventories (Oct.), Brazil retail sales (Oct.) Mexico industrial

production (Oct.), Euro-area industrial production (Oct.),

Bloomberg December German economic survey, French inflation

(Nov.).


-CENTRAL BANKS: Chile rate decision, Peru rate decision,

Philippines rate decision


-EARNINGS: Adobe Systems Inc. (ADBE:US), Metro AG


-Nominations for The 71st Annual Golden Globe Awards, which

provide early clues to the Oscars. “Argo,” last year’s top

film drama at the Globes, went on to win the Academy Award for

best picture. The ceremony is viewed in more than 160 countries

worldwide. 05:00 in Beverly Hills, California (08:00 EST).


FRIDAY, Dec. 13


-U.S. budget talks. Senate and House negotiators face a self-imposed deadline to propose a budget by today that could replace

some automatic spending cuts set to start next month. The

deadline is part of an agreement reached by Congress and

President Obama in October to end the 16-day partial shutdown of

the federal government. Government funding expires Jan. 15 and

the debt limit is suspended through Feb. 7. In Washington. time

to be determined.


-Leaders from the Association of Southeast Asian Nations gather

in Tokyo for a three-day summit with Prime Minister Shinzo Abe,

marking 40 years of Japanese ties with the region. Japanese

officials have visited several Asean countries this year as they

jostle with China for influence in the region amid a territorial

dispute between Asia’s two largest economies.


-Latvijas Banka Governor Ilmars Rimsevics delivers the keynote

speech at a Nordic-Baltic financial conference organized by the

International Monetary Fund, Eesti Pank and Sveriges Riksbank.

12:45 in Tallinn (05:45 EST). Eesti Pank Governor Ardo Hansson

delivers opening remarks at 09:00, then joins ECB Vice President

Vitor Constancio and Stefan Ingves, governor of Sveriges

Riksbank, on a panel at 15:45 local time.


-Russia’s central bank will leave its benchmark one-week auction

rate unchanged at 5.5 percent, the same level it has been at

since September 2012, according to all 17 economists surveyed by

Bloomberg. Time TBA.


-Japan’s Federation of Electric Power Cos. will release data on

fuel purchases and consumption by the country’s utilities. 11:00

in Tokyo (21:00 EST on Dec. 12).


-ECONOMY: U.S. producer price index (Nov.), Argentina inflation

(Nov.), Italian general government debt (third quarter), Spanish

inflation (SPIPCYOY) (Nov.), U.K. construction output (Oct.)


-“The Hobbit: The Desolation of Smaug” opens in U.S. theaters

after screenings began Dec. 10 in some European markets. The

movie is the second of three based on J.R.R. Tolkien’s books.

The 2012 film, “The Hobbit: An Unexpected Journey,” collected

$1.02 billion in global ticket sales, Box Office Mojo says.


-The third five-day Ashes cricket Test between host Australia

and England starts in Perth. Australia will be seeking to take

control of the series after its opening win, while England is

aiming for a fourth consecutive series victory. 10:30 local time

(21:30 EST).


SATURDAY, DEC. 14


-European Central Bank Executive Board member Benoit Coeure

speaks during a finance workshop at the World Policy Conference

along with former ECB chief Jean-Claude Trichet and Marek Belka,

president of the National Bank of Poland. 16:30 in Monaco (10:30

EST).


-ECONOMY: China foreign direct investment (Nov., as early as

12/14)


-Heisman Trophy. The winner of the trophy for U.S. college

football’s best player will be announced in New York City.

Jameis Winston, quarterback at No. 1-ranked Florida State

University, is the favorite to win, according to an ESPN poll.

Texas AM University’s Johnny Manziel won last year. 20:00 EST.


Note to our readers: Click on blue ECONOMY headline at bottom of

each day for access to Bloomberg’s complete global economic

calendar.


-Editors: Heather Langan, Nancy Moran


To contact the reporters on this story:

Heather Langan in London at

hlangan@bloomberg.net;

Greg Miles in New York at

gmiles1@bloomberg.net;

Jim McDonald in Tokyo at

jmcdonald8@bloomberg.net


To contact the editor responsible for this story:

Andy Davidson at

adavidson@bloomberg.net



US Budget Talks, Merkel, Chinese Exports: Week Ahead Dec. 7-14

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