Empire Manufacturing Archive

CPI, Empire, and Bernanke’s managing of expectations

Right, core is giving Bernanke ‘cover’ to not do any more QE. I think he now realizes QE doesn’t actually do anything positive for the economy, as all his staff studies show. Yes, it can lower term rates a tad, but it also removes interest income as he himself seemed to have ...Read More

2008-08-15 US Economic Releases

[Skip to the end] Empire Manufacturing (Released 8:30 EST) Empire Manufacturing ALLX (Released 8:30 EST) Net Long-term TIC Flows (Released 9:00 EST) Total Net TIC Flows (Released 9:00 EST) TIC ALLX (Released 9:00 EST) TIC TABLE 1 (Released 9:00 EST) TIC TABLE 2 (Released 9:00 EST) TIC TABLE 3 (Released 9:00 EST) ...Read More

2008-07-15 US Economic Releases

[Skip to the end] ICSC-UBS Store Sales YoY (Released 7:45 EST) ICSC-UBS Store Sales TABLE (Released 7:45 EST) Producer Price Index MoM (Released 8:30 EST) PPI Ex Food & Energy MoM (Released 8:30 EST) Producer Price Index YoY (Released 8:30 EST) PPI Ex Food & Energy YoY (Released 8:30 EST) Advance Retail ...Read More

2008-06-16 US Economic Releases

[Skip to the end] Empire Manufacturing (Released 8:30 EST) Empire Manufacturing TABLE (Released 8:30 EST) Net Long-term TIC Flows (Released 9:00 EST) Total Net TIC Flows (Released 9:00 EST) TIC TABLE (Released 9:00 EST) NAHB Housing Market Index (Released 13:00 EST) NAHB ALLX (Released 13:00 EST) Empire Manufacturing (Jun) Survey -2.0 Actual ...Read More

2008-05-15 US Economic Releases

[Skip to the end] Initial Jobless Claims (Released 8:30 EST) Continuing Claims (Released 8:30 EST) Empire Manufacturing (Released 8:30 EST) Net Long-term TIC Flows (Released 9:00 EST) Total Net TIC Flows (Released 9:00 EST) Industrial Production (Released 9:00 EST) Capacity Utilization (Released 9:15 EST) Philadelphia Fed. (Released 10:00 EST) NAHB Housing Market ...Read More

2008-04-15 US Economic Releases

Producer Price Index Empire Manufacturing NAHB Housing Market Index ABC Consumer Confidence Producer Price Index MoM (Mar) Survey 0.6% Actual 1.1% Prior 0.3% Revised n/a PPI Ex Food & Energy MoM (Mar) Survey 0.2% Actual 0.2% Prior 0.5% Revised n/a Producer Price Index YoY (Mar) Survey 6.2% Actual 6.9% Prior 6.4% Revised ...Read More

2008-03-17 US Economic Releases

NAHB Housing Market Index (Mar) Survey 20 Actual 20 Prior 20 Revised n/a Still looking like housing may have bottomed October/November, as previously discussed. Current Account Balance (4Q) Survey -$183.8B Actual -$172.9B Prior -$178.5B Revised -$177.4B The dollar flight picks up steam. Empire Manufacturing (Mar) Survey -7.4 Actual -22.2 Prior -11.7 Revised ...Read More

2008-02-15 US Economic Releases

Empire Manufacturing (Feb) Survey 6.5 Actual -11.7 Prior 9.0 Revised n/a Down, but it has been lower, not yet to previous recession levels. Industrial Production (Jan) Survey 0.1% Actual 0.1% Prior 0.0% Revised 0.1% Modestly positive, and not at recession levels. Capacity Utilization (Jan) Survey 81.3% Actual 81.5% Prior 81.4% Revised 81.5% ...Read More

2008-01-15 US Economic Releases

Producer Price Index MoM (Dec) Survey 0.2% Actual -0.1% Prior 3.2% Revised n/a PPI Ex Food & Energy MoM (Dec) Survey 0.2% Actual 0.2% Prior 0.4% Revised n/a Producer Price Index YoY (Dec) Survey 7.1% Actual 6.3% Prior 7.2% Revised n/a PPI Ex Food & Energy YoY (Dec) Survey 2.0% Actual 2.0% ...Read More

2007-12-17 US Economic Releases

Current Account Balance (3Q) Survey -$183.3B Actual -$178.5B Prior -$190.8B Revised -$188.9B Empire Manufacturing (Dec) Survey 20.0 Actual 10.3 Prior 27.4 Revised n/a Net Long-term TIC Flows (Oct) Survey $48.5B Actual $114.0B Prior $26.4B Revised $15.4B Total Net TIC Flows (Oct) Survey $30.0B Actual $97.8B Prior -$14.7B Revised -$32.8B NAHB Housing Market ...Read More