2009-04-15 USER


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MBA Mortgage Applications (Apr 10)

Survey n/a
Actual -11.0%
Prior 4.7%
Revised n/a

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MBA Purchasing Applications (Apr 10)

Survey n/a
Actual 264.10
Prior 297.70
Revised n/a

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MBA Refinancing Applications (Apr 10)

Survey n/a
Actual 6071.70
Prior 6813.50
Revised n/a

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Consumer Price Index MoM (Mar )

Survey 0.1%
Actual -0.1%
Prior 0.4%
Revised n/a

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CPI Ex Food and Energy MoM (Mar)

Survey 0.1%
Actual 0.2%
Prior 0.2%
Revised n/a

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Consumer Price Index YoY (Mar)

Survey -0.1%
Actual -0.4%
Prior 0.2%
Revised n/a

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CPI Ex Food and Energy YoY (Mar)

Survey 1.7%
Actual 1.8%
Prior 1.8%
Revised n/a

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CPI Core Index SA (Mar)

Survey n/a
Actual 218.042
Prior 217.670
Revised n/a

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Consumer Price Index NSA (Mar)

Survey 212.900
Actual 212.709
Prior 212.193
Revised n/a

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Empire State Manufacturing Survey (Apr)

Survey -35.00
Actual -14.65
Prior -38.23
Revised n/a

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Empire State Manufacturing Survey ALLX 1 (Apr)

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Empire State Manufacturing Survey ALLX 2 (Apr)

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Net Long Term TIC Flows (Feb)

Survey $14.0B
Actual $22.0B
Prior -$43.0B
Revised -$36.8B

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Total Net TIC Flows (Feb)

Survey n/a
Actual -$97.0B
Prior -$148.9B
Revised -$146.8B

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Industrial Production MoM (Mar)

Survey -0.9%
Actual -1.5%
Prior -1.4%
Revised -1.5%

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Industrial Production YoY (Mar)

Survey n/a
Actual -12.8%
Prior -11.8%
Revised n/a

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Capacity Utilization (Mar)

Survey 69.6%
Actual 69.3%
Prior 70.9%
Revised 70.3%

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Capacity Utilization TABLE 1 (Mar)

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Capacity Utilization TABLE 2 (Mar)

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Capacity Utilization TABLE 3 (Mar)

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NAHB Housing Market Index (Apr)

Survey 10
Actual 14
Prior 9
Revised n/a

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NAHB Housing Market Index TABLE 1 (Mar)

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NAHB Housing Market Index TABLE 2 (Mar)


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2008-11-19 USER


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MBA Mortgage Applications (Nov 14)

Survey n/a
Actual -6.2%
Prior 11.9%
Revised n/a

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MBA Purchasing Applications (Nov 14)

Survey n/a
Actual 248.50
Prior 284.40
Revised n/a

 
Back down big time.

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MBA Refinancing Applications (Nov 14)

Survey n/a
Actual 1281.20
Prior 1248.40
Revised n/a

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Consumer Price Index MoM (Oct)

Survey -0.8%
Actual -1.0%
Prior 0.0%
Revised n/a

 
Not much of a surprise led by gasoline prices. More to come.

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CPI Ex Food and Energy MoM (Oct)

Survey 0.1%
Actual -0.1%
Prior 0.1%
Revised n/a

 
Lower than expected. Owner equivalent remains positive at up 0.1%.

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Consumer Price Index YoY (Oct)

Survey 4.0%
Actual 3.7%
Prior 4.9%
Revised n/a

 
Coming down quickly with the fall in gasoline prices, much like Aug 06 when Goldman changed their commodity index and triggered a liquidation of gasoline inventories.

Karim writes:

  • Largest single mthly fall on record in headline CPI: -0.961%
  • Core also falls, by 0.071%
  • Service inflation now unchanged for 2 straight months
  • OER up 0.1%
  • Apparel -1%, vehicles -0.7% (new -0.5%, used -2.4%)
  • Medical care and education each up 0.2%
  • Market strains + output gap + weaker commodities to lead to falling/slowing inflation in period ahead

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CPI Ex Food and Energy YoY (Oct)

Survey 2.4%
Actual 2.2%
Prior 2.5%
Revised n/a

 
Also moving down.

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CPI Core Index SA (Oct)

Survey n/a
Actual 216.801
Prior 216.956
Revised n/a

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Consumer Price Index NSA (Oct)

Survey 216.700
Actual 216.573
Prior 218.783
Revised n/a

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Consumer Price Index TABLE 1 (Oct)

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Consumer Price Index TABLE 2 (Oct)

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Consumer Price Index TABLE 3 (Oct)

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Housing Starts (Oct)

Survey 780K
Actual 791K
Prior 817K
Revised 828K

 
Looking grim again after showing signs of bottoming.

Karim writes:

  • October housing starts down another 4.5% and permits down 12%-contribution from housing to GDP will remain a significant drag at least thru Q2 2009 (based on lag from permits to construction).

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Building Permits (Oct)

Survey 774K
Actual 708K
Prior 786K
Revised 805K


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