2008-09-03 USER


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US Economic Releases


MBA Mortgage Applications (Aug 29)

Survey n/a
Actual 7.5%
Prior 0.5%
Revised n/a

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MBA Purchasing Applications (Aug 29)

Survey n/a
Actual 349.0
Prior 315.9
Revised n/a

Nice to see this picking up. With agencies sorted out and income holding up, it should continue to improve over time.

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MBA Refinancing Applications (Aug 29)

Survey n/a
Actual 1059.7
Prior 1038.0
Revised n/a

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MBA TABLE 1 (Aug 29)

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MBA TABLE 2 (Aug 29)

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MBA TABLE 3 (Aug 29)

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MBA TABLE 4 (Aug 29)

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Challenger Job Cuts YoY (Aug)

Survey n/a
Actual 11.7%
Prior 140.8%
Revised n/a

This series hasn’t been all that useful one way or another.

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Challenger Job Cuts TABLE 1 (Aug)

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Challenger Job Cuts TABLE 2 (Aug)

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Challenger Job Cuts TABLE 3 (Aug)

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Challenger Job Cuts TABLE 4 (Aug)

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Challenger Job Cuts ALLX (Aug)

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ICSC-UBS Store Sales WoW (Sep 2)

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

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ICSC-UBS Store Sales YoY (Sep 2)

Survey n/a
Actual 2.2%
Prior 2.3%
Revised n/a

Looks okay. No recession here.

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Redbook Store Sales Weekly YoY (Sep 2)

Survey n/a
Actual 2.3%
Prior 1.9%
Revised n/a

Looks okay.

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ICSC-UBS Redbook Comparison TABLE (Sep 2)

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Factory Orders MoM (Jul)

Survey 1.0%
Actual 1.3%
Prior 1.7%
Revised 2.1%

Better than expected and previous month revised up.

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Factory Orders YoY (Jul)

Survey n/a
Actual 5.3%
Prior 7.5%
Revised n/a

Could be construed as being in an uptrend!

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Factory Orders ALLX (Jul)

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Domestic Vehicle Sales (Aug)

Survey 9.4M
Actual 10.4M
Prior 9.1M
Revised n/a

Even this has turned up, though from very low levels.

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Total Vehicle Sales (Aug)

Survey 13.0M
Actual 13.7M
Prior 12.5M
Revised n/a

Better than expected and may have bottomed. As the mix of vehicles produces switches, expect sales to increase.

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Vehicle Sales ALLX (Aug)


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