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• MBA Mortgage Applications (Released 7:00 EST)
• MBA Mortgage Purchasing (Released 7:00 EST)
• MBA Mortgage Refinancing (Released 7:00 EST)
• MBA Mortgage Applications TABLE (Released 7:00 EST)
• MBA Mortgage Applications TABLE 2 (Released 7:00 EST)
• MBA Mortgage Applications TABLE 3 (Released 7:00 EST)
• MBA Mortgage Applications TABLE 4 (Released 7:00 EST)
• Current Account Balance (Released 8:30 EST)
• Current Account TABLE (Released 8:30 EST)
• Current Account TABLE 2 (Released 8:30 EST)
• Current Account TABLE 3 (Released 8:30 EST)
• Current Account TABLE 4 (Released 8:30 EST)
• Housing Starts (Released 8:30 EST)
• Housing Starts ALLX 1 (Released 8:30 EST)
• Housing Starts ALLX 2 (Released 8:30 EST)
• Building Permits (Released 8:30 EST)

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MBA Mortgage Applications (Sep 12)

Survey	n/a
Actual	33.4%
Prior	9.5%
Revised	n/a

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MBA Mortgage Purchasing (Sep 12)

Survey	n/a
Actual	380.4
Prior	371.5
Revised	n/a

 
Moving up the high end of the range post agency takover.

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MBA Mortgage Refinancing (Sep 12)

Survey	n/a
Actual	2300
Prior	1222.90
Revised	n/a

 
Same.

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MBA Mortgage Applications TABLE (Sep 12)

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MBA Mortgage Applications TABLE 2 (Sep 12)

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MBA Mortgage Applications TABLE 3 (Sep 12)

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MBA Mortgage Applications TABLE 4 (Sep 12)

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Current Account Balance (2Q)

Survey	-$180.0B
Actual	-183.1
Prior	-$176.4B
Revised	175.6

 
A bit higher but probably working it’s way lower in Q3 with the drop in crude prices.

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Current Account TABLE (Q2)

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Current Account TABLE 2 (Q2)

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Current Account TABLE 3 (Q2)

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Current Account TABLE 4 (Q2)

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Housing Starts (Aug)

Survey	950K
Actual	895K
Prior	965K
Revised	954K

 
Much weaker than expected. Some NYC payback, some due to job losses, and some due to trouble with the housing agencies that has subsequently been patched up. Note the recent spike in mtg apps post agency where it’s back to business as usual.

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Housing Starts ALLX 1 (Aug)

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Housing Starts ALLX 2 (Aug)

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Building Permits (Aug)

Survey	928K
Actual	854K
Prior	937K
Revised	n/a

 

Karim writes:

• Starts fall 6.2% m/m; both single and multi-family starts drop, latter still correcting from NYC building code boost in June.

• Y/Y starts down 33.1%.

• Building permits, leading indicator of starts, down 8.9% m/m and -36.4% y/y; single family permits down 5.1% m/m after -5.2% m/m in July.

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