2009-03-24 USER


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ICSC UBS Store Sales YoY (Mar 24)

Survey n/a
Actual -1.4%
Prior -1.4%
Revised n/a

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ICSC UBS Store Sales WoW (Mar 24)

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

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Redbook Store Sales Weekly YoY (Mar 24)

Survey n/a
Actual -1.3%
Prior -1.1%
Revised n/a

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Redbook Store Sales MoM (Mar 24)

Survey n/a
Actual 0.0%
Prior 0.0%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Mar 24)

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House Price Index MoM (Jan)

Survey -0.9%
Actual 1.7%
Prior 0.1%
Revised -0.2%

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House Price Index YoY (Jan)

Survey n/a
Actual -6.3%
Prior -8.9%
Revised n/a

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House Price Index ALLX (Jan)

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Richmond Fed Manufacturing Survey (Mar)

Survey -51
Actual -20
Prior -51
Revised n/a

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Richmond Fed Manufacturing Survey ALLX (Mar)


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2009-03-23 USER


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Existing Home Sales (Feb)

Survey 4.45M
Actual 4.72M
Prior 4.49M
Revised n/a

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Existing Home Sales MoM (Feb)

Survey -0.9%
Actual 5.1%
Prior -5.3%
Revised n/a

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Existing Home Sales YoY (Feb)

Survey n/a
Actual -4.6%
Prior -8.6%
Revised n/a

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Existing Home Sales Inventory (Feb)

Survey n/a
Actual 3.798
Prior 3.611
Revised n/a

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Existing Home Sales ALLX 1 (Feb)

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Existing Home Sales ALLX 2 (Feb)

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Existing Home Sales TABLE 1 (Feb)

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Existing Home Sales TABLE 2 (Feb)


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2009-03-19 USER


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Initial Jobless Claims (Mar 14)

Survey 655K
Actual 646K
Prior 654K
Revised 658K

 
Karim writes:

  • Initial claims fall 12k to 646k (prior week revised up 4k)
  • Continuing claims rise another 185k to 5473k, +349k in last 2 weeks and more than double Jan 2008 level
  • Continuing claims correlated to longer duration of unemployment, drawing down of savings (assuming expenses greater than jobless benefit), and less pressure on wages

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Continuing Claims (Mar 7)

Survey 5323K
Actual 5473K
Prior 5317K
Revised 5288K

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Jobless Claims ALLX (Mar 7)

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Leading Indicators (Feb)

Survey -0.6%
Actual -0.4%
Prior 0.4%
Revised 0.1%

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Leading Indicators ALLX (Feb)

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Philadelphia Fed (Mar)

Survey -39.0
Actual -35.0
Prior -41.3
Revised n/a

 
Karim writes:

  • Philly Fed headline (not a wtd avg of components) improves from -41.3 to -35
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    Philadelphia Fed TABLE 1 (Mar)

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    Philadelphia Fed TABLE 2 (Mar)


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    2009-03-16 USER


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    Empire State Manufacturing Survey (Mar)

    Survey -30.80
    Actual -38.23
    Prior -34.65
    Revised n/a

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    Empire State Manufacturing Survey ALLX 1 (Mar)

    the

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    Empire State Manufacturing Survey ALLX 2 (Mar)

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    Net Long Term TIC Flows (Jan)

    Survey $45.0B
    Actual -$43.0B
    Prior $34.8B
    Revised $34.7B

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    Total Net TIC Flows (Jan)

    Survey n/a
    Actual -$148.9B
    Prior $74.0B
    Revised $86.2B

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    TIC ALLX (Jan)

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    TIC TABLE 1 (Jan)

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    TIC TABLE 2 (Jan)

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    TIC TABLE 3 (Jan)

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    Industrial Production MoM (Feb)

    Survey -1.3%
    Actual -1.4%
    Prior -1.8%
    Revised -1.9%

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    Industrial Production YoY (Feb)

    Survey n/a
    Actual -11.2%
    Prior -10.1%
    Revised n/a

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    Capacity Utilization (Feb)

    Survey 71%
    Actual 70.9%
    Prior 72.0%
    Revised 71.9%

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    Capacity Utilization TABLE 1 (Feb)

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    Capacity Utilization TABLE 2 (Feb)

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    Capacity Utilization TABLE 3 (Feb)

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    NAHB Housing Market Index (Mar)

    Survey 9
    Actual 9
    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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    2009-03-13 USER


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    Trade Balance (Jan)

    Survey -$38.0B
    Actual -$36.0B
    Prior -$39.9B
    Revised n/a

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    Exports MoM (Jan)

    Survey n/a
    Actual -5.7%
    Prior -5.8%
    Revised n/a

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    Imports MoM (Jan)

    Survey n/a
    Actual -6.7%
    Prior -5.8%
    Revised n/a

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    Exports YoY (Jan)

    Survey n/a
    Actual -16.4%
    Prior -9.3%
    Revised n/a

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    Imports YoY (Jan)

    Survey n/a
    Actual -22.8%
    Prior -15.4%
    Revised n/a

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    Trade Balance ALLX (Jan)

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    Import Price Index MoM (Feb)

    Survey -0.7%
    Actual -0.2%
    Prior -1.1%
    Revised -1.2%

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    Import Price Index YoY (Feb)

    Survey -13.5%
    Actual -12.8%
    Prior -12.5%
    Revised -12.5%

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    Import Price Index ALLX 1 (Feb)

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    Import Price Index ALLX 2 (Feb)

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    U of Michigan Confidence (Mar P)

    Survey 55.0
    Actual 56.6
    Prior 56.3
    Revised n/a

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    U of Michigan TABLE Inflation Expectations (Mar P)


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    2009-03-12 USER


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    Advance Retail Sales MoM (Feb)

    Survey -0.5%
    Actual -0.1%
    Prior 1.0%
    Revised 1.8%

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    Advance Retail Sales YoY (Feb)

    Survey n/a
    Actual -8.6%
    Prior -9.0%
    Revised n/a

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    Retail Sales Less Autos (Feb)

    Survey -0.1%
    Actual 0.7%
    Prior 0.9%
    Revised 1.6%

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    Initial Jobless Claims (Mar 7)

    Survey 644K
    Actual 654K
    Prior 639K
    Revised 645K

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    Continuing Claims (Mar 7)

    Survey 5140K
    Actual 5317K
    Prior 5106K
    Revised 5124K

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    Jobless Claims ALLX (Mar 7)

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    Business Inventories MoM (Jan)

    Survey -1.0%
    Actual -1.1%
    Prior -1.3%
    Revised -1.6%

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    Business Inventories YoY (Jan)

    Survey n/a
    Actual -1.5%
    Prior 0.6%
    Revised n/a


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    2009-03-11 USER


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    MBA Mortgage Applications (Mar 6)

    Survey n/a
    Actual 11.3%
    Prior -12.6%
    Revised n/a

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    MBA Purchasing Applications (Mar 6)

    Survey n/a
    Actual 253.30
    Prior 236.40
    Revised n/a

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    MBA Refinancing Applications (Mar 6)

    Survey n/a
    Actual 3470.70
    Prior 3063.40
    Revised n/a

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    Bloomberg Global Confidence (Mar)

    Survey n/a
    Actual 5.95
    Prior 8.49
    Revised n/a


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    2009-03-10 USER


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    ICSC UBS Store Sales YoY (Mar 10)

    Survey n/a
    Actual -0.9%
    Prior -0.8%
    Revised n/a

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    ICSC UBS Store Sales WoW (Mar 10)

    Survey n/a
    Actual 0.2%
    Prior -0.6%
    Revised n/a

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    Redbook Store Sales Weekly YoY (Mar 10)

    Survey n/a
    Actual -1.4%
    Prior -1.9%
    Revised n/a

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    Redbook Store Sales MoM (Mar 10)

    Survey n/a
    Actual -0.2%
    Prior 0.8%
    Revised n/a

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    ICSC UBS Redbook Comparison TABLE (Mar 10)

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    Wholesale Inventories MoM (Jan)

    Survey -1.0%
    Actual -0.7%
    Prior -1.4%
    Revised -1.5%

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    Wholesale Inventories YoY (Jan)

    Survey n/a
    Actual 1.0%
    Prior 3.4%
    Revised n/a

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    Wholesale Inventories ALLX 1 (Jan)

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    Wholesale Inventories ALLX 2 (Jan)

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    IBD TIPP Economic Optimism (Mar)

    Survey 43.0
    Actual 45.3
    Prior 44.6
    Revised n/a


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    2009-03-04 USER


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    It all still looks very, very weak. But so low that even small improvements will show high % gains.


    MBA Mortgage Applications (Feb 27)

    Survey n/a
    Actual -12.6%
    Prior -15.1%
    Revised n/a

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    MBA Purchasing Applications (Feb 27)

    Survey n/a
    Actual 236.40
    Prior 250.50
    Revised n/a

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    MBA Refinancing Applications (Feb 27)

    Survey n/a
    Actual 3063.40
    Prior 3618.00
    Revised n/a

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    Challenger Job Cuts YoY (Feb)

    Survey n/a
    Actual 158.49%
    Prior 222.40%
    Revised n/a

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    Challenger Job Cuts TABLE 1 (Feb)

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    Challenger Job Cuts TABLE 2 (Feb)

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    Challenger Job Cuts TABLE 3 (Feb)

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    Challenger Job Cuts TABLE 4 (Feb)

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    ADP Employment Change (Feb)

    Survey -630K
    Actual -697K
    Prior -522K
    Revised -614K

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    ADP ALLX (Feb)

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    RPX Composite 28dy Index (Dec)

    Survey n/a
    Actual 193.05
    Prior 199.39
    Revised n/a

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    RPX Composite 28dy YoY (Dec)

    Survey n/a
    Actual -21.43%
    Prior -21.59%
    Revised n/a

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    ISM Non Manufacturing Composite (Feb)

    Survey 41.0
    Actual 41.6
    Prior 42.9
    Revised 42.9


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