Today's fundamentals: PPI, mortgage apps, retail sales, business inventories, industrial production
Industrial Production
CPI (November 2012) CPI core Month/Month (less food & energy) +0.1% CPI core (less food & energy – Year/Year 1.9% CPI overall Month/Month -0.3% CPI overall Year/Year +1.8% Inflation is well contained and there is no apparant deflationary threat. Industrial Production/Capacity Utilization (November 2012) Production – Month/Month 1.1%. Previous was -0.7% Capacity Utilization Rate –
Industrial Production (October 2012) Production – Month/Month -0.4%. Previous was +0.4% Capacity Utilization Rate 77.8%. Previous was 78.3% Manufacturing – Month/Month -0.9%. Previous was -0.2%. Industrial Production includes the output from utilities which took a storm related hit at the end of the month.
Here's a good table of homebuilder confidence 1985 to present.
CPI (Retail Level Inflation) August 2012 CPI core (less food & energy) Month/Month 0.1% CPI less food & energy Year/Year 1.7% CPI – Month/Month 0.6% CPI – Year/Year +1.7% Core CPI is contained. Overall reflects higher gasoline and food prices and those increases are weather related and will correct. Retail Sales (August 2012) Retail Sales
Good 1985-present table here. Plus Bernanke's comments this morning underscore why housing recovery is so slow.
Comments on today's data: Housing starts, mortgage applications, industrial production
Comments on today's data: Housing starts, mortgage applications, industrial production
Rundown of today's data and MBS trading update.
Rundown of today's data and MBS trading update.
Stocks up, bonds/rates holding in headline driven market. Here's all key data/charts so far this week.
Stats: CPI, industrial production, mortgage apps, homebuilder activity
Industrial Production/Capacity Utilization (September 2011) – Industrial Production was +0.2% – Previous was +0.2%, consensus +0.2% – Capacity Utilization was 77.4% – Previous was 77.4%. Consensus was 77.5%. Empire State Manufacturing Survey -Index was -8.48 vs. -8.82 last month -0 is dividing line between expansion and contraction -Fifth straight monthly contraction –Full report -Upper New
Consumer Sentiment –July sentiment 63.8, down from 71.5 in June -Lowest since March 2009 June Consumer Inflation -CPI Overall Month/Month: -0.2% -CPI Core (less food & energy) Month/Month: 0.3% -CPI Overall Year/Year: 3.6% -CPI Core (less food & energy) Year/Year: 1.6% -Today’s full report -Same story we already know: Core inflation is tame. -Overall gets
Consumer Inflation: CPI – Month/Month (overall) +0.2% CPI – Year/Year (overall) +3.6% CPI – Month/Month core (less food & energy) 0.3% CPI – Year/Year core (less food & energy) 1.5% Month/Month core is a tenth above “acceptable.” CPI details here. Mortgage Applications: Purchase Index – Week/Week Change 4.5 % Refinance Index – Week/Week Change 16.5
Consumer Inflation: CPI – Month/Month (overall) +0.2% CPI – Year/Year (overall) +3.6% CPI – Month/Month core (less food & energy) 0.3% CPI – Year/Year core (less food & energy) 1.5% Month/Month core is a tenth above “acceptable.” CPI details here. Mortgage Applications: Purchase Index – Week/Week Change 4.5 % Refinance Index – Week/Week Change 16.5
Load More