Monthly Archives: May 2014

May 31 graphics

2nd estimate 1st quarter GDP: April income and outlays: March Case-Shiller A-L: March Case-Shiller M-Z:

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April’s new and existing home sales, the Russian-Chinese gas deal, the phantom US oil reserves, et al

both of the widely watched releases this week were on April home sales; first on existing home sales from the National Association of Realtors, then on new home sales from the Census Bureau…there was also a “flash” manufacturing report for … Continue reading

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April home sales graphs, monterey shale pic

existing home sales: existing home prices: new home sales: typical fracked well: monterey shale:

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April retail sales, price indexes, industrial production, new homes, state jobs; 1st Qtr household debt, mortgage delinquencies, et al

  we’ve had a full plate over this week with several key monthly economic releases, as well as reports on first quarter household credit and mortgage delinquencies…in addition to the April advance report on retail sales from the Census bureau, … Continue reading

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May 17 graphics

April retail sales table: 1st quarter household debt: 1st quarter new delinquent debt: MBA 1st quarter graph from Bill McBride: April industrial production:

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March trade, job openings and turnover, and the March Mortgage Monitor

the key economic release this past week was the March report on our trade deficit, which despite improvement over February, showed that the BEA’s estimate of 1st quarter GDP was overly optimistic and will have to be revised down, indicating … Continue reading

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March LPS and May 10 graphics

March trade balance: March JOLTS: delinquencies & foreclosures; non-current state map: non-current table: loan count buckets: new originations: house payment to income ratio:

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