Monthly Archives: June 2014

1st Qtr GDP revision, May’s personal income & spending, durable goods, new and existing home sales, & the April Case-Shiller index

the key reports this past week were the 3rd estimate of first quarter GDP, which showed our economy actually shrank at a 2.9% rate in the first quarter, and the May report on personal income and outlays, which indicated another … Continue reading

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June 28 graphics

3rd estimate 1st quarter GDP: May income and outlays: May new home sales: April Case-Shiller A-L: April Case-Shiller M-Z:

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May reports on industrial production, new home construction, consumer prices, real earnings and state unemployment

the major economic releases this past week were the May report on industrial production from the Fed, the May report on residential construction from the Census Bureau, and the May consumer price index release from the BLS…we also saw the … Continue reading

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June 21 graphs

May industrial production: May CPI components:

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April inventories and job openings, May producer prices and retail sales

it was a relatively slow week, with the major release being the retail sales report, which showed a small 0.3% increase in May sales, while April sales were revised to a 0.5% increase…other reports we saw this week included two … Continue reading

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June 14 graphics

May retail sales table:   April JOLTS:

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reports on May employment, the April trade deficit, the April Mortgage Monitor and more

obviously, with the first Friday of month, the most important release this week was the May Employment Situation Summary from the Bureau of Labor Statistics, which we’ll get to shortly…but in addition to the unemployment report, there were also a … Continue reading

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April LPS & other graphics, June 7

total delinquencies: pipeline ratios: mortgage modifications to reset: state non-current table: May auto sales: April trade deficit: May payrolls: May household survey metrics:

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1st Quarter GDP revisions, April personal income and outlays, April durable goods, March home prices. et al

Our 1st Quarter GDP Falls at a 1.0% Rate on Worst Investment Slowdown since Early 2009 the major economic release this week was the Second Estimate of 1st quarter GDP from the Bureau of Economic Analysis, which showed that our … Continue reading

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