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Tag Archives: ***RECOVERY WATCH
ANOTHER BULLISH SIGN FOR US EMPLOYMENT
Stéfane Marion and his team at National Financial Group came up with another fascinating unique analysis of economic relationships. To read in conjunction with yesterday’s post BUSINESS INVESTMENT COMING BACK. IS EMPLOYMENT NEXT? Rising employment would do wonders to final … Continue reading
Posted in ***RECOVERY WATCH, US Employment, US economy
Tagged ***RECOVERY WATCH, EMPLOYMENT, US economy
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CHICAGO FED INDEX SLIPS NEAR DANGEROUS LEVEL
An index level at or below -0.70 typically has indicated negative U.S. economic growth. We have had –.61 in December, –.39 in November and –.83 in October. There is a correlation of about 80% between the Chicago Fed Index and … Continue reading
Posted in ***RECOVERY WATCH, MANUFACTURING, US economy
Tagged ***RECOVERY WATCH, MANUFACTURING, US economy
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MASS LAYOFFS DECLINED IN DECEMBER
Employers took 1,726 mass layoff actions in December that resulted in the separation of 153,127 workers, seasonally adjusted, as measured by new filings for unemployment insurance benefits during the month, the U.S. Bureau of Labor Statistics reported today.The number of … Continue reading
STRONG US LEI BUT SLOWER PHILLY FED INDEX
Yesterday, I missed these 2 stats: Leading U.S. economic indicators increased 1.1% in December and have risen for nine straight months, suggesting "that the pace of improvement could pick up this spring," according to a report released by the Conference … Continue reading
US DECEMBER EMPLOYMENT –85K; TEMP HIRING KEEPS RISING
The only good news in the employment report is that temp hiring kept rising, a pre-condition before full-time employment turns. Companies are very cautious and they do not want to add full-time employees until they are more comfortable with demand … Continue reading
OECD Data Show ‘Stronger Signals’ of Recovery
The underlying reference series is the index of industrial production for each country. As such, the OECD’s leading economic index, combined with China’s, is perhaps the best proxy for the outlook for commodities, particularly mines and minerals. Only India and … Continue reading
US RE-STOCKING PHASE UNDERWAY
Corporate inventories have been surprisingly resilient so far as companies have been very cautious after the collapse in profits in Q4 2008. While retail sales have yet to show any clear upward trend, the Christmas season has been good enough … Continue reading
Posted in ***RECOVERY WATCH, MANUFACTURING
Tagged ***RECOVERY WATCH, MANUFACTURING, US economy
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World’s Factories Rebound
Nice WSJ set of charts summarizing yesterday’s PMI reports from the US, Europe and Asia. The mounting evidence of a global manufacturing rebound gave world stock markets a boost on the first trading day of the new year. The Dow … Continue reading
December 2009 Manufacturing ISM at 55.9
Unsurprising, given previous manufacturing indicators for December. Very strong overall, much like Asia and Europe PMI reports. But customer inventories continue to decline and the backlog of orders retreated from 52.0 to 50.0 in spite of strong new orders. "The … Continue reading
CHICAGO PMI UP STRONGLY
The Chicago survey of area purchasers, purchasers from both the manufacturing and non-manufacturing sectors, rose sharply, up nearly 4 points to 60.0. This survey has now posted three monthly gains all at accelerating rates (60.0 Dec, 56.1 Nov, 54.2 Oct). … Continue reading
As RV sales go, so goes the economy
The Chicago Tribune (via The Buffalo News) had a positive article on the RV industry. While I see why it would lead on a downturn, I fail to see how it can be an early indicator in an upturn. Anyway, … Continue reading
THE US CONSUMER: BUYING AND DELIVERING THE GOODS
Amid declining employment, work week and hourly earnings and faced with a record debt level, the US consumer was hard pressed to maintain the right balance between spending and saving in order to help sustain the economy while restoring its … Continue reading
Posted in ***CONSUMER WATCH, CONSUMER, US consumer
Tagged ***CONSUMER WATCH, ***RECOVERY WATCH, CONSUMER, retail
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