December 30, 2020 Headlines

Treasuries are little changed this morning as we draw closer to the end of 2020. U.S. equities are poised for a modest rebound from yesterday’s action, with futures up 20-45 bps ahead of the open. Germany is considering extending current lockdown measures after Covid-19 deaths topped 1,000 for the first time, and France is contemplating new restrictions as well. On a positive note, U.K. regulators have approved a vaccine by AstraZeneca and the University of Oxford.  

Jason Haley
Chief Investment Officer

Date Event Surv(M) Actual Prior Revised
12/28/20 Dallas Fed Manf. Activity 11.6 9.7 12
12/29/20 S&P CoreLogic CS 20-City MoM SA 1.00% 1.61% 1.27% 1.44%
12/29/20 S&P CoreLogic CS 20-City YoY NSA 6.95% 7.95% 6.57% 6.64%
12/29/20 S&P CoreLogic CS 20-City NSA Index 235.77 232.53 232.68
12/29/20 S&P CoreLogic CS US HPI YoY NSA 8.41% 6.96% 6.99%
12/29/20 S&P CoreLogic CS US HPI NSA Index 229.93 226.8 226.82
12/30/20 Advance Goods Trade Balance -$81.5b -$84.8b -$80.3b -$80.4b
12/30/20 Retail Inventories MoM 0.70% 0.80% 0.90%
12/30/20 Wholesale Inventories MoM 0.60% -0.10% 1.10% 1.20%
12/30/20 MNI Chicago PMI 56.3 58.2
12/30/20 Pending Home Sales MoM 0.00% -1.10%
12/30/20 Pending Home Sales NSA YoY 21.00% 19.50%
12/31/20 Initial Jobless Claims 833k 803k
12/31/20 Continuing Claims 5390k 5337k
12/31/20 Bloomberg Consumer Comfort 47

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