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Author Jason Haley

Published

Estimated

Treasury yields are little changed following a relatively quiet overnight session and a round of economic data this morning.

Retail sales were weaker than expected in October, with the control group posting a -0.1% m/m rate (0.3% expected). However, some of the weakness in October growth rates is explained by big upward revisions to the September figures. Going back to the control group, which is used in the GDP calculation, the September growth rate was revised up from 0.7% m/m to 1.2% m/m. In a separate report, import prices rose more than expected in October.

Jason Haley
Chief Investment Officer

DateEventSurveyActualPriorRevised
11/15/2024Empire Manufacturing031.2-11.9—
11/15/2024Retail Sales Advance MoM0.30%0.40%0.40%0.80%
11/15/2024Retail Sales Ex Auto MoM0.30%0.10%0.50%1.00%
11/15/2024Retail Sales Ex Auto and Gas0.30%0.10%0.70%1.20%
11/15/2024Retail Sales Control Group0.30%-0.10%0.70%1.20%
11/15/2024Import Price Index MoM-0.10%0.30%-0.40%—
11/15/2024Import Price Index ex Petroleum MoM0.10%0.20%0.20%—
11/15/2024Import Price Index YoY0.30%0.80%-0.10%—
11/15/2024Export Price Index MoM-0.10%0.80%-0.70%-0.60%
11/15/2024Export Price Index YoY-1.70%-0.10%-2.10%-1.90%
11/15/2024Industrial Production MoM-0.40%—-0.30%—
11/15/2024Capacity Utilization77.10%—77.50%—
11/15/2024Manufacturing (SIC) Production-0.50%—-0.40%—
11/15/2024Business Inventories0.20%—0.30%—
11/18/2024New York Fed Services Business Activity——-2.2—
11/18/2024NAHB Housing Market Index42—43—
11/18/2024Total Net TIC Flows——$79.2b—
11/18/2024Net Long-term TIC Flows——$111.4b—
11/19/2024Housing Starts1335k—1354k—
11/19/2024Building Permits1442k—1428k1425k
11/19/2024Housing Starts MoM-1.40%—-0.50%—
11/19/2024Building Permits MoM1.20%—-2.90%-3.10%
11/20/2024MBA Mortgage Applications——0.50%—
11/21/2024Philadelphia Fed Business Outlook5.8—10.3—
11/21/2024Initial Jobless Claims——217k—
11/21/2024Continuing Claims——1873k—
11/21/2024Leading Index-0.30%—-0.50%—
11/21/2024Existing Home Sales3.93m—3.84m—
11/21/2024Existing Home Sales MoM2.30%—-1.00%—
11/21/2024Kansas City Fed Manf. Activity——-4—
11/22/2024Bloomberg Nov. United States Economic Survey    
11/22/2024S&P Global US Manufacturing PMI48—48.5—
11/22/2024S&P Global US Services PMI55—55—
11/22/2024S&P Global US Composite PMI——54.1—
11/22/2024U. of Mich. Sentiment73—73—
11/22/2024U. of Mich. Current Conditions——64.4—
11/22/2024U. of Mich. Expectations——78.5—
11/22/2024U. of Mich. 1 Yr Inflation——2.60%—
11/22/2024U. of Mich. 5-10 Yr Inflation——3.10%—
11/22/2024Kansas City Fed Services Activity——5—

Jason Haley

Chief Investment Officer

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