Site Search

Looking for something? Use the search bar below or visit our Resources page.


Author Hafizan Hamzah

Published

Estimated

Treasury yields are nearly unchanged to start the week following a choppy overnight session that saw the 10-year hit a 3-month high of 4.29%.

The sell off in Treasuries was spurred by a risk-on tone that took hold after a limited Israeli strike in Iran. Treasuries retraced their move as investors took advantage of the uptick in yields. The economic calendar is light today but picks up later in the week with the release of Q3 GDP on Wednesday, PCE on Thursday, and the jobs report on Friday.

Hafizan Hamzah
Senior Director, Investment Management Group

DateEventSurveyActualPriorRevised
10/28/2024Dallas Fed Manf. Activity-9.3—-9—
10/29/2024Wholesale Inventories MoM0.00%—0.10%—
10/29/2024Advance Goods Trade Balance-$95.8b—-$94.3b—
10/29/2024Retail Inventories MoM0.50%—0.50%—
10/29/2024FHFA House Price Index MoM0.20%—0.10%—
10/29/2024S&P CoreLogic CS 20-City MoM SA0.20%—0.27%—
10/29/2024S&P CoreLogic CS 20-City YoY NSA5.00%—5.92%—
10/29/2024S&P CoreLogic CS US HPI YoY NSA——4.96%—
10/29/2024JOLTS Job Openings8000k—8040k—
10/29/2024Conf. Board Consumer Confidence99.4—98.7—
10/29/2024Conf. Board Present Situation——124.3—
10/29/2024Conf. Board Expectations——81.7—
10/29/2024Dallas Fed Services Activity——-2.6—
10/30/2024MBA Mortgage Applications——-6.70%—
10/30/2024ADP Employment Change113k—143k—
10/30/2024GDP Annualized QoQ3.00%—3.00%—
10/30/2024Personal Consumption3.30%—2.80%—
10/30/2024GDP Price Index1.90%—2.50%—
10/30/2024Core PCE Price Index QoQ2.00%—2.80%—
10/30/2024Pending Home Sales MoM2.00%—0.60%—
10/30/2024Pending Home Sales NSA YoY——-4.30%—
10/31/2024Challenger Job Cuts YoY——53.40%—
10/31/2024Employment Cost Index0.90%—0.90%—
10/31/2024Personal Income0.30%—0.20%—
10/31/2024Personal Spending0.40%—0.20%—
10/31/2024Real Personal Spending0.30%—0.10%—
10/31/2024PCE Price Index MoM0.20%—0.10%—
10/31/2024PCE Price Index YoY2.10%—2.20%—
10/31/2024Core PCE Price Index MoM0.30%—0.10%—
10/31/2024Core PCE Price Index YoY2.60%—2.70%—
10/31/2024Initial Jobless Claims230k—227k—
10/31/2024Continuing Claims1880k—1897k—
10/31/2024MNI Chicago PMI47—46.6—
11/1/2024Change in Nonfarm Payrolls110k—254k—
11/1/2024Two-Month Payroll Net Revision——72k—
11/1/2024Change in Private Payrolls70k—223k—
11/1/2024Change in Manufact. Payrolls-30k—-7k—
11/1/2024Unemployment Rate4.10%—4.10%—
11/1/2024Average Hourly Earnings MoM0.30%—0.40%—
11/1/2024Average Hourly Earnings YoY4.00%—4.00%—
11/1/2024Average Weekly Hours All Employees34.2—34.2—
11/1/2024Labor Force Participation Rate62.70%—62.70%—
11/1/2024Underemployment Rate——7.70%—
11/1/2024S&P Global US Manufacturing PMI47.8—47.8—
11/1/2024Construction Spending MoM0.00%—-0.10%—
11/1/2024ISM Manufacturing47.6—47.2—
11/1/2024ISM Prices Paid——48.3—
11/1/2024ISM New Orders——46.1—
11/1/2024ISM Employment——43.9—
11/1/2024Wards Total Vehicle Sales15.80m—15.77m—
11/4/2024Factory Orders-0.50%—-0.20%—
11/4/2024Factory Orders Ex Trans——-0.10%—
11/4/2024Durable Goods Orders——-0.80%—
11/4/2024Durables Ex Transportation——0.40%—
11/4/2024Cap Goods Orders Nondef Ex Air——0.50%—
11/4/2024Cap Goods Ship Nondef Ex Air——-0.30%—

Hafizan Hamzah

Senior Director, Investment Management Group

LinkedIn

  Headline Disclaimer

ALM First offers investment advisory services through ALM First Financial Advisors, LLC, which is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. The information contained herein does not constitute investment advice or a recommendation for you to purchase or sell any specific security. You are solely responsible for reviewing the content and for any actions you take or choose not to take based on your review of such content.

Information contained herein was derived from third party sources as indicated. While such information is believed to be reliable, no representation or warranty is made concerning the accuracy of any information presented. We have not and will not independently verify this information. Where such sources include opinions and projections, such opinions and projections should be ascribed only to the applicable third party source and not to ALM First.

Statements herein that reflect projections or expectations of future financial or economic performance are forward-looking statements. Such “forward-looking” statements are based on various assumptions, which assumptions may not prove to be correct. Accordingly, there can be no assurance that such assumptions and statements will accurately predict future events or actual performance. No representation or warranty can be given that the estimates, opinions or assumptions made herein will prove to be accurate. Any projections and forward-looking statements included herein should be considered speculative and are qualified in their entirety by the information and risks disclosed in the confidential offering document. Actual results for any period may or may not approximate such forward-looking statements. No representations or warranties whatsoever are made by ALM First Financial Advisors, LLC or any other person or entity as to the future profitability of investments recommended by ALM First Financial Advisors, LLC.



Recent Beyond The Headlines


  Headlines RSS
Strategic Partners

Let’s Work Together

ALM First is your agile partner with a trusted history of delivering results.