Thursday, July 5, 2012

It's The Economy Stupid: ADP & Initial Jobless Claims

Okay, the ADP Employment & Initial Jobless Claims numbers came in at better than expected levels.  And as usual, the prior period employment numbers were revised upwards.  So, there really isn’t very much to find in these numbers, certainly nothing that would lead you to believe that the economy is going to grow any faster than 2%.

 

 

Economic Event

Period

Economic Survey

Actual Reported

Original Prior

Revised Prior

MBA Mortgage Applications

JUN 29

 

-6.7%

-7.1%

 

Challenger Job Cuts YoY

JUN

 

-9.4%

-9.4%

 

RBC Consumer Outlook Index

JUL

 

     47.0

       46.1

 

ADP Employment Change

JUN

100K

176K

133K

136K

Initial Jobless Claims

JUN 30

385K

374K

386K

388K

Continuing Claims

JUN 23

3300K

3306K

3296K

3302K

 

 

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“The Fed has gone about as if the problem is a shortage of liquidity.  That is not the basic problem.  The basic problem is uncertainty that the balance sheets of financial firms are credible.”

~ 2009, Anna Schwartz, Economist, 1915-2012

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John Broussard

Assistant State Treasurer

Chief Investment Officer

State of Louisiana

Department of the Treasury

Ph:  225-342-0013

Fx:  225-342-9721

Email:  jbroussard@treasusry.state.la.us

Street Address:

445 North Blvd, 7th Floor

Baton Rouge, LA 70802

Mailing Address:

P.O. Box 44154 Capitol Station

Baton Rouge, LA 70804-4154

Physical Location:

One City Plaza, 7th Floor

Corner of North Blvd & 4th Street

Exit 1B I-110 Convention Street,

Turn Left to get to North Blvd,

Turn Right on North Blvd

 

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