Thursday, February 21, 2013

It's The Economy Stupid: CPI & Jobless Claims

 

Economic Event

Period

Economic Survey

Actual Reported

Original Prior

Revised Prior

Consumer Price Index MoM

JAN

0.1%

0.0%

0.0%

 

CPI Ex Food & Energy MoM

JAN

0.2%

0.3%

0.1%

 

Consumer Price Index YoY

JAN

1.6%

1.6%

1.7%

 

CPI Ex Food & Energy YoY

JAN

1.8%

1.9%

1.9%

 

Consumer Price Index NSA

JAN

231.938

232.108

231.475

231.526

CPI Core Index SA

JAN

230.300

230.280

229.601

 

Initial Jobless Claims

FEB 16

355K

362K

341K

342K

Continuing Claims

FEB 9

3150K

3148K

3114K

3137K

 

Okay, my first impression is:  No Big Deal

Why you ask?

CPI is still under 2% (no inflationary pressure)

Initial Jobless Claims are still running around 350K per week, Continuing Claims still running around 3150K  (no great job growth)

 

So, nothing has really changed. 

 

We are still stuck in neutral.  With a zero interest rate policy.  We really are starting to look like Japan.

 

 

 

 

 

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