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Challenger Job Cuts YoY (Jul)

Survey n/a
Actual 140.8%
Prior 46.7%
Revised n/a

Starting to reflect the labor market weakness.


Challenger Job Cuts TABLE (Jul)


Personal Income MoM (Jun)

Survey -0.2%
Actual 0.1%
Prior 1.9%
Revised 1.8%

Better than expected and looking ok.


Personal Income YoY (Jun)

Survey n/a
Actual 5.7%
Prior 6.0%
Revised n/a

Holding up with the fiscal package kicking in along with other government spending.


Personal Income ALLX (Jun)


Personal Spending MoM (Jun)

Survey 0.4%
Actual 0.6%
Prior 0.8%
Revised n/a

Also better than expected for same reasons.


Personal Spending YoY (Jun)

Survey n/a
Actual 5.3%
Prior 5.0%
Revised n/a

Looking pretty good here, too.


PCE Deflator YOY (Jun)

Survey 3.7%
Actual 4.1%
Prior 3.1%
Revised 3.5%

ugly number for the Fed tomorrow.


PCE Core MoM (Jun)

Survey 0.2%
Actual 0.3%
Prior 0.1%
Revised 0.2%

Fed wary of headline leaking into core. This is not encouraging.


PCE Core YoY (Jun)

Survey 2.2%
Actual 2.3%
Prior 2.1%
Revised 2.2%

Also moving the wrong way for the Fed, and they know headline numbers leak into core with substantial lags.


Personal Spending ALLX 1 (Jun)


Personal Spending ALLX 2 (Jun)


Factory Orders MoM (Jun)

Survey 0.7%
Actual 1.7%
Prior 0.6%
Revised 0.9%

Government and exports providing the support at the macro level.


Factory Orders YoY (Jun)

Survey n/a
Actual 7.1%
Prior 5.4%
Revised n/a

Looks to be moving up nicely.


Factory Orders ALLX (Jun)


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