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Empire Manufacturing (Aug)

Survey -4.0
Actual 2.8
Prior -4.9
Revised n/a

Yet another series that could be making a comeback, albeit from very low levels.

Even the work week went up.

Prices paid still way high, and prices received high and moved higher.

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Empire Manufacturing ALLX (Aug)

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Net Long-term TIC Flows (Jun)

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Total Net TIC Flows (Jun)

Survey n/a
Actual $51.1B
Prior -$2.5B
Revised $12.3B

Should be slowing with trade flows reversing.

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TIC ALLX (Jun)

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TIC TABLE 1 (Jun)

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TIC TABLE 2 (Jun)

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TIC TABLE 3 (Jun)

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Industrial Production MoM (Jul)

Survey 0.0%
Actual 0.2%
Prior 0.5%
Revised 0.4%

A little better than expected.

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Industrial Production YoY (Jul)

Survey n/a
Actual -0.1%
Prior 0.2%
Revised n/a

Certainly not a collapse.

Being helped by the relatively weak USD.

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Capacity Utilization (Jul)

Survey 79.8%
Actual 79.9%
Prior 79.9%
Revised 79.8%

No collapse here either.

The Fed’s counting on slack to bring prices down.

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Capacity Utilization TABLE 2 (Jul)

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Capacity Utilization TABLE 3 (Jul)

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U of Michigan Confidence (Aug P)

Survey 62.0
Actual 61.7
Prior 61.2
Revised n/a

This too looks like it has bottomed from very low levels.

‘Inflation’ still hurting confidence.


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