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MBA Mortgage Applications (Nov 14)

Survey n/a
Actual -6.2%
Prior 11.9%
Revised n/a

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MBA Purchasing Applications (Nov 14)

Survey n/a
Actual 248.50
Prior 284.40
Revised n/a

 
Back down big time.

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MBA Refinancing Applications (Nov 14)

Survey n/a
Actual 1281.20
Prior 1248.40
Revised n/a

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Consumer Price Index MoM (Oct)

Survey -0.8%
Actual -1.0%
Prior 0.0%
Revised n/a

 
Not much of a surprise led by gasoline prices. More to come.

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CPI Ex Food and Energy MoM (Oct)

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

 
Lower than expected. Owner equivalent remains positive at up 0.1%.

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Consumer Price Index YoY (Oct)

Survey 4.0%
Actual 3.7%
Prior 4.9%
Revised n/a

 
Coming down quickly with the fall in gasoline prices, much like Aug 06 when Goldman changed their commodity index and triggered a liquidation of gasoline inventories.

Karim writes:

  • Largest single mthly fall on record in headline CPI: -0.961%
  • Core also falls, by 0.071%
  • Service inflation now unchanged for 2 straight months
  • OER up 0.1%
  • Apparel -1%, vehicles -0.7% (new -0.5%, used -2.4%)
  • Medical care and education each up 0.2%
  • Market strains + output gap + weaker commodities to lead to falling/slowing inflation in period ahead

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CPI Ex Food and Energy YoY (Oct)

Survey 2.4%
Actual 2.2%
Prior 2.5%
Revised n/a

 
Also moving down.

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CPI Core Index SA (Oct)

Survey n/a
Actual 216.801
Prior 216.956
Revised n/a

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Consumer Price Index NSA (Oct)

Survey 216.700
Actual 216.573
Prior 218.783
Revised n/a

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Consumer Price Index TABLE 1 (Oct)

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Consumer Price Index TABLE 2 (Oct)

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Consumer Price Index TABLE 3 (Oct)

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Housing Starts (Oct)

Survey 780K
Actual 791K
Prior 817K
Revised 828K

 
Looking grim again after showing signs of bottoming.

Karim writes:

  • October housing starts down another 4.5% and permits down 12%-contribution from housing to GDP will remain a significant drag at least thru Q2 2009 (based on lag from permits to construction).

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Building Permits (Oct)

Survey 774K
Actual 708K
Prior 786K
Revised 805K


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