經濟數據分析 09年 第32周

- 美國 7月失業率
- 加拿大 7月失業率
- 中國信貨危機?
- 本周大市回顧
- 滙豐控股
- 宏利金融
- 富國銀行

USA
Consumer market

• Jul ISM index up to 48.9 from 44.8 in Jun (better than expect, 46.5)
• Jun pesonal spending up +0.4% from +0.1% in May (better, +0.3%)
• Jun factory orders down to +0.4% from +1.1% in May (better, -0.8%)

House market

• Jun construction spending up +0.3% from -0.8% in May (better, -0.5%)
• Jun pending home sales up +3.6% from +0.8% in May (better, +0.7%)

Job market

• Jul unemployment rate down to 9.4% from 9.5% in Jun (better, 9.7%), what a surprise!!
• Jul non farm payroll cut -247k positions from -443k in Jun (better, -325k)
• Jul ADP employment change cut -371k positions from -463k in Jun (worse, -350k)
• Jul Personal income down -1.3% from +1.3% in Jun (worse, -1.0%) but the down mainly driven by tax refund draw back in Jun, excluded tax refund impact, income only down -0.3%, still low
• 08/01 initial jobless claims down to 550k from 588k last week (better, 580k)