經濟數據分析 09年 第35周

- 2Q USA GDP
- 衰退
- 中國移動



USA
Overall

• 2Q GDP revised from -1.0% to -1.0% (better than expect, -1.5%)
• 2Q GDP deflater revised from +0.2% to 0.0% (better than expect, +0.2%)

Consumer market

• Aug Consumer confidence up to 54.1 from 47.4 (better, 47.9) it also ran above 50.0, another sign to show recession may be over
• Jul durable orders up to +4.9% from -1.3% in Jun (better, +3.0%)
• Jul durable orders ex transport down to +0.8% from -2.5% in Jun (worse, +0.9%)
• Jul personal spending down to +0.2% from +0.6% in Jun (inline, +0.2%)

House market

• Jul new home sales up to 433k from 395k in Jun (better, 390k)
• Jun S&P home price index up to -15.44% from -17.02% (better, -16.4%)

Job market

• Jul personal income up to 0.0% from -1.1% in Jun (worse, +0.1%)
• 08/22 initial jobless claims down to 570k from 580k last week (worse, 565k)
• 08/22 continue jobless claims down to 6,133k from 6,254k last week

Canada

• Jun retail sales down to +1.0% from +1.1% in May
• Jun retail sales ex-auto up to +1.0% from +0.6% in May