經濟數據分析09年第34周

- USA leading indicator 領先指標
- Loan & Debt 債市
- Market Performance 股市
- China Mobile 中國移動
- Banking in China 中國銀行業

Part II on 中國移動 @ Bilibala Finance



USA
Overall

• Jul leading indicators down to +0.6% from +0.8% in Jun (worse than expect, +0.7%)
• Jul PPI down to -0.9% from +1.8% in Jun (worse, -0.3%)
• Jul Core PPI down to -0.1% from +0.5% in Jun (worse, +0.1%)
• Aug Philadelphia federal index up to +4.2% from -7.5% in Jul (better, -2.0%)

House market

• Jul existing home sales up to 5.24M from 4.89M in Jun (better, 5.0M)
• Jul house starts down slightly to 581k from 587k in Jun (worse, 599k)
• Jul building permits down to 560k from 570k in Jun (worse, 577k)

Job market

• 08/14 initial jobless claim up to 576k from 561k last week (worse, 550k)

Canada
Overall

• Jul leading indicators up to 0.4% M/M from -0.1% in Jun
  
• Jul CPI down to -0.9% Y/Y from -0.3% Y/Y in Jun (mainly due to oil price peak last year)
  
• Jul core CPI down to +1.8% Y/Y from +1.9% Y/Y in Jun

Consumer market
Jun wholesale sales up to +0.6% M/M from -0.3% M/M in May