My December Employment Preview. Goldman’s December Payrolls preview. Friday:• At 8:30 AM ET, Employment Report for December.   The consensus is for 160,000 jobs added, and for the unemployment rate to be unchanged at 3.5%. Calculated Risk
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My November Employment Preview. Goldman’s November Payrolls preview. Friday:• At 8:30 AM ET, Employment Report for November.   The consensus is for 180,000 jobs added, and for the unemployment rate to be unchanged at 3.6%. • At 10:00 AM, University of Michigan’s Consumer sentiment index (Preliminary for December). • At 3:00 PM, Consumer Credit...
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Friday:• At 8:30 AM ET, Retail sales for October will be released.  The consensus is for a 0.2% increase in retail sales. • Also at 8:30 AM, The New York Fed Empire State manufacturing survey for November. The consensus is for a reading of 5.0, up from 4.0. • At 9:15 AM, The Fed...
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Friday:• At 8:30 AM, Retail sales for May is scheduled to be released.  The consensus is for 0.7% increase in retail sales. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for May. The consensus is for a 0.2% increase in Industrial Production, and for Capacity Utilization to increase to...
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My April Employment Preview Goldman: April Payrolls Preview Friday:• At 8:30 AM: Employment Report for April.   The consensus is for 180,000 jobs added, and for the unemployment rate to be unchanged at 3.8%. • At 10:00 AM: the ISM non-Manufacturing Index for April.   The consensus is for a reading of 57.2, up...
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Friday:• At 8:30 AM ET, Personal Income, February 2019; Personal Outlays, January 2019. The consensus is for a 0.3% increase in personal income, and for a 0.3% increase in personal spending. And for the Core PCE price index to increase 0.2%. • At 9:45 AM, Chicago Purchasing Managers Index for March. The consensus is...
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My February Employment Preview Goldman: February Payrolls Preview Friday:• At 8:30 AM ET, Employment Report for February.   The consensus is for 178,000 jobs added, and for the unemployment rate to decline to 3.9%. • At 8:30 AM, Housing Starts for January. The consensus is for 1.170 million SAAR, up from 1.078 million SAAR....
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Probably the four most important data releases for tracking the economy are 1) the monthly employment report, 2) the quarterly GDP report, 3) the monthly housing starts report, and 4) the new home sales report.  Only the employment report is being released on time. The government shutdown is delaying 3 out of 4 of...
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Friday:• At 8:30 AM ET, Durable Goods Orders for November from the Census Bureau. The consensus is for a 1.5% increase in durable goods orders. • At 8:30 AM, Gross Domestic Product, 3nd quarter 2018 (Third estimate). The consensus is that real GDP increased 3.5% annualized in Q3, unchanged from the second estimate of...
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My September Employment Preview Goldman: September Payrolls Preview Friday:• At 8:30 AM, Employment Report for September. The consensus is for an increase of 180,000 non-farm payroll jobs in September, down from the 201,000 non-farm payroll jobs added in August. The consensus is for the unemployment rate to decline to 3.8%. • At 8:30 AM,...
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