Jan economic indicators....

Very good post from CR

http://www.calculatedriskblog.com/2009/01/january-economic-summary-in-graphs.html

US Stimulus package...

From http://www.bloomberg.com/apps/news?pid=20601087&sid=a97ZnbjkP6YA&refer=home

"In yesterday’s vote, all of the 244 “yes” votes came from Democrats. Voting “no” were 177 Republicans and 11 Democrats. "

Expecting it to be blocked in senate at least once...

NRF Retail sales projections...

Expects a 3.6% increase in Q409....

http://www.nrf.com/modules.php?name=News&op=viewlive&sp_id=660

US household net worth...

56.5 trillion - http://www.federalreserve.gov/releases/z1/Current/z1r-1.pdf

Good numbers on Oil

http://omrpublic.iea.org/balances.asp

Tracking consumer confidence...

Michigan consumer confidence - http://www.bloomberg.com/apps/quote?ticker=CONSSENT:IND

Situation - http://www.bloomberg.com/apps/quote?ticker=CONCPSIT:IND

Consumer Expectations - http://www.bloomberg.com/apps/quote?ticker=CONCEXP:IND

China latest internet numbers..

http://blogs.wsj.com/chinajournal/2009/01/13/with-another-rise-in-users-china-pads-its-global-internet-lead/

- 22% of the population has internet connection... 42% up from 2007.

- 90% of the internet users use broadband connection... some variant of DSL, cable modem or leased line.

Tracking China...

Trade Balance - http://www.bloomberg.com/apps/quote?ticker=CNFRBAL$:IND

Exports YOY - http://www.bloomberg.com/apps/quote?ticker=CNFREXPY:IND

Rental vacancy rates SJC/SFO

Data from census.gov about rental vacancy rates in san jose and san francisco. This is for Q3-08. Vacancy rates are higher than 2007 but lower than 2006. Report for Q4-08 is scheduled for 03-Feb-09... would be interesting.

http://www.census.gov/hhes/www/housing/hvs/rates/files/tab2_state05_2008_hvr.xls

Lots of housing data here - http://www.census.gov/hhes/www/housing/hvs/hvs.html

Tracking India....

Weekly Wholesale inflation - http://www.bloomberg.com/apps/cbuilder?ticker1=INWHOLEY:IND

Manufacturing inflation component of wholesale inflation - http://www.bloomberg.com/apps/quote?ticker=INWHMFGY:IND

10 year bond - http://www.bloomberg.com/apps/cbuilder?ticker1=GIND10YR:IND

FII inflows - http://www.bloomberg.com/apps/quote?ticker=FIINNET$:IND

Repo rate - http://www.bloomberg.com/apps/cbuilder?ticker1=INRPYLD:IND

YOY %change exports - http://www.bloomberg.com/apps/cbuilder?ticker1=INMTEXUY:IND

YOY %change industrial production - http://www.bloomberg.com/apps/quote?ticker=INPIINDY:IND

Current Account Deficit - http://www.bloomberg.com/apps/quote?ticker=INBQCUR:IND

Fiscal Deficit - http://www.bloomberg.com/apps/quote?ticker=INFFFIDE:IND

Oil Imports - http://www.bloomberg.com/apps/quote?ticker=INMTIMP$:IND

Tracing credit...

Few charts I find useful to track short term/intermediate lending... mostly excludes real estate and auto..

New credit extended - http://www.bloomberg.com/apps/cbuilder?ticker1=CICRTOT:IND

Outstanding consumer credit - http://www.bloomberg.com/apps/quote?ticker=CCOSTOT:IND

Outstanding non revolving credit - http://www.bloomberg.com/apps/quote?ticker=CCOSNREV:IND

Tracking unemployment...

The ADP employment report today wasn't good - http://www.adpemploymentreport.com/pdf/FINAL_Report_December_08.pdf

1-in-6 private sector employees are paid via ADP. So they do have good amount of data to come up with credible numbers.

Tomorrow we'll have weekly jobless claim report and monster employment index report. Some charts I play with for tracking unemployment... 

Weekly jobless claims - http://www.bloomberg.com/apps/cbuilder?ticker1=INJCJC:IND

Monthly unemployment rate - http://www.bloomberg.com/apps/cbuilder?ticker1=USURTOT:IND

Total unemployed recieving unemployment insurance - http://www.bloomberg.com/apps/cbuilder?ticker1=INJCSP:IND

Tracking oil..

DOE Report - 

http://www.eia.doe.gov/oil_gas/petroleum/data_publications/weekly_petroleum_status_report/wpsr.html

Couple of graphs from bloomberg which I play with almost every wednesday after the DOE oil report

Important ones....

Crude Inventories - http://www.bloomberg.com/apps/cbuilder?ticker1=DOESCRUD:IND

Crude Oil Imports - http://www.bloomberg.com/apps/cbuilder?ticker1=DOEICESP:IND

Crude Oil Refinery capacity utilization - http://www.bloomberg.com/apps/cbuilder?ticker1=DOEPPERC:IND

Less important ones...

Reserves at Oklahama (Oil traded on NYSE) - http://www.bloomberg.com/apps/cbuilder?ticker1=DOESCROK:IND

Gasoline Inventories - http://www.bloomberg.com/apps/cbuilder?ticker1=DOESTMGS:IND

Distillates Inventories - http://www.bloomberg.com/apps/cbuilder?ticker1=DOESDIST:IND

Percentage of analyst who feel oil is gonna rise next week - http://www.bloomberg.com/apps/cbuilder?ticker1=CMSECLBL:IND

Long bets on oil - http://www.bloomberg.com/apps/quote?ticker=.CLLRG:IND

Comparing this recession with post WII recessions

Very good post - http://www.cfr.org/content/publications/attachments/2009OutlookFinal_Long.pdf