US
S&P500 +3.17% (3,327.71); NASDAQ +4.04% (9,520.51); DJIA +3.00% (29,102.51)
This week’s reports:
- January’s Unemployment Rate rose to 3.6% from December’s 3.5% even as Non-farm Payrolls surged by 225K from December’s +147K. Labor Force Participation Rate jumped to 63.4% from December’s 63.2%.
- January’s Average Hourly Earnings rose 3.1% y/y versus December’s +3.0% y/y. Average Weekly Hours remined unchanged at 34.3.
- December’s Consumer Credit surged by $22.06 billion from November’s +$11.81 billion as revolving credit jumped 14%, its fastest pace of growth since April 1998.
- Q4 2019 Non-farm Productivity (prelim.) rose 1.4% from Q3’s -0.2%. Unit Labor Costs (prelim.) rose 1.4% from Q3’s +2.5%.
- January’s Markit Manufacturing PMI rose to 51.9 from December’s 51.7. Services PMI rose to 53.4 from December’s 53.2. Composite PMI rose to 53.3 from December’s 53.1.
- January’s ISM Manufacturing PMI rose to 50.9 from December’s 47.8. ISM Non-Manufacturing PMI rose to 55.5 from December’s 54.9.
- December’s Factory Orders rose 1.8% from November’s -1.2%.
- December’s Wholesale Inventories fell 0.2% from November’s -0.1%.
- Initial Jobless Claims for the week ending January 31st fell by 15K to 202K. Continuing Jobless Claims for the week ending January 24th rose by 48K to 1.751M.