Analysis

ファンダメンタルズ

  • Source:FRED,Federal Housing Finance Agency,Federal Reserve Bank of Philadelphia,The Regents of the University of Michigan,U.S. Department of the Treasury,ADP, LLC,U.S. Department of Commerce,S&P Dow Jones Indices LLC,American Bankruptcy Institute

雇用統計

雇用統計
Date 2019-09 2019-08 2019-07 2019-06 2019-05
All Employees: Total Nonfarm Payrolls:Thousands of Persons,Seasonally Adjusted 151,722 151,586 151,418 151,252 151,074
Average Hourly Earnings of All Employees: Total Private:Dollars per Hour,Seasonally Adjusted 28.09 28.1 27.99 27.91 27.82
Average Weekly Hours of All Employees: Total Private:Hours,Seasonally Adjusted 34.4 34.4 34.3 34.4 34.4
Civilian Labor Force Participation Rate:Percent,Seasonally Adjusted 63.2 63.2 63 62.9 62.8
Civilian Unemployment Rate:Percent,Seasonally Adjusted 3.5 3.7 3.7 3.7 3.6


失業保険

失業保険
Date 10-12 10-05 09-28 09-21 09-14
4-Week Moving Average of Initial Claims:Number,Seasonally Adjusted 214,750 213,750 212,750 212,500 212,750
Continued Claims (Insured Unemployment):Number,Seasonally Adjusted NA 1,679,000 1,689,000 1,655,000 1,656,000
Initial Claims:Number,Seasonally Adjusted 214,000 210,000 220,000 215,000 210,000


フィラデルフィア連銀製造業景気指数:Philadelphia Fed Manufacturing Business Outlook Survey

フィラデルフィア連銀製造業景気指数:Philadelphia Fed Manufacturing Business Outlook Survey
Date 2019-10 2019-09 2019-08 2019-07 2019-06
capital expenditures:cefdfsa 36.4 25.9 22.6 36.9 28
delivery time:dtcdfsa 8 11.6 9.3 15 15.6
employment:necdfsa 32.9 15.8 3.6 30 15.4
general activity:gacdfsa 5.6 12 16.8 21.8 0.3
inventories:ivcdfsa 6.6 21.8 8.7 8.1 2.4
new orders:nocdfsa 26.2 24.8 25.8 18.9 8.3
prices paid:ppcdfsa 16.8 33 12.8 16.1 12.9
prices received:prcdfsa 16.4 20.8 13 9.5 0.6
shipments:shcdfsa 18.9 26.4 19 24.9 16.6
unfilled orders:uocdfsa 18.8 17.6 9.1 3.7 10.2
workhours:awcdfsa 10.8 13 6.8 23 7.3


ミシガン大学消費者態度指数:Michigan Index

ミシガン大学消費者態度指数:Michigan Index
Date 2019-09 2019-08 2019-07 2019-06 2019-05
CURRENT INDEX 108.5 105.3 110.7 111.9 110
EXPECTED INDEX 83.4 79.9 90.5 89.3 93.5
INDEX OF CONSUMER SENTIMENT 93.2 89.8 98.4 98.2 100
Inflation Expectations(%):NEXT 5 YEARS 2.4 2.6 2.5 2.3 2.6
Inflation Expectations(%):NEXT YEAR 2.8 2.7 2.6 2.7 2.9


個人消費支出

個人消費支出
Date 2019-08 2019-07 2019-06 2019-05 2019-04
Personal Consumption Expenditures:Billions of Dollars,Seasonally Adjusted Annual Rate 14,657.7 14,637.6 14,565 14,516 14,452.5
Personal Consumption Expenditures Excluding Food and Energy (Chain-Type Price Index):Index 2012=100,Seasonally Adjusted 112.039 111.882 111.648 111.362 111.232


ADP雇用統計:ADP National Employment Report

ADP雇用統計:ADP National Employment Report
Date 2019-09 2019-08 2019-07 2019-06 2019-05
ADP:Administrative & support services(Thousands) 9,552 9,542 9,540 9,532 9,528
ADP:Construction(Thousands) 7,564 7,555 7,544 7,530 7,535
ADP:Education & health services(Thousands) 24,344 24,302 24,251 24,201 24,148
ADP:Education(Thousands) 3,819 3,812 3,804 3,791 3,776
ADP:Financial activities(Thousands) 8,704 8,695 8,687 8,673 8,665
ADP:Goods producing(Thousands) 21,086.65 21,078.46 21,068.24 21,069.41 21,076.25
ADP:Healthcare(Thousands) 20,525 20,490 20,447 20,410 20,372
ADP:Information(Thousands) 2,828 2,823 2,830 2,834 2,837
ADP:Leisure & hospitality(Thousands) 16,791 16,773 16,737 16,717 16,713
ADP:Management of companies(Thousands) 2,450 2,447 2,443 2,436 2,433
ADP:Manufacturing(Thousands) 12,795 12,792 12,789 12,796 12,795
ADP:Natural resources & mining(Thousands) 728 731 736 743 746
ADP:Other services(Thousands) 5,940 5,935 5,926 5,915 5,908
ADP:Prof.l/business services(Thousands) 21,571 21,551 21,526 21,491 21,474
ADP:Professional services(Thousands) 9,569 9,561 9,543 9,523 9,513
ADP:Service providing(Thousands) 108,207.5 108,080.7 107,934.4 107,790.4 107,676.2
ADP:Total private(Thousands) 129,294.1 129,159.2 129,002.6 128,859.8 128,752.5
ADP:Trade/transp./utilities(Thousands) 28,029 28,001 27,978 27,960 27,931


ケース・シラー住宅価格指数

ケース・シラー住宅価格指数
Date 2019-07 2019-06 2019-05 2019-04 2019-03
S&P CoreLogic Case-Shiller 10-City Composite Home Price NSA Index 230.74 230.68 230.08 228.95 227.24
S&P CoreLogic Case-Shiller 20-City Composite Home Price NSA Index 218 217.72 216.9 215.61 213.88
S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index 211.72 210.9 209.69 208 206.09


外国籍保有米国債:Foreign Holders of U.S. Treasury Securities

外国籍保有米国債:Foreign Holders of U.S. Treasury Securities
Date 2019-08 2019-07 2019-06 2019-05 2019-04
All Countries:Total Holdings(Millions of dollars) 6,793,926 6,576,787 6,584,334 6,473,244 6,365,178
China, Mainland:Total Holdings(Millions of dollars) 1,103,524 1,110,332 1,112,548 1,110,174 1,113,031
Euro Area:Total Holdings(Millions of dollars) 1,118,225 1,075,138 1,065,027 1,043,184 1,020,768
European Union:Total Holdings(Millions of dollars) 1,607,495 1,536,970 1,534,670 1,498,966 1,454,755
Grand Total:Total Holdings(Millions of dollars) 6,857,472 6,631,912 6,638,135 6,540,452 6,434,961
Japan:Total Holdings(Millions of dollars) 1,174,685 1,130,791 1,122,854 1,100,974 1,064,007


建設許可件数[年率換算件数]

建設許可件数[年率換算件数]
Date 2019-09 2019-08 2019-07 2019-06 2019-05
New Private Housing Units Authorized by Building Permits - in Structures with 1 Unit(Thousands of Units,Seasonally Adjusted Annual Rate) 882 875 829 823 810
New Private Housing Units Authorized by Building Permits(Thousands of Units,Seasonally Adjusted Annual Rate) 1,387 1,425 1,317 1,232 1,299


鉱工業生産

鉱工業生産
Date 2019-09 2019-08 2019-07 2019-06 2019-05
Industrial Production: Electric and Gas Utilities(Index 2012=100,Seasonally Adjusted) 106.8179 105.3879 105.1345 100.8888 105.1574
Industrial Production: Manufacturing (NAICS)(Index 2012=100,Seasonally Adjusted) 105.8387 106.3511 105.7517 106.1252 105.5408
Industrial Production Index(Index 2012=100,Seasonally Adjusted) 109.5174 109.9431 109.1045 109.3078 109.2508


国内総生産

国内総生産
Date 2019-04 2019-01 2018-10 2018-07 2018-04
Gross Domestic Product:Billions of Dollars,Seasonally Adjusted Annual Rate 21,340.27 21,098.83 20,897.8 20,749.75 20,510.18
Gross Domestic Product:Percent Change from Preceding Period,Seasonally Adjusted Annual Rate 4.7 3.9 2.9 4.8 7.1
Real Gross Domestic Product:Billions of Chained 2012 Dollars,Seasonally Adjusted Annual Rate 19,021.86 18,927.28 18,783.55 18,732.72 18,598.13
Real Gross Domestic Product:Percent Change from Preceding Period,Seasonally Adjusted Annual Rate 2 3.1 1.1 2.9 3.5


住宅価格指数:House Price Indexes

住宅価格指数:House Price Indexes
Date 2019-07 2019-06 2019-05 2019-04 2019-03
traditional:purchase-only:USA or Census Division:United States:NSA 282.76 281.52 280.47 277.74 274.73
traditional:purchase-only:USA or Census Division:United States:SA 276.91 275.85 275.29 274.6 273.46


住宅着工件数

住宅着工件数
Date 2019-09 2019-08 2019-07 2019-06 2019-05
Housing Starts: Total: New Privately Owned Housing Units Started(Thousands of Units,Seasonally Adjusted Annual Rate) 1,256 1,386 1,204 1,233 1,264
Privately Owned Housing Starts: 1-Unit Structures(Thousands of Units,Seasonally Adjusted Annual Rate) 918 915 871 864 814
Privately Owned Housing Starts: 5-Unit Structures or More(Thousands of Units,Seasonally Adjusted Annual Rate) 327 456 322 358 438


小売売上高:Advance Retail Sales

小売売上高:Advance Retail Sales
Date 2019-09 2019-08 2019-07 2019-06 2019-05
Retail (Excluding Food Services)(Millions of Dollars,Seasonally Adjusted) 460,399 461,874 458,974 455,546 454,135
Retail and Food Services Excluding Motor Vehicles and Parts Dealers(Millions of Dollars,Seasonally Adjusted) 420,260 420,590 419,589 415,856 414,635
Retail and Food Services, Total(Millions of Dollars,Seasonally Adjusted) 525,560 526,889 523,922 520,055 518,131


消費者信用残高

消費者信用残高
Date 2019-08 2019-07 2019-06 2019-05 2019-04
Total Consumer Credit Owned and Securitized, Flow:Billions of Dollars,Seasonally Adjusted 17.90133 23.04636 13.3105 17.08473 16.61723
Total Consumer Credit Owned and Securitized, Outstanding:Billions of Dollars,Seasonally Adjusted 4,140.509 4,122.608 4,099.561 4,086.251 4,069.166


消費者物価指数:Consumer Price Index for All Urban Consumers

消費者物価指数:Consumer Price Index for All Urban Consumers
Date 2019-09 2019-08 2019-07 2019-06 2019-05
All Items:Index 1982-1984=100,Not Seasonally Adjusted 256.759 256.558 256.571 256.143 256.092
All Items Less Food and Energy:Index 1982-1984=100,Not Seasonally Adjusted 264.522 264.169 263.566 263.177 262.59


新築住宅販売件数[年率換算件数,千件]:Annual Rate for New Single-family Houses Sold

新築住宅販売件数[年率換算件数,千件]:Annual Rate for New Single-family Houses Sold
Date 2019-08 2019-07 2019-06 2019-05 2019-04
United StatesSeasonally Adjusted All Houses [Thousands of Units] 713 666 729 598 656


デフォルト率

デフォルト率
Date 2019-09 2019-08 2019-07 2019-06 2019-05
Auto Default Index(%) 1.05 0.98 0.89 0.87 0.87
Bankcard Default Index(%) 3.32 3.73 3.77 3.9 3.9
Consumer Credit Default Composite Index(%) 0.93 0.92 0.85 0.83 0.83
First Mortgage Default Index(%) 0.73 0.69 0.62 0.59 0.59
Second Mortgage Default Index(%) 0.61 0.58 0.48 0.48 0.49


倒産件数

倒産件数
Date 2019-09 2019-08 2019-07 2019-06 2019-05
Chapter 11:Total Filings 414 436 423 424 487
Chapter 13:Total Filings 772 880 873 835 907
Chapter 15:Total Filings 8 8 6 10 22
Chapter 7:Total Filings 1,907 2,012 1,976 1,804 2,105
Commercial Totals:Business Filings Per Day 156 153 150 154 161
Commercial Totals:Filing Days 20 22 22 20 22
Commercial Totals:Total Filings 3,129 3,361 3,308 3,088 3,551


不履行率

不履行率
Date 2019-04 2019-01 2018-10 2018-07 2018-04
Delinquency Rate on All Loans, All Commercial Banks 1.5 1.53 1.53 1.6 1.64
Delinquency Rate on Commercial and Industrial Loans, All Commercial Banks 1.05 1.13 0.96 1.01 1.06
Delinquency Rate on Consumer Loans, All Commercial Banks 2.35 2.34 2.33 2.29 2.26
Delinquency Rate on Credit Card Loans, All Commercial Banks 2.56 2.58 2.54 2.5 2.48
Delinquency Rate on Single-Family Residential Mortgages, Booked in Domestic Offices, All Commercial Banks 2.59 2.69 2.83 3 3.22