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,Institute for Supply Management

雇用統計

雇用統計
Date 2019-11 2019-10 2019-09 2019-08 2019-07
All Employees, Total Nonfarm:Thousands of Persons,Seasonally Adjusted 152,252 151,986 151,830 151,637 151,418
Average Hourly Earnings of All Employees: Total Private:Dollars per Hour,Seasonally Adjusted 28.29 28.22 28.12 28.11 27.99
Average Weekly Hours of All Employees, Total Private:Hours,Seasonally Adjusted 34.4 34.4 34.4 34.4 34.3
Labor Force Participation Rate:Percent,Seasonally Adjusted 63.2 63.3 63.2 63.2 63
Unemployment Rate:Percent,Seasonally Adjusted 3.5 3.6 3.5 3.7 3.7


失業保険

失業保険
Date 11-30 11-23 11-16 11-09 11-02
4-Week Moving Average of Initial Claims:Number,Seasonally Adjusted 217,750 219,750 221,250 217,500 215,250
Continued Claims:Number,Seasonally Adjusted NA 1,693,000 1,642,000 1,697,000 1,692,000
Initial Claims:Number,Seasonally Adjusted 203,000 213,000 228,000 227,000 211,000


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 2019-11 2019-10 2019-09 2019-08 2019-07
capital expenditures:cefdfsa 19.4 36.4 25.9 22.6 36.9
delivery time:dtcdfsa 8.5 8 11.6 9.3 15
employment:necdfsa 21.5 32.9 15.8 3.6 30
general activity:gacdfsa 10.4 5.6 12 16.8 21.8
inventories:ivcdfsa -4.6 6.6 21.8 8.7 8.1
new orders:nocdfsa 8.4 26.2 24.8 25.8 18.9
prices paid:ppcdfsa 7.8 16.8 33 12.8 16.1
prices received:prcdfsa 12.2 16.4 20.8 13 9.5
shipments:shcdfsa 9.8 18.9 26.4 19 24.9
unfilled orders:uocdfsa 6 18.8 17.6 9.1 3.7
workhours:awcdfsa 5.2 10.8 13 6.8 23


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 2019-11 2019-10 2019-09 2019-08 2019-07
CURRENT INDEX 111.6 113.2 108.5 105.3 110.7
EXPECTED INDEX 87.3 84.2 83.4 79.9 90.5
INDEX OF CONSUMER SENTIMENT 96.8 95.5 93.2 89.8 98.4
Inflation Expectations(%):NEXT 5 YEARS 2.5 2.3 2.4 2.6 2.5
Inflation Expectations(%):NEXT YEAR 2.5 2.5 2.8 2.7 2.6


個人消費支出

個人消費支出
Date 2019-10 2019-09 2019-08 2019-07 2019-06
Personal Consumption Expenditures:Billions of Dollars,Seasonally Adjusted Annual Rate 14,742.1 14,702.4 14,670.5 14,636 14,565
Personal Consumption Expenditures Excluding Food and Energy:Index 2012=100,Seasonally Adjusted 112.169 112.078 112.025 111.88 111.648


ADP雇用統計:ADP National Employment Report

ADP雇用統計:ADP National Employment Report
Date 2019-11 2019-10 2019-09 2019-08 2019-07
ADP:Administrative & support services(Thousands) 9,566 9,558 9,553 9,546 9,540
ADP:Construction(Thousands) 7,548 7,553 7,556 7,552 7,544
ADP:Education & health services(Thousands) 24,421 24,382 24,346 24,305 24,251
ADP:Education(Thousands) 3,818 3,815 3,815 3,813 3,804
ADP:Financial activities(Thousands) 8,735 8,724 8,706 8,695 8,687
ADP:Goods producing(Thousands) 21,044.27 21,061.92 21,075.29 21,076.72 21,068.24
ADP:Healthcare(Thousands) 20,603 20,567 20,531 20,493 20,447
ADP:Information(Thousands) 2,822 2,830 2,828 2,824 2,830
ADP:Leisure & hospitality(Thousands) 16,840 16,823 16,801 16,771 16,737
ADP:Management of companies(Thousands) 2,459 2,455 2,451 2,447 2,443
ADP:Manufacturing(Thousands) 12,777 12,783 12,791 12,793 12,789
ADP:Natural resources & mining(Thousands) 719 725 729 731 736
ADP:Other services(Thousands) 5,956 5,943 5,937 5,936 5,926
ADP:Prof.l/business services(Thousands) 21,628 21,600 21,575 21,555 21,526
ADP:Professional services(Thousands) 9,603 9,587 9,572 9,562 9,543
ADP:Service providing(Thousands) 108,430.4 108,345.9 108,211.1 108,085.3 107,934.4
ADP:Total private(Thousands) 129,474.7 129,407.8 129,286.4 129,162 129,002.6
ADP:Trade/transp./utilities(Thousands) 28,028 28,043 28,018 27,998 27,978


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 2019-09 2019-08 2019-07 2019-06 2019-05
S&P CoreLogic Case-Shiller 10-City Composite Home Price NSA Index 230.89 230.81 230.81 230.67 230.02
S&P CoreLogic Case-Shiller 20-City Composite Home Price NSA Index 218.27 218.12 218.04 217.7 216.85
S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index 212.2 211.95 211.59 210.84 209.62


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 2019-09 2019-08 2019-07 2019-06 2019-05
All Countries:Total Holdings(Millions of dollars) 6,721,596 6,797,540 6,579,642 6,586,734 6,473,244
China, Mainland:Total Holdings(Millions of dollars) 1,102,434 1,103,526 1,110,332 1,112,548 1,110,174
Euro Area:Total Holdings(Millions of dollars) 1,125,753 1,118,228 1,074,393 1,065,027 1,043,184
European Union:Total Holdings(Millions of dollars) 1,605,268 1,607,499 1,536,225 1,534,670 1,498,966
Grand Total:Total Holdings(Millions of dollars) 6,776,842 6,861,086 6,634,767 6,640,535 6,540,452
Japan:Total Holdings(Millions of dollars) 1,145,799 1,174,685 1,130,791 1,122,854 1,100,974


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 2019-10 2019-09 2019-08 2019-07 2019-06
New Private Housing Units Authorized by Building Permits - in Structures with 1 Unit(Thousands of Units,Seasonally Adjusted Annual Rate) 911 881 875 829 823
New Private Housing Units Authorized by Building Permits(Thousands of Units,Seasonally Adjusted Annual Rate) 1,461 1,391 1,425 1,317 1,232


鉱工業生産

鉱工業生産
Date 2019-10 2019-09 2019-08 2019-07 2019-06
Industrial Production: Electric and Gas Utilities(Index 2012=100,Seasonally Adjusted) 103.8123 106.5544 104.5967 105.2727 100.8661
Industrial Production: Manufacturing(Index 2012=100,Seasonally Adjusted) 105.1771 105.8342 106.4132 105.742 106.0786
Industrial Production Index(Index 2012=100,Seasonally Adjusted) 108.6714 109.594 109.9273 109.1183 109.2678


国内総生産

国内総生産
Date 2019-07 2019-04 2019-01 2018-10 2018-07
Gross Domestic Product:Billions of Dollars,Seasonally Adjusted Annual Rate 21,542.1 21,340.27 21,098.83 20,897.8 20,749.75
Gross Domestic Product:Percent Change from Preceding Period,Seasonally Adjusted Annual Rate 3.8 4.7 3.9 2.9 4.8
Real Gross Domestic Product:Billions of Chained 2012 Dollars,Seasonally Adjusted Annual Rate 19,122.06 19,021.86 18,927.28 18,783.55 18,732.72
Real Gross Domestic Product:Percent Change from Preceding Period,Seasonally Adjusted Annual Rate 2.1 2 3.1 1.1 2.9


住宅価格指数:House Price Indexes

住宅価格指数:House Price Indexes
Date 2019-09 2019-08 2019-07 2019-06 2019-05
traditional:purchase-only:USA or Census Division:United States:NSA 282.67 282.18 282.75 281.35 280.25
traditional:purchase-only:USA or Census Division:United States:SA 279.22 277.51 276.93 275.75 275.07


住宅着工件数

住宅着工件数
Date 2019-10 2019-09 2019-08 2019-07 2019-06
Housing Starts: Total: New Privately Owned Housing Units Started(Thousands of Units,Seasonally Adjusted Annual Rate) 1,314 1,266 1,375 1,204 1,233
Privately Owned Housing Starts: 1-Unit Structures(Thousands of Units,Seasonally Adjusted Annual Rate) 936 918 909 871 864
Privately Owned Housing Starts: 5-Unit Structures or More(Thousands of Units,Seasonally Adjusted Annual Rate) 362 339 451 322 358


小売売上高:Advance Retail Sales

小売売上高:Advance Retail Sales
Date 2019-10 2019-09 2019-08 2019-07 2019-06
Retail and Food Services Excluding Motor Vehicles and Parts Dealers(Millions of Dollars,Seasonally Adjusted) 420,907 420,086 420,410 419,589 415,856
Retail and Food Services, Total(Millions of Dollars,Seasonally Adjusted) 526,540 525,157 526,862 523,922 520,055
Retail(Millions of Dollars,Seasonally Adjusted) 461,217 459,640 461,893 458,974 455,546


消費者信用残高

消費者信用残高
Date 2019-10 2019-09 2019-08 2019-07 2019-06
Total Consumer Credit Owned and Securitized, Flow:Billions of Dollars,Seasonally Adjusted 18.9083 9.57918 18.65124 23.55429 8.45725
Total Consumer Credit Owned and Securitized, Outstanding:Billions of Dollars,Seasonally Adjusted 4,165.327 4,146.418 4,136.839 4,118.188 4,094.634


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 2019-10 2019-09 2019-08 2019-07 2019-06
All Items in U.S. City Average:Index 1982-1984=100,Not Seasonally Adjusted 257.346 256.759 256.558 256.571 256.143
All Items Less Food and Energy in U.S. City Average:Index 1982-1984=100,Not Seasonally Adjusted 265.059 264.522 264.169 263.566 263.177


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 2019-10 2019-09 2019-08 2019-07 2019-06
United StatesSeasonally Adjusted All Houses [Thousands of Units] 733 738 706 660 729


デフォルト率

デフォルト率
Date 2019-10 2019-09 2019-08 2019-07 2019-06
Auto Default Index(%) 1.03 1.05 0.98 0.89 0.87
Bankcard Default Index(%) 2.88 3.32 3.73 3.77 3.9
Consumer Credit Default Composite Index(%) 0.93 0.93 0.92 0.85 0.83
First Mortgage Default Index(%) 0.77 0.73 0.69 0.62 0.59
Second Mortgage Default Index(%) 0.59 0.61 0.58 0.48 0.48


倒産件数

倒産件数
Date 2019-11 2019-10 2019-09 2019-08 2019-07
Chapter 11:Total Filings 450 527 415 439 423
Chapter 13:Total Filings 755 878 797 890 876
Chapter 15:Total Filings 11 5 8 9 6
Chapter 7:Total Filings 1,746 2,115 1,923 2,020 1,978
Commercial Totals:Business Filings Per Day 157 161 159 154 151
Commercial Totals:Filing Days 19 22 20 22 22
Commercial Totals:Total Filings 2,984 3,551 3,171 3,383 3,313


不履行率

不履行率
Date 2019-07 2019-04 2019-01 2018-10 2018-07
Delinquency Rate on All Loans, All Commercial Banks 1.46 1.5 1.53 1.53 1.6
Delinquency Rate on Commercial and Industrial Loans, All Commercial Banks 1.13 1.06 1.13 0.96 1
Delinquency Rate on Consumer Loans, All Commercial Banks 2.32 2.35 2.34 2.33 2.29
Delinquency Rate on Credit Card Loans, All Commercial Banks 2.58 2.57 2.58 2.54 2.5
Delinquency Rate on Single-Family Residential Mortgages, Booked in Domestic Offices, All Commercial Banks 2.45 2.59 2.69 2.83 3


ISM

ISM
Date 2019-11 2019-10 2019-09 2019-08 2019-07
EMPLOYMENT:INDEX 46.6 47.7 46.3 47.4 NA
NEWORD:INDEX 47.2 49.1 47.3 47.2 NA
PMI 48.1 48.3 47.8 49.1 51.2
PRICES:INDEX 46.7 45.5 49.7 46 NA