
1. ±¸¸ÅÀÚ °ü¸®Áö¼ö Chicago PMI
l ¹ßǥó: Purchasing Management Association of Chicago
National Association of Purchasing Management – Chicago (NAPM-C)¿¡ ÀÇÇÑ »ç¾÷Ȱµ¿ÀÇ ¸Å¿ùÀÇ Á¶»ç´Â À¯ÀÏÇÏ°í ½Ã±â ÀûÀýÇÑ ÀÏ¹Ý °æÁ¦ Ȱµ¿ÀÇ ÃøÁ¤À» Á¦°øÇÑ´Ù. Ȱµ¿ Áß¿¡ ½ÃÀåÀ» ¿òÁ÷ÀÏ ¸¸ÇÑ °¡°Ý ÁöºÒ´ë´Â Àü¹ÝÀû ½ÃÀåÀÇ °ü½ÉÀ» »ê´Ù. ¹Ì±¹ °æÁ¦ÀÇ ½Ã±â ÀûÀýÇÑ ÃøÁ¤À» Á¦°øÇÏ´Â »ê¾÷ÁöÇ¥´Â NAPM-C membershipÀÇ 200¸í Á¤µµ ¼±ÅÃµÈ È¸¿øÀ¸·ÎºÎÅÍÀÇ Á¶»çÀÇ °á°ú·ÎºÎÅÍ ÃøÁ¤µÉ ¼ö ÀÖ´Ù. ÀÌ Á¶»ç´Â ¸Å¿ùÀÇ ¸¶Áö¸· ÀÏÇÏ´Â ³¯ÀÎ ¹Ì±¹ Ç¥Áؽà ¿ÀÀü 9½Ã¿¡ ¹ßÇ¥µÈ´Ù.
The monthly survey of business activities by the National Association of Purchasing Management – Chicago (NAPM-C) provides a unique and timely measure of general economic activity. The market -moving series Prices Paid Attracts national attention, while the activity. The Business barometer provides a timely measure of USA economic pervasiveness of economic trends can be guaged from the results of this survey fo around 200 selected members of the NAPM-C membership (response rate about50%). The survey is released on the last working day of each month at 9am USA Central Time.
The National Association of Purchasing Management - Chicago compiles a survey and a composite diffusion index of business conditions in the Chicago area. Manufacturing and non-manufacturing firms are both surveyed, but until recently, market players have believed that the survey primarily covers the manufacturing sector. Readings above 50 percent indicate an expanding business sector. The NAPM - Chicago is considered a leading indicator of the ISM manufacturing index. (ÀÌÄڳ뵥ÀÌ ¹öÀü)
Àü¹Ì ±¸¸Å°ü¸® Çùȸ ½ÃÄ«°í ÁöºÎ´Â ½ÃÄ«°í Áö¿ªÀÇ »ç¾÷ȯ°æ¿¡ ´ëÇØ Á¶»çÇÏ¿© Á¾ÇÕÁö¼ö¸¦ »êÃâÇϰí ÀÖ½À´Ï´Ù. Á¦Á¶ ¹× ºñÁ¦Á¶ ±â¾÷ ¸ðµÎ°¡ Á¶»ç ´ë»óÀÌÁö¸¸, ÃÖ±Ù±îÁö ½ÃÀå¿¡¼´Â Á¦Á¶ ºÎ¹®ÀÌ ÁÖµÈ Á¶»ç´ë»óÀ̶ó°í »ý°¢ÇØ ¿Ô½À´Ï´Ù. NAPM - Chicago°¡ 50%¸¦ ³ÑÀ» °æ¿ì, ºñÁö´Ï½º ¿µ¿ªÀÌ È®ÀåµÇ°í ÀÖÀ½À» ³ªÅ¸³»¸ç, ¶ÇÇÑ ÀÌ Áö¼ö´Â ISM »ý»êÁö¼öÀÇ ¼±ÇàÁöÇ¥·Î °£Áֵǰí ÀÖ½À´Ï´Ù. º» Áö¼ö´Â ¿À·£ ¿ª»ç¸¦ ÅëÇØ »ê¾÷Ȱµ¿°ú ÀÎÇ÷¹À̼ÇÀÇ ÁÁÀº ÁöÇ¥ÀÓÀÌ °ËÁõµÇ¾î, ¹Ì ¿¬¹æÁغñÀºÇà ¶ÇÇÑ ÀÌ ÁöÇ¥¸¦ À¯½ÉÈ÷ °üÂûÇϰí ÀÖ´Ù°í ¾Ë·ÁÁ® ÀÖÀ¸¸ç, ±× °á°ú ±ÝÀ¶½ÃÀå ¶ÇÇÑ º» ÁöÇ¥¿¡ »ó´çÈ÷ ¹Î°¨ÇÏ°Ô ¹ÝÀÀÇϰí ÀÖ½À´Ï´Ù.
2. ¹Ì½Ã°ÇÓÞ ¼ÒºñÀڽɸ®Áö¼ö
University of Michigan Consumer Sentiment Index
l ¹ßǥó: The University of Michgan
l ¹ßÇ¥ÀÏ: ¸Å¿ù µÎ¹øÂ° ±Ý¿äÀÏ ¿ìÀü10:00 µ¿ºÎ±âÁØ, ÃÖÁ¾Ä¡: ¸Å¿ù 4¹øÂ° ±Ý¿äÀÏ ¿ÀÀü10:00 µ¿ºÎ½Ã°¢ ±âÁØ(´ç¿ùÄ¡ ¹ßÇ¥)
¹Ì½Ã°ÇÓÞ ¼ÒºñÀڽɸ®Áö¼ö´Â Conference Board¿¡¼ ¹ßÇ¥µÇ´Â ¼ÒºñÀڽɸ®Áö¼ö¿Í °ÅÀÇ Èí»çÇϳª, ¸Å´Þ 2¹øÀÇ ¹ßÇ¥°¡ ÀÖ½À´Ï´Ù (¿¹ºñ¹ßÇ¥, ÃÖÁ¾¹ßÇ¥). ¼ÒºñÀڽŷÚÁö¼ö¸¦ ¹ßÇ¥ÇÏ´Â »ç¼³Á¶»ç±â°üÀÎ, Confrence Board¿Í ¸¶Âù°¡Áö·Î ±â´ëÁö¼ö, ÇöÀ絿ÇâÀ» ³ªÅ¸³»´Â µÎ°³ÀÇ subindex°¡ ÀÖ½À´Ï´Ù. ±â´ëÁö¼ö´Â Conference BoardÀÇ °æ±â¼±ÇàÁö¼öÀÇ ±¸¼º¿ä¼ÒÀ̱⵵ ÇÕ´Ï´Ù.
The Michigan index is almost identical to the Conference Board index, though there are two monthly releases, a preliminary and final reading. Like the Conference Board index, it has two subindexes - expectations and current conditions. The expectations index is a component of the Conference Board's Leading Indicators index.
3. ½Å±ÔÁÖÅÃÆÇ¸Å, New Home Sales
l ¹ßǥó: The Census Bureau of the Department of Commerce (»ó¹«ºÎ)
l ¹ßÇ¥ÀÏ: ¸Å¿ù ¸¶Áö¸· ¿µ¾÷ÀÏ ¿ÀÀü 10:00 µ¿ºÎ½Ã°¢±âÁØ (Àü¿ùÄ¡ ¹ßÇ¥)
l ÀÎÅͳÝÁÖ¼Ò: http://www.census.gov/const/c25_curr.txt.
ÀÌ ¸®Æ÷Æ®´Â »õ·Î »ç°Å³ª ÆÈ·Á°í ³»³õÀº ÇÑ °¡Á· À§ÁÖ ÁýÀÇ ¼öÄ¡¸¦ º¸¿©ÁØ´Ù. ½Å±ÔÁÖÅÃÆÇ¸Å´Â º¯ÇÏ´Â ¸ð±âÁö ±Ý¸®¿¡ ´ÊÀº ¹ÝÀÀÀ» ³ªÅ¸³»´Â °æÇâÀ» º¸ÀδÙ. ½Å±ÔÃßÅÃÆÇ¸Å´Â °æ±â½ÎÀÌŬÀÇ Ãʹݿ¡ ¼ö¿ä°¡ ³ôÀ» ¶§ °Çϰí ÈĹݿ¡ ¼ö¿ä°¡ ÃæÁ·?çÀ? ¶§´Â Á¡Á¡ ¾àÇØÁø´Ù. ±×¸®°í ½ÃÀåÀº ÇöÀç ÆÇ¸Å ¼Óµµ¿¡ ºñ·ÊÇÑ ÁÖÅÃÆÇ¸Å·®µµ ÁÖ½ÃÇϴµ¥ ÀÌ Áö¼ö°¡ ¶³¾îÁö¸é(ȤÀº ¿Ã¶ó°¡¸é), ½ÅÃàÁÖÅÃÀº ¿À¸¥´Ù(¶³¾îÁø´Ù). ¸¶Áö¸·À¸·Î Æò±Õ ÁÖÅð¡°ÝÀº ÁÖÅýÃÀåÀÇ ÀÎÇ÷¹À̼ÇÀ» ³ªÅ¸³»´Âµ¥ ¸Å ³â¸¶´Ù ÀÖ´Â °¡°Ý º¯µ¿¸¸ÀÌ ÀǹÌÀÖ´Â Á¤º¸ÀÌ´Ù. ÁÖÅÃÆÇ¸Å ¸®Æ÷Æ®´Â º¯µ¿¼ºÀÌ ½ÉÇϰí Å©°Ô ¹Ù²ð ¼ö Àֱ⠶§¹®¿¡ ´ÙÀ½ ´Þ »óȲÀ» ¿¹°ßÇϴµ¥ ÀÖ¾î¼ ±×¸® ¹ÏÀ»¸¸ ÇÏÁö ¸øÇÏ´Ù. ÀÌ ¸®Æ÷Æ®´Â ½ÃÀå¿¡ Å©°Ô ¿µÇâÀ» ¹ÌÄ¡Áö ¾Ê´Â´Ù. ½ÃÀåÀº ±âÁ¸ÁÖÅÃÆÇ¸Å ¸®Æ÷Æ®¸¦ ´õ ¼±È£Çϴµ¥ ÀÌ ¸®Æ÷Æ®´Â ÁÖÅÃÆÇ¸Å ¸®Æ÷Æ®¿¡ ºñÇØ »ùÇà µ¥ÀÌÅÍ ¾çÀÌ ³× ¹è³ª ¸¹À» »Ó´õ·¯ ¿ù ÃÊ¿¡ ¹ßÇ¥µÈ´Ù.
The report indicates the level of new privately owned one-family houses sold and for sale. New home sales usually have a lagged reaction to changing mortgage rates. They also tend to be stronger early in the business cycle when pent-up demand is strong, and they fade later in the cycle as the demand for housing is sated. In addition to home sales, the market monitors the number of homes for sale relative to the current sales pace. As this inventory measure falls (rises), housing starts tend to rise (fall). Finally, the median home price provides an indication of inflation in the housing sector, though only year/year changes provide any meaningful information. The home sales report is quite volatile and subject to huge revisions, making any one month's reading very unreliable. The report rarely prompts a market reaction. The market prefers the existing home sales report, which has a sample data pool four times as large and is released earlier in the month.
4. ÁÖ°£ ½Å±Ô ½Ç¾÷ ¼ö´ç ½Åû °Ç¼ö, Initial Claims
l ¹ßǥó: The Employment and Training Administration of the Department of Labor. (³ëµ¿ºÎ)
l ¹ßÇ¥ÀÏ: ¸ÅÁÖ ¸ñ¿äÀÏ, ¿ÀÀü 8:30 µ¿ºÎ½Ã°¢±âÁØ (Áö³ÁÖ ¿ù~Åä¿äÀÏÀÇ Åë°èÄ¡¸¦ ¹ßÇ¥)
l ÀÎÅͳÝÁÖ¼Ò: http://www.dol.gov/opa/media/press/eta/main.htm.
ÁÖ°£½Å±Ô½Ç¾÷¼ö´ç½Åû°Ç¼ö´Â ½Ç¾÷À¸·Î ÀÎÇÑ ½Ç¾÷¼ö´ç ½Åû°Ç¼ö¸¦ º¸¿©ÁÝ´Ï´Ù. ÁÖ°£½Å±Ô½Ç¾÷¼ö´ç½Åû°Ç¼ö´Â °æ±â ¹æÇâÀ» ¼³¸íÇϴµ¥ Á¾Àº ÁöÇ¥°¡ µÇ±âµµ ÇÏÁö¸¸ Á¾Á¾ À߸øµÈ °æ±â¹æÇâÀ» º¸¿© ÁÖ´Â °æ¿ìµµ ÀÖ½À´Ï´Ù. ÁÖ°£½Å±Ô½Ç¾÷¼ö´ç½Åû°Ç¼ö´Â ¸ÅÁÖ ¸ñ¿äÀÏ ¹ßÇ¥µÇ´Âµ¥ ÀÏÁÖÀÏÀ» ±âÁØÀ¸·Î Çϸé ÁöÇ¥º¯µ¿ÀÌ ³Ê¹« Å©¹Ç·Î ´ëü·Î 4ÁÖÀÇ ÁöÇ¥¸¦ ¹¾î¼ ÇØ¼®ÇÕ´Ï´Ù. º¸Åë Àû¾îµµ 3¸¸ Á¤µµÀÇ ½Åû°Ç¼öº¯È°¡ Áö¼ÓÀûÀ¸·Î ÀÖÀ» °æ ¿ì¿¡ Àǹ̸¦ µÎ°í ÇØ¼®ÇÕ´Ï´Ù.
Initial jobless claims measure the number of filings for state jobless benefits. This report provides a timely, but often misleading, indicator of the direction of the economy, with increases (decreases) in claims potential signaling slowing (accelerating) job growth. On a week-to-week basis, claims are quite volatile, and many analysts therefore track a four week moving average to get a better sense of the underlying trend. It typically takes a sustained move of at least 30K in claims to signal a meaningful change in job growth.
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