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8/10/2019 Uncertainty over fiscal policy
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8/10/2019 Uncertainty over fiscal policy
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The views expressed in this report accurately reflect the analysts personal views. No part of the analysts compensation was, is or will be directly or indirectly related to any specific recommendations or
views. This report is intended for the private use of the institutional investor to whom it was sent.
The opinions, estimates and projections contained herein are those of BMO Capital Markets GKST Inc. (BMO) as of the date hereof and are subject to change without notice. BMO endeavors to
ensure that the contents herein have been compiled or derived from sources that we believe are reliable and contain information and opinions which are accurate and complete. However, BMO makes
no representation or warranty, express or implied in respect thereof, takes no responsibility for any errors and omissions which may be contained herein and accepts no liability whatsoever for any loss
(whether direct or consequential) arising from any use of or reliance on this report or its contents. Information may be available to BMO, which is not reflected herein. This report is not to be construed
as an offer or solicitation to buy or sell any security.
BMO, its affiliates and/or their respective officers, directors or employees will buy from or sell to customers the securities of any issuers mentioned herein on a principal basis. BMO usually makes a
market in the securities and actively trades these securities for its customers and as principal for its own account. BMO may act as financial advisor and/or underwriter for the issuers mentioned herein
and may receive remuneration for same. BMO is a subsidiary of BMO Financial Corp., which is a subsidiary of the Bank of Montreal. BMO is affiliated with BMO Bancorp, Inc
Monday 21-Jan Tuesday 22-Jan Wednesday 23-Jan Thursday 24-Jan Friday 25-Jan
Actual Consensus Estimate, Source: Bloomberg, Friday 1/18/2013
Leading Indicators
Key Economic Releases
BMO Capital Markets Economic Calendar
US Initial Jobless Claims (000), SA Conference Board US Leading Index MoM
Initial Jobless Claims
11.7 15.2
-20-100
1020
12/28 01/04 01/11 01/18
MBA Mortgage Apps
Key Economic Release
335355
280320360400
12/28 01/04 01/11 01/18
Initial Claims
3214 3200
3000310032003300
12/21 12/28 01/04 01/11
Continuing Claims
3957
4564
0200040006000
12/28 01/04 01/11 01/18
MBA Mortgage Refi
5.0 5.0
-10-50
510
Oct Nov Dec Jan
Richmond Fed
5.05.1
4.44.64.85.05.2
Sep Oct Nov Dec
Existing Home Sales
(0.2)
0.4
-0.30.00.30.6
Sep Oct Nov Dec
Leading Indicators
377 385
340360380400
Sep Oct Nov Dec
New Home Sales
200
250
300
350
400
450
500
550
600
650
700
Jan-08 Jan-09 Jan-10 Jan-11 Jan-12
-4.0
-3.0
-2.0
-1.0
0.0
1.0
2.0
Dec-07 Dec-08 Dec-09 Dec-10 Dec-11 Dec-12
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