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Mortgage applications increased 0.1 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending August 11, 2017.

The first graph shows the refinance index since 1990.Refinance activity will not pick up significantly unless mortgage rates fall well below 4%.

applications decreased earlier increased index MBA mortgage purchase refinance shows

 

Retail Sales increased 0.6% in July [-0.04]

Posted on Aug. 15, 2017, 12:40 p.m. by Calculated Risk @ [source]

On a monthly basis, retail sales increased 0.6 percent from June to July (seasonally adjusted), and sales were up 4.2 percent from July 2016. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline).Retail sales ex-gasoline were up 0.7% in July.The second graph shows the year-over-year change in retail sales and food service (ex-gasoline) since 1993.

basis ex gasoline food increased July June Retail sales seasonally shows

 

CEO Reed Hastings said at a conference earlier this year that $6 billion of that is for this year alone.

Netflix did increase prices in Australia earlier this summer and just raised prices in Canada last week as well.

Disney earlier eventually hit Netflix pay plan programs shows streaming

 

Netflix Tries to Even the Score With Disney [0.03]

Posted on Aug. 14, 2017, 1:20 p.m. by 24/7 Wall St. @ [source]

Last week’s announcement by Walt Disney Co. (NYSE: DIS) that it would end its distribution agreement with Netflix Inc. (NASDAQ: NFLX) for Disney- and Pixar-branded movies set the streaming video firm’s share price back about 5%. Amazon.com Inc. (NASDAQ: AMZN) announced a development deal last week with Robert Kirkman, the creative force behind AMC’s wildly popular “The Walking Dead” series.

ABC creator Disney grey Inc NASDAQ Netflix Rhimes shows stock

 

For the first time in a long time, CME Fedwatch shows the odds of a rate cut in December rose considerably above zero.

Yes, that’s a long shot, but cut odds were zero on Thursday, zero a week ago, and zero a month ago.

ago CME cut December FedWatch hike odds rate rose shows

 

Schedule for Week of Aug 13, 2017 [0.10]

Posted on Aug. 12, 2017, 12:11 p.m. by Calculated Risk @ [source]

The key economic reports this week are July retail sales and Housing Starts.

No major economic releases scheduled.

August consensus economic housing July June reading Retail sales shows

 

Over the past several years, the two dominant internet companies have moved into one another’s businesses.

There have been several failed attempts by the two companies to compete with one another.

companies competition directly Facebook friends Google Inc shows watch years

 

While each monthly Labor Department reading on private sector payrolls gives a live snapshot of the U.S. jobs market, a more obscure report from the Labor Department actually shows just how much hiring and opportunities are out there for workers at any given time. This is seen in the Job Openings and Labor Turnover Survey (JOLTS) report, and it shows the data with a one-month lag on job openings and actual hires.

employment hires job Job Opening June quit report separations shows workers

 

Over 6 Million US Job Openings Waiting to Be Filled [0.14]

Posted on Aug. 8, 2017, 7:39 p.m. by 24/7 Wall St. @ [source]

While each monthly Labor Department reading on private sector payrolls gives a live snapshot of the U.S. jobs market, a more obscure report from the Labor Department actually shows just how much hiring and opportunities are out there for workers at any given time. This is seen in the Job Openings and Labor Turnover Survey (JOLTS) report, and it shows the data with a one-month lag on job openings and actual hires.

employment hires job Job Opening June quit report separations shows workers

 

The risk is mitigated by the extremely low cost operations, high cash flows. In the below video I analyze the present values of all of HBM's mines and projects and give a good overview of HBM's fair value.

copper debt discount fair flows HBM HudBay rate Rosemont shows

 

A new poll shows Donald Trump's support dropping among his strongest supporters as he hits the 200-day mark of his presidency. In a fresh survey from CNN, conducted by the independent research company SSRS, Trump's “strong approval” among ...

day Donald dropping hits mark poll shows strongest supporters Trump

 

Surveillance video obtained by Englewood police shows the suspect calmly walking away after sexually assaulting an 83-year-old woman.

calmly Englewood obtained police sexually shows surveillance suspect video walking

 

Total nonfarm payroll employment increased by 209,000 in July, and the unemployment rate was little changed at 4.3 percent, the U.S. Bureau of Labor Statistics reported today.

The change in total nonfarm payroll employment for May was revised down from +152,000 to +145,000, and the change for June was revised up from +222,000 to +231,000.

employment increased July nonfarm payroll population rate revised shows year

 

When it comes to smartphone figures, there is plenty of data available. When it comes to Apple's (AAPL) iPhone, I like to analyze the data from CIRP, which takes a look at the installed base of the device in the US.

Apple CIRP crowd data iPhone phone screen shows smaller years

 

Bespoke’s Sector Snapshot — 8/3/17 [0.20]

Posted on Aug. 3, 2017, 9:01 p.m. by Bespoke Investment Goup @ [source]

We’ve just released our weekly Sector Snapshot report (see a sample here) for Bespoke Premium and Bespoke Institutional members.

Below is one of the many charts included in this week’s Sector Snapshot, which shows the number of trading days it has been since the percentage of stocks trading above their 50-days in the S&P 500 has dipped below 40%.

Bespoke breadth charts dipped member Premium report shows Snapshot trading

 

Based on an estimate from WardsAuto, light vehicle sales were at a 16.76 million SAAR in July.

This graph shows the historical light vehicle sales from the BEA (blue) and an estimate for July (red, light vehicle sales of 16.76 million SAAR mostly from WardsAuto).

BEA estimate historical July light SAAR sales shows vehicle WardsAuto

 

Perspective is Everything [0.18]

Posted on July 31, 2017, 1:18 p.m. by Bespoke Investment Goup @ [source]

Here’s a quick question. Take a look at the chart below.

charts denominated European highs lower perspective purely quick shows STOXX

 

A video shows the moment a carriage detached from a fair-ground ride, throwing its passengers to the ground. The full video, posted on Snapchat by Julian Bellinger, shows people being launched into the air as the structure disintegrates.

Carriage detached fair ground moment passengers ride shows throwing video

 

US prison inmates film jailbreak [0.32]

Posted on July 27, 2017, 12:57 p.m. by Distressed Volatility @ [source]

Footage filmed by escaped inmates shows how they used a bunk bed leg to break out of a maximum security prison in the US state of California.

The video shows the inmates on the roof of the jail but does not show how they got to the ground.

bed break bunk escaped filmed footage inmates jail shows video

 

Prehistoric bones found in Summit Township [0.00]

Posted on July 26, 2017, 5:23 p.m. by Distressed Volatility @ [source]

WLNS video as Steve Dodge shows the bones from a mastodon or mammoth he found on his property.

bones dodge found mammoth mastodon property shows Steve video WLNS