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'경기지표'에 해당되는 글 62건




  1. 2009.04.16 2009년 3월 고용동향, 실업률, 경제활동참가인구 _통계청 _09.04.15
  2. 2009.04.15 미국 기업재고, Business Inventories -1.3% 월간 감소 _09.04.14
  3. 2009.04.15 코스피 최근 상승 원인, 단기 차익실현 권장 이유 _09.04.15
  4. 2009.04.15 미국, Retail Sales, 소매판매 월간 -1.1% 재감소 _09.04.14
  5. 2009.04.15 미국증시, 다우지수, 경제지표 _혹시나 했으나 역시나 _Retail Sales, Business Inventories 지표 개선 없어 _09.04.15
  6. 2009.04.13 미국 경제지표 주간발표 일정 _ 09.04.13~04.17
  7. 2009.04.09 한은 4월 금통위 금리 2% 동결, 통화정책방향, 최근 국내외 경제동향 _09.04.09
  8. 2009.04.09 미국 도매재고, U.S. Wholesales Inventories 2월 월간 -1.5% 감소 _09.04.09

다음은 통계청이 발표한 2009년 3월 고용동향입니다. 통계청 2009년 4월 15일 발표.
 

▣ 2009년 3월 경제활동참가율 60.2%로 전년동월대비 0.9%p 하락

   o 취업자 23,110천명으로 전년동월대비 195천명(-0.8%) 감소
    - 고용률 57.9%로 전년동월대비 1.2%p 하락

   o 실업률 4.0%로 전년동월대비 0.6%p 상승
    - 청년층 실업률 8.8%로 전년동월대비 1.2%p 상승
    - 계절조정 실업률은 3.7%로 전월대비 0.2%p 상승


** 자세한 내용은 첨부파일을 참고하시기 바랍니다 **
  (ssec0903.hwp:보도자료, ssec0903.xls:통계표, ssec0903.pdf:보도자료,통계표)   


◦ 2009년 3월 경제활동인구는 24,062천명으로 전년동월대비 52천명 (-0.2%) 감소하였고, 경제활동참가율은 60.2%로 전년동월대비 0.9%p 하락하였음
◦ 취업자는 23,110천명으로 전년동월대비 195천명(-0.8%) 감소하였음

< 취업자 증가 추이 >
                                                       (단위 : 천명)
‘08. 3월 ‘08. 10월   11월   12월   ‘09. 1월    2월    3월
      184           97       78      -12      -103      -142      -195


◦ 고용률(취업인구비율)은 57.9%로 전년동월대비 1.2%p 하락하였음

* 15~64세 고용률(OECD 국가간 비교기준 적용)은 62.2%임

◦ 실업자는 952천명으로 전년동월대비 142천명(17.6%) 증가하였음

◦ 실업률은 4.0%로 전년동월대비 0.6%p 상승하였음
- 청년층 실업률은 8.8%로 전년동월대비 1.2%p 상승하였음

◦ 비경제활동인구는 15,875천명으로 전년동월대비 525천명(3.4%) 증가하였음

◦ 계절조정계열에 대한 전월대비 변동을 보면
- 취업자는 23,333천명으로 전월대비 78천명 감소하였음
- 실업자는 886천명으로 전월대비 46천명 증가하였음
- 실업률은 3.7%로 전월대비 0.2%p 상승하였음




자세한 내용은 첨부파일을 참조하시기 바랍니다.




맞춤검색

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다음은 미국 기업재고, Business Inventories 월간 지표입니다.

Census Bureau

 

FOR IMMEDIATE RELEASE

TUESDAY, APRIL 14, 2009, AT 10:00 A.M. EDT


Timothy Winters (Retail): (301) 763-2713                                                                                                                            CB09-52
John Miller (Wholesale): (301) 763-2703
Chris Savage (Manufacturing): (301) 763-4832

MANUFACTURING AND TRADE INVENTORIES AND SALES
February 2009

INTENTION TO REVISE: Revisions to the Wholesale estimates for sales and inventories were released on March 31, 2009 and are reflected in this release. Revisions to the Retail monthly estimates are scheduled for release on April 30, 2009. Revisions to the Retail data will be reflected in the March 2009 Manufacturing and Trade Inventories and Sales (MTIS) release scheduled for May 13, 2009. Revisions to the Manufacturing data will be reflected at a later date.

Sales. The U.S. Census Bureau announced today that the combined value of distributive trade sales and manufacturers’ shipments for February, adjusted for seasonal and trading-day differences but not for price changes, was estimated at $994.9 billion, up 0.2 percent (±0.2%)* from January 2009, but down 13.0 percent (±0.6%) from February 2008.

Inventories. Manufacturers’ and trade inventories, adjusted for seasonal variations but not for price changes, were estimated at an end-of-month level of $1,421.3 billion, down 1.3 percent (±0.1%) from January 2009 and down 3.5 percent (±0.3%) from February 2008.

Inventories/Sales Ratio. The total business inventories/sales ratio based on seasonally adjusted data at the end of February was 1.43. The February 2008 ratio was 1.29.

 

 

The Manufacturing and Trade Inventories and Sales Report for March is scheduled to be released May 13, 2009 at 10:00 a.m. EDT.

For information, visit the Census Bureau’s Web site at <http://www.census.gov/bussales>. This report is also available the day of issue through the Department of Commerce’s STAT-USA (202-482-1986).

* The 90 percent confidence interval includes zero. The Census Bureau does not have sufficient statistical evidence to conclude that the actual change is different from zero.

 

Table 1. Estimated Monthly Sales and Inventories for Manufacturers, Retailers, and Merchant Wholesalers
(In millions of dollars)

See footnotes and notes at the end of Table 3.

(p) Preliminary estimate.
(r) Revised estimate.

 

Table 2. Percent Changes for Sales and Inventories--Manufacturers, Retailers, and Merchant Wholesalers

 

 


Table 3. Estimated Monthly Retail Sales, Inventories, and Inventories/Sales Ratios, By Kind of Business
(In millions of dollars)

(p) Preliminary estimate.
(r) Revised estimate.

1 Inventories are on a non-LIFO basis as of the end of the month.
2 Adjusted for seasonal variations and, in the case of sales, for trading-day differences and holiday variations. Concurrent seasonal adjustment is being used to adjust all sales, shipment, and inventory estimates. Concurrent seasonal adjustment uses all available unadjusted estimates as input to the X-12-ARIMA program. The factors derived from the program are applied to the current and previous month estimates and for retail and wholesale estimates a year ago as well. For retail sales, concurrent seasonal adjustment is also used to adjust the advance estimates (published one month before the preliminary estimates) and the estimates one year before the advance month. This explains the revision to retail estimates from a year ago.
3 Manufacturers sales refer to the value of shipments by manufacturers. The shipments data from individual manufacturers are adjusted prior to tabulation for the number of trading days as well as for any variations in the length of the reporting period.
4 The 2002 North American Industry Classification System (NAICS) defines merchant wholesalers as including manufacturers' sales branches and offices. However, the estimates included in this release exclude manufacturers' sales branches and offices. Note that this is not a change in coverage from prior releases and is consistent with the description used in the Monthly Wholesale Trade Survey data products.

Note: U.S. and group totals include kinds of business not shown. The Manufacturing and Trade Inventory and Sales estimates are based on data from three surveys: the Monthly Retail Trade Survey, the Monthly Wholesale Trade Survey, and the Manufacturers’ Shipments, Inventories, and Orders Survey. The sampling variability for retailers and merchant wholesalers can be used to construct a 90 percent confidence interval for the estimates. Over all possible samples, 90 percent of such intervals will cover the true estimate. These intervals are given in parentheses for the estimates on the front page. If, for example, the estimate is up 0.8 percent and the margin of sampling error is ±1.2 percent, the 90 percent confidence interval is -0.4 percent to +2.0 percent. If the range contains 0, it is uncertain whether there was an increase or decrease. Measures of reliability for Retail and Wholesale sales and inventory levels and changes are included in the detailed monthly press releases for those Industries. Manufacturers do not contribute to estimates of sampling variability because the manufacturer’s mail panel is not a probability sample from a known frame and standard errors of the industry estimates cannot be calculated. Estimates from all three surveys are also subject to nonsampling errors, which can arise in any stage of the survey. Such errors include coverage error (failure to accurately represent all population units in the sample), response errors, coding errors, and nonresponse. Although no direct measurement of these errors has been obtained, precautionary steps were taken in all phases of the collection, processing, and tabulation of the data to minimize their influence.

Horizontal Rule
Source: Retail Indicators Branch, U.S. Census Bureau | Last Revised: April 14, 2009


맞춤검색

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코스피는 1,2 분기의 고점권 목표치 1,300p 부근에 비하면 이미 많이 상승해 있습니다.

이게 얼마만큼 많이 상승한 것인가 하면,

최근 최저점권 890p --> 1,350p   약 51.7% 상승 (2008년 11월 ~ 2009년 4월)
최근 저점권 990p --> 1,350p    약 36.4% 상승 (2009년 3월 ~ 2009년 4월)

으로 무려 51% 가 상승했습니다.

최근에 강력한 상승을 보인, 2007년 주가흐름을 보면, 연초 1,500p 에서 2,080p까지, 즉 대략 2,000p를 잡으면,
1,500p --> 2,000p (2007년 4월 ~ 2007 년 10월 전후, 약 5~6개월)  약 33% 상승 에 불과합니다.



따라서 최근에 코스피가 저점권을 생각하면 얼마나 많이 올랐는가 알 수 있습니다.


코스피가 이처럼 강하게 오른 이유는,

1) 충격파, 급락파 직후의 기술적 반등파는 탄력과 크기가 크고,
2) 중장기적인 글로벌 저금리 기조로 인하여 지수의 상대적 추가하락 압박이 완화되었으며,
3) 저점권에서 수급주체들의 경기개선 기대심리가 과하게 반영되어 있기 때문입니다.



그러나 이러한 지수흐름은 경기흐름이나 기업실적과 연동하여, 재조정을 보일 수 밖에 없는데, 이유는,

1) 기대감을 바탕으로 저점권에서 단기간에 급상승했지만,
   결국 본질적으로 경기가 호전되지 않고, 기업실적이 개선되지 않는다면, 주식이나 주가, 주가지수는 결국 위험상품이라는
   리스크 요인과 매력도가 시장의 저변 심리로 조만간 다시 부각될 것이기 때문입니다.

즉, 주식시장에 진입해서 주식을 보유하기는 쉽지만, 주식보유가 그만큼의 매력이 없고, 기대만큼의 보상을 주지 못한다는
시장의 각성이 저변 심리로 확산되면, 주가는 오버슈팅 국면에서 벗어나, 경기흐름과 기업실적을 따라서 갈 수 밖에 없게 됩니다.

비유하면, 새 차(car)가 출시되면 너도 나도 관심을 가지고 타거나 사고 싶어하지만, 차를 실제로 타보니 별 볼일 없다면,
차를 구매한 것이 오히려 부담으로 작용하게 되며, 디스카운트(discount)가 발생하게 된다는 것입니다.

즉, 기대감으로 오버슈팅하지만, 2009년 1분기가 이미 끝난 마당에, 1분기 기업실적이나 2분기 기업실적이 별 볼일 없다면,
오버슈팅을 먼저 보인 지수 흐름은 오히려 고점권에서 디스카운트가 발생할 수 있습니다.


2) 경기가 본질적으로 개선되지 않고, 기업실적 개선이 확인되지 않는 마당에, 단순히 경기호전이 기대감으로 움직였지만,
그러한 기대감에 따른 선진입이 기업실적이 뒷받침되지 못하여 결국 보상으로 연결되지 않는다는 각성이 확산되면,
주가는 기술적 반등 흐름에서의 흥분을 마감하고 적정수준으로의 차분한 흐름으로 돌아올 수 밖에 없습니다.


3) 따라서 1분기는 물론이고 2분기까지 기업실적이나 경기지표를 차분히 추가 관찰하고,
  이미 저점권에서 30% 이상 상승하여 그것도 최근래 1개월래 과도한 오버슈팅을 보여서,
  2007년 대세상승기를 능가하는 마당에, 현재 시점에서 공격적인 대응은 잠시 미루고,
  오히려 중단기적으로 충분한 차익실현 후에 경기지표 흐름을 추가 관찰하는 것이 좋다고 보입니다.



맞춤검색

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미국 소매판매, Retail Sales 지표가 월간 -1.1% 다시 감소하였고, 결국 근래 2개월간 소폭 개선되는 듯 했으나,
침체 흐름의 일시적 기술적 둔화에 불과하고, 다시 침체가 지속되는 흐름을 보여주고 있습니다.
장기 침체가 연장되는 흐름으로 경계와 충분한 시간 경과가 필요하다고 생각됩니다.  




FOR IMMEDIATE RELEASE

TUESDAY, APRIL 14, AT 8:30 A.M. EDT


Timothy Winters / Aneta Erdie                                                                                                                                                                                            CB09-51
Service Sector Statistics Division
(301) 763-2713

ADVANCE MONTHLY SALES FOR RETAIL TRADE AND FOOD SERVICES


MARCH 2009

Intention to Revise Retail Estimates: Monthly retail sales estimates will be revised based on the results of the 2007 Annual Retail Trade Survey. Revised not adjusted and corresponding adjusted data are scheduled for release on April 30, 2009. 

The U.S. Census Bureau announced today that advance estimates of U.S. retail and food services sales for March, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $344.4 billion, a decrease of 1.1 percent (±0.5%) from the previous month and 9.4 percent (±0.7%) below March 2008. Total sales for the January through March 2009 period were down 8.8 percent (±0.5%) from the same period a year ago. The January 2009 to February 2009 percent change was revised from -0.1 percent (±0.5%)* to +0.3 percent (±0.3%)*.

Retail trade sales were down 1.1 percent (±0.7%) from February 2009 and 10.7 percent (±0.7%) below last year. Gasoline stations sales were down 34.0 percent (±1.5%) from March 2008 and motor vehicle and parts dealers sales were down 23.5 percent (±2.3%) from last year.

The advance estimates are based on a subsample of the Census Bureau's full retail and food services sample. A stratified random sampling method is used to select approximately 5,000 retail and food services firms whose sales are then weighted and benchmarked to represent the complete universe of over three million retail and food services firms. Responding firms account for approximately 65% of the MARTS dollar volume estimate. For an explanation of the measures of sampling variability included in this report, please see the Reliability of Estimates section on the last page of this publication.

Percent Change in Retail and Food Services Sales

(Estimates adjusted for seasonal variation, holiday, and trading-day differences, but not for price changes)


The Advance Monthly Retail Sales for Retail and Food Services for April is scheduled to be released May 13, 2009 at 8:30 a.m. EDT.

For information, visit the Census Bureau's Web site at <http://www.census.gov/retail>. This report is also available the day of issue through the Department of Commerce's STAT-USA (202-482-1986).

* The 90 percent confidence interval includes zero. The Census Bureau does not have sufficient statistical evidence to conclude that the actual change is different than zero.


TABLE 1A. ESTIMATED MONTHLY SALES FOR RETAIL AND FOOD SERVICES, BY KIND OF BUSINESS--March 2009

Estimates adjusted for seasonal variations and holiday and trading-day differences, but not for price changes. (Total sales estimates are shown in millions of dollars and are based on data from the Advance Monthly Retail Trade Survey, Monthly Retail Trade Survey, and administrative records.)(2) (In Millions of dollars) 2009 2009 2009 2008 2008 NAICS(1) Kind of Business Mar(3) Feb Jan Mar Feb Code (a) (p) (r) (r) (r) Retail & food services, total.................... 344,380 348,359 347,311 380,171 378,191 Total (excl. motor vehicle & parts)............ 288,203 290,844 288,038 306,746 304,410 Retail ....................................... 305,830 309,246 308,613 342,444 340,684 GAFO(4).......................................... (*) 96,663 95,550 98,272 97,271 441 Motor vehicle & parts dealers.................... 56,177 57,515 59,273 73,425 73,781 4411,4412 Auto & other motor veh. dealers................. 49,659 50,926 52,720 67,011 67,405 442 Furniture & home furnishings stores.............. 8,231 8,370 8,326 9,467 9,445 443 Electronics & appliance stores.................... 8,535 9,066 9,007 9,427 9,199 44311,13 Appl., T.V. & camera........................... (*) 7,279 7,254 7,609 7,375 44312 Computer & software stores...................... (*) 1,787 1,753 1,818 1,824 444 Building material & garden eq. & supplies dealers 24,488 24,645 24,762 26,971 27,538 4441 Building mat. & supplies dealers................ (*) 20,585 20,590 22,998 23,608 445 Food & beverage stores........................... 49,469 49,239 49,308 48,671 48,367 4451 Grocery stores.................................. 44,123 43,931 44,063 43,649 43,400 4453 Beer, wine & liquor stores...................... (*) 3,578 3,591 3,452 3,421 446 Health & personal care stores.................... 21,124 21,037 20,910 20,233 20,260 44611 Pharmacies & drug stores........................ (*) 17,320 17,198 16,765 16,762 447 Gasoline stations................................ 27,896 28,339 27,474 42,253 41,523 448 Clothing & clothing accessories stores........... 17,939 18,266 17,775 18,901 18,655 44811 Men's clothing stores........................... (*) (S) (S) (S) (S) 44812 Women's clothing stores......................... (*) 3,044 2,982 3,349 3,359 4482 Shoe stores..................................... (*) 2,215 2,087 2,201 2,221 451 Sporting goods, hobby, book & music stores....... 7,287 7,355 7,350 7,396 7,311 452 General merchandise stores....................... 50,146 50,229 49,643 49,509 49,204 4521 Department stores (ex. L.D.).................... 16,057 16,106 15,965 16,990 17,103 4521 Department stores (incl. L.D.)(5)............... (*) (NA) (NA) (NA) (NA) 4529 Other general merchandise stores................ (*) 34,123 33,678 32,519 32,101 45291 Warehouse clubs & supercenters................. (*) 30,253 29,954 28,875 28,385 45299 All other gen. merchandise stores.............. (*) 3,870 3,724 3,644 3,716 453 Miscellaneous store retailers.................... 9,519 9,736 9,214 9,867 9,715 454 Nonstore retailers............................... 25,019 25,449 25,571 26,324 25,686 4541 Electronic shopping & mail-order houses......... (*) 18,264 18,301 17,912 17,504 722 Food services & drinking places.................. 38,550 39,113 38,698 37,727 37,507 (*) Advance estimates are not available for this kind of business. (NA) Not available (S) Suppressed (a) Advance estimate (p) Preliminary estimate (r) Revised estimate (1) For a full description of the NAICS codes used in this table, see http://www.census.gov/epcd/www/naics.html (2) Estimates are concurrently adjusted for seasonal variation and for holiday and trading day differences, but not for price changes. Concurrent seasonal adjustment uses all available unadjusted estimates as input to the X-12 ARIMA program. The factors derived from the program are used in calculating all seasonally adjusted estimates shown in this table. Year-to-date seasonally adjusted sales estimates are not tabulated. Adjustment factors and explanatory material can be found on the Internet at http://www.census.gov/mrts/www/mrts.html (3) Advance estimates are based on early reports obtained from a small sample of firms selected from the larger Monthly Retail Trade Survey (MRTS) sample. All other estimates are from the MRTS sample. (4) GAFO represents firms which specialize in department store types of merchandise and is comprised of furniture & home furnishings (442), electronics & appliances (443), clothing & clothing accessories (448), sporting goods, hobby, book, and music (451), general merchandise (452), office supply, stationery, and gift stores (4532). (5) Estimates include data for leased departments operated within department stores. Data for this line are not included in broader kind-of-business totals.

TABLE 1B. ESTIMATED MONTHLY SALES FOR RETAIL AND FOOD SERVICES, BY KIND OF BUSINESS--March 2009

Estimates not adjusted for seasonal variations and holiday and trading-day differences and price changes. (In Millions of dollars and Annual Percent Change) 3 month total % Chg. 2009 2009 2009 2008 2008 NAICS(1) Kind of Business 2009 from Mar(2) Feb Jan Mar Feb Code 2008 (a) (p) (r) Retail & food services, total.................... 966,116 -10.1 338,716 308,599 318,801 378,755 348,876 Total (excl. motor vehicle & parts)............ 800,901 -6.8 278,617 255,952 266,332 300,572 278,636 Retail ....................................... 854,825 -11.5 299,742 273,006 282,077 340,236 313,244 GAFO(3).......................................... (*) (*) (*) 83,579 84,003 93,727 87,385 441 Motor vehicle & parts dealers.................... 165,215 -23.2 60,099 52,647 52,469 78,183 70,240 4411,4412 Auto & other motor veh. dealers................. 146,785 -25.5 53,483 46,750 46,552 71,769 64,304 44111 New car dealers................................ (*) (*) (*) 35,603 36,334 56,849 51,188 4413 Auto parts, acc. & tire stores.................. (*) (*) (*) 5,897 5,917 6,414 5,936 442 Furniture & home furnishings stores.............. 23,094 -13.9 7,951 7,466 7,677 9,136 8,822 4421 Furniture stores................................ (*) (*) (*) 4,434 4,370 5,100 5,063 4422 Home furnishings stores......................... (*) (*) (*) 3,032 3,307 4,036 3,759 443 Electronics & appliance stores.................... 24,895 -5.5 7,796 8,492 8,607 8,659 8,857 44311,13 Appl., T.V. & camera........................... (*) (*) (*) 6,857 6,964 6,886 7,146 44312 Computer & software stores...................... (*) (*) (*) 1,635 1,643 1,773 1,711 444 Building material & garden eq. & supplies dealers 61,313 -11.6 23,741 18,528 19,044 25,703 21,783 4441 Building mat. & supplies dealers................ (*) (*) (*) 16,015 16,616 21,802 19,264 445 Food & beverage stores........................... 140,814 -0.1 47,673 44,392 48,749 48,557 45,351 4451 Grocery stores.................................. 127,060 -0.5 42,888 39,933 44,239 43,824 40,970 4453 Beer, wine & liquor stores...................... (*) (*) (*) 2,959 3,106 3,176 2,976 446 Health & personal care stores.................... 62,399 2.2 21,504 19,985 20,910 20,779 20,078 44611 Pharmacies & drug stores........................ (*) (*) (*) 16,558 17,370 17,184 16,712 447 Gasoline stations................................ 76,454 -34.1 27,115 24,145 25,194 41,281 36,789 448 Clothing & clothing accessories stores........... 45,569 -6.4 16,541 15,171 13,857 18,119 16,128 44811 Men's clothing stores........................... (*) (*) (*) 623 652 816 722 44812 Women's clothing stores......................... (*) (*) (*) 2,417 2,299 3,406 2,785 44814 Family clothing stores.......................... (*) (*) (*) 5,713 5,461 6,751 5,680 4482 Shoe stores..................................... (*) (*) (*) 1,918 1,663 2,285 1,999 451 Sporting goods, hobby, book & music stores....... 19,367 -1.8 6,449 5,752 7,166 6,649 6,024 452 General merchandise stores....................... 133,847 -0.3 46,841 43,611 43,395 47,929 44,205 4521 Department stores (ex. L.D.).................... 40,277 -8.1 14,407 13,169 12,701 15,938 14,490 4521 Department stores (incl. L.D.)(4)............... (*) (*) (*) 13,523 13,038 16,384 14,891 4529 Other general merchandise stores................ (*) (*) (*) 30,442 30,694 31,991 29,715 45291 Warehouse clubs & supercenters................. (*) (*) (*) 27,137 27,618 28,442 26,426 45299 All other gen. merchandise stores.............. (*) (*) (*) 3,305 3,076 3,549 3,289 453 Miscellaneous store retailers.................... 26,010 -5.4 8,972 8,620 8,418 9,224 9,025 454 Nonstore retailers............................... 75,848 -4.7 25,060 24,197 26,591 26,017 25,942 4541 Electronic shopping & mail-order houses......... (*) (*) (*) 16,346 17,843 16,855 16,401 722 Food services & drinking places.................. 111,291 2.0 38,974 35,593 36,724 38,519 35,632 (*) Advance estimates are not available for this kind of business. (NA) Not available (a) Advance estimate (p) Preliminary estimate (r) Revised estimate (1) For a full description of the NAICS codes used in this table, see http://www.census.gov/epcd/www/naics.html (2) Advance estimates are based on early reports obtained from a small sample of firms selected from the larger Monthly Retail Trade Survey (MRTS) sample. All other estimates are from the MRTS sample. (3) GAFO represents firms which specialize in department store types of merchandise and is comprised of furniture & home furnishings (442), electronics & appliances (443), clothing & clothing accessories (448), sporting goods, hobby, book, and music (451), general merchandise (452), office supply, stationery, and gift stores (4532). (4) Estimates include data for leased departments operated within department stores. Data for this line are not included in broader kind-of-business totals.

TABLE 2A. ESTIMATED CHANGE IN SALES FOR RETAIL AND FOOD SERVICES, BY KIND OF BUSINESS--March 2009

Estimates adjusted for seasonal variations and holiday and trading-day differences, but not for price changes (Estimates are shown as percents and are based on data from the Advance Monthly Retail Trade Survey, Monthly Retail Trade Survey, and administrative records.)(*) Mar Feb 2009 2009 adv. prel. from-- from-- NAICS Kind of Business Feb Mar Jan Feb Code 2009 2008 2009 2008 (p) (r) (r) (r) Retail & food Services, total.................... -1.1 -9.4 +0.3 -7.9 Total (excl. motor vehicle & parts ).......... -0.9 -6.0 +1.0 -4.5 Retail .................................. -1.1 -10.7 +0.2 -9.2 441 Motor vehicle & parts dealers.................... -2.3 -23.5 -3.0 -22.0 4411,4412 Auto & other motor veh. dealers............... -2.5 -25.9 -3.4 -24.4 442 Furniture & home furnishings stores.............. -1.7 -13.1 +0.5 -11.4 443 Electronics & appliance stores................... -5.9 -9.5 +0.7 -1.4 444 Building material & garden eq. & supplies dealers -0.6 -9.2 -0.5 -10.5 445 Food & beverage stores........................... +0.5 +1.6 -0.1 +1.8 4451 Grocery stores.................................. +0.4 +1.1 -0.3 +1.2 446 Health & personal care stores.................... +0.4 +4.4 +0.6 +3.8 447 Gasoline stations................................ -1.6 -34.0 +3.1 -31.8 448 Clothing & clothing accessories stores........... -1.8 -5.1 +2.8 -2.1 451 Sporting goods, hobby, book & music stores........ -0.9 -1.5 +0.1 +0.6 452 General merchandise stores....................... -0.2 +1.3 +1.2 +2.1 4521 Department stores (ex. L.D.).................... -0.3 -5.5 +0.9 -5.8 453 Miscellaneous stores retailers................... -2.2 -3.5 +5.7 +0.2 454 Nonstore retailers............................... -1.7 -5.0 -0.5 -0.9 722 Food services & drinking places.................. -1.4 +2.2 +1.1 +4.3 (p) Preliminary estimate (r) Revised estimate (*) Estimates shown in this table are derived from adjusted estimates provided in Table 1A of this report.

TABLE 2B. ESTIMATED CHANGE IN SALES FOR RETAIL AND FOOD SERVICES, BY KIND OF BUSINESS--March 2009

Data not adjusted for seasonal variations and holiday and trading-day differences and price changes. (Estimates are shown as percents and are based on data from the Advance Monthly Retail Trade Survey, Monthly Retail Trade Survey, and administrative records.)(*) Mar Feb 2009 2009 adv. prel. from-- from-- NAICS Kind of Business Feb Mar Jan Feb Code 2009 2008 2009 2008 (p) (r) (r) (r) Retail & food Services, total.................... +9.8 -10.6 -3.2 -11.5 Total (excl. motor vehicle & parts ).......... +8.9 -7.3 -3.9 -8.1 Retail .................................. +9.8 -11.9 -3.2 -12.8 441 Motor vehicle & parts dealers.................... +14.2 -23.1 +0.3 -25.0 4411,4412 Auto & other motor veh. dealers................ +14.4 -25.5 +0.4 -27.3 442 Furniture & home furnishings stores.............. +6.5 -13.0 -2.7 -15.4 443 Electronics & appliance stores................... -8.2 -10.0 -1.3 -4.1 444 Building material & garden eq. & supplies dealers +28.1 -7.6 -2.7 -14.9 445 Food & beverage stores........................... +7.4 -1.8 -8.9 -2.1 4451 Grocery stores.................................. +7.4 -2.1 -9.7 -2.5 446 Health & personal care stores.................... +7.6 +3.5 -4.4 -0.5 447 Gasoline stations................................ +12.3 -34.3 -4.2 -34.4 448 Clothing & clothing accessories stores........... +9.0 -8.7 +9.5 -5.9 451 Sporting goods, hobby, book & music stores........ +12.1 -3.0 -19.7 -4.5 452 General merchandise stores....................... +7.4 -2.3 +0.5 -1.3 4521 Department stores (ex. L.D.).................... +9.4 -9.6 +3.7 -9.1 453 Miscellaneous stores retailers................... +4.1 -2.7 +2.4 -4.5 454 Nonstore retailers............................... +3.6 -3.7 -9.0 -6.7 722 Food services & drinking places.................. +9.5 +1.2 -3.1 -0.1 (p) Preliminary estimate (r) Revised estimate (*) Estimates shown in this table are derived from not adjusted estimates provided in Table 1B of this report.
SOURCE: Advance Monthly Sales for Retail Trade and Food Services--MARCH 2009 (Press Release available without charge from Public Information Office, Bureau of the Census Washington, D.C. 20233). Survey methodology and measures of sampling variability are documented in the Advance Press Release. Questions concerning this report should be directed to Mr. Timothy Winters (301) 763-2713.

Survey Description

The U.S. Census Bureau conducts the Advance Monthly Retail Trade and Food Services Survey (MARTS) to provide an early estimate of monthly sales by kind of business for retail and food service firms located in the United States. Each month, questionnaires are mailed to a probability sample of approximately 5,000 employer firms selected from the larger Monthly Retail Trade Survey (MRTS). Firms responding to MARTS account for approximately 65% of the total national sales estimate. Advance sales estimates are computed using a link relative estimator. The change in sales from the previous month is estimated using only units that have reported data for both the current and previous month. There is no imputation or adjustment for nonrespondents in MARTS. The total sales estimate is derived by multiplying this ratio by the preliminary sales estimate for the previous month (derived from the larger MRTS sample). Detailed industry estimates are summed to derive total estimates at broad industry levels. The monthly estimates are adjusted using annual survey estimates and for seasonal variation and holiday and trading-day differences. Additional information on MARTS and MRTS can be found on the Census Bureau website at: http://www.census.gov/mrts/www/mrts.html.

Reliability of Estimates

Because the estimates presented in this report are based on a sample survey, they contain sampling error and nonsampling error. Sampling error is the difference between the estimate and the result that would be obtained from a complete enumeration of the sampling frame conducted under the same survey conditions. This error occurs because only a subset of the entire sampling frame is measured in a sample survey. Standard errors and coefficients of variation (CV), as given in Table 3 of this report, are estimated measures of sampling variation. The margin of sampling error, as used on page 1, gives a range about the estimate which is 90-percent confidence interval. If, for example, the percent change estimate is +1.2 percent and its estimated standard error is 0.9 percent, then the margin of sampling error is ±1.65 x 0.9 percent or ±1.5 percent, and the 90 percent confidence interval is -0.3 percent to +2.7 percent. If the interval contains 0, then one does not have sufficient statistical evidence to conclude at the 90 percent confidence level that the change is different from zero and therefore the change is not statistically significant. Estimated changes shown in the text are statistically significant unless otherwise noted. For a monthly total, the median estimated coefficient of variation is given. The resulting confidence interval is the estimated value ±1.65 x CV x (the estimated monthly total). The Census Bureau recommends that individuals using estimates in this report incorporate this information into their analyses, as sampling error could affect the conclusions drawn from the estimates. Nonsampling error encompasses all other factors that contribute to the total error of a sample survey estimate. This type of error can occur because of nonresponse, insufficient coverage of the universe of retail businesses, mistakes in the recording and coding of data, and other errors of collection, response, coverage, or processing. Although nonsampling error is not measured directly, the Census Bureau employs quality control procedures throughout the process to minimize this type of error.


(1) Estimated measures of sampling variability are based on estimates not adjusted for seasonal variation, or holiday, or trading-day differences. Medians are based on estimates for the most recent 12 months.

(2) These columns provide measures of the difference between the advance-to-preliminary and preliminary-to-final estimates of month-to-month change for the same pair of months as measured by the Advance sample and MRTS sample. The average and median differences are based on estimates for the most recent 12 months.

Note: Additional information on confidentiality protection, sampling error, nonsampling error, sample design, and definitions may be found at http://www.census.gov/mrts/www/mrts.html
o Current Quarter Retail E-Commerce Sales

Source: Retail Indicators Branch, U.S. Census Bureau | Last Revised: April 14, 2009


맞춤검색

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코스피에 대해 차익실현을 권장합니다.




미국 경지지표를 보면, 소매판매 Retail Sales 지표가 근래 2개월간 개선되는 듯 했으나,
결국 침체의 기술적인 일시적 둔화일 뿐, 3월 소매판매 지표는 다시 악화로 나타나고 있으며,
PPI는 하락하여 디플레이션 경향을 보이고 있고,

기업재고 Business Inventories는 개선 징후가 없습니다.

2009년 연초 1,100p 부근, 저점 1,000p 정도로 잡으면, 최근 코스피 지수는 최소 20~40% 선까지
2분기 초반에 먼저 올라섰기 때문에 일단 차익실현을 권장합니다.

조만간 새 글로 쓰고자 하나, 시장 심리나 시장 지표로도 현재 국면은 차익실현이 무난합니다.





맞춤검색

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미국 경제지표 주간발표 일정 _ 09.04.13~04.17  입니다.
소매판매, Retail Sales, 기업재고, Business Inventories, 엠파이어 스테이트 지수, Empire State Manufacturing Index 등이 발표됩니다. 또한 4월 베이지북, Beige Book 이 발표되므로 2009년 1분기 미국 경기가 얼마나 상황 변화를 맞이했는지 지켜봐야 하겠습니다. CPI 물가지표도 함께 발표됩니다.
Date   Actual Forecast Previous
Mon  
13-Apr
Tue Core Retail Sales m/m   0.10% 0.70%
14-Apr PPI m/m   0.00% 0.10%
  Retail Sales m/m   0.30% -0.10%
  Core PPI m/m   0.10% 0.20%
  Business Inventories m/m   -1.20% -1.10%
  FOMC Member Evans Speaks      
  Fed Chairman Bernanke Speaks      
Wed Core CPI m/m   0.10% 0.20%
15-Apr CPI m/m   0.10% 0.40%
  Empire State Manufacturing Index   -35 -38.2
  TIC Long-Term Purchases   17.3B -43.0B
  Capacity Utilization Rate   69.70%
70.20%
 
  Industrial Production m/m   -0.80%
-1.50%
 
  Crude Oil Inventories     1.7M
  NAHB Housing Market Index   10 9
  Beige Book      
Thu Building Permits   0.55M
0.56M
16-Apr
  Unemployment Claims   659K 654K
  Housing Starts   0.53M 0.58M
  Philly Fed Manufacturing Index   -31.8 -35
  Natural Gas Storage     20B
  FOMC Member Lockhart Speaks      
  FOMC Member Yellen Speaks      
Fri Prelim UoM Consumer Sentiment   58.3
57.3
17-Apr
  Prelim UoM Inflation Expectations    
2.00%
 
  Fed Chairman Bernanke Speaks      






맞춤검색

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2009년4월9일 금융통화위원회는 다음 통화정책방향 결정 시까지 한국은행 기준금리를 현 수준(2.00%)에서 유지하여 통화정책을 운용하기로 하였음

통화정책방향





□ 금융통화위원회는 다음 통화정책방향 결정시까지 한국은행 기준 금리를 현 수준(2.00%)에서 유지하여 통화정책을 운용하기로 하였음

□ 최근 국내 경기는 내수와 수출 모두 감소세를 지속하면서 계속 위축되고 있으나 하강속도는 다소 완만해지고 있으며 세계경제
침체, 국제금융시장 불안 등으로 인해 향후 성장의 하향위험은 여전히 큰 것으로 판단됨

□ 소비자물가는 국제유가가 안정세를 보이는 가운데 경기부진에 따른 수요압력 완화로 오름세가 둔화되었으며 앞으로도 이러한
추세가 이어질 것으로 보임. 부동산시장에서는 거래위축 및 가격 하락 현상이 지속되고 있음

□ 금융시장에서는 환율, 주가 등 가격변수가 개선된 모습을 나타내었으며 금융기관의 대출태도가 완화되면서 가계 및 중소기업
대출이 꾸준히 늘어나고 있음

□ 앞으로 통화정책은 당분간 금융완화기조를 유지하면서 경기의 과도한 위축을 방지하고 금융시장 안정을 도모하는 데 주안점
을 두고 운용해 나갈 것임



최근 국내외 경제동향

□ 최근 국내경기는 부진에서 벗어나지 못하고 있으나 일부 지표를  
    중심으로 그간의 가파른 하강세가 둔화되는 기미를 보임
ㅇ 수출은 큰 폭의 감소세를 지속하고 있으나 소비재판매 감
소세는 둔화되는 모습
ㅇ 설비투자의 감소세는 확대되는 반면 건설기성액은 증가세
ㅇ 제조업 및 서비스업의 생산활동은 완만하나마 개선되는 조짐

□ 경기판단지표들은 경기 하락세가 감속되고 있음을 시사
ㅇ 경기동행지수(순환변동치)의 낙폭이 축소되고
선 행지수(전년동월대비 증감률)는 07.11월 이후 처음으로 상승
전환
ㅇ 재고/출하비율도 하락세를 지속





자세한 내용은 <붙 임> 참조

 


맞춤검색

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미국 도매재고, Wholesales Inventories 월간수치가(m/m) 2월 -1.5% 감소하였습니다.  미국 통계국(Census Bureau) 발표


Sales. The U.S. Census Bureau announced today that February 2009 sales of merchant wholesalers, except manufacturers’ sales branches and
offices, after adjustment for seasonal variations and trading-day differences but not for price changes, were $319.7 billion, up 0.6 percent (+/-0.7%)*
from the revised January level and were down 14.3 percent (+/-1.6%) from the February 2008 level. The January preliminary estimate was revised
downward $0.7 billion or 0.2 percent. February sales of durable goods were up 2.0 percent (+/-1.4%) from last month, but were down 14.8 percent
(+/-2.1%) from a year ago. Compared to last month, sales of motor vehicle and motor vehicle parts and supplies were up 3.7 percent, while sales of
metals and minerals, except petroleum, were down 5.6 percent. Sales of nondurable goods were down 0.4 percent (+/-0.7%)* from last month and
were down 13.8 percent (+/-1.6%) from last year. Sales of chemicals and allied products were down 4.6 percent from last month.

Inventories. Total inventories of merchant wholesalers, except manufacturers’ sales branches and offices, after adjustment for seasonal variations
but not for price changes, were $419.3 billion at the end of February, down 1.5 percent (+/-0.4%) from the revised January level, and were down 1.7
percent (+/-0.9%) from a year ago. The January preliminary estimate was revised upward $0.2 billion. End-of-month inventories of durable goods
were down 2.4 percent (+/-0.5%) from last month, but were up 0.7 percent (+/-1.1%)* from last February. Inventories of motor vehicle and motor
vehicle parts and supplies were down 7.9 percent from last month and inventories of furniture and home furnishings were down 3.0 percent. End-ofmonth
inventories of nondurable goods decreased 0.2 percent (+/-0.5%)* from January and were down 5.5 percent (+/-1.9%) compared to last
February. Inventories of farm product raw materials were down 5.4 percent from last month, and inventories of paper and paper products were down
4.8 percent.

Inventories/Sales Ratio. The February inventories/sales ratio for merchant wholesalers, except manufacturers’ sales branches and offices, based
on seasonally adjusted data, was 1.31. The February 2008 ratio was 1.14.
Data in this report are based on a sample and, therefore, are subject to sampling and nonsampling error. A discussion of the reliability of the estimates
and general survey methodology can be found at: <
http://www.census.gov/wholesale/www/how_surveys_are_collected/011340.html>.




자료 : 첨부파일, 출처 : http://www.census.gov/wholesale/index.html



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