September Publication Schedule

The Lehmann Letter (SM)

Today’s positive report on manufacturing from the Institute of Supply Management gave the stock market a boost. But it’s positive news from housing and autos that will signal the economy’s escape from its current morass.

• Here are the key consumer-demand indicators we'll examine and the September days and dates on which we can expect them to appear. They will give us up-to-the-minute information on demand's recovery.

Source (* below)……Series Description……Day & Date

BEA….New-vehicle sales…...(Approximate).Wed, 8th

Fed………..Consumer credit…...(Approximate).Wed, 8th
Census……….……..Housing starts………….Tue, 21st
NAR………………Existing-home sales…….Thu, 23rd
Census…………..New-home sales………...Fri, 24th
Conf Bd………….Consumer confidence….. Tue, 28th

• Production, employment and capital expenditures are important, but they’re not likely to lead the charge. Here’s what to watch.

Source (* below)……Series Description……Day & Date

Quarterly Data

BLS…………..Productivity…………….Thu, 2nd

BEA………..….GDP…………………….Thu, 30th

Monthly Data

ISM……….Purchasing managers’ index…….Wed, 1st

BLS…………………….Employment………… Fri, 3rd
Census…………………...Inventories……….. Fri, 10th
Fed……………..Industrial production……….Wed, 15th
Fed…………….Capacity utilization………….Wed, 15th
BLS………………….Producer prices……. Thu, 16th
BLS………………….Consumer prices….….. Fri, 17th
Conf Bd……….Leading indicators……….Thu, 23rd

Census………….Capital goods………….. Fri, 24th


* BEA = Bureau of Economic Analysis of the U.S. Department of Commerce
* BLS = Bureau of Labor Statistics of the U.S. Department of Labor
* Census = U.S. Bureau of the Census
* Conf Bd = Conference Board
* Fed = Federal Reserve System
* ISM = Institute for Supply Management
* NAR = National Association of Realtors

© 2010 Michael B. Lehmann