Simon Constable

Robert E. Wright>@
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Roe DAngelo
Matt Inman

Courtney Lutterman

Dow JonesAlan Murray

Rick Stine
Neal LipschutzBrett
ArendsJulie IannuzziShawn
BenderBob BrunerKen Eades

David Backus
Michael DardaJan ReidMark
StickleRichard Sylla

_008

Part1 [Consumption]
01 _022

02 _027
03 _033
04 _039
05 _044

Part2 [Investment]
06 _052
07 _057
08 _062
09 _067
10 _072
11 ISM_078
12 ISM_083
13 JoC-ECRI
_088
14 _093
15 _098
16 _103

Part3 [GoverNment]
17 _110

Part4 [Net Export]

18 BDI_118
19 _123
20 _129
21 _134

22 _139
23 TIC_144

Part5
24 _152
25 _158
26 _163
27 _168
28 _173
29 GDP_179
30 _184
31 M2_189
32 _194
33 The Aruoba-Diebold-Scotti
_199

34 _204
35 _209
36 _214
37 2000_220
38 _226
39 Yield Curve_231

Part6
40 GDP_238
41 _243
42 _249
43 _254
44 _259
45 _264
46 _270
47 _275
48 TIPS_280
49 CBOE_285
50 _290
_295
_305

50

INTRODUCTION

2008
2009

009


51020

2008

20082009

010

011

CPI

GDP

statistic noise

1.

2.

50

3.

012

4.

013

GDP

C I 1 G
NX

50

GDP

50

EMC
GDPC+I+G+NX
+++
GDPGDP

014

50

015

1.
2.
3.
4.

5.

50

Google
Enron
Leman Brothers

6.

*****
7.

$10%
$$20%

016

017

GDP
I
2

www.flatworldknowledge.
com/printed-book/1634

20089

Robert E. WrightVincenzo
QuadriniMoney and Banking

Flatworld Knowledge

www.augie.edu/
thomaswilling

018

C
PART

CONSUMPTION

70%

01

1953
Charles Wilson

Part 1

"ISM"

Campbell Harvey

AUTOMOBILE
SALES

3
2010

023

1990-2008

Part 1

20002001
2005
2007

024

WSJ.com

025

Market
Data Center

Calendars & Economy

02

Auto Sales

Market Data Center

www.WSJMarkets.com

GDP

Bureau of
Transportation Statistics
http://www.rita.dot.gov/
bts/publications/national_
transportation_statistics/

SUMMARY

$$$$$

026

CHAIN STORE SALES

United States Census Bureau

GDP

SaksSKSThe Gap

GPS BJ

10%

TargetTGTJ. Crew
JCG

PMG

Johnson Redbook Index

ICSC-ICSC-Goldman Sachs
Weekly US Retail Chain Store Sales Index

028

BJCostoCOST

Part 1

Kristin Bents

12

029

10
%
%
%

7/7

2.89

2.8

17.53

0.12

0.0

08/04/07

8/7

2.39

2.0

17.56

-0.32

-0.7

09/01/07

9/7

1.99

2.6

17.83

1.17

1.7

10/06/07

10/7

2.10

2.3

17.73

-0.45

-0.2

11/03/07

11/7

2.39

2.3

17.65

-0.16

-0.2

12/01/07

12/7

1.32

1.2

17.80

-0.21

-0.3

01/05/08

1/7

0.54

1.1

18.07

-5.64

1.3

02/02/08

ETF

2/7

0.48

0.7

17.66

-2.33

-2.1

03/01/08

3/7

1.06

1.4

17.84

1.60

2.0

04/05/08

4/7

1.60

1.8

17.50

-1.42

-1.3

05/03/08

SPDRETFXRT
Great Recession20082009

5/7

1.82

1.7

17.54

0.47

0.4

05/31/08

6/7

2.59

2.8

17.26

-0.86

-0.7

07/05/08

7/7

2.92

2.9

17.43

1.31

1.3

08/02/08

8/7

1.74

1.6

17.43

-1.14

-1.3

08/30/08

9/7

1.25

1.7

17.31

-1.13

-0.7

10/04/08

10/7

0.57

0.7

17.36

-0.42

-0.3

11/01/08

11/7

-0.91

-0.5

17.41

-1.16

-0.7

11/29/08

12/7

-0.95

0.6

17.30

-0.68

0.8

01/03/09

1/7

-2.30

-1.8

17.10

-2.68

-2.0

01/31/09

2/7

-1.62

-1.9

17.04

0.76

0.4

02/28/09

3/7

-0.80

-0.8

16.92

0.09

0.1

04/04/09

4/7

0.49

0.3

16.93

1.37

1.1

05/02/09

5/7

-0.09

0.2

16.97

-0.34

-0.1

05/30/09

6/7

-4.38

-4.2

16.96

-4.34

-4.1

07/04/09

7/7

-5.64

-5.0

16.91

-1.62

-0.9

08/01/09

08/29/09

8/7

16.58

Part 1

2007-09

1. 

2. 20096

030

031

03

Calendars & EconomyU.S.

Economic Events

Market Data Center

www.WSJMarkets.com

Retail Metrics Ken

www.rebookresearch.com

Perkins

SUMMARY

$$$$$

032

CONSUMER
SENTIMENT

Part 1

Consumer Confidence

I n d e x M i c h i g a n

University Consumer Sentiment Index

4955

034

Art Hogan

1980200119811982
199020082009

035

19772010

Part 1

10

Market Data Center

www.WSJMarkets.com

100

2009

http://www.briefing.com

Calendars & Economy

U.S. Economic Events

FRED

WalmartWMT

FRED
http://research.stlouisfed.org/
fred2/

www.Conference-Board.org

decretionary
CoachCOHTiffany & Co.TIF

036

037


SUMMARY

04

""""

$$$$$

EXISTING HOME
SALES

038

home

Part 1

National Association of RealtorNAR

Federal Reserve

Bloomberg L.P.

Joe Brusuelas

2008

2005

040

041

p e n d i n g h o m e
sales

Part 1

http://www.realtor.org/
topics/existing-home-sales

SUMMARY

2510

http://www.realtor.org/
topics/pending-home-sales

Calendars & Economy

U.S. Economic Events
Existing Home Sales
042

$$$$$

043

05

Part 1

UNDEREMPLOYMENT or
SLACK

Marc Pado

045

(200709)

Part 1

10

1.5

046

830

047

Employed Persons by

WSJ.com

Class of Worker and Part-Time Status

2010

www.bls.gov

SUMMARY

$$$$$

048

I
PART

INVESTMENT

11

GDP1520%

(CIP)
: /
.(Simon Constable), .(Robert E. Wright) ; . --
. -- : , 2013.01
; . -- (in-Action! ; HA0036)
: The Wall Street journal guide to the 50 economic indicators that
really matter : from Big Macs to "zombie banks, the indicators smart
investors watch to beat the market
ISBN 978-986-6316-70-8()
1.2.3.
551.98

101025549

THE WALL STREET JOURNAL GUIDE TO THE 50 ECONOMIC INDICATORS

THAT REALLY MATTER
by Simon Constable and Robert E. Wright
Copyright 2011 by Dow Jones and Company
Complex Chinese Translation copyright 2013
by Briefing Press, a Division of AND Publishing, Ltd.
Published by arrangement with HarperCollins Publishers, USA
Through Bardon-Chinese Media Agency

ALL RIGHTS RESERVED

in-Action! HA0036
Simon ConstableRobert E. Wright

javick
yalan104@yahoo.com.tw

Briefing Press
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02-2718-200102-2718-1258

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