Friday, July 31, 2015

Initial Jobless Claims

2015-02-21  308000
2015-02-28  327000
2015-03-07  293000
2015-03-14  293000
2015-03-21  288000
2015-03-28  267000
2015-04-04  282000
2015-04-11  295000
2015-04-18  296000
2015-04-25  262000
2015-05-02  265000
2015-05-09  264000
2015-05-16  275000
2015-05-23  284000
2015-05-30  277000
2015-06-06  279000
2015-06-13  268000
2015-06-20  271000
2015-06-27  282000
2015-07-04  296000
2015-07-11  281000
2015-07-18  255000
2015-07-25  267000

Source: https://research.stlouisfed.org/fred2/data/ICSA.txt


It bottomed out last week.

How does this compare to earlier cycles?  It was at 259,000 on 2000-04-15, but it wasn't clear that it was in an uptrend until it hit 356,000 on 2000-11-15.

It was at 282,000 on 2006-01-28.  It was 296,000 on 2007-01-13.  It was 297,000 on 2007-05-12. It was 302,000 on 2007-09-22. I would say that it wasn't clear that it was in a recession until 2008-04-26 when it was at 370,000, more than 2 years after hitting bottom.

So there is magic number of about 90,000 from the low. We can pretty much ignore this until it breaks 350,000, which is a sign that the recession has begun.  It could take a while.

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