S&P/Case Shiller Home Price Index

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1 Figure 1. S&P/Case Shiller Home Price Index S&P/CASE SHILLER HOME PRICE INDEX Source: Wall Street Journal and S&P, Fiserv, and Macro Markets LLC. Apr Home Price Index (January =100, nsa) Figure 2. S&P/CASE SHILLER HOMPRICE INDEX Jun Apr Home Price Index (January =100, nsa) Source: Wall Street Journal and S&P, Fiserv, and Macro Markets LLC Page 3 / July 12, 2014 / Strategist s Handbook www.

2 Figure 3. PERSONAL SAVING RATE (daily, =10) Source: Wall Street Journal and Bureau of Economic Analysis. Personal Saving Rate May Personal Saving Rate (inverted scale, percent) Figure 4. PERSONAL SAVING RATE May 4 5 Personal Saving Rate (inverted scale, percent) Source: Wall Street Journal and Bureau of Economic Analysis Page 4 / July 12, 2014 / Strategist s Handbook www.

3 Figure 5. INITIAL JOBLESS CLAIMS Jobless Claims (inverted scale, thousands, sa) Source: Wall Street Journal and Bureau of Economic Analysis. Initial Jobless Claims 7/ Figure 6. INITIAL JOBLESS CLAIMS Jobless Claims (inverted scale, thousands, sa) Source: Wall Street Journal and Bureau of Economic Analysis Page 5 / July 12, 2014 / Strategist s Handbook www.

4 ASA Staffing Index Figure 7. AMERICAN STAFFING INDEX American Staffing Index (Jun-12-06=100, nsa) Source: Wall Street Journal and American Staffing Association Figure 8. AMERICAN STAFFING INDEX / American Staffing Index (Jun-12-06=100, nsa) Source: Wall Street Journal and American Staffing Association Page 6 / July 12, 2014 / Strategist s Handbook www.

5 Figure 9. DOMESTIC AUTO SALES Domestic Auto Sales (million units, saar) Source: Wall Street Journal and AutoData Corp. US Domestic Auto Sales Figure 10. US DOMESTIC AUTO SALES Source: Wall Street Journal and AutoData Corp. Domestic Auto Sales (million units, saar) Jun Page 7 / July 12, 2014 / Strategist s Handbook www.

6 Figure 11. BUILDING PERMITS Building Permits (thousand units, saar) Source: Wall Street Journal and Census Bureau. Building Permits Figure 12. BUILDING PERMITS Source: Wall Street Journal and Census Bureau. Building Permits (thousand units, saar) May Page 8 / July 12, 2014 / Strategist s Handbook www.

7 Figure 13. LME 3-Month Forward Official Price LME 3-MONTH FORWARD OFFICIAL COPPER PRICE (daily, =10) LME Copper Price ($, metric ton) Source: Wall Street Journal and Financial Times. 7/ Figure 14. LME 3-MONTH FORWARD OFFICIAL COPPER PRICE 0 0 LME Copper Price ($/metric ton) 7/ Source: Wall Street Journal and Financial Times Page 9 / July 12, 2014 / Strategist s Handbook www.

8 Figure 15. BALTIC DRY INDEX Baltic Dry Index Source: Wall Street Journal and Financial Times. Baltic Dry Index 7/ Figure 16. BALTIC DRY INDEX 0 1 Baltic Dry Index /4 Source: Wall Street Journal and Financial Times Page 10 / July 12, 2014 / Strategist s Handbook www.

9 Figure 17. AAII Investor Sentiment Bullish Readings AAII SENTIMENT BULLISH READING Source: Wall Street Journal and Barron s. 7/9 Bullish Sentiment (percent) Figure 18. AAII SENTIMENT BULISH READING Bullish Sentiment (percent) / Source: Wall Street Journal and Barron s Page 11 / July 12, 2014 / Strategist s Handbook www.

10 Figure 19. US FREIGHT CARLOADS Carloads (thousand units) Source: Wall Street Journal and Atlantic Systems. US Freight Carloads 7/ Figure 20. US FREIGHT CARLOADS /5 250 Carloads (thousand units) 200 Source: Wall Street Journal and Atlantic Systems. 150 Page 12 / July 12, 2014 / Strategist s Handbook www.

11 Figure 21. Citigroup US Economic Surprise Index CITIGROUP ECONOMIC SURPRISE INDEX Citigroup Economics Surprise Index (percent) Source: Wall Street Journal and Citigroup Figure 22. CITIGROUP ECONOMIC SURPRISE INDEX Citigroup Economics Surprise Index (percent) Source: Wall Street Journal and Citigroup Page 13 / July 12, 2014 / Strategist s Handbook www.

12 Figure 23. ISM MANUFACTURING PMI Manufacturing PMI (50+=increasing, sa) Source: Wall Street Journal and Institute for Supply Management. ISM Manufacturing PMI Jun Figure 24. ISM MANUFACTURING PMI Manufacturing PMI (50+=increasing, sa) Source: Wall Street Journal and Institute for Supply Management. Jun Page 14 / July 12, 2014 / Strategist s Handbook www.

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