US DATA: Aug Tsy budget -$190.5b vs -$134.1b in Aug’11. Receipts are
+$120b yoy, and budget is on track to come in about that amount better
than last yr. TARP receipts added $7.3b to Aug’12 income, but overriding
factor was that Sep 1-3 was a long holiday weekend and this pushed about
$57b in outlays ahead. That was main reason for erosion from Aug’11.