US DATA: July CPI +0.5%, core +0.2% (unrounded +0.2245%) for YOY
rates of +3.6% overall and +1.8% core. In core, apparel +1.2% as all
clothing jumped, household furnishings +0.8%, video-audio +0.5%, drugs
+0.5%, and tobacco +0.5% were big gainers, but the total was held down
by new autos at flat, communications -0.2%, and airfares +0.1%. Food
posted +0.4% as dairy and fruits jumped. Energy +2.8% as gas +4.7% but
fuel oil and nat gas fell. OER +0.3% and hotels +0.9%. Overall the CPI
came in about as expected.

Initial Unemploy Claims +9k to 408k in Aug 13 wk, sticky again and there
was nothing unusual (no FAA claims; Miss. was only estimate). This was
payroll survey pd; compares to 422k in mid-July, thus shows less labor
mkt weakness. Continuing claims were 3.702m in Aug 6 wk, +7k on the wk.