Claims/Philly mfr'g/Yields across curve above 1:59pm yesterday after big multi month drop

After last week’s initial claims jump to 264k (revised up by 1k and influenced by Texas but gave some of that jump back), they fell back to 231k for the week ended 9/13, 9k below expectations. The 4 week average was little changed at 240k vs 241k in the week before, around a multi month high. The number of those on continuing claims fell to 1.92mm and that is the least since May, adding some confusion to the big picture.