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# Comments on Proposed Distribution Plan: Securities America Advisors, Inc.
## [Release No. 34-94995; File No. 3-20381]
| Submitted Comments |
|--------------------|
| Jun. 24, 2022 | Jenice L. Malecki, Malecki Law |
| Jun. 24, 2022 | Robert Knuts, Sher Tremonte LLP |
Proposed Distribution Plan: Securities America Advisors, Inc.
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s3://data.kl3m.ai/documents/recap/gov.uscourts.ca4.12-2126.37.0.pdf.json
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RECORD NO. 12-2126
THE LEX GROUP 1108 East Main Street Suite 1400 Richmond, VA 23219
(804) 644-4419 (800) 856-4419 Fax: (804) 644-3660 www.thelexgroup.com
In The
United States Court of Appeals
For The Fourth Circuit
SWATCH AG (SWATCH SA) (SWATCH LTD.),
Plaintiff – Appellant,
v.
BEEHIVE WHOLESALE, LLC, a limited liability company,
Defendant – Appellee.
ON APPEAL FROM THE UNITED STATES DISTRICT COURT
FOR THE EASTERN DISTRICT OF VIRGINIA
AT ALEXANDRIA
PUBLIC FINAL REPLY BRIEF OF APPELLANT
Thomas P. Gulick
COLLEN IP INTELLECTUAL PROPERTY LAW, P.C.
The Holyoke-Manhattan Building
80 South Highland Avenue
Ossining, New York 10562
(914) 941-5668
Counsel for Appellant
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 1 of 34
i
TABLE OF CONTENTS
Page
TABLE OF AUTHORITIES ................................................................................... iii
INTRODUCTION ..................................................................................................... 1
SUMMARY OF THE ARGUMENT ........................................................................ 1
ARGUMENT ............................................................................................................. 4
A. The SWAP Mark is Merely Descriptive ............................................... 4
1. The Standard of Review for Descriptiveness is Clear
Error ............................................................................................ 4
2. The Prima Facie Presumption of Suggestiveness is Not
Conclusive ................................................................................... 4
3. Evidence of the SWAP Mark’s Descriptiveness was Not
Properly Addressed ..................................................................... 5
4. Beehive Seeks to Perpetuate the Clear Error of TTAB
and the District Court .................................................................. 9
B. A Likelihood of Confusion Exists Between the SWAP and
SWATCH Marks ................................................................................. 13
1. Beehive Conceded that the SWATCH Marks are Strong
and Distinctive .......................................................................... 14
2. Beehive Concedes that the Parties’ Goods are Identical .......... 15
3. Similarity of the Facilities ......................................................... 16
4. Similarity of Advertising .......................................................... 16
5. Defendant’s Intent ..................................................................... 17
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 2 of 34
ii
6. Actual Confusion ...................................................................... 18
7. Sophistication of the Consuming Public ................................... 19
8. Similarity of the Marks ............................................................. 19
a. Beehive, the TTAB and the district court placed
too much emphasis on the disparate meanings of
the SWATCH and SWAP trademarks ............................ 19
b. The TTAB and district court did not consider the
similarity of the marks in the commercial context ......... 20
c. The identical nature of the goods warranted a
lessened threshold for finding similarity ........................ 23
CONCLUSION ........................................................................................................ 25
CERTIFICATE OF COMPLIANCE
CERTIFICATE OF FILING AND SERVICE
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 3 of 34
iii
TABLE OF AUTHORITIES
Page(s)
CASES
Anheuser-Busch, Inc. v. L & L Wings, Inc.,
962 F.2d 316 (4th Cir. 1992) ......................................................................... 20
Century 21 Real Estate,
970 F.2d 874, 23 U.S.P.Q. 2d 1698 (Fed. Cir. 1992) .................................... 24
Clark, Inc. v. Resnick,
219 U.S.P.Q. (BNA) 619,
1982 U.S. Dist. LEXIS 10302 (D.R.I. Oct. 8, 1982) ................................. 3, 18
Coach Services, Inc. v. Triumph Learning LLC,
668 F.3d 1356 (Fed. Cir. 2012) ................................................................... 7, 9
Communications Satellite Corp. v. Comcet, Inc.,
429 F.2d 1245 (4th Cir. 1970) ....................................................................... 18
Doe v. Menefee,
391 F.3d 147 (2d Cir. 2004) ............................................................................ 8
Exxon Corp. v. Texas Motor Exchange, Inc.,
628 F.2d 500 (5th Cir. 1980) ......................................................................... 24
George & Co., LLC v. Imagination Entm’t Ltd.,
575 F.3d 383 (4th Cir. 2009) ................................................................... 17, 20
Giant Food, Inc. v. Nation’s Foodservice, Inc.,
710 F.2d 1565 (Fed. Cir. 1983) ..................................................................... 22
Humphrey v. U.S. Attorney General’s Office,
279 Fed. Appx. 328 (6th Cir. 2008) .............................................................. 15
In re Amer. Soc’y of Clinical Pathologists, Inc.,
442 F.2d 1404, 169 U.S.P.Q. 800 (C.C.P.A. 1971) ...................................... 11
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 4 of 34
iv
In re Bayer Aktiengesellschaft,
488 F.3d 960 (Fed. Cir. 2007) ......................................................................... 4
In re Chamber of Commerce of the U.S.,
675 F.3d 1297, 102 U.S.P.Q. 2d 1217 (Fed. Cir. 2012) ................................ 12
Landrau-Romero v. Banco Popular de P.R.,
212 F.3d 607 (1st Cir. 2000) .................................................................... 14, 15
Lone Star Steakhouse & Saloon v. Alpha of Va., Inc.,
43 F.3d 922 (4th Cir. 1995) ..................................................................... 18, 20
Murray v. Geithner,
763 F. Supp. 2d 860 (E.D. Mich. 2011) ........................................................ 15
Nautilus Group, Inc. v. Icon Health & Fitness, Inc.,
372 F.3d 1330 (Fed. Cir. 2004) ..................................................................... 23
One Indus., LLC v. Jim O’Neal Distrib.,
578 F.3d 1154 (9th Cir. 2009) ....................................................................... 21
Petro Stopping Ctrs., L.P. v. James River Petroleum,
130 F.3d 88 (4th Cir. 1997) ..................................................................... 1, 4, 5
Pizzeria Uno Corp. v. Temple,
747 F.2d 1522 (4th Cir. 1984) ......................................................... 4, 5, 11, 19
Recot, Inc. v. Becton,
214 F.3d 1322 (Fed. Cir. 2000) ..................................................................... 19
Renaissance Greeting Cards, Inc. v. Dollar Tree Stores, Inc.,
227 Fed. Appx. 239 (4th Cir. 2007) .............................................................. 20
Sabinsa Corp. v. Creative Compounds, LLC,
609 F.3d 175 (3d Cir. 2010) .......................................................................... 24
Sally Beauty Co. v. Beautyco, Inc.,
304 F.3d 964 (10th Cir. 2002) ....................................................................... 22
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 5 of 34
v
Sara Lee Corp. v. Kayser-Roth Corp.,
81 F.3d 455 (4th Cir. 1996) ................................................................... 1, 4, 11
Smith v. Guilford Bd. of Educ.,
226 Fed. Appx. 58 (2d Cir. 2007) ........................................................... 14, 15
Southwestern Bell Telephone Co. v.
Nationwide Independent Directory Service, Inc.,
371 F. Supp. 900 (W.D. Ark. 1974) .............................................................. 11
Swatch S.A. v. Beehive Wholesale, L.L.C.,
888 F. Supp. 2d 738 (E.D. Va. 2012) .....................................................passim
Taylor v. Maddox,
366 F.3d 992 (9th Cir. 2004) ........................................................................... 8
U.S. Search, LLC v. U.S. Search.com Inc.,
300 F.3d 517 (4th Cir. 2002) ....................................................................... 7, 9
U.S. v. Wooden,
693 F.3d 440 (4th Cir. 2012) ........................................................................... 8
RULE
Fed. R. Civ. P. 52(a)(1) ............................................................................................ 19
OTHER AUTHORITIES
2 J. Thomas McCarthy,
McCarthy on Trademarks and Unfair Competition § 11:64 (4th ed. 2001) ......... 7, 9
3 J. Thomas McCarthy,
McCarthy on Trademarks and Unfair Comeptition § 23:20.1 (4th ed. 2003) ........ 24
Trademark Manual of Examining Procedure § 1209.01(b) (Oct. 2012 Ed.) ........... 11
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 6 of 34
1
INTRODUCTION
Swatch respectfully seeks reversal of the Eastern District of Virginia’s
affirmance of the Trademark Trial and Appeal Board (“TTAB”) Order, and its
dismissal of the trademark infringement, unfair competition and dilution counts.
Swatch S.A. v. Beehive Wholesale, L.L.C., 888 F. Supp. 2d 738 (E.D. Va. 2012).
SUMMARY OF THE ARGUMENT
The trademark SWAP is merely descriptive. In addressing the district
court’s analysis of descriptiveness, Beehive espouses a higher standard of review
for this issue beyond “clearly erroneous.” A district court’s determination or
affirmance that a mark is not descriptive is reviewed for clear error. Sara Lee
Corp. v. Kayser-Roth Corp., 81 F.3d 455 (4th Cir. 1996). Despite Beehive’s
arguments, determinations of suggestiveness and descriptiveness are not
conclusive and may be rebutted. Petro Stopping Ctrs., L.P. v. James River
Petroleum, 130 F.3d 88, 93 (4th Cir. 1997). Swatch provided substantial evidence
in the district court and the TTAB rebutting any presumption that the word swap
only “suggests,” rather than describes, a feature of Beehive’s goods. The district
court ignored Beehive’s own admissions in deposition testimony, in
advertisements and in discovery responses. Additional evidence establishes third
party use of the term “swap” to describe interchangeable watch faces and bands.
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 7 of 34
2
Swatch presented evidence and arguments that both the TTAB and the district
court misapplied the test for descriptiveness, by focusing upon the generalized
recitation of goods in the SWAP Application rather than considering the actual and
specific goods to which the SWAP mark is applied—watch bands and faces that
can be swapped. Beehive argues incorrectly that only reference to the general
goods is required.
The foregoing constitutes clear error and merits reversal of the district
court’s findings on descriptiveness.
The district court erred, as well, with regard to likelihood of confusion as
applied to its substantive rulings concerning trademark infringement and dilution
and affirming the TTAB in allowing registration. Both Beehive and the district
court erroneously place too much emphasis upon the purported meanings of the
SWATCH and SWAP marks to find that the marks were dissimilar. Stressing the
distinct meanings of the marks, Beehive tellingly avoids any discussion of the term
SWAP, avoiding the descriptive application of the term to the goods. The district
court neglected to apply the lowered threshold, which is mandated when analyzing
similarity between marks applied to identical goods, and failed to give greater
weight to similarities in the marks. Consequently, the district court’s
determination as to the similarity of the marks is clearly erroneous and merits
reversal.
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 8 of 34
3
The issues of advertising and facilities were similarly weighed against
Swatch despite evidence that the parties both use similar channels of trade,
including gift stores, department stores and the Internet. The district court failed to
find any bad faith intent on Beehive’s part despite its knowledge of the SWATCH
mark for watches prior to its adoption of the SWAP mark for the same goods.
Beehive cannot save itself by asserting that designs, taken from its 2006 catalog,
predate those submitted by Swatch, from a printout of Swatch’s website, because
Beehive fails to account for the core collection of SWATCH brand watches which
remain the same from year to year. J.A. 636-637 (82:13-83:19). Beehive’s
mimicry of Swatch designs shows bad intent and the district court erred in
overlooking it.
The district court too heavily weighed actual confusion given [
] Clark, Inc. v. Resnick, 219 U.S.P.Q. (BNA) 619, 1982 U.S. Dist. LEXIS
10302, *16-17 (D.R.I. Oct. 8, 1982). The district court disregarded the
sophistication of the consumer, a factor which favors Swatch.
The district court’s likelihood of confusion analysis is fatally flawed and
merits reversal. The district court’s holdings on trademark infringement, dilution
and affirmance of the TTAB decision are all derived from the district court’s
clearly erroneous likelihood of confusion analysis.
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 9 of 34
4
ARGUMENT
A. The SWAP Mark is Merely Descriptive
The word swap means “(1) to trade one thing for another; (2) to exchange;
(3) an exchange of one thing for another.” J.A. 446-449. Nothing in Beehive’s
arguments overcomes the errors of the TTAB and district court.
1. The Standard of Review for Descriptiveness is Clear Error
A mark’s placement on the fanciful-suggestive-descriptive-generic
continuum is a question of fact. In re Bayer Aktiengesellschaft, 488 F.3d 960, 964
(Fed. Cir. 2007). A district court’s determination or affirmance that a mark is not
descriptive is thus reviewed for clear error. Sara Lee Corp., 81 F.3d 455. Beehive
alleges that the standard is even more deferential in situations involving review of
U.S. Trademark Office decisions. (Beehive’s Opposition Brief, p. 8). However,
no case cited by Beehive offers support for a further heightened standard of
review.
2. The Prima Facie Presumption of Suggestiveness is Not Conclusive
While the U.S. Trademark Office’s determinations as to descriptiveness are
to be accorded deference, the Trademark Office’s pronouncements are “not
conclusive.” Petro Stopping Ctrs., L.P. v. James River Petroleum, 130 F.3d 88, 93
(4th Cir. 1997) citing Pizzeria Uno Corp. v. Temple, 747 F.2d 1522, 1534 (4th Cir.
1984). Rather, “[t]he fact that the PTO does not view a mark as descriptive serves
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 10 of 34
5
only as prima facie evidence that the mark is suggestive.” Petro Stopping Ctrs.,
130 F.3d at 93. Beehive’s suggestion that this prima facie presumption is
somehow irrefutable and “dooms Swatch’s argument” is false. (Beehive’s
Opposition Brief, p. 28).
A prima facie presumption of suggestiveness may be rebutted. Petro
Stopping Ctrs., 130 F.3d at 93 citing Pizzeria Uno, 747 F.2d at 1534. Swatch
presented very significant, substantial evidence in the proceedings below rebutting
any presumption of suggestiveness including (i) admissions made by Beehive’s
principals, (ii) Beehive’s advertising, and (iii) Beehive’s responses to discovery.
(Swatch Opening Brief, p. 44-55). The district court’s failure to consider and
address this evidence was clear error meriting reversal.
3. Evidence of the SWAP Mark’s Descriptiveness was Not Properly
Addressed
Evidence as to the descriptiveness of the SWAP mark is considerable. The
evidence included deposition testimony of Beehive’s principals who testified under
oath that the word “swap” plainly describes a function of their goods. The
evidence also includes advertising touting the interchangeable trait of the SWAP
watch dials and bands, as well as Beehive’s own discovery responses, the
dictionary definition of the term “swap” and evidence regarding third party use.
Neither the TTAB nor the district court accorded this evidence due consideration.
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 11 of 34
6
The TTAB disregarded Beehive’s admissions of descriptiveness, claiming that
Beehive’s officers merely “followed the language used by the attorneys who
questioned them” (J.A. 287) and that “the contradictory statements of [Beehive’s]
officers demonstrate[s] little more than a lack of understanding of the significance
of the term comprising their mark.” J.A. 289. The TTAB went on to speculate that
“[Beehive’s] witnesses are not sophisticated in trademark law or the significance of
particular words as they relate to trademark principles.” J.A. 289.
But there is neither testimony from Beehive’s officers nor any other
evidence to support the TTAB’s assertions on this point. No facts alleged by
Beehive corroborate or even suggest that Beehive’s officers lacked an
understanding of their testimony regarding their basis for adoption of the SWAP
mark. Beehive’s officers repeatedly recounted, in sworn testimony, that the mark
SWAP was selected specifically because it described the interchangeable function
of the products bearing the SWAP mark. See J.A. 227-229 (11:13-12:21); J.A.
246-248 (24:18-26:7). Even the assertion that Beehive’s principals were
unsophisticated in trademark law is irrelevant to the inquiry, since the colloquial
meaning of the word “descriptive” is almost identical to its meaning in trademark
law. Beehive has provided no evidence to support the idea that the witnesses did
not understand the meaning of “descriptive.”
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 12 of 34
7
Moreover, Beehive’s principals do not need to be knowledgeable in
trademark law to properly comprehend and articulate the meaning and significance
of the term “swap” as applied to watch bands and dials that can be swapped in a
number of different combinations. Indeed, the proper inquiry for descriptiveness
requires the consideration of the mark in connection with the particular goods or
services being offered, the context in which it is being used, and the possible
significance that the term would have to the average purchaser (not a trademark
practitioner) of the goods because of the manner of its use or intended use. U.S.
Search, LLC v. U.S. Search.com Inc., 300 F.3d 517, 524 (4th Cir. 2002) (citing 2 J.
Thomas McCarthy, McCarthy on Trademarks and Unfair Competition
(hereinafter, McCarthy) § 11:64 (4th ed. 2001)); see also Coach Services, Inc. v.
Triumph Learning LLC, 668 F.3d 1356, 1378 (Fed. Cir. 2012). Thus, even if
Beehive’s principals are unsophisticated in trademark law, this actually serves as
further evidence that the SWAP mark describes a primary function of the goods.
In this regard, Beehive’s COPPERTONE® hypothetical pales. There is no word
“coppertone” and no dictionary definition. No Coppertone executive could admit
that the product “coppertones” the skin. Beehive’s own testimony that swapping
bands and watch faces is a significant function of its products sold under the
SWAP mark, and that the SWAP mark was selected because it conveyed this
function is clear, unambiguous and unrebutted evidence of descriptiveness.
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 13 of 34
8
In addition to Beehive’s testimonial admissions, and their advertisements,
the evidence shows that third parties commonly use the term “swap” because of its
descriptive nature. (E.g. PUMA SWAP WATCH et al., see J.A. 450-463, 472, 481,
484-504).
The district court failed to weigh testimony and the evidence which clearly
conflicted with the TTAB’s determination and which highlighted a clear gap in
Beehive’s evidentiary presentation. Such failure amounts to reversible error. U.S.
v. Wooden, 693 F.3d 440, 454 (4th Cir. 2012) (“[F]ailure to take into account and
reconcile key parts of the record casts doubt on the process by which the finding
was reached, and hence on the correctness of the finding.”); see also Doe v.
Menefee, 391 F.3d 147, 164 (2d Cir. 2004) (“We have found a district court’s
factual findings to be clearly erroneous where the court has failed to synthesize the
evidence in a manner that accounts for conflicting evidence or the gaps in a party’s
evidentiary presentation.”).
The district court did not articulate any basis for disregarding Swatch’s
evidence, which contradicted the TTAB’s determination on descriptiveness. This
failure to reconcile key parts of the record casts doubt on the process by which the
district court affirmed the TTAB’s decision and, consequently, on the correctness
of the affirmance. Wooden, 693 F.3d at 454 (quoting Taylor v. Maddox, 366 F.3d
992, 1007-08 (9th Cir. 2004)).
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 14 of 34
9
4. Beehive Seeks to Perpetuate the Clear Error of TTAB and the District
Court
A determination as to descriptiveness is not made in the abstract. U.S.
Search, LLC, 300 F.3d 517 at 524 (citing 2 McCarthy § 11:64); see also Coach
Services, Inc., 668 F.3d at 1378. The mark must be considered in connection with
the particular goods or services being offered, the context in which it is being used,
and the possible significance that the term would have to the average purchaser of
the goods because of the manner of its use or intended use. Id.
As Beehive concedes, the TTAB looked only to Beehive’s identification of
goods in Application Serial No. 78459527 for “watch faces, ribbon watch bands,
slide pendants, and beaded watch bands” in International Class 14, in considering
the descriptiveness issue. (Beehive’s Opposition Brief, p. 33). However, the
TTAB did not properly acknowledge that interchangeable and swappable watch
faces and bands are merely a subset of “watch faces, ribbon watch bands, slide
pendants, and beaded watch bands.” If the mark describes those features, then the
entire list of goods fails (unless Beehive sought some amendment; which it never
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 15 of 34
10
did).1
The district court similarly examined the SWAP mark without reference to
the actual nature of the goods on which the mark is used See Swatch S.A., 888 F.
Supp. 2d at 758 (“There is nothing in the dictionary definition of SWAP to indicate
that the term merely describes watch bands, watch faces, or slide pendants.”)
(quoting the TTAB decision).
Seeing that Beehive sells interchangeable watch faces and bands, a
consumer clearly understands that a feature or characteristic of these goods is the
ability to swap different bands and dials. This is the very definition of
descriptiveness. The district court and the TTAB both failed to apprehend that this
analysis requires a look at the goods encountered by consumers in the marketplace.
This is the relevant point of inquiry. Interchangeable watch straps are watch straps
and hence fall under the goods identified in the trademark application. The TTAB
and the district court both improperly disregarded the nature of Beehive’s goods,
relying solely on the phrasing used in the SWAP Application, without accepting
that the particular goods on which the mark is used and the context in which the
SWAP mark is being used.
1
The USPTO Examining Attorney reviewing Beehive’s Trademark Application
was similarly presented only with Applicant’s recitation of goods which identifies
“Watch faces, ribbon watch bands, slide pendants, and beaded watch bands” in
Class 14. J.A. 161-162. Accordingly, Beehive’s assertion that its SWAP mark
was deemed suggestive by the Examining Attorney at the U.S. Patent and
Trademark Office (Beehive’s Opposition Brief, p. 28) is not necessarily borne out
by the record and suggests that Beehive claim of the prima facie presumption of
suggestiveness is improper.
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 16 of 34
11
While, Beehive argues that only an examination of the general nature of the
goods is required when analyzing descriptiveness, (Beehive’s Opposition Brief, pp.
33-34), it provides no case law to support this assertion. Indeed, applying
Beehive’s logic would result in very few findings of descriptiveness. For example,
the mark YELLOW PAGES (Southwestern Bell Telephone Co. v. Nationwide
Independent Directory Service, Inc., 371 F. Supp. 900, 909 (W.D. Ark. 1974)) if
only examined in conjunction with the general goods to which it is applied, a
business directory, would result in the conclusion that the mark is arbitrary. It is
only after one learns of the specific nature of the goods, business directories and
advertisements printed on yellow pages, that the mark YELLOW PAGES could be
considered descriptive. While the holdings of the TTAB and district court are
afforded deference, this Court owes “no deference to ...findings if they are derived
as a result of the court’s misapplication of the law.” Sara Lee Corp., 81 F.3d at
460 (4th Cir. 1996) citing Pizzeria Uno, 747 F.2d at 1526.
Additionally, a term may be considered merely descriptive if the identified
goods or services fall within a subset of goods or services indicated by the term.
See Trademark Manual of Examining Procedure § 1209.01(b) (October 2012
Edition); see also In re Amer. Soc’y of Clinical Pathologists, Inc., 442 F.2d 1404,
1406-07, 169 U.S.P.Q. 800, 801 (C.C.P.A. 1971) (holding that REGISTRY OF
MEDICAL PATHOLOGISTS was descriptive of certain claimed services that
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 17 of 34
12
were implicitly subsumed within service of providing a registry of medical
pathologists and of additional claimed services that were “supporting, ancillary or
auxiliary to the primary function” of applicant’s registry services). See also In re
Chamber of Commerce of the U.S., 675 F.3d 1297, 1301-02, 102 U.S.P.Q. 2d
1217, 1220 (Fed. Cir. 2012) (NATIONAL CHAMBER held descriptive because
“substantial evidence supports the TTAB’s determination that the designated
business and regulatory data analysis services are within the scope of traditional
chambers of commerce activities” of “promoting the interests of businessmen and
businesswomen”). Given that watches in International Class 14 subsume and
include swappable or interchangeable watch faces and bands, the SWAP mark is
merely descriptive.
The district court did not properly articulate its consideration of the evidence
and issues raised on appeal. Beehive does nothing more than muddy the waters by
suggesting that a heightened standard of review applies to this issue and by
claiming that the TTAB’s determination on the matter is conclusive. Beehive
cannot establish that the district court properly addressed the testimony and
evidence of record with regard to descriptiveness. Rather it advocates an
examination of the evidence without regard for the actual goods to which the
SWAP mark is applied and without regard to the fact that even reliance upon the
literal identification of goods in Beehive’s trademark application, when properly
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 18 of 34
13
construed, covers all types of straps and watch parts, including those that maybe
swapped in different combinations. In light of the evidence, the district court’s
holding as to descriptiveness should be overturned. As a result, Beehive should be
denied a trademark registration.
B. A Likelihood of Confusion Exists Between the SWAP and SWATCH Marks
The district court further erred when it found no likelihood of confusion.
The only factor accurately determined by both the TTAB and district court was the
similarity of the goods. The district court rectified the TTAB’s clear error on the
strength of the SWATCH marks, but then failed to properly analyze several crucial
likelihood of confusion factors, including similarity of the facilities, similarity of
advertising and Beehive’s bad intent. The district court accorded improper weight
to the actual confusion factor and refused to consider the sophistication of the
consumers. The determination of the similarity of the marks was the most
significant error made by the TTAB, which the district court repeated and
affirmed. These oversights resulted in clearly erroneous determinations of
likelihood of confusion.
The district court based both its affirmance of the TTAB’s dismissal of
Swatch’s Opposition to Beehive’s mark (Count I) and its judgment in favor of
Beehive on the federal and common law trademark infringement counts and the
dilution claim (Counts II-VI) (Swatch S.A., 888 F. Supp. 2d at 760) on its
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14
erroneous likelihood of confusion findings. The district court’s likelihood of
confusion findings should thus be reversed and Beehive should be denied
registration of the SWAP mark as it is likely to be confused with the SWATCH
marks in Class 14. The district court’s ruling in favor of Beehive as to the dilution
claim and the federal and common law trademark infringement counts should
similarly be overturned and a ruling on these counts should be entered in Swatch’s
favor.
1. Beehive Conceded that the SWATCH Marks are Strong and
Distinctive
Beehive does not challenge the district court’s findings that the SWATCH
marks are “inherently distinctive,” that Swatch’s SWATCH marks are
incontestable, that Beehive presented “no evidence that other parties use and
therefore weaken Swatch’s mark,” and that the SWATCH Marks are commercially
strong. See Beehive’s Opposition Brief, p. 2, and Swatch, S.A., 888 F. Supp. 2d at
748, 749.2
This issue is therefore conceded. Smith v. Guilford Bd. of Educ., 226
Fed. Appx. 58, 65 (2d Cir. 2007) (where an argument was not submitted in motion
papers it was deemed waived); Landrau-Romero v. Banco Popular de P.R., 212
F.3d 607, 612 (1st Cir. 2000) (where appellant failed to raise an argument in
2
Beehive may not challenge the admission of Swatch’s evidence relating to the
strength and fame of the SWATCH marks. See Beehive’s Opposition Brief, pp. 2-
3. By raising this issue for the first time in its Opposition Brief to Swatch’s Appeal
which does not assert any evidentiary challenges, Beehive has waived such an
evidentiary challenge.
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15
opposition to the appellee’s motion for summary judgment, the issue has been
waived); Murray v. Geithner, 763 F. Supp. 2d 860, 871-872 (E.D. Mich. 2011)
(finding that plaintiff conceded issues, where it failed to analyze a prong of a test
and declined to respond to arguments advanced in defendant’s motion papers)
(citing Humphrey v. U.S. Attorney General’s Office, 279 Fed. Appx. 328, 331 (6th
Cir. 2008)).
2. Beehive Concedes that the Parties’ Goods are Identical
Both the district court and the TTAB found that this factor weighs in favor
of Swatch. Swatch S.A., 888 F. Supp. 2d at 752. Beehive’s Brief omits any
mention of the similarity of the goods factor of the likelihood of confusion
analysis. Accordingly, Beehive concedes that the parties’ goods under the
SWATCH and SWAP marks are similar, if not, identical. Smith, 226 Fed. Appx.
at 65 (where an argument was not submitted in motion papers it was deemed
waived); Landrau-Romero, 212 F.3d at 612 (where appellant failed to raise an
argument in opposition to the appellee’s motion for summary judgment, the issue
has been waived); Murray, 763 F. Supp. 2d at 871-872 (finding that Plaintiff
conceded issues, where it failed to analyze a prong of a test and declined to
respond to arguments advanced in defendant’s motion papers) (citing Humphrey,
279 Fed. Appx. at 331 (6th Cir. 2008)).
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16
3. Similarity of the Facilities
Beehive misapprehends Swatch’s argument as to the similarity of the
parties’ facilities. As Swatch previously noted, the parties offer identical and
related goods under their respective marks. Such goods are distributed in identical
channels of trade—department stores, gift stores and on the Internet. See J.A. 270
¶ 25, 273-274 ¶¶ 62-66; J.A. 623-624 (8:19-9:9), 625-626 (10:8-11:8), 627 (17:9-
25), 645-646 (125:10-126:18), 649-650 (131:18-132:3); J.A. 349-370; J.A. 255
(10:10-14); J.A. 318, at Interrogatory No. 6; J.A. 258-259 (8:12-9:20), 266 (69:7-
14).
The evidence before the district court established that Swatch and Beehive
compete in a similar manner, in overlapping markets. As a result, consumers
encounter the parties’ respective marks in these facilities in a similar manner. The
district court’s holding as to this factor was clear error and this factor weighs in
favor of Swatch.
4. Similarity of Advertising
The district court committed clear error in ruling that this factor favors
Beehive and Beehive’s Brief only seeks to reinforce the error. As previously
noted, there is at least some overlap in the parties’ advertising, such as advertising
through the Internet. Furthermore, as established in Swatch’s Opening Brief (pp.
35-36) and above, the parties compete in a similar manner in overlapping markets,
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17
supporting a finding that this factor weighs in Swatch’s favor. George & Co., LLC
v. Imagination Entm’t Ltd., 575 F.3d 383, 397 (4th Cir. 2009) (affirming that the
similarity of the facilities and similarity of advertising weighed in plaintiff’s favor
because the parties competed in a similar manner in overlapping markets). This
factor would be neutral as to both parties at best and the district court’s finding to
the contrary is reversible error.
5. Defendant’s Intent
Beehive’s bad intent is evidenced by its imitation of Swatch watch designs.
(See Swatch Opening Brief, pp. 31-34). Beehive’s argument to the contrary is
misleading. Even if the images of the Swatch watches were taken from a 2009
printout of Swatch’s website, Swatch presented evidence that some of the relevant
watch designs have been in existence for years, with some designs even dating
back to 1986, as part of Swatch’s core collection. J.A. 636-637 (82:13-83:19).
(“we do keep a core collection, it’s carried, continually being carried year to
year.”). As such, Beehive’s objection to the date of the printout itself raises no true
issue.
Beehive’s claim that it is not imitating Swatch designs because it copied
some elements but did not identically and uniformly copy every aspect of Swatch’s
watch designs (see Beehive’s Opposition Brief, p. 17) is equally unavailing, and
unsupported by any authority.
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18
The district court’s finding is also clearly erroneous given that “[l]ack of
guile is immaterial.” Communications Satellite Corp. v. Comcet, Inc., 429 F.2d
1245, 1249 (4th Cir. 1970). Even if Beehive were deemed to have no deliberate
intent to piggyback on Swatch’s goodwill, this factor would be neutral in the
analysis and would not weigh for or against a likelihood of confusion. The district
court, in finding no bad intent on the part of Beehive, erred in light of the evidence.
6. Actual Confusion
The absence of actual confusion is not conclusive, despite Beehive’s claims.
Indeed, “this Court has emphasized that a trademark owner need not demonstrate
actual confusion.” Lone Star Steakhouse & Saloon v. Alpha of Va., Inc., 43 F.3d
922, 933 (4th Cir. 1995). The district court weighed this too heavily. Moreover, the
district court failed to account for or even address [
] J.A. 657 (stipulated sales for
SWAP products). See Clark, Inc., 1982 U.S. Dist. LEXIS at *16-17 (actual
confusion not significant in likelihood of confusion analysis in the case of two
similar marks competing in the same market with the same product, where
defendant had not been a vigorous competitor). Accordingly, it was an error for
the district court to emphasize this factor in its analysis.
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19
7. Sophistication of the Consuming Public
The district court made a conclusory determination as to the sophistication
of the consuming public in its analysis of the similarity of the goods factor. The
district court failed, in accordance with Fed. R. Civ. P. 52(a)(1), to provide its
analysis of this factor and how it arrived at the conclusion that the products’ prices
lessen the likelihood of confusion. The evidence contradicts the district court’s
conclusion. Contrary to Beehive’s assertions, a feature of SWATCH brand
watches is the ability to easily swap out dials and bracelets. See J.A. 596-597
(12:18-13:24). Additionally, Swatch bands are available for purchase separately
allowing customers to customize their watches to their fashion, taste and mood.
J.A. 629-630 (19:5-20:8) and J.A. 651-655. At these low price points consumers
generally exercise less care and are therefore not deemed sophisticated, resulting in
a heightened likelihood of confusion. See Recot, Inc. v. Becton, 214 F.3d 1322,
1329 (Fed. Cir. 2000).
8. Similarity of the Marks
a. Beehive, the TTAB and the district court placed too much
emphasis on the disparate meanings of the SWATCH and
SWAP trademarks.
The overarching test for the “similarity of the marks” factor is whether there
exists a “similarity in appearance and sound which would result in confusion.”
Pizzeria Uno Corp., 747 F.2d at 1534. This is further corroborated by subsequent
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20
Fourth Circuit precedent noting that marks must merely be “sufficiently similar in
appearance, with greater weight given to the dominant or salient portions of the
marks.” Renaissance Greeting Cards, Inc. v. Dollar Tree Stores, Inc., 227 Fed.
Appx. 239, 244 (4th Cir. 2007) (quoting Lone Star Steakhouse & Saloon, 43 F.3d
at 936.
While marks may be evaluated for similarity based upon sight, sound and
meaning, (George & Co., LLC, 575 F.3d at 396) the case law does not support the
contention that the meaning of the marks is paramount, to the detriment of the sight
and sound, in the similarity analysis. Rather, in the face of evidence of the
similarity of the dominant portions of the mark, the similarity of the marks as used
in commerce and the identical nature of the goods to which the marks are applied,
the dissimilarity of meaning is of little bearing in this analysis.
b. The TTAB and district court did not consider the similarity of
the marks in the commercial context.
By weighing the connotation more heavily than the sight and sound of the
marks, the TTAB and the district court both committed clear error. Analyzing the
similarity of the marks requires an examination of “the allegedly infringing use in
the context in which it is seen by the ordinary consumer.” Anheuser-Busch, Inc. v.
L & L Wings, Inc., 962 F.2d 316, 319 (4th Cir. 1992). Consumers encounter the
parties’ SWAP and SWATCH goods in a store or while browsing the parties’
Internet websites. See J.A. 270 ¶25, 273-274 ¶¶ 62-66; J.A. 623-624 (8:19-9:9),
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21
625-626 (10:8-11:8), 627 (17:9-25), 645-646 (125:10-126:18), 649-650 (131:18-
132:3); J.A. 349-370; J.A. 255 (10:10-14); J.A. 318 at Interrogatory No. 6; J.A.
258-259 (8:12-9:20), 266 (69:7-14). Accordingly, sight would be significantly
more important in the analysis of the similarity of the marks than sound or
meaning. See One Indus., LLC v. Jim O’Neal Distrib., 578 F.3d 1154, 1162-1163
(9th Cir. 2009) (noting where consumer confusion would occur as motocross
enthusiasts select helmets inside a store or during online browsing, sight is
significantly more important than sound or meaning when considering the
similarity of the marks).
In the market place, Beehive’s uses of its SWAP mark include:
and
See J.A. 317 at Interrogatory No. 2; J.A. 329, 337, 338, 341-343; J.A. 238 (33:18-
23), 342 and 343; J.A. 262-263 (14:23-15:2), 108-128; J.A. 264 (16:13-14), 126
and 127; J.A. 265 (18:4-7), 117; J.A. 482-483 (Requests for Admission Nos. 19
and 20).
These uses create the impression of the word “SWATCH” owing to the
dominant “S” and the letters “watch.” Further still, Beehive often depicts the term
“watch” in a font and style that is similar to the stylized SWATCH Mark.
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22
Furthermore, despite Beehive’s assertions, incorporation of a generic term into a
mark does not remove the term from the mark, but merely indicates that no
trademark rights are claimed as to the generic term. It is appropriate to give
consideration to Beehive’s incorporation of the term “watch” into its SWAP mark
given the commercial context of the use. Giant Food, Inc. v. Nation’s Foodservice,
Inc., 710 F.2d 1565, 1570 (Fed. Cir. 1983) (“disclaimed material still forms a part
of the mark and cannot be ignored in determining likelihood of confusion.”); Sally
Beauty Co. v. Beautyco, Inc., 304 F.3d 964, 972 n.1 (10th Cir. 2002).
The SWAP mark is used on the face of the watch, directly under the number
12 on the dial. J.A. 239 (41:13-22). The SWATCH mark appears in the
corresponding position on the dial. See J.A. 647-648 (128:11-129:5); J.A. 344-346.
Both marks are single syllable terms with hard consonant endings and dominant
SWA-prefixes and when used on the dial, (regardless of the position) the
SWATCH and SWAP marks are depicted in very small characters. See id. and
J.A. 320-342. Distinguishing elements are not easily identified under such
circumstances. Furthermore, the SWAP and SWATCH marks are sometimes used
alone, without additional symbols or terms, especially considering such use occurs
on watch dials or “on identical goods.”
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23
Additionally, the SWATCH and SWAP marks are similarly articulated. The
SWA-prefix, given the dipthong, has a similar sound whether followed by “P” or
“TCH” resulting in a similar sound.
Both the TTAB and the district court should have ascribed greater weight to
these similarities than the differences between the two marks. Nautilus Group, Inc.
v. Icon Health & Fitness, Inc., 372 F.3d 1330, 1344 (Fed. Cir. 2004) (“In
conducting this comparison, similarities weigh more heavily than differences.”)
(internal quotations omitted).
Given the commercial context in which consumers encounter the SWATCH
and SWAP products, and Beehive’s use of the SWAP mark in such a commercial
context, the visual similarity of the marks is a dominant issue in the ‘similarity of
the marks’ analysis. If the similarity of the marks analysis was properly applied,
the TTAB and district court could not have reached the conclusion that the
difference in connotation was the pre-eminent inquiry. The TTAB and district
court’s failures to consider the context in which confusion was likely to arise (in
stores and on the Internet) and their failure to weigh the similarities more heavily
than the differences is clearly erroneous and merits reversal.
c. The identical nature of the goods warranted a lessened
threshold for finding similarity.
There is no question that the parties’ goods are identical. Given the identical
nature of the Swatch’s and Beehive’s goods, the degree of similarity of the marks
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24
required for a finding of likely confusion can be lessened. See Century 21 Real
Estate, 970 F.2d 874, 877, 23 U.S.P.Q. 2d 1698 (Fed. Cir. 1992) (“When marks
would appear on virtually identical goods or services, the degree of similarity
necessary to support a conclusion of likely confusion decline.”); see also Exxon
Corp. v. Texas Motor Exchange, Inc., 628 F.2d 500, 505 (5th Cir. 1980) (“The
greater the similarity between the products and services, the greater the likelihood
of confusion.”); see also Sabinsa Corp. v. Creative Compounds, LLC, 609 F.3d
175, 183-184 (3d Cir. 2010) (quoting 3 McCarthy § 23:20.1 (4th ed. 2003) (“The
degree of similarity . . . needed to prove likely confusion will vary with the
difference in the goods . . .. Where the goods . . . are directly competitive, the
degree of similarity required to prove a likelihood of confusion is less than in the
case of dissimilar products.”)).
The district court and TTAB accorded far too much weight to their findings
of divergent meanings of the SWATCH and SWAP marks. The similarity of the
marks in their commercial contexts makes the district court’s determination as to
the similarity of the marks clearly erroneous.
The district court’s determination of several critical likelihood of confusion
factors was flawed. Consequently, the district court arrived at a conclusion
unsupported by the facts. The district court’s analysis of likelihood of confusion
was clearly erroneous given the record.
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25
The district court’s erroneous findings and conclusions as to trademark
infringement and affirmance of the TTAB decision should be reversed, because the
findings emanated from the district court’s erroneous determination on the issue of
likelihood of confusion.
CONCLUSION
The district court’s determinations on Swatch’s claims are unsupported by
the evidence and the law of this Circuit. As established, the district court erred in
its evaluation of several key factors, precisely, the similarity of the marks,
similarity of facilities, similarity of advertisements and Beehive’s intent. All of
these favor Swatch. The district court failed to articulate a basis for its findings as
to the sophistication of the consuming public.
With regard to descriptiveness, the error is manifest. Swatch presented
significant evidence, including numerous admissions made by Beehive in
depositions, discovery responses and its own advertising, and in third parties’
descriptive uses of the word “swap” for identical goods. The district court held
that the TTAB’s conclusion was correct without reconciling the evidence
presented. The district court repeated the mistake of the TTAB by relying upon the
general identification of Beehive’s goods as recited in the SWAP Application,
rather than looking to the actual goods to which the SWAP mark is applied and
was fatally flawed by not recognizing that if the subset of goods is descriptive—
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26
that is, if any trait or feature is descriptive—then application for registration is to
be refused. Swatch respectfully requests that this Court reverse: (1) the district
court’s affirmance of the TTAB Order dismissing Swatch’s opposition and
granting registration to Beehive’s SWAP mark, and (2) the district court’s holding
as to the Federal, common law and Virginia trademark infringement claims, the
dilution claim and descriptiveness claim.
Respectfully Submitted,
/s/ Thomas P. Gulick
Thomas P. Gulick
Collen IP
The Holyoke-Manhattan Building
80 South Highland Avenue
Ossining, New York 10562
(914) 941-5668
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 32 of 34
CERTIFICATE OF COMPLIANCE
1. This brief complies with the type-volume limitation of Fed. R. App. P.
28.1(e)(2) or 32(a)(7)(B) because:
[ X ] this brief contains [5,706] words, excluding the parts of the brief
exempted by Fed. R. App. P. 32(a)(7)(B)(iii), or
[ ] this brief uses a monospaced typeface and contains [state the number
of] lines of text, excluding the parts of the brief exempted by Fed. R. App. P.
32(a)(7)(B)(iii).
2. This brief complies with the typeface requirements of Fed. R. App. P.
32(a)(5) and the type style requirements of Fed. R. App. P. 32(a)(6) because:
[ X ] this brief has been prepared in a proportionally spaced typeface using
[Microsoft Word 2007] in [14pt Times New Roman]; or
[ ] this brief has been prepared in a monospaced typeface using [state
name and version of word processing program] with [state number of
characters per inch and name of type style].
Dated: April 30, 2013 /s/ Thomas P. Gulick
Counsel for Appellant
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CERTIFICATE OF FILING AND SERVICE
I hereby certify that on this 30th day of April, 2013, I caused this Public
Final Reply Brief of Appellant to be filed electronically with the Clerk of the Court
using the CM/ECF System, which will send notice of such filing to the following
registered CM/ECF users:
James A. Oliff
William J. Utermohlen
OLIFF & BERRIDGE, PLC
277 South Washington Street
Alexandria, Virginia 22320
(703) 836-6400
Counsel for Appellee
I further certify that on this 30th day of April, 2013, I caused the required
copies of the Public Final Reply Brief of Appellant to be hand filed with the Clerk.
/s/ Thomas P. Gulick
Counsel for Appellant
Appeal: 12-2126 Doc: 37 Filed: 04/30/2013 Pg: 34 of 34
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TEXT
Table 1. Consumer Price Index for All Urban Consumers (CPI-U): U.S. city average, by expenditure category and commodity and service
Table 2. Consumer Price Index for All Urban Consumers (CPI-U): Seasonally adjusted U.S. city average, by expenditure category and
Table 4. Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W): U.S. city average, by expenditure category and
Table 5. Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W): U.S. city average, by expenditure category and
Table 3. Consumer Price Index for All Urban Consumers: Selected areas, all items index
Table 6. Consumer Price Index for Urban Wage Earners and Clerical Workers: Selected areas, all items index
FOR TECHNICAL INFORMATION:
Patrick C. Jackman (202) 606-7000 USDL-95-505
CPI QUICKLINE: (202) 606-6994 TRANSMISSION OF MATERIAL IN
FOR CURRENT AND HISTORICAL THIS RELEASE IS EMBARGOED
INFORMATION: (202) 606-7828 UNTIL 8:30 A.M. (EST)
MEDIA CONTACT: (202) 606-5902 Thursday, December 14, 1995
CONSUMER PRICE INDEX: NOVEMBER 1995
The Consumer Price Index for All Urban Consumers (CPI-U) declined
0.1 percent before seasonal adjustment in November to a level of 153.6
(1982-84=100), the Bureau of Labor Statistics of the U.S. Department of
Labor reported today. For the 12-month period ended in November, the
CPI-U increased 2.6 percent.
The Consumer Price Index for Urban Wage Earners and Clerical
Workers (CPI-W) also declined
0.1 percent in November, prior to seasonal adjustment. The November
1995 CPI-W level of 150.9 was
2.4 percent higher than the index in November 1994.
CPI for All Urban Consumers (CPI-U)
On a seasonally adjusted basis, the CPI-U, which rose 0.3 percent
in October, was unchanged in November. The energy index, which rose 0.4
percent in October after declining in each of the 3 preceding months,
turned down in November, decreasing 0.9 percent. The index for motor
fuels fell 2.2 percent, more than offsetting a slight increase in the
index for household fuels. The food index also turned down in November-
-declining 0.1 percent--after increasing 0.5 and 0.3 percent in the 2
preceding months. A 2.5 percent drop in the index for fruits and
vegetables was largely responsible for the November decline. Excluding
food and energy, the CPI-U increased 0.1 percent after advancing 0.3
percent in October. The deceleration in November reflects a smaller
increase in shelter costs coupled with declines in the indexes for
apparel and for selected transportation components, including airline
fares, used cars, and automobile finance charges, each of which had
risen sharply early in the year.
Table A. Percent changes in CPI for Urban Consumers (CPI-U)
Seasonally adjusted Un-
Compound adjusted
Expenditure Changes from preceding month annual rate 12-mos.
Category 1995 3-mos. ended ended
May June July Aug. Sep. Oct. Nov. Nov. '95 Nov. '95
All Items .3 .1 .2 .1 .1 .3 .0 1.8 2.6
Food and beverages .1 .1 .2 .2 .4 .3 -.1 2.7 2.7
Housing .1 .2 .3 .3 .1 .4 .1 2.4 2.7
Apparel and upkeep -.3 -.3 .2 .3 -.2 .3 -.1 .0 -.4
Transportation .4 .4 -.4 -.6 -.1 .1 -.6 -2.3 1.7
Medical care .3 .3 .4 .4 .3 .3 .4 4.0 4.1
Entertainment .5 -.2 .3 .4 .3 .1 .5 3.9 2.9
Other goods
and services .4 .4 .4 .5 .3 .3 .5 4.7 4.4
Special Indexes:
Energy .5 .5 -.8 -.8 -1.4 .4 -.9 -7.4 -2.7
Food .1 .1 .2 .2 .5 .3 -.1 2.7 2.8
All items less
food and energy .2 .2 .2 .2 .2 .3 .1 2.5 3.0
During the first 11 months of 1995, the CPI-U rose at a 2.6 percent
seasonally adjusted annual rate (SAAR). This compares with a 2.7
percent increase for all of 1994. The food index has risen at a 2.2
percent annual rate, while energy costs have decreased at a 2.7 percent
rate. Excluding food and energy, the CPI-U advanced at a 3.1 percent
annual rate in the first 11 months of 1995. This follows a 2.6 percent
increase in all of 1994.
The food and beverage index fell 0.1 percent in November. Grocery
store food prices, which rose 0.6 and 0.4 percent in the 2 preceding
months, declined 0.2 percent in November. Moderately large increases in
most major grocery store food groups were more than offset by a 2.5
percent decline in the index for fruits and vegetables. Despite the
sharp drop in November, the latter group has advanced 5.7 percent in the
last 12 months, the largest increase during this period among the major
grocery store food groups. In November, the index for meats, poultry,
fish, and eggs rose 0.6 percent, following increases of 0.6 and 1.0
percent in the 2 preceding months. Egg prices increased 3.5 percent in
November and have risen 16.4 percent since June. Beef prices rose 0.5
percent, and the index for pork increased 1.1 percent. The indexes for
cereal and bakery products and dairy products each increased 0.5
percent. The index for other food at home was unchanged. The other two
components of the food and beverage index--restaurant meals and
alcoholic beverages--increased 0.1 and 0.3 percent, respectively.
The housing component increased 0.1 percent in November, following
a 0.4 percent rise in October. Each of the three major housing groups
contributed to the deceleration. Shelter costs, which rose 0.4 percent
in October, increased 0.2 percent in November. Within shelter, an
increase of 0.3 percent in homeowners' costs more than offset declines
of 0.1 percent in both renters' costs and maintenance and repair costs.
The index for fuel and utilities rose 0.2 percent in November, following
a 0.6 percent increase in October. The index for household fuels rose
0.1 percent as declines in the indexes for fuel oil and natural gas--
down 0.5 and 0.3 percent, respectively--were more than offset by a 0.3
percent increase in the index for electricity. (Prior to seasonal
adjustment, charges for electricity fell 1.9 percent.) The index for
other utilities and public services rose 0.1 percent, as increases in
the indexes for water and sewer services, refuse collection, and cable
television were partially offset by a decline in telephone long distance
toll calls. The index for household furnishings and operation,
reflecting price declines for most housefurnishings, fell 0.2 percent in
November after increasing 0.1 percent in October.
The transportation index--down 0.6 percent in November--registered
its fourth decline in the past 5 months. The indexes for motor fuel,
airline fares, used cars, and automobile finance charges, each of which
rose sharply during the first half of the year, have declined
substantially in the second half of 1995. The index for gasoline--down
2.2 percent in November--has declined 9.0 percent since June and as of
November was 6.5 percent lower than at the end of 1994 and 19.6 percent
lower than its peak level of December 1990. The index for airline
fares, which had increased 20.4 percent in the first half of 1995 after
falling 9.5 percent in 1994, fell 4.0 percent in November and has
declined 7.6 percent since June. The used car index, which rose 5.6
percent in the first half of 1995, fell 0.1 percent in November,
bringing its level to a point 2.5 percent lower than in June.
Automobile finance charges, which declined 1.0 percent in November, have
fallen 3.9 percent in the past 5 months after increasing 7.3 percent in
the first half of 1995. The index for new cars rose 0.1 percent in
November, continuing the moderate rate of increase evident in this
component this year. (Prior to seasonal adjustment, prices for new cars
rose 1.1 percent. As of November, almost two-fifths of the new car
sample was represented by 1996 models.)
The index for apparel and upkeep decreased 0.1 percent in November,
following an increase of 0.3 percent in October. (Prior to seasonal
adjustment, clothing prices fell 0.6 percent, reflecting pre-holiday
discounting.)
Medical care costs rose 0.4 percent in November and have risen 4.1
percent in the past 12 months. The index for medical care commodities--
prescription drugs, non-prescription drugs, and medical
supplies--increased 0.3 percent in November. The index for medical care
services rose 0.4 percent. Charges for professional services and
hospital and related services increased 0.5 and 0.3 percent,
respectively.
Entertainment costs rose 0.5 percent in November. A 1.8 percent
increase in the index for reading materials, reflecting sharp advances
in prices for both newspapers and for magazines,periodicals, and books,
accounted for about three-fifths of the overall increase in the
entertainment index.
The index for other goods and services increased 0.5 percent in
November, about in line with recent months.
CPI for Urban Wage Earners and Clerical Workers (CPI-W)
On a seasonally adjusted basis, the CPI for Urban Wage Earners and
Clerical Workers was unchanged in November.
Table B. Percent changes in CPI for Urban Wage Earners and Clerical
Workers (CPI-W)
Seasonally adjusted Un-
Compound adjusted
Expenditure Changes from preceding month annual rate 12-mos.
Category 1995 3-mos. ended ended
May June July Aug. Sep. Oct. Nov. Nov. '95 Nov. '95
All Items .2 .1 .1 .1 .2 .3 .0 1.9 2.4
Food and beverages .1 .0 .2 .3 .5 .3 -.1 3.0 2.8
Housing .2 .1 .3 .3 .1 .4 .1 2.5 2.6
Apparel and upkeep -.5 -.1 -.1 .3 -.2 .4 -.4 -.6 -.4
Transportation .4 .2 -.6 -.6 -.2 .1 -.4 -2.3 1.7
Medical care .3 .3 .3 .5 .3 .3 .4 3.7 4.1
Entertainment .4 -.1 .1 .4 .3 .1 .5 3.7 2.7
Other goods
and services .4 .4 .3 .5 .6 .3 .4 5.6 4.3
Special Indexes:
Energy .7 .4 -1.0 -.9 -1.4 .4 -.9 -7.5 -2.9
Food .0 .1 .2 .2 .5 .4 -.1 3.3 2.8
All items less
food and energy .2 .1 .1 .3 .2 .3 .1 2.5 3.0
As the Bureau of Labor Statistics announced on November 21, the CPI
for November, originally scheduled for release December 13, was
rescheduled for release on December 14. Price collection in November
was extended beyond the usual closeout date in order to obtain those
price data that were lost during the period from the 14th through the
19th of November, when CPI data collection was suspended as a result of
the federal government shutdown.
Consumer Price Index data for December are scheduled for release on
Friday, January 12, 1996, at 8:30 A.M. (EST). Releases for the
remainder of 1996:
Feb. 14 Aug. 13
Mar. 15 Sep. 13
Apr. 12 Oct. 16
May 14 Nov. 14
June 12 Dec. 12
July 16 Jan. 14, 1997
Table 1. Consumer Price Index for All Urban Consumers (CPI-U): U.S. city average, by expenditure category and commodity and service
group
(1982-84=100, unless otherwise noted)
Relative Unadjusted indexes Unadjusted Seasonally adjusted
importance, percent change to percent change from-
December Oct. Nov. Nov. 1995 from- Aug. to Sept. to Oct. to
1994 1995 1995 Nov. 1994 Oct. 1995 Sept. Oct. Nov.
Expenditure category
All items .................................. 100.000 153.7 153.6 2.6 -0.1 0.1 0.3 0.0
All items (1967=100) ....................... - 460.3 460.1 - - - - -
Food and beverages ....................... 17.412 149.8 149.8 2.7 .0 .4 .3 -.1
Food ................................... 15.838 149.4 149.4 2.8 .0 .5 .3 -.1
Food at home ......................... 9.934 149.7 149.5 3.0 -.1 .6 .4 -.2
Cereals and bakery products ........ 1.464 169.0 169.0 3.2 .0 .2 .5 .5
Meats, poultry, fish, and eggs ..... 2.892 140.8 141.7 3.5 .6 .6 1.0 .6
Dairy products ..................... 1.169 133.2 133.7 1.5 .4 -.2 .7 .5
Fruits and vegetables .............. 2.013 177.2 175.2 5.7 -1.1 2.4 -.2 -2.5
Other food at home ................. 2.396 141.2 140.5 1.1 -.5 -.1 -.1 .0
Sugar and sweets ................. .326 139.2 138.4 2.9 -.6 -.1 .4 -.1
Fats and oils .................... .249 138.3 137.8 2.6 -.4 .1 .5 .5
Nonalcoholic beverages ........... .796 130.9 130.5 -1.4 -.3 .1 -1.1 .2
Other prepared food .............. 1.026 152.1 151.1 2.0 -.7 -.2 .3 -.1
Food away from home .................. 5.904 150.0 150.2 2.3 .1 .1 .3 .1
Alcoholic beverages .................... 1.574 154.9 155.2 2.2 .2 -.1 .2 .3
Housing .................................. 41.187 149.7 149.4 2.7 -.2 .1 .4 .1
Shelter ................................ 28.042 167.3 167.3 3.2 .0 .4 .4 .2
Renters' costs 1/ .................... 7.955 175.3 173.8 2.9 -.9 .5 .3 -.1
Rent, residential .................. 5.765 158.9 159.3 2.4 .3 .1 .2 .3
Other renters' costs ............... 2.190 205.0 197.5 4.4 -3.7 1.4 .5 -.8
Homeowners' costs 1/ ................. 19.889 173.0 173.5 3.3 .3 .3 .3 .3
Owners' equivalent rent 1/ ......... 19.501 173.4 173.9 3.4 .3 .3 .4 .3
Household insurance 1/ ............. .389 157.1 157.6 1.7 .3 -1.0 .1 .4
Maintenance and repairs 2/ ........... .198 136.3 136.2 3.8 -.1 .0 .7 -.1
Maintenance and repair services 2/ . .120 141.8 141.8 4.0 .0 .0 1.1 .0
Maintenance and repair
commodities 2/ ................. .078 128.9 128.7 3.5 -.2 .1 .0 -.2
Fuel and other utilities ............... 7.093 123.9 123.1 1.1 -.6 -.6 .6 .2
Fuels ................................ 3.859 111.5 110.1 .2 -1.3 -1.3 1.1 .1
Fuel oil and other household fuel
commodities .................... .360 86.9 87.7 .0 .9 -.3 -1.0 -.1
Gas (piped) and electricity (energy
services)....................... 3.499 119.3 117.6 .3 -1.4 -1.4 1.2 .2
Other utilities and public
services 2/ ...................... 3.234 153.5 153.6 2.1 .1 .1 .2 .1
Household furnishings and operation .... 6.052 123.9 123.6 2.1 -.2 .3 .1 -.2
Housefurnishings ..................... 3.508 111.7 111.0 .2 -.6 .4 -.1 -.7
Housekeeping supplies ................ 1.088 139.2 139.8 5.4 .4 .1 .6 .2
Housekeeping services ................ 1.455 144.7 144.9 4.2 .1 .3 .2 .3
Apparel and upkeep ....................... 5.656 134.5 133.7 -.4 -.6 -.2 .3 -.1
Apparel commodities .................... 5.097 131.4 130.6 -.4 -.6 -.2 .3 -.1
Men's and boys' apparel .............. 1.329 128.4 128.4 -.6 .0 -.1 .1 -.2
Women's and girls' apparel............ 2.269 130.6 129.5 -.8 -.8 -1.1 1.3 .3
Infants' and toddlers' apparel ....... .204 131.0 129.7 -1.1 -1.0 2.1 .2 -2.4
Footwear ............................. .747 127.5 126.7 .8 -.6 1.3 -.1 -.6
Other apparel commodities ............ .548 153.1 151.3 .3 -1.2 -.5 -1.9 -.1
Apparel services 2/ .................... .559 157.0 157.2 .6 .1 .1 -.3 .1
Transportation ........................... 17.139 139.4 139.4 1.7 .0 -.1 .1 -.6
Private transportation ................. 15.623 136.3 136.5 1.3 .1 -.1 .0 -.4
New vehicles ......................... 5.059 140.9 142.2 2.0 .9 .5 -.1 .1
New cars ........................... 4.052 138.6 140.1 1.7 1.1 .2 .0 .1
Used cars ............................ 1.318 157.2 157.8 5.1 .4 -.6 .0 -.1
Motor fuel ........................... 3.106 98.3 96.4 -6.1 -1.9 -1.5 -.3 -2.2
Gasoline ........................... - 98.0 96.0 -6.4 -2.0 -1.6 -.5 -2.2
Maintenance and repairs .............. 1.536 155.4 155.7 2.6 .2 .3 .2 .3
Other private transportation ......... 4.604 172.0 172.7 3.9 .4 .3 .2 .0
Other private transportation
commodities .................... .618 105.0 105.1 1.1 .1 -.2 .2 -.3
Other private transportation
services ....................... 3.986 187.7 188.6 4.4 .5 .4 .2 .0
Public transportation .................. 1.516 178.7 177.5 6.2 -.7 -.5 1.6 -2.3
Medical care ............................. 7.266 222.9 223.5 4.1 .3 .3 .3 .4
Medical care commodities ............... 1.291 205.7 206.3 1.8 .3 .2 .5 .3
Medical care services .................. 5.974 226.9 227.4 4.6 .2 .3 .3 .4
Professional medical services ........ 3.416 202.9 203.4 4.0 .2 .4 .1 .5
Entertainment ............................ 4.335 155.2 156.0 2.9 .5 .3 .1 .5
Entertainment commodities .............. 1.968 139.6 140.6 2.4 .7 .2 .1 .6
Entertainment services ................. 2.366 173.6 174.3 3.4 .4 .4 .1 .5
Other goods and services ................. 7.005 210.7 211.2 4.4 .2 .3 .3 .5
Tobacco and smoking products ........... 1.607 228.0 228.9 3.4 .4 .9 .3 .5
Personal care 2/ ....................... 1.175 148.5 148.9 2.2 .3 .1 .7 .3
Toilet goods and personal care
appliances 2/ .................... .622 144.4 144.8 1.8 .3 -.1 1.0 .3
Personal care services 2/ ............ .553 153.0 153.5 2.9 .3 .5 .4 .3
Personal and educational expenses ...... 4.223 241.3 241.6 5.4 .1 .2 .3 .5
School books and supplies ............ .251 217.7 218.6 5.2 .4 .7 .7 .8
Personal and educational services .... 3.972 243.2 243.5 5.4 .1 .2 .3 .5
Commodity and service group
All items .................................. 100.000 153.7 153.6 2.6 -.1 .1 .3 .0
Commodities .............................. 43.386 137.2 137.2 1.5 .0 .1 .2 -.1
Food and beverages ..................... 17.412 149.8 149.8 2.7 .0 .4 .3 -.1
Commodities less food and beverages .... 25.974 129.5 129.4 .6 -.1 .0 .1 -.2
Nondurables less food and beverages .. 15.375 130.5 130.0 -.1 -.4 -.3 .1 -.2
Apparel commodities ................ 5.097 131.4 130.6 -.4 -.6 -.2 .3 -.1
Nondurables less food, beverages,
and apparel 2/ ................. 10.278 133.1 132.6 .1 -.4 -.2 -.2 -.4
Durables ............................. 10.599 128.2 128.7 1.7 .4 .2 .0 -.2
Services ................................. 56.614 170.4 170.3 3.4 -.1 .2 .4 .2
Rent of shelter 1/ ..................... 27.422 174.1 174.1 3.3 .0 .3 .3 .3
Household services less rent of
shelter 1/ ......................... 8.731 138.8 138.1 1.7 -.5 -.4 .5 .1
Transportation services ................ 7.038 177.7 178.0 4.4 .2 .1 .5 -.4
Medical care services .................. 5.974 226.9 227.4 4.6 .2 .3 .3 .4
Other services ......................... 7.450 196.5 197.0 4.2 .3 .3 .2 .5
Special indexes
All items less food ........................ 84.162 154.4 154.4 2.5 .0 .1 .3 .0
All items less shelter ..................... 71.958 149.8 149.7 2.3 -.1 .1 .3 .0
All items less homeowners' costs 1/ ........ 80.111 154.7 154.5 2.4 -.1 .1 .3 -.1
All items less medical care ................ 92.734 149.8 149.7 2.5 -.1 .1 .3 .0
Commodities less food ...................... 27.548 130.5 130.4 .7 -.1 -.1 .2 -.2
Nondurables less food ...................... 16.950 131.9 131.4 .2 -.4 -.3 .2 -.2
Nondurables less food and apparel 2/ ....... 11.852 134.3 134.0 .4 -.2 -.2 -.1 -.2
Nondurables ................................ 32.788 140.4 140.1 1.4 -.2 .0 .2 -.1
Services less rent of shelter 1/ ........... 29.192 178.6 178.6 3.6 .0 .1 .3 .1
Services less medical care services ........ 50.640 165.1 165.0 3.3 -.1 .2 .4 .1
Energy ..................................... 6.965 104.5 102.8 -2.7 -1.6 -1.4 .4 -.9
All items less energy ...................... 93.035 160.2 160.3 3.0 .1 .3 .3 .1
All items less food and energy ........... 77.197 162.8 163.0 3.0 .1 .2 .3 .1
Commodities less food and
energy commodities ................. 24.082 140.5 140.7 1.7 .1 .1 .2 .0
Energy commodities ................... 3.466 97.2 95.6 -5.5 -1.6 -1.3 -.5 -1.9
Services less energy services .......... 53.115 175.6 175.7 3.6 .1 .3 .3 .2
Purchasing power of the consumer dollar:
1982-84=$1.00 2/ ......................... - $.651 $.651 -2.5 .0 -.2 -.3 .0
1967=$1.00 2/ ............................ - .217 .217 - - - - -
1/ Indexes on a December 1982=100 base.
2/ Not seasonally adjusted.
- Data not available.
NOTE: Index applies to a month as a whole, not to any specific date.
Table 2. Consumer Price Index for All Urban Consumers (CPI-U): Seasonally adjusted U.S. city average, by expenditure category and
commodity and service group
(1982-84=100, unless otherwise noted)
Seasonally adjusted indexes Seasonally adjusted annual rate
percent change for
3 months ended- 6 months ended-
Aug. Sept. Oct. Nov. Feb. May Aug. Nov. May Nov.
1995 1995 1995 1995 1995 1995 1995 1995 1995 1995
Expenditure category
All items .................................... - - - - 3.2 3.5 1.9 1.8 3.4 1.8
Food and beverages ......................... 149.3 149.9 150.4 150.3 2.8 3.3 1.9 2.7 3.0 2.3
Food ..................................... 149.0 149.7 150.2 150.0 3.0 3.3 1.9 2.7 3.2 2.3
Food at home ........................... 149.1 150.0 150.6 150.3 3.3 3.9 1.6 3.3 3.6 2.4
Cereals and bakery products .......... 168.1 168.4 169.2 170.0 1.7 2.9 3.7 4.6 2.3 4.1
Meats, poultry, fish, and eggs ....... 138.7 139.5 140.9 141.7 2.1 -.3 3.5 8.9 .9 6.2
Dairy products ....................... 132.6 132.3 133.2 133.8 -.6 5.3 -2.4 3.7 2.3 .6
Fruits and vegetables ................ 178.6 182.8 182.5 178.0 13.7 12.3 -.9 -1.3 13.0 -1.1
Other food at home ................... 141.3 141.2 141.1 141.1 .6 2.0 2.3 -.6 1.3 .9
Sugar and sweets ................... 138.6 138.4 139.0 138.9 1.2 4.8 4.8 .9 3.0 2.8
Fats and oils ...................... 137.5 137.6 138.3 139.0 1.8 1.8 2.4 4.4 1.8 3.4
Nonalcoholic beverages ............. 132.0 132.1 130.7 130.9 -1.2 -2.7 1.5 -3.3 -1.9 -.9
Other prepared food ................ 151.9 151.6 152.1 151.9 1.4 4.9 2.1 .0 3.1 1.1
Food away from home .................... 149.4 149.6 150.0 150.2 2.2 2.7 2.2 2.2 2.5 2.2
Alcoholic beverages ...................... 154.8 154.7 155.0 155.5 .3 3.5 3.2 1.8 1.8 2.5
Housing .................................... 148.9 149.1 149.7 149.8 2.8 2.5 3.0 2.4 2.6 2.7
Shelter .................................. 165.9 166.6 167.2 167.5 2.7 4.2 2.2 3.9 3.5 3.1
Renters' costs 1/ ...................... 173.9 174.7 175.3 175.2 1.9 5.7 1.2 3.0 3.8 2.1
Rent, residential .................... 158.2 158.4 158.7 159.1 2.3 2.6 2.0 2.3 2.5 2.2
Other renters' costs ................. 204.7 207.6 208.7 207.0 .8 13.5 -.8 4.6 7.0 1.9
Homeowners' costs 1/ ................... 171.6 172.2 172.8 173.4 2.9 3.6 2.8 4.3 3.2 3.6
Owners' equivalent rent 1/ ........... 171.9 172.5 173.2 173.7 2.6 3.8 2.8 4.3 3.2 3.5
Household insurance 1/ ............... 158.2 156.6 156.7 157.3 3.9 4.4 .5 -2.3 4.2 -.9
Maintenance and repairs 2/ ............. 135.4 135.4 136.3 136.2 8.2 2.4 2.4 2.4 5.3 2.4
Maintenance and repair services 2/ ... 140.3 140.3 141.8 141.8 4.5 4.4 2.6 4.3 4.4 3.5
Maintenance and repair commodities 2/ 128.8 128.9 128.9 128.7 13.2 -.3 2.2 -.3 6.2 .9
Fuel and other utilities ................. 124.2 123.4 124.1 124.3 1.3 -1.3 4.3 .3 .0 2.3
Fuels .................................. 111.5 110.0 111.2 111.3 -.7 -3.6 6.3 -.7 -2.2 2.8
Fuel oil and other household fuel
commodities ...................... 89.0 88.7 87.8 87.7 -1.8 3.2 4.6 -5.7 .7 -.7
Gas (piped) and electricity (energy
services)......................... 119.3 117.6 119.0 119.2 -.3 -4.3 6.6 -.3 -2.3 3.1
Other utilities and public services 2/ . 153.1 153.2 153.5 153.6 3.5 1.3 2.1 1.3 2.4 1.7
Household furnishings and operation ...... 123.3 123.7 123.8 123.5 4.7 .3 2.6 .7 2.5 1.6
Housefurnishings ....................... 111.5 111.9 111.8 111.0 1.8 -1.8 2.6 -1.8 .0 .4
Housekeeping supplies .................. 138.3 138.4 139.2 139.5 6.5 5.2 6.3 3.5 5.8 4.9
Housekeeping services .................. 143.7 144.1 144.4 144.9 11.1 2.3 .3 3.4 6.6 1.8
Apparel and upkeep ......................... 132.0 131.7 132.1 132.0 -.6 -1.5 .9 .0 -1.1 .5
Apparel commodities ...................... 128.6 128.3 128.7 128.6 -1.2 -1.5 .9 .0 -1.4 .5
Men's and boys' apparel ................ 126.0 125.9 126.0 125.7 2.2 -1.3 -2.5 -.9 .5 -1.7
Women's and girls' apparel ............. 126.6 125.2 126.8 127.2 -3.4 -.3 -1.3 1.9 -1.9 .3
Infants' and toddlers' apparel ......... 128.3 131.0 131.3 128.2 -4.5 -14.7 17.2 -.3 -9.8 8.1
Footwear ............................... 125.0 126.6 126.5 125.8 2.9 -2.8 .6 2.6 .0 1.6
Other apparel commodities .............. 155.0 154.2 151.2 151.1 -2.1 -1.1 15.5 -9.7 -1.6 2.2
Apparel services 2/....................... 157.3 157.4 157.0 157.2 2.6 1.0 -1.0 -.3 1.8 -.6
Transportation ............................. 139.4 139.2 139.4 138.6 4.8 7.1 -2.5 -2.3 6.0 -2.4
Private transportation ................... 136.3 136.2 136.2 135.7 5.8 5.1 -3.7 -1.7 5.4 -2.7
New vehicles ........................... 141.2 141.9 141.8 141.9 1.4 3.5 1.1 2.0 2.5 1.6
New cars ............................. 139.3 139.6 139.6 139.8 2.1 2.6 .9 1.4 2.3 1.2
Used cars .............................. 155.0 154.0 154.0 153.8 33.6 5.7 -11.0 -3.1 18.8 -7.1
Motor fuel ............................. 98.8 97.3 97.0 94.9 .8 9.0 -17.0 -14.9 4.8 -15.9
Gasoline ............................. 98.7 97.1 96.6 94.5 .4 9.8 -17.3 -16.0 5.0 -16.6
Maintenance and repairs ................ 154.6 155.0 155.3 155.7 1.6 3.5 2.1 2.9 2.5 2.5
Other private transportation ........... 171.0 171.5 171.8 171.8 7.5 5.6 .9 1.9 6.5 1.4
Other private transportation
commodities ...................... 105.3 105.1 105.3 105.0 1.5 1.9 1.9 -1.1 1.7 .4
Other private transportation
services ......................... 186.6 187.3 187.7 187.7 8.5 6.2 .6 2.4 7.4 1.5
Public transportation .................... 179.9 179.0 181.8 177.7 -1.2 25.1 8.2 -4.8 11.2 1.5
Medical care ............................... 221.8 222.5 223.2 224.0 4.5 3.5 4.3 4.0 4.0 4.1
Medical care commodities ................. 204.5 205.0 206.1 206.8 .2 -.2 2.6 4.6 .0 3.6
Medical care services .................... 225.6 226.3 226.9 227.7 5.4 4.4 4.7 3.8 4.9 4.3
Professional medical services .......... 201.8 202.6 202.9 203.9 5.0 3.5 3.6 4.2 4.2 3.9
Entertainment .............................. 154.4 154.9 155.1 155.9 2.7 3.2 2.1 3.9 2.9 3.0
Entertainment commodities ................ 139.1 139.4 139.6 140.4 1.2 1.2 3.2 3.8 1.2 3.5
Entertainment services ................... 172.5 173.2 173.4 174.2 4.1 4.5 1.2 4.0 4.3 2.6
Other goods and services ................... 209.0 209.7 210.4 211.4 4.2 3.2 5.5 4.7 3.7 5.1
Tobacco and smoking products ............. 227.2 229.3 229.9 231.0 -3.4 3.8 6.4 6.9 .2 6.6
Personal care 2/ ......................... 147.3 147.5 148.5 148.9 1.4 1.1 1.9 4.4 1.2 3.2
Toilet goods and personal care
appliances 2/ ...................... 143.2 143.0 144.4 144.8 .8 .8 .8 4.5 .8 2.7
Personal care services 2/ .............. 151.7 152.4 153.0 153.5 2.4 1.3 3.0 4.8 1.9 3.9
Personal and educational expenses ........ 237.8 238.2 238.8 240.1 8.0 3.5 6.3 3.9 5.7 5.1
School books and supplies .............. 214.2 215.6 217.1 218.8 6.7 3.1 2.7 8.9 4.9 5.7
Personal and educational services ...... 239.4 239.8 240.4 241.6 7.9 3.5 6.6 3.7 5.7 5.2
Commodity and service group
All items .................................... - - - - 3.2 3.5 1.9 1.8 3.4 1.8
Commodities ................................ 136.6 136.8 137.1 136.9 2.4 2.7 .0 .9 2.5 .4
Food and beverages ....................... 149.3 149.9 150.4 150.3 2.8 3.3 1.9 2.7 3.0 2.3
Commodities less food and beverages ...... 128.9 128.9 129.0 128.7 2.2 2.2 -.9 -.6 2.2 -.8
Nondurables less food and beverages .... 129.4 129.0 129.1 128.8 1.2 2.8 -2.4 -1.8 2.0 -2.1
Apparel commodities .................. 128.6 128.3 128.7 128.6 -1.2 -1.5 .9 .0 -1.4 .5
Nondurables less food, beverages,
and apparel 2/ ................... 133.6 133.3 133.1 132.6 -3.6 9.1 -1.8 -3.0 2.6 -2.4
Durables ............................... 128.1 128.3 128.3 128.1 4.8 1.6 .0 .0 3.2 .0
Services ................................... 169.5 169.8 170.4 170.7 3.4 4.1 3.1 2.9 3.8 3.0
Rent of shelter 1/ ....................... 173.1 173.6 174.1 174.6 2.4 4.1 3.1 3.5 3.2 3.3
Household services less rent
of shelter 1/ ........................ 138.8 138.2 138.9 139.0 2.7 .0 3.2 .6 1.3 1.9
Transportation services .................. 177.2 177.4 178.3 177.5 4.8 9.4 2.8 .7 7.1 1.7
Medical care services .................... 225.6 226.3 226.9 227.7 5.4 4.4 4.7 3.8 4.9 4.3
Other services ........................... 194.9 195.4 195.8 196.7 5.8 3.4 4.0 3.7 4.6 3.9
Special indexes
All items less food .......................... 153.6 153.7 154.2 154.2 3.2 3.5 1.8 1.6 3.4 1.7
All items less shelter ....................... 149.1 149.2 149.6 149.6 3.3 3.0 1.6 1.3 3.2 1.5
All items less homeowners' costs 1/ .......... 154.0 154.2 154.7 154.6 3.2 3.2 1.6 1.6 3.2 1.6
All items less medical care .................. 148.9 149.1 149.5 149.5 3.1 3.3 1.9 1.6 3.2 1.8
Commodities less food ........................ 130.1 130.0 130.2 129.9 2.2 2.2 -.6 -.6 2.2 -.6
Nondurables less food ........................ 130.9 130.5 130.7 130.4 .9 2.8 -1.5 -1.5 1.9 -1.5
Nondurables less food and apparel 2/ ......... 134.8 134.5 134.3 134.0 -3.0 8.4 -1.2 -2.4 2.6 -1.8
Nondurables .................................. 139.5 139.5 139.8 139.6 1.8 2.9 .0 .3 2.3 .1
Services less rent of shelter 1/ ............. 177.7 177.8 178.4 178.6 5.2 3.7 3.2 2.0 4.5 2.6
Services less medical care services .......... 164.1 164.4 165.1 165.2 3.5 4.3 2.5 2.7 3.9 2.6
Energy ....................................... 104.8 103.3 103.7 102.8 .4 1.5 -4.5 -7.4 1.0 -5.9
All items less energy ........................ 159.4 159.9 160.3 160.5 3.4 3.6 2.3 2.8 3.5 2.5
All items less food and energy ............. 162.0 162.4 162.9 163.0 3.3 3.6 2.5 2.5 3.4 2.5
Commodities less food and energy
commodities .......................... 139.6 139.8 140.1 140.1 2.3 1.5 1.4 1.4 1.9 1.4
Energy commodities ..................... 97.8 96.5 96.0 94.2 .4 8.3 -14.8 -13.9 4.3 -14.4
Services less energy services ............ 174.5 175.1 175.6 175.9 4.1 4.5 2.8 3.2 4.3 3.0
1/ Indexes on a December 1982=100 base.
2/ Not seasonally adjusted.
- Data not available.
NOTE: Index applies to a month as a whole, not to any specific date.
Table 4. Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W): U.S. city average, by expenditure category and
commodity and service group
(1982-84=100, unless otherwise noted)
Relative Unadjusted indexes Unadjusted Seasonally adjusted
importance, percent change to percent change from-
December Oct. Nov. Nov. 1995 from- Aug. to Sept. to Oct. to
1994 1995 1995 Nov. 1994 Oct. 1995 Sept. Oct. Nov.
Expenditure category
All items .................................. 100.000 151.0 150.9 2.4 -0.1 0.2 0.3 0.0
All items (1967=100) ....................... - 449.6 449.5 - - - - -
Food and beverages ....................... 19.320 149.3 149.3 2.8 .0 .5 .3 -.1
Food ................................... 17.629 148.9 148.9 2.8 .0 .5 .4 -.1
Food at home ......................... 11.243 148.9 148.7 3.0 -.1 .6 .4 -.1
Cereals and bakery products ........ 1.670 168.8 168.8 3.2 .0 .2 .4 .5
Meats, poultry, fish, and eggs ..... 3.398 140.5 141.3 3.4 .6 .7 1.1 .4
Dairy products ..................... 1.299 132.8 133.5 1.6 .5 -.2 .5 .6
Fruits and vegetables .............. 2.124 176.4 174.4 6.0 -1.1 2.3 -.1 -2.4
Other food at home ................. 2.751 140.8 140.1 1.2 -.5 .1 -.2 .1
Sugar and sweets ................. .367 139.0 138.4 2.9 -.4 -.1 .4 .0
Fats and oils .................... .286 138.0 137.7 2.7 -.2 .1 .4 .7
Nonalcoholic beverages ........... .920 130.2 129.8 -1.0 -.3 .4 -1.3 .4
Other prepared food .............. 1.179 151.8 150.8 2.0 -.7 -.1 .3 -.1
Food away from home .................. 6.387 149.9 150.1 2.3 .1 .2 .3 .1
Alcoholic beverages .................... 1.690 154.2 154.6 2.2 .3 -.1 .3 .3
Housing .................................. 38.759 146.6 146.4 2.6 -.1 .1 .4 .1
Shelter ................................ 25.753 162.8 162.8 3.1 .0 .3 .4 .2
Renters' costs 1/ .................... 8.073 153.5 152.7 2.6 -.5 .4 .3 .1
Rent, residential .................. 6.615 158.6 158.9 2.3 .2 .1 .3 .3
Other renters' costs ............... 1.458 205.3 197.5 4.2 -3.8 1.7 .3 -.9
Homeowners' costs 1/ ................. 17.491 157.8 158.3 3.4 .3 .3 .4 .3
Owners' equivalent rent 1/ ......... 17.161 158.1 158.6 3.5 .3 .3 .4 .3
Household insurance 1/ ............. .331 144.3 144.9 1.8 .4 -1.5 .6 .4
Maintenance and repairs 2/ ........... .189 135.7 135.6 3.2 -.1 .1 .5 -.1
Maintenance and repair services 2/ . .104 144.4 144.5 3.2 .1 .0 1.0 .1
Maintenance and repair
commodities 2/ ................. .085 124.3 123.9 3.1 -.3 .2 .0 -.3
Fuel and other utilities ............... 7.329 123.5 122.7 1.0 -.6 -.7 .7 .1
Fuels ................................ 3.958 110.8 109.5 .2 -1.2 -1.4 1.3 .1
Fuel oil and other household fuel
commodities .................... .331 86.8 87.6 .0 .9 -.2 -1.1 .0
Gas (piped) and electricity (energy
services)....................... 3.627 118.5 116.9 .2 -1.4 -1.5 1.5 .1
Other utilities and public
services 2/ ...................... 3.372 153.9 154.0 2.1 .1 .1 .2 .1
Household furnishings and operation .... 5.676 122.7 122.3 2.1 -.3 .3 .0 -.2
Housefurnishings ..................... 3.432 110.4 109.7 .2 -.6 .4 -.2 -.6
Housekeeping supplies ................ 1.122 139.4 139.9 5.2 .4 .1 .4 .4
Housekeeping services ................ 1.122 148.0 148.2 4.8 .1 .3 .2 .3
Apparel and upkeep ....................... 5.661 133.4 132.5 -.4 -.7 -.2 .4 -.4
Apparel commodities .................... 5.136 130.5 129.5 -.5 -.8 -.2 .4 -.4
Men's and boys' apparel .............. 1.329 127.9 127.9 -.4 .0 -.2 .1 -.5
Women's and girls' apparel............ 2.214 129.2 127.7 -1.1 -1.2 -.9 1.4 -.2
Infants' and toddlers' apparel ....... .263 132.8 130.9 -1.7 -1.4 2.2 .3 -2.7
Footwear ............................. .827 128.4 127.6 1.2 -.6 1.1 .1 -.5
Other apparel commodities ............ .503 150.8 149.1 .0 -1.1 -.5 -1.8 -.3
Apparel services 2/ .................... .524 156.3 156.6 .5 .2 -.1 -.3 .2
Transportation ........................... 19.183 139.0 139.0 1.7 .0 -.2 .1 -.4
Private transportation ................. 18.027 136.9 136.9 1.3 .0 -.2 .0 -.4
New vehicles ......................... 4.982 141.9 143.0 2.1 .8 .3 .1 .1
New cars ........................... 3.622 138.3 139.6 1.7 .9 .1 .1 .0
Used cars ............................ 2.382 158.1 158.8 5.3 .4 -.6 -.1 -.1
Motor fuel ........................... 3.819 98.2 96.3 -6.1 -1.9 -1.4 -.5 -2.1
Gasoline ........................... - 97.9 95.9 -6.4 -2.0 -1.6 -.4 -2.3
Maintenance and repairs .............. 1.617 156.2 156.5 2.6 .2 .3 .1 .3
Other private transportation ......... 5.227 167.7 168.5 4.0 .5 .3 .2 -.1
Other private transportation
commodities .................... .780 104.2 104.3 1.1 .1 -.2 .2 -.3
Other private transportation
services ....................... 4.447 183.7 184.6 4.5 .5 .4 .2 .0
Public transportation .................. 1.156 174.8 174.1 6.3 -.4 -.1 1.7 -1.3
Medical care ............................. 6.173 222.3 222.8 4.1 .2 .3 .3 .4
Medical care commodities ............... 1.063 203.2 203.9 1.6 .3 .1 .5 .4
Medical care services .................. 5.110 226.6 227.1 4.6 .2 .3 .3 .3
Professional medical services ........ 2.920 204.0 204.5 4.1 .2 .3 .1 .4
Entertainment ............................ 4.005 152.9 153.6 2.7 .5 .3 .1 .5
Entertainment commodities .............. 2.054 138.7 139.4 2.0 .5 .2 .1 .5
Entertainment services ................. 1.951 173.5 174.1 3.3 .3 .3 .2 .4
Other goods and services ................. 6.900 207.8 208.3 4.3 .2 .6 .3 .4
Tobacco and smoking products ........... 2.128 228.2 229.1 3.3 .4 .9 .3 .6
Personal care 2/ ....................... 1.139 148.7 149.0 2.1 .2 .1 .7 .2
Toilet goods and personal care
appliances 2/ .................... .646 145.1 145.4 1.6 .2 -.1 1.0 .2
Personal care services 2/ ............ .493 153.2 153.5 3.0 .2 .5 .5 .2
Personal and educational expenses ...... 3.633 236.8 237.1 5.4 .1 .6 .3 .4
School books and supplies ............ .220 219.1 219.9 5.3 .4 .7 .6 1.0
Personal and educational services .... 3.413 238.4 238.7 5.4 .1 .5 .3 .4
Commodity and service group
All items .................................. 100.000 151.0 150.9 2.4 -.1 .2 .3 .0
Commodities .............................. 47.499 137.1 137.0 1.5 -.1 .1 .1 -.1
Food and beverages ..................... 19.320 149.3 149.3 2.8 .0 .5 .3 -.1
Commodities less food and beverages .... 28.180 129.7 129.5 .7 -.2 -.1 .1 -.3
Nondurables less food and beverages .. 16.400 130.0 129.2 -.4 -.6 -.2 .0 -.4
Apparel commodities ................ 5.136 130.5 129.5 -.5 -.8 -.2 .4 -.4
Nondurables less food, beverages,
and apparel 2/ ................. 11.263 132.7 132.1 -.2 -.5 -.2 -.3 -.5
Durables ............................. 11.780 128.2 128.6 2.1 .3 .1 .0 .0
Services ................................. 52.501 167.7 167.7 3.3 .0 .2 .4 .2
Rent of shelter 1/ ..................... 25.206 156.6 156.7 3.2 .1 .3 .3 .3
Household services less rent of
shelter 1/ ......................... 8.584 127.4 126.8 1.7 -.5 -.5 .6 .2
Transportation services ................ 7.220 175.3 175.8 4.4 .3 .3 .4 -.2
Medical care services .................. 5.110 226.6 227.1 4.6 .2 .3 .3 .3
Other services ......................... 6.381 193.3 193.7 4.2 .2 .4 .2 .4
Special indexes
All items less food ........................ 82.371 151.3 151.2 2.4 -.1 .1 .3 .0
All items less shelter ..................... 74.247 147.9 147.8 2.2 -.1 .1 .3 -.1
All items less homeowners' costs 1/ ........ 82.509 141.8 141.6 2.3 -.1 .1 .3 -.1
All items less medical care ................ 93.827 147.6 147.5 2.4 -.1 .1 .3 -.1
Commodities less food ...................... 29.870 130.6 130.4 .8 -.2 -.1 .1 -.2
Nondurables less food ...................... 18.090 131.4 130.7 -.1 -.5 -.4 .2 -.4
Nondurables less food and apparel 2/ ....... 12.954 133.9 133.4 .1 -.4 -.2 -.2 -.4
Nondurables ................................ 35.719 139.9 139.6 1.3 -.2 .0 .2 -.1
Services less rent of shelter 1/ ........... 27.295 159.1 159.1 3.5 .0 .1 .4 .1
Services less medical care services ........ 47.390 162.6 162.6 3.2 .0 .2 .4 .1
Energy ..................................... 7.777 103.8 102.2 -2.9 -1.5 -1.4 .4 -.9
All items less energy ...................... 92.223 157.5 157.7 2.9 .1 .3 .3 .1
All items less food and energy ........... 74.594 159.7 159.9 3.0 .1 .2 .3 .1
Commodities less food and
energy commodities ................. 25.720 140.1 140.2 1.8 .1 .1 .2 .0
Energy commodities ................... 4.150 97.5 95.8 -5.6 -1.7 -1.4 -.5 -1.9
Services less energy services .......... 48.874 173.1 173.3 3.5 .1 .3 .3 .2
Purchasing power of the consumer dollar:
1982-84=$1.00 2/ ......................... - $.662 $.663 -2.4 .2 -.3 -.3 .2
1967=$1.00 2/ ............................ - .222 .222 - - - - -
1/ Indexes on a December 1984=100 base.
2/ Not seasonally adjusted.
- Data not available.
NOTE: Index applies to a month as a whole, not to any specific date.
Table 5. Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W): U.S. city average, by expenditure category and
commodity and service group
(1982-84=100, unless otherwise noted)
Seasonally adjusted indexes Seasonally adjusted annual rate
percent change for
3 months ended- 6 months ended-
Aug. Sept. Oct. Nov. Feb. May Aug. Nov. May Nov.
1995 1995 1995 1995 1995 1995 1995 1995 1995 1995
Expenditure category
All items .................................... - - - - 3.3 3.3 1.3 1.9 3.3 1.6
Food and beverages ......................... 148.8 149.5 150.0 149.9 2.8 3.0 1.9 3.0 2.9 2.4
Food ..................................... 148.3 149.0 149.6 149.5 3.1 3.0 1.9 3.3 3.0 2.6
Food at home ........................... 148.3 149.2 149.8 149.6 3.6 3.0 2.2 3.6 3.3 2.9
Cereals and bakery products .......... 167.8 168.2 168.9 169.8 2.5 2.2 3.7 4.9 2.3 4.3
Meats, poultry, fish, and eggs ....... 138.3 139.2 140.7 141.3 2.4 -1.2 3.8 9.0 .6 6.4
Dairy products ....................... 132.3 132.1 132.8 133.6 -.3 4.6 -2.1 4.0 2.1 .9
Fruits and vegetables ................ 178.0 182.1 182.0 177.7 13.5 11.8 .0 -.7 12.7 -.3
Other food at home ................... 140.8 140.9 140.6 140.8 .9 2.0 2.3 .0 1.4 1.1
Sugar and sweets ................... 138.5 138.3 138.9 138.9 .9 4.8 4.5 1.2 2.8 2.8
Fats and oils ...................... 137.4 137.5 138.0 138.9 2.1 1.5 2.7 4.4 1.8 3.5
Nonalcoholic beverages ............. 131.2 131.7 130.0 130.5 -.9 -2.1 1.5 -2.1 -1.5 -.3
Other prepared food ................ 151.6 151.4 151.8 151.6 1.9 4.6 1.9 .0 3.3 .9
Food away from home .................... 149.2 149.5 149.9 150.1 2.2 2.7 1.9 2.4 2.5 2.2
Alcoholic beverages ...................... 154.1 153.9 154.4 154.9 .8 2.9 2.6 2.1 1.9 2.4
Housing .................................... 145.8 145.9 146.5 146.7 2.5 2.5 2.8 2.5 2.5 2.6
Shelter .................................. 161.5 162.0 162.7 163.0 2.0 4.3 2.3 3.8 3.2 3.0
Renters' costs 1/ ...................... 152.5 153.1 153.5 153.6 1.9 4.6 1.3 2.9 3.2 2.1
Rent, residential .................... 157.8 158.0 158.4 158.8 2.3 2.6 1.8 2.6 2.5 2.2
Other renters' costs ................. 204.7 208.1 208.8 207.0 .6 13.7 -1.7 4.6 7.0 1.4
Homeowners' costs 1/ ................... 156.5 156.9 157.6 158.1 2.1 4.2 2.9 4.2 3.2 3.5
Owners' equivalent rent 1/ ........... 156.8 157.2 157.9 158.4 2.1 4.2 3.1 4.1 3.2 3.6
Household insurance 1/ ............... 145.3 143.1 144.0 144.6 4.6 4.2 .3 -1.9 4.4 -.8
Maintenance and repairs 2/ ............. 134.9 135.0 135.7 135.6 5.6 2.7 2.4 2.1 4.2 2.2
Maintenance and repair services 2/ ... 143.0 143.0 144.4 144.5 2.3 4.3 2.0 4.3 3.3 3.1
Maintenance and repair commodities 2/ 124.1 124.3 124.3 123.9 9.6 .7 3.0 -.6 5.1 1.1
Fuel and other utilities ................. 123.7 122.8 123.7 123.8 1.3 -1.6 4.3 .3 -.2 2.3
Fuels .................................. 110.7 109.1 110.5 110.6 -.4 -4.3 6.4 -.4 -2.3 3.0
Fuel oil and other household fuel
commodities ...................... 88.8 88.6 87.6 87.6 -1.4 2.8 4.2 -5.3 .7 -.7
Gas (piped) and electricity (energy
services)......................... 118.4 116.6 118.3 118.4 -.3 -5.0 6.3 .0 -2.7 3.1
Other utilities and public services 2/ . 153.5 153.6 153.9 154.0 3.5 1.6 1.8 1.3 2.5 1.6
Household furnishings and operation ...... 122.1 122.5 122.5 122.2 5.1 .3 2.7 .3 2.7 1.5
Housefurnishings ....................... 110.2 110.6 110.4 109.7 1.8 -1.4 2.2 -1.8 .2 .2
Housekeeping supplies .................. 138.5 138.7 139.2 139.8 6.2 4.8 6.3 3.8 5.5 5.0
Housekeeping services .................. 146.9 147.4 147.7 148.1 14.0 1.4 1.1 3.3 7.5 2.2
Apparel and upkeep ......................... 130.7 130.5 131.0 130.5 .3 -1.8 .6 -.6 -.8 .0
Apparel commodities ...................... 127.7 127.5 128.0 127.5 .6 -2.5 .9 -.6 -.9 .2
Men's and boys' apparel ................ 125.6 125.4 125.5 124.9 5.2 -.6 -3.7 -2.2 2.2 -3.0
Women's and girls' apparel ............. 125.1 124.0 125.7 125.5 -2.8 .3 -2.8 1.3 -1.3 -.8
Infants' and toddlers' apparel ......... 129.5 132.4 132.8 129.2 -9.4 -13.6 20.1 -.9 -11.5 9.1
Footwear ............................... 125.8 127.2 127.3 126.7 3.6 -2.5 1.0 2.9 .5 1.9
Other apparel commodities .............. 153.0 152.3 149.6 149.2 2.2 -10.5 20.9 -9.6 -4.4 4.6
Apparel services 2/....................... 156.9 156.8 156.3 156.6 2.6 .8 -.5 -.8 1.7 -.6
Transportation ............................. 138.7 138.4 138.5 137.9 6.3 6.8 -3.9 -2.3 6.6 -3.1
Private transportation ................... 136.7 136.4 136.4 135.9 7.0 5.7 -4.5 -2.3 6.4 -3.4
New vehicles ........................... 142.2 142.6 142.7 142.8 1.4 3.8 1.7 1.7 2.6 1.7
New cars ............................. 139.0 139.2 139.3 139.3 2.1 2.6 .9 .9 2.3 .9
Used cars .............................. 155.9 155.0 154.9 154.7 33.1 6.5 -10.8 -3.0 19.1 -7.0
Motor fuel ............................. 98.7 97.3 96.8 94.8 .4 9.0 -17.0 -14.9 4.6 -15.9
Gasoline ............................. 98.6 97.0 96.6 94.4 .8 9.8 -17.6 -16.0 5.2 -16.8
Maintenance and repairs ................ 155.5 155.9 156.1 156.5 1.3 3.4 2.9 2.6 2.4 2.7
Other private transportation ........... 167.0 167.5 167.8 167.7 8.4 5.7 .5 1.7 7.1 1.1
Other private transportation
commodities ...................... 104.5 104.3 104.5 104.2 2.0 1.6 1.9 -1.1 1.8 .4
Other private transportation
services ......................... 182.6 183.3 183.7 183.7 9.7 6.4 .0 2.4 8.0 1.2
Public transportation .................... 174.2 174.0 176.9 174.6 -1.0 24.1 2.8 .9 10.9 1.9
Medical care ............................... 221.2 221.8 222.4 223.2 4.4 3.6 4.7 3.7 4.0 4.2
Medical care commodities ................. 202.3 202.5 203.6 204.5 -.2 -.6 3.0 4.4 -.4 3.7
Medical care services .................... 225.3 226.0 226.6 227.3 5.4 4.4 4.9 3.6 4.9 4.3
Professional medical services .......... 203.0 203.7 204.0 204.9 4.8 3.7 4.0 3.8 4.2 3.9
Entertainment .............................. 152.2 152.7 152.8 153.6 2.4 3.0 1.9 3.7 2.7 2.8
Entertainment commodities ................ 138.2 138.5 138.7 139.4 .9 1.2 2.6 3.5 1.0 3.1
Entertainment services ................... 172.5 173.0 173.3 174.0 4.1 5.0 1.2 3.5 4.6 2.3
Other goods and services ................... 205.7 206.9 207.6 208.5 3.2 3.0 5.2 5.6 3.1 5.4
Tobacco and smoking products ............. 227.2 229.2 229.8 231.1 -2.8 3.3 6.2 7.0 .2 6.6
Personal care 2/ ......................... 147.4 147.6 148.7 149.0 1.4 1.1 1.6 4.4 1.2 3.0
Toilet goods and personal care
appliances 2/ ...................... 143.8 143.7 145.1 145.4 .8 .8 .3 4.5 .8 2.4
Personal care services 2/ .............. 151.7 152.5 153.2 153.5 2.7 1.3 3.0 4.8 2.0 3.9
Personal and educational expenses ........ 232.7 234.0 234.6 235.6 7.4 3.6 5.7 5.1 5.4 5.4
School books and supplies .............. 215.0 216.6 218.0 220.1 6.3 3.6 1.9 9.8 4.9 5.8
Personal and educational services ...... 234.3 235.5 236.1 237.0 7.5 3.4 6.2 4.7 5.4 5.4
Commodity and service group
All items .................................... - - - - 3.3 3.3 1.3 1.9 3.3 1.6
Commodities ................................ 136.5 136.7 136.9 136.7 3.3 2.7 -.3 .6 3.0 .1
Food and beverages ....................... 148.8 149.5 150.0 149.9 2.8 3.0 1.9 3.0 2.9 2.4
Commodities less food and beverages ...... 128.9 128.8 128.9 128.5 3.2 2.5 -1.5 -1.2 2.8 -1.4
Nondurables less food and beverages .... 128.9 128.6 128.6 128.1 .9 3.5 -3.0 -2.5 2.2 -2.8
Apparel commodities .................. 127.7 127.5 128.0 127.5 .6 -2.5 .9 -.6 -.9 .2
Nondurables less food, beverages,
and apparel 2/ ................... 133.4 133.1 132.7 132.1 -4.7 10.8 -2.4 -3.8 2.7 -3.1
Durables ............................... 127.9 128.0 128.0 128.0 6.9 2.5 -1.2 .3 4.7 -.5
Services ................................... 166.7 167.0 167.7 168.0 3.7 3.7 2.9 3.2 3.7 3.0
Rent of shelter 1/ ....................... 155.7 156.1 156.6 157.0 2.4 3.7 3.1 3.4 3.0 3.3
Household services less rent
of shelter 1/ ........................ 127.5 126.8 127.5 127.8 2.9 -.6 3.5 .9 1.1 2.2
Transportation services .................. 174.4 174.9 175.6 175.3 5.8 8.5 1.2 2.1 7.1 1.6
Medical care services .................... 225.3 226.0 226.6 227.3 5.4 4.4 4.9 3.6 4.9 4.3
Other services ........................... 191.5 192.3 192.7 193.4 5.7 3.4 3.8 4.0 4.6 3.9
Special indexes
All items less food .......................... 150.2 150.3 150.8 150.8 3.3 3.3 1.3 1.6 3.3 1.5
All items less shelter ....................... 147.2 147.3 147.7 147.6 3.7 3.1 1.1 1.1 3.4 1.1
All items less homeowners' costs 1/ .......... 141.1 141.2 141.6 141.5 3.5 3.2 1.1 1.1 3.4 1.1
All items less medical care .................. 146.7 146.9 147.4 147.3 3.4 3.3 1.1 1.6 3.4 1.4
Commodities less food ........................ 130.1 130.0 130.1 129.8 3.1 2.2 -1.2 -.9 2.7 -1.1
Nondurables less food ........................ 130.4 129.9 130.2 129.7 .9 3.1 -2.1 -2.1 2.0 -2.1
Nondurables less food and apparel 2/ ......... 134.5 134.2 133.9 133.4 -3.8 9.7 -1.8 -3.2 2.7 -2.5
Nondurables .................................. 139.1 139.1 139.4 139.3 2.3 2.6 -.3 .6 2.5 .1
Services less rent of shelter 1/ ............. 158.2 158.4 159.1 159.3 5.3 3.4 2.8 2.8 4.3 2.8
Services less medical care services .......... 161.6 162.0 162.6 162.8 3.9 3.6 2.3 3.0 3.7 2.6
Energy ....................................... 104.2 102.7 103.1 102.2 .0 2.3 -5.9 -7.5 1.1 -6.7
All items less energy ........................ 156.6 157.1 157.5 157.7 3.4 3.4 2.1 2.8 3.4 2.5
All items less food and energy ............. 158.9 159.2 159.7 159.9 3.7 3.6 2.0 2.5 3.6 2.3
Commodities less food and energy
commodities .......................... 139.2 139.3 139.6 139.6 3.5 1.5 1.2 1.2 2.5 1.2
Energy commodities ..................... 98.1 96.7 96.2 94.4 .0 9.1 -15.4 -14.3 4.4 -14.8
Services less energy services ............ 172.2 172.7 173.3 173.6 3.9 4.6 2.6 3.3 4.2 2.9
1/ Indexes on a December 1984=100 base.
2/ Not seasonally adjusted.
- Data not available.
NOTE: Index applies to a month as a whole, not to any specific date.
Table 3. Consumer Price Index for All Urban Consumers: Selected areas, all items index
(1982-84=100, unless otherwise noted)
Indexes Percent change to Percent change to
Area Pricing Nov. 1995 from- Oct. 1995 from-
schedule Aug. Sept. Oct. Nov. Nov. Sept. Oct. Oct. Aug. Sept.
1/ 1995 1995 1995 1995 1994 1995 1995 1994 1995 1995
U.S. city average ...................... M 152.9 153.2 153.7 153.6 2.6 0.3 -0.1 2.8 0.5 0.3
Region and area size 2/
Northeast urban......................... M 159.7 160.0 160.3 160.5 2.4 .3 .1 2.5 .4 .2
Size A - More than 1,200,000 ........ M 160.3 160.7 161.1 161.3 2.6 .4 .1 2.5 .5 .2
Size B - 500,000 to 1,200,000 ....... M 157.9 158.0 158.5 158.3 2.3 .2 -.1 2.5 .4 .3
Size C - 50,000 to 500,000 .......... M 158.5 158.5 158.3 158.5 2.0 .0 .1 2.6 -.1 -.1
North Central urban .................... M 148.9 149.4 149.6 149.5 2.5 .1 -.1 3.0 .5 .1
Size A - More than 1,200,000 ........ M 149.8 150.3 150.3 150.2 2.3 -.1 -.1 2.8 .3 .0
Size B - 360,000 to 1,200,000 ....... M 147.8 147.9 148.4 148.1 2.5 .1 -.2 2.8 .4 .3
Size C - 50,000 to 360,000 .......... M 149.9 150.6 151.5 151.5 2.8 .6 .0 3.1 1.1 .6
Size D - Nonmetropolitan
(less than 50,000) ......... M 145.7 146.3 146.0 146.0 3.3 -.2 .0 3.6 .2 -.2
South urban ............................ M 149.7 149.8 150.5 150.4 3.0 .4 -.1 3.2 .5 .5
Size A - More than 1,200,000 ........ M 149.4 149.2 149.9 149.7 2.6 .3 -.1 2.7 .3 .5
Size B - 450,000 to 1,200,000 ....... M 152.0 152.3 152.6 152.6 2.8 .2 .0 3.0 .4 .2
Size C - 50,000 to 450,000 .......... M 149.4 149.5 150.4 150.4 3.7 .6 .0 3.7 .7 .6
Size D - Nonmetropolitan
(less than 50,000) ......... M 147.8 148.4 149.0 148.9 3.2 .3 -.1 3.4 .8 .4
West urban ............................. M 153.7 154.1 154.6 154.4 2.2 .2 -.1 2.4 .6 .3
Size A - More than 1,250,000 ........ M 154.1 154.5 154.9 154.4 1.6 -.1 -.3 1.8 .5 .3
Size C - 50,000 to 330,000 .......... M 157.0 157.6 157.9 158.4 3.0 .5 .3 3.4 .6 .2
Size classes
A 3/ ................................. M 138.2 138.5 138.8 138.7 2.3 .1 -.1 2.4 .4 .2
B .................................... M 152.8 153.1 153.5 153.5 2.7 .3 .0 2.9 .5 .3
C .................................... M 152.4 152.7 153.3 153.5 3.1 .5 .1 3.3 .6 .4
D .................................... M 148.8 149.6 150.0 150.0 3.2 .3 .0 3.4 .8 .3
Selected local areas
Chicago-Gary-Lake County, IL-IN-WI...... M 153.8 154.0 154.3 154.0 2.4 .0 -.2 3.3 .3 .2
Los Angeles-Anaheim-Riverside, CA ...... M 154.4 154.6 155.2 154.4 1.0 -.1 -.5 1.2 .5 .4
N.Y.-Northern N.J.-Long Island, NY-NJ-CT M 162.8 163.2 163.6 163.8 2.8 .4 .1 2.6 .5 .2
Phil.-Wilmington-Trenton, PA-NJ-DE-MD .. M 159.6 160.3 160.4 159.6 1.9 -.4 -.5 2.4 .5 .1
San Francisco-Oakland-San Jose, CA ..... M 151.5 152.3 152.6 152.4 1.7 .1 -.1 2.1 .7 .2
Baltimore, MD .......................... 1 - 151.8 - 151.1 1.7 -.5 - - - -
Boston-Lawrence-Salem, MA-NH ........... 1 - 158.6 - 160.3 2.3 1.1 - - - -
Cleveland-Akron-Lorain, OH ............. 1 - 149.0 - 148.2 1.5 -.5 - - - -
Miami-Fort Lauderdale, FL .............. 1 - 148.9 - 150.2 3.9 .9 - - - -
St. Louis-East St. Louis, MO-IL ........ 1 - 147.1 - 145.7 1.7 -1.0 - - - -
Washington, DC-MD-VA ................... 1 - 156.2 - 155.2 1.4 -.6 - - - -
Dallas-Fort Worth, TX .................. 2 145.1 - 146.8 - - - - 2.8 1.2 -
Detroit-Ann Arbor, MI .................. 2 148.8 - 149.8 - - - - 2.8 .7 -
Houston-Galveston-Brazoria, TX ......... 2 140.1 - 141.6 - - - - 1.7 1.1 -
Pittsburgh-Beaver Valley, PA ........... 2 150.1 - 150.5 - - - - 2.8 .3 -
1/ Foods, fuels, and several other items priced every month in all areas; most other goods and services priced as
indicated:
M - Every month.
1 - January, March, May, July, September, and November.
2 - February, April, June, August, October, and December.
2/ Regions defined as the four Census regions. See map in technical notes.
3/ Indexes on a December 1986=100 base.
- Data not available.
NOTE: Local area CPI indexes are byproducts of the national CPI program. Each local index has a smaller sample size than
the national index and is, therefore, subject to substantially more sampling and other measurement error. As a
result, local area indexes show greater volatility than the national index, although their long-term trends are
similar. Therefore, the Bureau of Labor Statistics strongly urges users to consider adopting the national average
CPI for use in their escalator clauses.
Table 6. Consumer Price Index for Urban Wage Earners and Clerical Workers: Selected areas, all items index
(1982-84=100, unless otherwise noted)
Indexes Percent change to Percent change to
Area Pricing Nov. 1995 from- Oct. 1995 from-
schedule Aug. Sept. Oct. Nov. Nov. Sept. Oct. Oct. Aug. Sept.
1/ 1995 1995 1995 1995 1994 1995 1995 1994 1995 1995
U.S. city average ...................... M 150.2 150.6 151.0 150.9 2.4 0.2 -0.1 2.7 0.5 0.3
Region and area size 2/
Northeast urban......................... M 157.1 157.6 157.8 158.0 2.4 .3 .1 2.4 .4 .1
Size A - More than 1,200,000 ........ M 156.7 157.2 157.5 157.7 2.5 .3 .1 2.4 .5 .2
Size B - 500,000 to 1,200,000 ....... M 155.7 155.9 156.4 156.2 2.4 .2 -.1 2.5 .4 .3
Size C - 50,000 to 500,000 .......... M 159.8 160.1 160.0 160.1 1.9 .0 .1 2.6 .1 -.1
North Central urban .................... M 145.6 146.1 146.3 146.2 2.4 .1 -.1 2.9 .5 .1
Size A - More than 1,200,000 ........ M 145.8 146.3 146.3 146.2 2.2 -.1 -.1 2.7 .3 .0
Size B - 360,000 to 1,200,000 ....... M 144.0 144.2 144.6 144.4 2.4 .1 -.1 2.6 .4 .3
Size C - 50,000 to 360,000 .......... M 147.3 147.9 148.8 148.9 2.8 .7 .1 3.0 1.0 .6
Size D - Nonmetropolitan
(less than 50,000) ......... M 144.0 144.5 144.2 144.1 3.0 -.3 -.1 3.4 .1 -.2
South urban ............................ M 148.3 148.4 149.0 148.9 2.8 .3 -.1 3.0 .5 .4
Size A - More than 1,200,000 ........ M 147.6 147.3 148.0 147.8 2.4 .3 -.1 2.6 .3 .5
Size B - 450,000 to 1,200,000 ....... M 148.3 148.7 149.0 149.0 2.6 .2 .0 2.8 .5 .2
Size C - 50,000 to 450,000 .......... M 149.4 149.5 150.4 150.4 3.7 .6 .0 3.7 .7 .6
Size D - Nonmetropolitan
(less than 50,000) ......... M 148.3 148.9 149.3 149.2 3.1 .2 -.1 3.4 .7 .3
West urban ............................. M 150.7 151.0 151.6 151.4 2.2 .3 -.1 2.4 .6 .4
Size A - More than 1,250,000 ........ M 149.6 149.9 150.4 150.0 1.6 .1 -.3 1.9 .5 .3
Size C - 50,000 to 330,000 .......... M 153.9 154.5 154.8 155.4 2.8 .6 .4 3.2 .6 .2
Size classes
A 3/ ................................. M 137.2 137.5 137.8 137.7 2.2 .1 -.1 2.4 .4 .2
B .................................... M 150.0 150.3 150.7 150.7 2.7 .3 .0 2.8 .5 .3
C .................................... M 151.5 151.9 152.5 152.6 3.0 .5 .1 3.2 .7 .4
D .................................... M 148.2 148.9 149.2 149.3 3.1 .3 .1 3.4 .7 .2
Selected local areas
Chicago-Gary-Lake County, IL-IN-WI...... M 148.8 149.0 149.2 149.0 2.3 .0 -.1 3.2 .3 .1
Los Angeles-Anaheim-Riverside, CA ...... M 149.2 149.3 149.9 149.2 1.0 -.1 -.5 1.3 .5 .4
N.Y.-Northern N.J.-Long Island, NY-NJ-CT M 158.9 159.5 159.7 159.9 2.6 .3 .1 2.4 .5 .1
Phil.-Wilmington-Trenton, PA-NJ-DE-MD .. M 159.2 159.8 159.7 159.2 2.0 -.4 -.3 2.3 .3 -.1
San Francisco-Oakland-San Jose, CA ..... M 149.3 150.0 150.2 149.9 1.6 -.1 -.2 2.2 .6 .1
Baltimore, MD .......................... 1 - 150.8 - 149.9 1.6 -.6 - - - -
Boston-Lawrence-Salem, MA-NH ........... 1 - 157.4 - 159.3 2.2 1.2 - - - -
Cleveland-Akron-Lorain, OH ............. 1 - 141.3 - 140.6 1.3 -.5 - - - -
Miami-Fort Lauderdale, FL .............. 1 - 146.9 - 148.2 3.9 .9 - - - -
St. Louis-East St. Louis, MO-IL ........ 1 - 146.5 - 145.0 1.5 -1.0 - - - -
Washington, DC-MD-VA ................... 1 - 153.5 - 152.5 1.3 -.7 - - - -
Dallas-Fort Worth, TX .................. 2 144.8 - 146.5 - - - - 2.9 1.2 -
Detroit-Ann Arbor, MI .................. 2 144.0 - 145.0 - - - - 2.8 .7 -
Houston-Galveston-Brazoria, TX ......... 2 139.8 - 140.9 - - - - 1.4 .8 -
Pittsburgh-Beaver Valley, PA ........... 2 143.7 - 144.2 - - - - 2.9 .3 -
1/ Foods, fuels, and several other items priced every month in all areas; most other goods and services priced as
indicated:
M - Every month.
1 - January, March, May, July, September, and November.
2 - February, April, June, August, October, and December.
2/ Regions defined as the four Census regions. See map in technical notes.
3/ Indexes on a December 1986=100 base.
- Data not available.
NOTE: Local area CPI indexes are byproducts of the national CPI program. Each local index has a smaller sample size than
the national index and is, therefore, subject to substantially more sampling and other measurement error. As a
result, local area indexes show greater volatility than the national index, although their long-term trends are
similar. Therefore, the Bureau of Labor Statistics strongly urges users to consider adopting the national average
CPI for use in their escalator clauses.
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Cost Rate
Income
Rate
Annual
Balance Cost Rate
Income
Rate
Annual
Balance
14.05 12.94 -1.10 303 0.00 0.00 0.00
13.72 12.92 -0.80 293 0.00 0.00 0.00
13.93 12.96 -0.97 275 0.08 0.00 -0.07
14.06 12.97 -1.09 260 0.08 0.00 -0.07
14.21 12.98 -1.23 244 0.08 0.00 -0.07
14.35 13.01 -1.34 229 0.08 0.00 -0.07
14.57 13.04 -1.53 213 0.08 0.00 -0.08
14.84 13.06 -1.78 196 0.08 0.00 -0.08
15.11 13.10 -2.01 179 0.08 0.00 -0.08
15.37 13.11 -2.26 161 0.09 0.00 -0.08
15.56 13.13 -2.43 144 0.09 0.00 -0.08
15.74 13.15 -2.59 127 0.09 0.00 -0.09
15.91 13.16 -2.75 110 0.10 0.01 -0.09
16.07 13.17 -2.89 92 0.10 0.01 -0.10
16.21 13.19 -3.02 75 0.10 0.01 -0.10
16.33 13.20 -3.13 57 0.11 0.01 -0.10
16.44 13.21 -3.24 38 0.11 0.01 -0.11
16.53 13.21 -3.31 19 0.12 0.01 -0.11
16.59 13.22 -3.37 ---- 0.12 0.01 -0.12
16.62 13.22 -3.40 ---- 0.13 0.01 -0.12
16.69 13.23 -3.46 ---- 0.13 0.01 -0.12
16.73 13.23 -3.50 ---- 0.13 0.01 -0.13
16.75 13.24 -3.52 ---- 0.14 0.01 -0.13
16.75 13.24 -3.51 ---- 0.14 0.01 -0.14
16.74 13.24 -3.50 ---- 0.15 0.01 -0.14
16.71 13.24 -3.47 ---- 0.15 0.01 -0.14
16.69 13.24 -3.45 ---- 0.15 0.01 -0.15
16.66 13.24 -3.42 ---- 0.16 0.01 -0.15
16.63 13.24 -3.39 ---- 0.16 0.01 -0.15
16.61 13.24 -3.37 ---- 0.16 0.01 -0.15
16.59 13.24 -3.35 ---- 0.16 0.01 -0.15
16.57 13.24 -3.33 ---- 0.16 0.01 -0.16
16.55 13.24 -3.31 ---- 0.17 0.01 -0.16
16.53 13.24 -3.29 ---- 0.16 0.01 -0.16
16.52 13.24 -3.28 ---- 0.16 0.01 -0.16
16.52 13.24 -3.28 ---- 0.16 0.01 -0.15
16.54 13.24 -3.29 ---- 0.16 0.01 -0.15
16.56 13.25 -3.31 ---- 0.16 0.01 -0.15
16.59 13.25 -3.34 ---- 0.16 0.01 -0.15
16.62 13.25 -3.37 ---- 0.16 0.01 -0.15
16.67 13.26 -3.41 ---- 0.16 0.01 -0.15
16.72 13.26 -3.46 ---- 0.16 0.01 -0.15
16.76 13.26 -3.50 ---- 0.16 0.01 -0.15
16.81 13.27 -3.55 ---- 0.16 0.01 -0.15
16.86 13.27 -3.59 ---- 0.16 0.01 -0.15
16.91 13.27 -3.64 ---- 0.16 0.01 -0.15
16.97 13.28 -3.69 ---- 0.16 0.01 -0.15
17.02 13.28 -3.73 ---- 0.16 0.01 -0.15
17.07 13.29 -3.78 ---- 0.16 0.01 -0.15
17.12 13.29 -3.83 ---- 0.16 0.01 -0.15
17.17 13.29 -3.88 ---- 0.16 0.01 -0.15
17.23 13.30 -3.93 ---- 0.17 0.01 -0.16
17.28 13.30 -3.98 ---- 0.17 0.01 -0.16
17.33 13.30 -4.03 ---- 0.17 0.01 -0.16
17.39 13.31 -4.08 ---- 0.17 0.01 -0.16
17.44 13.31 -4.13 ---- 0.17 0.01 -0.16
17.48 13.31 -4.17 ---- 0.18 0.01 -0.17
17.52 13.32 -4.20 ---- 0.18 0.01 -0.17
17.55 13.32 -4.23 ---- 0.18 0.01 -0.17
17.57 13.32 -4.25 ---- 0.18 0.01 -0.17
17.59 13.32 -4.27 ---- 0.18 0.01 -0.17
17.60 13.32 -4.27 ---- 0.19 0.01 -0.18
17.60 13.32 -4.27 ---- 0.19 0.01 -0.18
17.59 13.32 -4.27 ---- 0.19 0.01 -0.18
17.59 13.32 -4.27 ---- 0.19 0.01 -0.18
17.59 13.32 -4.27 ---- 0.19 0.01 -0.18
17.60 13.32 -4.27 ---- 0.19 0.01 -0.18
17.61 13.32 -4.29 ---- 0.19 0.01 -0.18
17.63 13.32 -4.31 ---- 0.19 0.01 -0.18
17.66 13.33 -4.33 ---- 0.19 0.01 -0.18
17.70 13.33 -4.37 ---- 0.19 0.01 -0.18
17.74 13.33 -4.40 ---- 0.19 0.01 -0.18
17.78 13.33 -4.45 ---- 0.19 0.01 -0.18
17.83 13.34 -4.49 ---- 0.20 0.01 -0.18
17.87 13.34 -4.53 ---- 0.20 0.01 -0.19
17.92 13.34 -4.58 ---- 0.20 0.01 -0.19
Cost Rate Income Rate
Actuarial
Balance Cost Rate Income Rate
Actuarial
Balance
16.64% 13.85% -2.79% 2033 0.14% 0.01% -0.13%
1
Office of the Chief Actuary
Social Security Administration
Expressed as a percentage of
present-law taxable payroll Trust Fund
Ratio
1-1-year
Expressed as a percentage of
present-law taxable payroll
Year
Detailed Single Year Tables
Category of Change: Level of Monthly Benefits
Proposal Change from Present Law
Proposed Provision: B6.3. Provide an increase in the benefit level of any beneficiary who is 85 or older at the beginning
of 2018 or who reaches their 85th birthday after the beginning of 2018. Increase the beneficiary's PIA based on an
amount equal to the average retired-worker PIA at the end of 2017, or at the end of the year age 80 if later. Increase the
beneficiary's PIA by 5 percent of this amount for those older than 85 at the beginning of 2018 and by 5 percent of this
amount at age 85 for others, phased in at 1 percent per year for ages 81-85.
2027
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2039
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2051
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2063
2052
2053
2054
2055
2056
2057
2058
2059
2060
2061
2062
2075
2064
2065
2066
2067
2068
2069
2070
2071
2072
2073
2074
2087
2076
2077
2078
2079
2080
2081
2082
2083
2084
2085
2086
2088
2089
2090
2091
August 30, 2016
Year of reserve
depletion1
Summarized Estimates: Change from Present Law
2016
-2090
Under present law, the year of Trust Fund reserve depletion is 2034.
Estimates based on Intermediate Assumptions of the 2016 Trustees Report
Summarized Estimates: Proposal
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## Summary Measures and Graphs
- Individual Provisions
- Payroll Taxes (including maximum taxable)
### **Description of Proposed Provision:
E1.8: Increase the payroll tax rate (currently 12.4 percent) by 0.1 percentage point each year from 2024-2029, until the rate reaches 13.0 percent for 2029 and later.**
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© 1993-2013 EZ-Filing, Inc. [1-800-998-2424] - Forms Software Only
B8 (Official Form 8) (12/08)
IN RE: Case No.
Debtor(s)
Chapter
PART A – Debts secured by property of the estate. (Part A must be fully completed for EACH debt which is secured by property of the
estate. Attach additional pages if necessary.)
Property No. 1
Creditor’s Name: Describe Property Securing Debt:
Property will be (check one):
Surrendered Retained
If retaining the property, I intend to (check at least one):
Redeem the property
Reaffirm the debt
Other. Explain (for example, avoid lien using 11 U.S.C. § 522(f)).
Property is (check one):
Claimed as exempt Not claimed as exempt
Property No. 2 (if necessary)
Creditor’s Name: Describe Property Securing Debt:
Property will be (check one):
Surrendered Retained
If retaining the property, I intend to (check at least one):
Redeem the property
Reaffirm the debt
Other. Explain (for example, avoid lien using 11 U.S.C. § 522(f)).
Property is (check one):
Claimed as exempt Not claimed as exempt
PART B – Personal property subject to unexpired leases. (All three columns of Part B must be completed for each unexpired lease. Attach
additional pages if necessary.)
Property No. 1
Lessor’s Name: Describe Leased Property: Lease will be assumed pursuant to
11 U.S.C. § 365(p)(2):
Yes No
Property No. 2 (if necessary)
Lessor’s Name: Describe Leased Property: Lease will be assumed pursuant to
11 U.S.C. § 365(p)(2):
Yes No
continuation sheets attached (if any)
I declare under penalty of perjury that the above indicates my intention as to any property of my estate securing a debt and/or
personal property subject to an unexpired lease.
Date:
Signature of Debtor
Signature of Joint Debtor
United States Bankruptcy Court
District of Colorado
CHAPTER 7 INDIVIDUAL DEBTOR'S STATEMENT OF INTENTION
Degarmo, Thomas Kent 7
Bank Of America 100 Hurliman Ct.
9
9
9
Capitol One Kawasaki 2013 MC Kawaski
9
9
9
November 7, 2014 /s/ Thomas Kent Degarmo
Case:14-25085-EEB Doc#:2 Filed:11/07/14 Entered:11/07/14 08:23:02 Page1 of 1
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## ________________
# BULLETIN
________________
No. 2007-4
December 18, 2007
### Subject: 2007 Fee Rate; Final
The National Indian Gaming Commission (Commission) has adopted final annual fee
rates of 0.00% for tier 1 and 0.059% (.00059) for t ier 2 for calendar year 2007. These
rates shall apply to all assessable gross revenues from each gaming operation under the
jurisdiction of the Commission.
If a tribe has a certificate of self-regulation und er 25 CFR part 518, the final fee rate on
class II revenues for calendar year 2007 shall be o ne-half of the annual fee rate, which is
0.0295% (.000295).
The fees are due in four quarterly payments. Enclo sed is a copy of the Federal Register
Notice announcing the adoption of these rates.
Please be sure to use calendar year 2006 as the bas e period for determining 2007 fees
payments. Also, please provide the following ident ifying information: name, address and
telephone number of the gaming operation; name of l icensing tribe; name, telephone
number, and email address of contact person.
Should you have any questions, please contact Kwame Mainoo, National Indian Gaming
Commission, 1441 L Street, NW, Suite 9100, Washingt on, DC 20005; telephone (202)
632-7003; fax (202) 632-7066 (these are not toll-fr ee numbers).(Billing Code 7565-01)
NATIONAL INDIAN GAMING COMMISSION
FEE RATE
AGENCY: National Indian Gaming Commission
ACTION: Notice
SUMMARY: Notice is hereby given, pursuant to 25 CFR 514.1(a ) (3), that the
National Indian Gaming Commission has adopted final annual fee rates of
0.00% for tier 1 and 0.059% (.00059) for tier 2 for calendar year 2007. These
rates shall apply to all assessable gross revenues from each gaming operation
under the jurisdiction of the Commission. If a tri be has a certificate of selfregulation under 25 CFR part 518, the final fee rat e on class II revenues
for calendar year 2007 shall be one-half of the ann ual fee rate, which is 0.0295%
(.000295).
FOR FURTHER INFORMATION CONTACT: Kwame Mainoo, Nati onal Indian
Gaming Commission, 1441 L Street, NW, Suite 9100, W ashington, DC 20005;
telephone (202) 632-7003; fax (202) 632-7066 (these are not toll-free numbers).
SUPPLEMENTARY INFORMATION: The Indian Gaming Regul atory Act (IGRA)
established the National Indian Gaming Commission w hich is charged with,
among other things, regulating gaming on Indian lan ds.
The regulations of the Commission (25 CFR part 514) , as amended,
provide for a system of fee assessment and payment that is self-administered by
gaming operations. Pursuant to those regulations, the Commission is required to
adopt and communicate assessment rates; the gaming operations are required
to apply those rates to their revenues, compute the fees to be paid, report the
revenues, and remit the fees to the Commission on a quarterly basis.
The regulations of the Commission and the final ra te being adopted
today are effective for calendar year 2007. Theref ore, all gaming operations
within the jurisdiction of the Commission are requi red to self administer the
provisions of these regulations, and report and pay any fees that are due to the
Commission by December 31, 2007.
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|
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