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• ICSC-UBS Store Sales WoW (Released 7:45 EST)
• ICSC-UBS Stores Sales YoY (Released 10:00 EST)
• Redbook Store Sales Weekly YoY (Released 8:55 EST)
• ICSC-UBS Redbook Comparison TABLE (Released 8:55 EST)
• Pending Home Sales (Released 10:00 EST)
• Pending Home Sales MoM (Released 10:00 EST)
• Pending Home Sales YoY (Released 10:00 EST)
• Wholesale Inventories MoM (Released 10:00 EST)
• Wholesale Inventories YoY (Released 10:00 EST)
• Wholesale Inventories ALLX 1 (Released 10:00 EST)
• Wholesale Inventories ALLX 2 (Released 10:00 EST)
• IBD TIPP Economic Optimism (Released 10:00 EST)

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ICSC-UBS Store Sales WoW (Sep 9)

Survey	n/a
Actual	-0.1%
Prior	0.1%
Revised	n/a

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ICSC-UBS Stores Sales YoY (Sep 9)

Survey	n/a
Actual	1.9%
Prior	2.0%
Revised	n/a

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Redbook Store Sales Weekly YoY (Sep 9)

Survey	n/a
Actual	1.8%
Prior	2.3%
Revised	n/a

 
Muddling through, well off the bottom, and not at recession levels.

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ICSC-UBS Redbook Comparison TABLE (Sep. 9)

 
Pretty much the same, muddling through and far from recession levels.

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Pending Home Sales (Jul)

Survey	n/a
Actual	86.5
Prior	89.4
Revised	n/a

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Pending Home Sales MoM (Jul)

Survey	-1.5%
Actual	-3.2%
Prior	5.3%
Revised	5.8%

 
A bit lower but last month’s gain revised even higher.

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Pending Home Sales YoY (Jul)

Survey	n/a
Actual	-6.5%
Prior	-11.6%
Revised	n/a

 
Still negative but looks to be surfacing rapidly.

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Wholesale Inventories MoM (Jul)

Survey	0.7%
Actual	1.4%
Prior	1.1%
Revised	0.9%

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Wholesale Inventories YoY (Jul)

Survey	n/a
Actual	10.6%
Prior	9.3%
Revised	n/a

 
Inventories up but within normal fluctuations.

The question is causation- weak sales and unwanted inventories or building inventories for increasing demand

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Wholesale Inventories ALLX 1 (Jul)

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Wholesale Inventories ALLX 2 (Jul)

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IBD TIPP Economic Optimism (Sep)

Survey	44.0
Actual	45.8
Prior	42.8
Revised	n/a

 

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