2008-09-30 USER


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ICSC UBS Store Sales YoY (Sep 30)

Survey n/a
Actual 1.10%
Prior 1.30%
Revised n/a

 
Still positive but weak.

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ICSC UBS Store Sales WoW (Sep 30)

Survey n/a
Actual -0.20%
Prior -1.00%
Revised n/a

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Redbook Store Sales Weekly YoY (Sep 30)

Survey n/a
Actual 1.00%
Prior 1.20%
Revised n/a

 
Still positive but weak.

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Redbook Store Sales MoM (Sep 30)

Survey n/a
Actual -1.30%
Prior -1.20%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Sep 30)

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S&P CS Composite 20 YoY (Jul)

Survey -16.00%
Actual -16.35%
Prior -15.92%
Revised -15.91%

 
Down year over year, but the rate of decline has slowed.

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S&P Case Shiller Home Price Index (Jul)

Survey 166.90
Actual 166.23
Prior 167.69
Revised 167.71

 
Decelerating rate of decline.

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S&P Case Shiller Home Price Index MoM (Jul)

Survey n/a
Actual -0.88%
Prior -0.52%
Revised n/a

 
From this angle it looks like the declines have moderated and could soon be over as inventories shrink and incomes continue higher.

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Case Shiller ALLX 1 (Jul)

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Case Shiller ALLX 2 (Jul)

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Chicago Purchasing Manager (Sep)

Survey 53.0
Actual 56.7
Prior 57.9
Revised n/a

 
Better than expected and remaining above 50. Employment moved up to 49.

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Chicago Purchasing Manager TABLE 1 (Sep)

 
Employment gapped up to 49?

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Chicago Purchasing Manager TABLE 2 (Sep)

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NAPM-Milwaukee (Sep)

Survey 44.0
Actual 46.0
Prior 43.0
Revised n/a

 
Better than expected and working its way out of the hole.

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Consumer Confidence (Sep)

Survey 55.0
Actual 59.8
Prior 56.9
Revised 58.5

 
Even this is moving up some though from very low levels, and as of September 23.

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Consumer Confidence ALLX 1 (Sep)

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Consumer Confidence ALLX 2 (Sep)


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