2008-12-23 USER


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ICSC UBS Store Sales YoY (Dec 23)

Survey n/a
Actual -0.60%
Prior -0.40%
Revised n/a

 
Continues to slip.

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ICSC UBS Store Sales WoW (Dec 23)

Survey n/a
Actual 2.60%
Prior 0.60%
Revised n/a

 
Cheaper gasoline helping some?

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Redbook Store Sales Weekly YoY (Dec 16)

Survey n/a
Actual -1.00%
Prior -1.40%
Revised n/a

 
Still slipping.

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Redbook Store Sales MoM (Dec 16)

Survey n/a
Actual -0.70%
Prior -0.70%
Revised n/a

 
Still slipping.

No meaningul sign of cheaper gasoline helping here yet.

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ICSC UBS Redbook Comparison TABLE (Dec 16)

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GDP QoQ Annualized (3Q F)

Survey -0.5%
Actual -0.5%
Prior -0.5%
Revised n/a

 
As expected.

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GDP YoY Annualized Real (3Q F)

Survey n/a
Actual 0.70%
Prior 2.1%
Revised n/a

 
Tiny positive for the year.

Next quarter looking negative.

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GDP YoY Annualized Nominal (3Q F)

Survey n/a
Actual 3.3%
Prior 4.1%
Revised n/a

 
This is heading to new lows as well.

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GDP Price Index (3Q F)

Survey 4.25
Actual 3.9%
Prior 4.2%
Revised n/a

 
Should reverse.

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Core PCE QoQ (3Q F)

Survey 2.6%
Actual 2.4%
Prior 2.6%
Revised n/a

 
Should reverse some.

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GDP ALLX 1 (3Q F)

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GDP ALLX 2 (3Q F)

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Personal Consumption (3Q F)

Survey -3.7%
Actual -3.8%
Prior -3.7%
Revised n/a

 
Sudden fall from ‘muddling through’ to recession.

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Univ of Michigan Confidence (Dec F)

Survey 58.8
Actual 60.1
Prior 59.1
Revised n/a

 
Gasoline prices helping here.

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Univ of Michigan TABLE Inflation Expectations (Dec F)

 
Back to where the Fed wants them to be.

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New Home Sales (Nov)

Survey 415k
Actual 407k
Prior 433k
Revised 419k

 
A bit lower than expected and last month revised down some.

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New Home Sales Total for Sale (Nov)

Survey n/a
Actual 374.00
Prior 402.00
Revised n/a

 
Down to very low levels and one reason sales are low.

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New Home Sales MoM (Nov)

Survey n/a
Actual -2.9%
Prior -5.2%
Revised n/a

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New Home Sales YoY (Nov)

Survey n/a
Actual -35.3%
Prior -42.0%
Revised n/a

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New Home Sales Median Price (Nov)

Survey n/a
Actual 220.40
Prior 214.60
Revised n/a

 
Up, but still trending lower.

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New Home Sales TABLE 1 (Nov)

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New Home Sales TABLE 2 (Nov)

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Existing Home Sales (Nov)

Survey 4.93M
Actual 4.49M
Prior 4.98M
Revised 4.91M

 
Large drop.

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Existing Home Sales MoM (Nov)

Survey -1.0%
Actual -8.6%
Prior -3.1%
Revised -4.5%

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Existing Home Sales YoY (Nov)

Survey n/a
Actual -1.6%
Prior 0.6%
Revised n/a

 
Still well off the bottom.

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Existing Home Sales Inventory (Nov)

Survey n/a
Actual 4.234
Prior 4.272
Revised n/a

 
Falling some, but new foreclosures probably keeping this high.

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Existing Home Sales ALLX 1 (Nov)

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Existing Home Sales ALLX 2 (Nov)

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House Price Index MoM (Oct)

Survey -1.3%
Actual -1.1%
Prior -1.3%
Revised -1.2%

 
Still falling.

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House Price Index YoY (Oct)

Survey n/a
Actual -7.5%
Prior -7.0%
Revised n/a

 
No bottom in sight yet.

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House Price Index ALLX (Nov)

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Richmond Fed Manufacturing Index (Dec)

Survey -40
Actual -55
Prior -38
Revised n/a

 
Very weak.

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Richmond Fed Manufacturing Index ALLX (Dec)


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2008-12-02 USER


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ICSC UBS Store Sales YoY (Dec 2)

Survey n/a
Actual 1.30%
Prior -0.80%
Revised n/a

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ICSC UBS Store Sales WoW (Dec 2)

Survey n/a
Actual 0.10%
Prior -0.90%
Revised n/a

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Redbook Store Sales Weekly YoY (Dec 2)

Survey n/a
Actual -0.40%
Prior -1.40%
Revised n/a

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Redbook Store Sales MoM (Dec 2)

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

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ICSC UBS Redbook Comparison TABLE (Dec 2)


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2008-11-18 USER


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ICSC UBS Store Sales YoY (Nov 18)

Survey n/a
Actual -0.10%
Prior 0.40%
Revised n/a

 
Bending but not breaking, yet. Gasoline prices probably helping.

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ICSC UBS Store Sales WoW (Nov 18)

Survey n/a
Actual 0.30%
Prior -1.00%
Revised n/a

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Redbook Store Sales Weekly YoY (Nov 18)

Survey n/a
Actual -0.90%
Prior -1.00%
Revised n/a

 
Looking weak as well.

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Redbook Store Sales MoM (Nov 18)

Survey n/a
Actual -1.10%
Prior -1.20%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Nov 18)

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Producer Price Index MoM (Oct)

Survey -1.9%
Actual -2.8%
Prior -0.4%
Revised n/a

 
Way lower than expected.

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PPI Ex Food and Energy MoM (Oct)

Survey 0.1%
Actual 0.4%
Prior 0.4%
Revised n/a

 
Way higher than expected.

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Producer Price Index YoY (Oct)

Survey 6.2%
Actual 5.2%
Prior 8.7%
Revised n/a

 
Still high but falling rapidly.

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PPI Ex Food and Energy YoY (Oct)

Survey 4.0%
Actual 4.4%
Prior 4.0%
Revised n/a

 
Still moving higher.


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2008-11-04 USER


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Factory Orders YoY (Sep)

Survey n/a
Actual 1.5%
Prior 3.9%
Revised n/a

 
Dip down, but not terrible yet.

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Factory Orders MoM (Sep)

Survey n/a
Actual -2.5%
Prior -4.3%
Revised n/a

 
Down, but down less than last month.

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Factory Orders TABLE 1 (Sep)

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Factory Orders TABLE 2 (Sep)

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Factory Orders TABLE 3 (Sep)

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ICSC UBS Store Sales YoY (Nov 4)

Survey n/a
Actual .90%
Prior 1.30%
Revised n/a

 
Looks to still be weakening but off the bottom and still positive.

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ICSC UBS Store Sales WoW (Nov 4)

Survey n/a
Actual 0.60%
Prior 0.50%
Revised n/a

 
Same, still on the plus side.

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Redbook Store Sales Weekly YoY (Nov 4)

Survey n/a
Actual 0.30%
Prior 0.70%
Revised n/a

 
Looking lower, but still off the recent lows.

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Redbook Store Sales MoM (Nov 4)

Survey n/a
Actual -1.20%
Prior -1.10%
Revised n/a

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ICSC UBS Redbook Comparison TABLE


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