2009-05-12 USER


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ICSC UBS Store Sales YoY (May 12)

Survey n/a
Actual 0.5%
Prior -0.8%
Revised n/a

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ICSC UBS Store Sales WoW (May 12)

Survey n/a
Actual 0.3%
Prior 0.7%
Revised n/a

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Redbook Store Sales Weekly YoY (May 12)

Survey n/a
Actual 0.3%
Prior 0.3%
Revised n/a

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Redbook Store Sales MoM (May 12)

Survey n/a
Actual 0.1%
Prior 1.5%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (May 12)

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Trade Balance (Mar)

Survey -$29.0B
Actual -$27.6B
Prior -$26.0B
Revised -$26.1B

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Exports MoM (Mar)

Survey n/a
Actual -2.4%
Prior 1.5%
Revised n/a

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Imports MoM (Mar)

Survey n/a
Actual -1.0%
Prior -5.1%
Revised n/a

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Exports YoY (Mar)

Survey n/a
Actual -17.0%
Prior -17.4%
Revised n/a

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Imports YoY (Mar)

Survey n/a
Actual -27.0%
Prior -28.7%
Revised n/a

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Trade Balance ALLX (Mar)

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IBD TIPP Economic Optimism (May)

Survey 51.0
Actual 48.6
Prior 49.1
Revised n/a

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Monthly Budget Statement (-)

Survey
Actual
Prior
Revised

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Monthly Budget Statement ALLX (-)


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2009-05-05 USER


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ICSC UBS Store Sales YoY (May 5)

Survey n/a
Actual -0.8%
Prior -1.7%
Revised n/a

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ICSC UBS Store Sales WoW (May 5)

Survey n/a
Actual 0.7%
Prior -0.7%
Revised n/a

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Redbook Store Sales Weekly YoY (May 5)

Survey n/a
Actual 0.3%
Prior 0.7%
Revised n/a

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Redbook Store Sales MoM (May 5)

Survey n/a
Actual 1.5%
Prior 1.6%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (May 5)

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ISM Non Manufacturing Composite (Apr)

Survey 42.2
Actual 43.7
Prior 40.8
Revised n/a


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2009-04-28 USER


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ICSC UBS Store Sales YoY (Apr 28)

Survey n/a
Actual -1.7%
Prior -0.1%
Revised n/a

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ICSC UBS Store Sales WoW (Apr 28)

Survey n/a
Actual -0.7%
Prior -0.4%
Revised n/a

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Redbook Store Sales Weekly YoY (Apr 28)

Survey n/a
Actual 0.7%
Prior 0.1%
Revised n/a

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Redbook Store Sales MoM (Apr 28)

Survey n/a
Actual 1.6%
Prior 1.5%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Apr 28)

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S&P Case Shiller Home Price Index (Feb)

Survey 142.80
Actual 143.17
Prior 146.40
Revised 146.35

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S&P CS Composite 20 YoY (Feb)

Survey -18.70%
Actual -18.63%
Prior -18.97%
Revised -19.00%

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S&P Case Shiller US Home Price Index (Feb)

Survey n/a
Actual 139.14
Prior 150.00
Revised n/a

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S&P Case Shiller US Home Price Index YoY (Feb)

Survey n/a
Actual -18.23%
Prior -16.55%
Revised n/a

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Consumer Confidence (Apr)

Survey 29.7
Actual 39.2
Prior 26.0
Revised 26.9

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Consumer Confidence ALLX 1 (Apr)

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Consumer Confidence ALLX 2 (Apr)

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Richmond Fed Manufacturing Survey (Apr)

Survey -17
Actual -9
Prior -20
Revised n/a

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Richmond Fed Manufacturing Survey ALLX (Apr)


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2009-04-21 USER


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ICSC UBS Store Sales YoY (Apr 21)

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

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ICSC UBS Store Sales WoW (Apr 21)

Survey n/a
Actual -0.4%
Prior 0.8%
Revised n/a

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Redbook Store Sales Weekly YoY (Apr 21)

Survey n/a
Actual 0.1%
Prior 0.9%
Revised n/a

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Redbook Store Sales MoM (Apr 21)

Survey n/a
Actual 1.5%
Prior 1.9%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Apr 21)


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2009-04-14 USER


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ICSC UBS Store Sales YoY (Apr 14)

Survey n/a
Actual -0.4%
Prior -0.3%
Revised n/a

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ICSC UBS Store Sales WoW (Apr 14)

Survey n/a
Actual 0.8%
Prior 0.6%
Revised n/a

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Redbook Store Sales Weekly YoY (Apr 14)

Survey n/a
Actual 0.9%
Prior 0.4%
Revised n/a

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Redbook Store Sales MoM (Apr 14)

Survey n/a
Actual 1.9%
Prior 0.5%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Apr 14)

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Producer Price Index MoM (Mar)

Survey 0.0%
Actual -1.2%
Prior 0.1%
Revised n/a

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PPI Ex Food and Energy MoM (Mar)

Survey 0.1%
Actual 0.0%
Prior 0.2%
Revised n/a

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Producer Price Index YoY (Mar)

Survey -2.2%
Actual -3.5%
Prior -1.3%
Revised n/a

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PPI Ex Food and Energy YoY (Mar)

Survey 4.0%
Actual 3.8%
Prior 4.0%
Revised n/a

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Advance Retail Sales MoM (Mar)

Survey 0.3%
Actual -1.1%
Prior -0.1%
Revised 0.3%

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Advance Retail Sales YoY (Mar)

Survey n/a
Actual -9.4%
Prior -7.9%
Revised n/a

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Retail Sales Less Autos (Mar)

Survey 0.0%
Actual -0.9%
Prior 0.7%
Revised 1.0%

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Business Inventories MoM (Feb)

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

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Business Inventories YoY (Feb)

Survey n/a
Actual -3.5%
Prior -1.7%
Revised n/a


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2009-04-07 USER


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ICSC UBS Store Sales YoY (Apr 7)

Survey n/a
Actual -0.3%
Prior -0.2%
Revised n/a

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ICSC UBS Store Sales WoW (Apr 7)

Survey n/a
Actual 0.6%
Prior 1.1%
Revised n/a

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Redbook Store Sales Weekly YoY (Apr 7)

Survey n/a
Actual 0.4%
Prior -0.6%
Revised n/a

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Redbook Store Sales MoM (Apr 7)

Survey n/a
Actual 0.5%
Prior 0.2%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Apr 7)

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IBD TIPP Economic Optimism (Apr)

Survey 45.8
Actual 49.1
Prior 45.3
Revised n/a


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2009-03-31 USER


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ICSC UBS Store Sales YoY (Mar 31)

Survey n/a
Actual -0.2%
Prior -1.4%
Revised n/a

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ICSC UBS Store Sales WoW (Mar 31)

Survey n/a
Actual 1.1%
Prior -0.4%
Revised n/a

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Redbook Store Sales Weekly YoY (Mar 31)

Survey n/a
Actual -0.6%
Prior -1.3%
Revised n/a

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Redbook Store Sales MoM (Mar 31)

Survey n/a
Actual 0.2%
Prior 0.0%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Mar 31)

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S&P Case Shiller Home Price Index (Jan)

Survey 147.20
Actual 146.40
Prior 150.66
Revised 150.56

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S&P CS Composite 20 YoY (Jan)

Survey -18.60%
Actual -18.97%
Prior -18.55%
Revised -18.60%

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S&P Case Shiller US Home Price Index (Jan)

Survey n/a
Actual 139.14
Prior 150.00
Revised n/a

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S&P Case Shiller US Home Price Index YoY (Jan)

Survey n/a
Actual -18.23%
Prior -16.55%
Revised n/a

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Chicago Purchasing Manager (Mar)

Survey 34.3
Actual 31.4
Prior 34.2
Revised n/a

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Consumer Confidence (Mar)

Survey 28.0
Actual 26.0
Prior 25.0
Revised 25.3

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Consumer Confidence ALLX 1 (Mar)

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Consumer Confidence ALLX 2 (Mar)

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NAPM Milwaukee (Mar)

Survey n/a
Actual 30.0
Prior 29.0
Revised n/a


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2009-03-24 USER


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ICSC UBS Store Sales YoY (Mar 24)

Survey n/a
Actual -1.4%
Prior -1.4%
Revised n/a

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ICSC UBS Store Sales WoW (Mar 24)

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

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Redbook Store Sales Weekly YoY (Mar 24)

Survey n/a
Actual -1.3%
Prior -1.1%
Revised n/a

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Redbook Store Sales MoM (Mar 24)

Survey n/a
Actual 0.0%
Prior 0.0%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Mar 24)

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House Price Index MoM (Jan)

Survey -0.9%
Actual 1.7%
Prior 0.1%
Revised -0.2%

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House Price Index YoY (Jan)

Survey n/a
Actual -6.3%
Prior -8.9%
Revised n/a

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House Price Index ALLX (Jan)

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Richmond Fed Manufacturing Survey (Mar)

Survey -51
Actual -20
Prior -51
Revised n/a

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Richmond Fed Manufacturing Survey ALLX (Mar)


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2009-03-17 USER


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ICSC UBS Store Sales YoY (Mar 17)

Survey n/a
Actual -1.4%
Prior -0.9%
Revised n/a

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ICSC UBS Store Sales WoW (Mar 17)

Survey n/a
Actual -0.1%
Prior 0.2%
Revised n/a

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Redbook Store Sales Weekly YoY (Mar 17)

Survey n/a
Actual -1.1%
Prior -1.4%
Revised n/a

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Redbook Store Sales MoM (Mar 17)

Survey n/a
Actual 0.0%
Prior -0.2%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Mar 17)

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Producer Price Index MoM (Feb)

Survey 0.4%
Actual 0.1%
Prior 0.8%
Revised n/a

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PPI Ex Food and Energy MoM (Feb)

Survey 0.1%
Actual 0.2%
Prior 0.4%
Revised n/a

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Producer Price Index YoY (Feb)

Survey -1.4%
Actual -1.3%
Prior -1.0%
Revised n/a

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PPI Ex Food and Energy YoY (Feb)

Survey 3.8%
Actual 4.0%
Prior 4.2%
Revised n/a

 
Core coming down very slowly, given the extent of the drop in headline CPI.

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Housing Starts (Feb)

Survey 450K
Actual 583K
Prior 466K
Revised 477K

 
Probably the end of the housing bust.

New Homes Inventory (Feb)

 
New home inventories are exceptionally low, especially population adjusted.

This was a very severe inventory liquidation.

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Building Permits (Feb)

Survey 500K
Actual 547K
Prior 521K
Revised 531K


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2009-03-10 USER


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ICSC UBS Store Sales YoY (Mar 10)

Survey n/a
Actual -0.9%
Prior -0.8%
Revised n/a

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ICSC UBS Store Sales WoW (Mar 10)

Survey n/a
Actual 0.2%
Prior -0.6%
Revised n/a

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Redbook Store Sales Weekly YoY (Mar 10)

Survey n/a
Actual -1.4%
Prior -1.9%
Revised n/a

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Redbook Store Sales MoM (Mar 10)

Survey n/a
Actual -0.2%
Prior 0.8%
Revised n/a

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ICSC UBS Redbook Comparison TABLE (Mar 10)

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Wholesale Inventories MoM (Jan)

Survey -1.0%
Actual -0.7%
Prior -1.4%
Revised -1.5%

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Wholesale Inventories YoY (Jan)

Survey n/a
Actual 1.0%
Prior 3.4%
Revised n/a

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Wholesale Inventories ALLX 1 (Jan)

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Wholesale Inventories ALLX 2 (Jan)

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IBD TIPP Economic Optimism (Mar)

Survey 43.0
Actual 45.3
Prior 44.6
Revised n/a


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