Retail Sales Archive

Headline retail sales with 3 mo moving average indicated, claims

Looks like the general drift to lower growth rates may still be in progress. Headline retail sales year-over-year with 3 mo moving average: Full size image Longer term chart: Full size image And auto sales chart shows how they sagged during the October govt. shutdown with lost sales subsequently recovered, but on ...Read More

redbook retail sales

Might be more early evidence of FICA hike biting. ...Read More

FED Dudley comments

*DJ Fed’s Dudley: Drop In Market Rates A Plus For Economy He forgets about the interest income channels *DJ Dudley: US Economic Growth Slower Than Expected Yes, but still higher than the first half, as recently revised *DJ Dudley: Has Revised Down Expectations Of Growth Yes, but still higher than the first ...Read More

U.K. Retail Sales Advance at Fastest Pace in 10 Months, BRC Says

The deficit is still plenty large enough for a decent expansion, so the year end weather setbacks could be reversed and then some before sufficient austerity sets in and works to reverse it all. Hard to figure the timing for the cross currents. Also, opening the borders to wealthy foreigners, as they ...Read More

A few quick Valance charts

A few quick charts: No sign of a pause here Year over year sales holding up at about a 3% clip No sign of a reduction in world net demand here. ...Read More

U.S. Data

Karim writes: Brief and delayed recap: Looks like Goldilocks is officially here. 4% GDP gwth and 0% core inflation. Agreed, remains a good market for stocks apart from looming shocks from Europe and elsewhere that could do a lot of damage. Tax hikes can do damage but they are off in the ...Read More

retail sales/import prices

[Skip to the end] Karim writes: Headline retail sales stronger than expected at 1.29% and ex-autos also firm at 1.23% But ex-autos and gasoline closer to expectations at 0.64% and control group (feeds into GDP) in line at 0.50%. Headline import prices firm at 1.7%, but 0.7% ex-petroleum, and 0.4% ex-all fuels. ...Read More

Retail Sales/Claims/Import Prices/Walmart

[Skip to the end] Karim writes: Data supportive of the ‘low for long’ camp: Retail Sales One of biggest misses in awhile; -0.1% vs expex of +0.8% Ex-autos -0.6% Control group -0.2% Look for early markdowns of Q3 GDP estimates Claims Initial claims up 4k to 558k Continuing down 141k (prior week ...Read More


[Skip to the end] Karim writes: Retail sales weaker than expected (especially in light of fact that May/June were peak months for consumer provisions in stimulus package) 0.6% headline; 0.3% ex-autos; -0.2% ex-autos and gasoline PPI Headline up 1.8%; 0.5% core; driven by 3.4% gain in light truck prices; ex-vehicles, core unch ...Read More

2008-10-15 USER

[Skip to the end] MBA Mortgage Applications (Released 7:00 EST) MBA Purchasing Applications (Released 7:00 EST) MBA Refinancing Applications (Released 7:00 EST) MBA TABLE 1 (Released 7:00 EST) MBA TABLE 2 (Released 7:00 EST) MBA TABLE 3 (Released 7:00 EST) MBA TABLE 4 (Released 7:00 EST) Empire State Manufacturing Survey (Released 8:30 ...Read More