- ICSC UBS Store Sales YoY (Released 7:45 EST)
- ICSC UBS Store Sales WoW (Released 7:45 EST)
- Redbook Store Sales Weekly YoY (Released 8:55 EST)
- Redbook Store Sales MoM (Released 8:55 EST)
- ICSC UBS Redbook Comparison TABLE (Released 8:55 EST)
- S&P CS Composite 20 YoY (Released 9:00 EST)
- S&P Case Shiller Home Price Index (Released 9:00 EST)
- S&P Case Shiller Home Price Index MoM (Released 9:00 EST)
- Case Shiller ALLX 1 (Released 9:00 EST)
- Case Shiller ALLX 2 (Released 9:00 EST)
- Chicago Purchasing Manager (Released 9:45 EST)
- Chicago Purchasing Manager TABLE 1 (Released 9:45 EST)
- Chicago Purchasing Manager TABLE 2 (Released 9:45 EST)
- NAPM-Milwaukee (Released 10:00 EST)
- Consumer Confidence (Released 10:00 EST)
- Consumer Confidence ALLX 1 (Released 10:00 EST)
- Consumer Confidence ALLX 2 (Released 10:00 EST)
ICSC UBS Store Sales YoY (Sep 30)
| Survey | n/a |
| Actual | 1.10% |
| Prior | 1.30% |
| Revised | n/a |
Still positive but weak.
ICSC UBS Store Sales WoW (Sep 30)
| Survey | n/a |
| Actual | -0.20% |
| Prior | -1.00% |
| Revised | n/a |
Redbook Store Sales Weekly YoY (Sep 30)
| Survey | n/a |
| Actual | 1.00% |
| Prior | 1.20% |
| Revised | n/a |
Still positive but weak.
Redbook Store Sales MoM (Sep 30)
| Survey | n/a |
| Actual | -1.30% |
| Prior | -1.20% |
| Revised | n/a |
ICSC UBS Redbook Comparison TABLE (Sep 30)
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.
S&P Case Shiller Home Price Index (Jul)
| Survey | 166.90 |
| Actual | 166.23 |
| Prior | 167.69 |
| Revised | 167.71 |
Decelerating rate of decline.
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.
Case Shiller ALLX 1 (Jul)
Case Shiller ALLX 2 (Jul)
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.
Chicago Purchasing Manager TABLE 1 (Sep)
Employment gapped up to 49?
Chicago Purchasing Manager TABLE 2 (Sep)
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.
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.
Consumer Confidence ALLX 1 (Sep)
Consumer Confidence ALLX 2 (Sep)
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