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• ICSC UBS Store Sales WoW (Released 7:45 EST)
• ICSC UBS Store Sales YoY (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)
• MBA Mortgage Applications (Released 7:00 EST)
• MBA Purchasing Applications (Released 7:00 EST)
• MBA Refinancing Applications (Released 7:00 EST)
• Import Price Index MoM (Released 8:30 EST)
• Import Price Index YoY (Released 8:30 EST)
• Import Price Index ALLX 1 (Released 8:30 EST)
• Import Price Index ALLX 2 (Released 8:30 EST)
• Housing Starts (Released 8:30 EST)
• Building Permits (Released 8:30 EST)
• Industrial Production MoM (Released 9:15 EST)
• Industrial Production YoY (Released 8:30 EST)
• Capacity Utilization (Released 9:15 EST)
• Capacity Utilization TABLE 1 (Released 9:15 EST)
• Capacity Utilization TABLE 2 (Released 9:15 EST)
• Capacity Utilization TABLE 3 (Released 9:15 EST)

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ICSC UBS Store Sales WoW (Feb 10)

Survey	n/a
Actual	0.90%
Prior	0.00%
Revised	n/a

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ICSC UBS Store Sales YoY (Feb 10)

Survey	n/a
Actual	-0.90%
Prior	-1.80%
Revised	n/a

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Redbook Store Sales Weekly YoY (Feb 10)

Survey	n/a
Actual	-1.40%
Prior	-1.70%
Revised	n/a

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Redbook Store Sales MoM (Feb 10)

Survey	n/a
Actual	0.90%
Prior	0.70%
Revised	n/a

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ICSC UBS Redbook Comparison TABLE (Feb 10)

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MBA Mortgage Applications (Feb 13)

Survey	n/a
Actual	45.7%
Prior	-24.5%
Revised	n/a

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MBA Purchasing Applications (Feb 13)

Survey	n/a
Actual	257.30
Prior	235.90
Revised	n/a

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MBA Refinancing Applications (Feb 13)

Survey	n/a
Actual	4472.90
Prior	2722.70
Revised	n/a

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Import Price Index MoM (Jan)

Survey	-1.2%
Actual	-1.1%
Prior	-4.2%
Revised	-5.0%

 
Karim writes:

Import prices -1.1% m/m and -12.5% y/y; -0.8% m/m ex-petroleum; imports from China -0.7% m/m (-0.5% and -0.7% prior 2mths)

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Import Price Index YoY (Jan)

Survey	-11.2%
Actual	-12.5%
Prior	-9.3%
Revised	-10.3%

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Import Price Index ALLX 1 (Jan)

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Import Price Index ALLX 2 (Jan)

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Housing Starts (Jan)

Survey	529K
Actual	466K
Prior	550K
Revised	560K

 
Karim writes:

Housing starts and building permits fall to all-time lows.

• Starts -16.8% m/m (all 4 regions down) and -56.2% y/y; 3rd consecutive double digit m/m decline
• Permits -4.8% m/m (all 4 regions down)
• When adding the supply of vacant homes (over 1mm) to starts, excess supply (relative to new household formation and obsolesence) still exists and in turn downward pressure on home prices

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Building Permits (Jan)

Survey	525K
Actual	521K
Prior	549K
Revised	547K

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Industrial Production MoM (Jan)

Survey	-1.5%
Actual	-1.8%
Prior	-2.0%
Revised	-2.4%

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Industrial Production YoY (Jan)

Survey	n/a
Actual	-10.0%
Prior	-8.2%
Revised	n/a

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Capacity Utilization (Jan)

Survey	72.4%
Actual	72.0%
Prior	73.6%
Revised	73.3%

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Capacity Utilization TABLE 1 (Jan)

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Capacity Utilization TABLE 2 (Jan)

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Capacity Utilization TABLE 3 (Jan)

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