Tag Archives: Redbook

2009-03-03 USER

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ICSC UBS Store Sales WoW (Mar 3)

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

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ICSC UBS Store Sales YoY (Mar 3)

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

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Redbook Store Sales MoM (Mar 3)

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

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Redbook Store Sales MoM (Mar 3)

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

 
Redbook up two weeks in a row?

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ICSC UBS Redbook Comparison TABLE (Mar 3)

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Pending Home Sales MoM (Jan)

Survey -3.5%
Actual -7.7%
Prior 6.3%
Revised 4.8%

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Pending Home Sales YoY (Jan)

Survey n/a
Actual -6.6%
Prior 5.7%
Revised n/a


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2009-02-24 USER

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ICSC UBS Store Sales WoW (Feb 24)

Survey n/a
Actual 0.60%
Prior 0.90%
Revised n/a

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ICSC UBS Store Sales YoY (Feb 24)

Survey n/a
Actual -0.80%
Prior -0.90%
Revised n/a

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Redbook Store Sales Weekly YoY (Feb 24)

Survey n/a
Actual -1.50%
Prior -1.40%
Revised n/a

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Redbook Store Sales MoM (Feb 24)

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

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ICSC UBS Redbook Comparison TABLE (Feb 24)

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S&P Case Shiller Home Price Index (Dec)

Survey n/a
Actual 150.66
Prior 154.59
Revised 154.55

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S&P CS Composite 20 YoY (Dec)

Survey -18.30%
Actual -18.55%
Prior -18.18%
Revised -18.20%

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S&P Case Shiller US Home Price Index (4Q)

Survey n/a
Actual 139.14
Prior 150.04
Revised 150.00

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S&P Case Shiller US Home Price Index YoY (4Q)

Survey -17.20%
Actual -18.23%
Prior -16.60%
Revised -16.55%

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Consumer Confidence (Feb)

Survey 35.0
Actual 25.0
Prior 37.7
Revised 37.4

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Consumer Confidence ALLX 1 (Feb)

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Consumer Confidence ALLX 2 (Feb)

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House Price Index MoM (Dec)

Survey -1.7%
Actual 0.1%
Prior -1.8%
Revised -2.0%

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House Price Index YoY (Dec)

Survey n/a
Actual -8.7%
Prior -7.6%
Revised n/a

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House Price Index ALLX (Dec)

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House Price Purchase Index QoQ (4Q)

Survey -2.0%
Actual -3.4%
Prior -1.8%
Revised -2.0%

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Richmond Fed Manufacturing Index (Feb)

Survey -49
Actual -51
Prior -49
Revised n/a

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Richmond Fed Manufacturing Index ALLX (Feb)


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2009-02-18 USER

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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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    2009-02-10 USER

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    ICSC UBS Store Sales YoY (Feb 10)

    Survey n/a
    Actual -1.80%
    Prior -2.50%
    Revised n/a

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    ICSC UBS Store Sales WoW (Feb 10)

    Survey n/a
    Actual 0.00%
    Prior 1.60%
    Revised n/a

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    Redbook Store Sales Weekly YoY (Feb 10)

    Survey n/a
    Actual -1.70%
    Prior -2.70%
    Revised n/a

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    Redbook Store Sales MoM (Feb 10)

    Survey n/a
    Actual 0.70%
    Prior -2.70%
    Revised n/a

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    ICSC UBS Redbook Comparison TABLE (Feb 10)

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    Wholesale Inventories MoM (Dec)

    Survey -0.7%
    Actual -1.4%
    Prior -0.6%
    Revised -0.9%

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    Wholesale Inventories YoY (Dec)

    Survey n/a
    Actual 6.3%
    Prior 7.9%
    Revised n/a

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    Wholesale Inventories ALLX 1 (Dec)

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    Wholesale Inventories ALLX 2 (Dec)

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    IBD TIPP Economic Optimism (Feb)

    Survey 44.0
    Actual 44.6
    Prior 45.4
    Revised n/a


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    2009-02-03 USER

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    ICSC UBS Store Sales YoY (Feb 3)

    Survey n/a
    Actual -2.50%
    Prior -2.40%
    Revised n/a

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    ICSC UBS Store Sales WoW (Feb 3)

    Survey n/a
    Actual 1.60%
    Prior -1.80%
    Revised n/a

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    Redbook Store Sales Weekly YoY (Feb 3)

    Survey n/a
    Actual -2.70%
    Prior -2.30%
    Revised n/a

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    Redbook Store Sales MoM (Feb 3)

    Survey n/a
    Actual -2.70%
    Prior -2.60%
    Revised n/a

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    ICSC UBS Redbook Comparison TABLE (Feb 3)

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    Pending Home Sales MoM (Dec)

    Survey 0.0%
    Actual 6.3%
    Prior -4.0%
    Revised -3.7%

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    Pending Home Sales YoY (Dec)

    Survey n/a
    Actual 6.0%
    Prior 9.5%
    Revised n/a

     
    Chewing through the foreclosures.


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    2009-01-27 USER

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    ICSC UBS Store Sales YoY (Jan 27)

    Survey n/a
    Actual -2.40%
    Prior -1.80%
    Revised n/a

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    ICSC UBS Store Sales WoW (Jan 27)

    Survey n/a
    Actual -1.80%
    Prior 1.10%
    Revised n/a

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    Redbook Store Sales Weekly YoY (Jan 27)

    Survey n/a
    Actual -2.30%
    Prior -2.30%
    Revised n/a

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    Redbook Store Sales MoM (Jan 27)

    Survey n/a
    Actual -2.60%
    Prior -2.50%
    Revised n/a

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    ICSC UBS Redbook Comparison TABLE (Jan 27)

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    S&P Case Shiller Home Price Index (Nov)

    Survey n/a
    Actual 154.59
    Prior 158.16
    Revised 158.12

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    S&P CS Composite 20 YoY (Nov)

    Survey -18.40%
    Actual -18.18%
    Prior -18.04%
    Revised -18.06%

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

    Survey n/a
    Actual 150.04
    Prior 155.45
    Revised n/a

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

    Survey n/a
    Actual -16.55%
    Prior -15.40%
    Revised n/a

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    Consumer Confidence (Jan)

    Survey 39.0
    Actual 37.7
    Prior 38.0
    Revised 38.6

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    Consumer Confidence ALLX 1 (Jan)

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    Consumer Confidence ALLX 2 (Jan)

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    Richmond Fed Manufacturing Index (Jan)

    Survey -50
    Actual -49
    Prior -55
    Revised n/a

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    Richmond Fed Manufacturing Index ALLX (Jan)


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    2009-01-21 USER

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    ICSC UBS Store Sales YoY (Jan 20)

    Survey n/a
    Actual -1.80%
    Prior -2.20%
    Revised n/a

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    ICSC UBS Store Sales WoW (Jan 20)

    Survey n/a
    Actual 1.10%
    Prior -2.30%
    Revised n/a

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    Redbook Store Sales Weekly YoY (Jan 20)

    Survey n/a
    Actual -2.30%
    Prior -1.90%
    Revised n/a

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    Redbook Store Sales MoM (Jan 20)

    Survey n/a
    Actual -2.50%
    Prior -2.30%
    Revised n/a

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    ICSC UBS Redbook Comparison TABLE (Jan 20)


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    2009-01-13 USER

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    Even with lower fuel prices it keeps getting worse.

    ICSC UBS Store Sales YoY (Jan 13)

    Survey n/a
    Actual -2.20%
    Prior -0.80%
    Revised n/a

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    ICSC UBS Store Sales WoW (Jan 13)

    Survey n/a
    Actual -2.30%
    Prior 1.40%
    Revised n/a

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    Redbook Store Sales Weekly YoY (Jan 13)

    Survey n/a
    Actual -1.90%
    Prior -1.30%
    Revised n/a

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    Redbook Store Sales MoM (Jan 13)

    Survey n/a
    Actual -2.30%
    Prior -0.60%
    Revised n/a

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    ICSC UBS Redbook Comparison TABLE (Jan 13)

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    Trade Balance (Nov)

    Survey -$51.0B
    Actual -$40.4B
    Prior -$57.2B
    Revised -$56.7B

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    Exports MoM (Nov)

    Survey n/a
    Actual -5.8%
    Prior -2.3%
    Revised n/a

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    Imports MoM (Nov)

    Survey n/a
    Actual -12.0%
    Prior -1.6%
    Revised n/a

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    Exports YoY (Nov)

    Survey n/a
    Actual -1.7%
    Prior 5.2%
    Revised n/a

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    Imports YoY (Nov)

    Survey n/a
    Actual -10.6%
    Prior 3.9%
    Revised n/a

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    Trade Balance ALLX (Nov)

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    IBD TIPP Economic Optimism (Jan)

    Survey 44.0
    Actual 45.4
    Prior 45.0
    Revised n/a

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    Monthly Budget Statement (Dec)

    Survey -$83.0B
    Actual -$83.6B
    Prior -$48.3B
    Revised n/a

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    Monthly Budget Statement ALLX (Dec)


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    2009-01-06 USER

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    Speaks for itself.

    ICSC UBS Store Sales YoY (Jan 6)

    Survey n/a
    Actual -0.80%
    Prior -1.80%
    Revised n/a

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    ICSC UBS Store Sales WoW (Jan 6)

    Survey n/a
    Actual 1.40%
    Prior -1.50%
    Revised n/a

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    Redbook Store Sales Weekly YoY (Jan 6)

    Survey n/a
    Actual -1.30%
    Prior -0.40%
    Revised n/a

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    Redbook Store Sales MoM (Jan 6)

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

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    ICSC UBS Redbook Comparison TABLE (Jan 6)

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    ISM Non Manufacturing Composite (Dec)

    Survey 36.5
    Actual 40.6
    Prior 37.3
    Revised n/a

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    Factory Orders YoY (Nov)

    Survey n/a
    Actual -12.2%
    Prior -6.3%
    Revised n/a

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    Factory Orders MoM (Nov)

    Survey -2.3%
    Actual -4.6%
    Prior -5.1%
    Revised -6.0%

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    Factory Orders TABLE 1 (Nov)

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    Factory Orders TABLE 2 (Nov)

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    Factory Orders TABLE 3 (Nov)

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    Pending Home Sales MoM (Nov)

    Survey -1.0%
    Actual -4.0%
    Prior -0.7%
    Revised -4.2%

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    Pending Home Sales YoY (Nov)

    Survey n/a
    Actual -9.6%
    Prior -3.9%
    Revised n/a


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    2008-12-30 USER

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    ICSC UBS Store Sales YoY (-)

    Survey –
    Actual –
    Prior –
    Revised –

     
    Sinking.

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    ICSC UBS Store Sales WoW (-)

    Survey –
    Actual –
    Prior –
    Revised –

     
    Falling back, even with low fuel prices.

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    Redbook Store Sales Weekly YoY (-)

    Survey –
    Actual –
    Prior –
    Revised –

     
    Still way down.

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    Redbook Store Sales MoM (-)

    Survey –
    Actual –
    Prior –
    Revised –

     
    Still negative.

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    ICSC UBS Redbook Comparison TABLE (-)

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    S&P CS Composite 20 YoY (-)

    Survey –
    Actual –
    Prior –
    Revised –

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    S&P Case Shiller Home Price Index (-)

    Survey –
    Actual –
    Prior –
    Revised –

     
    Still heading south as foreclosures continue to take their toll.

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

    Survey –
    Actual –
    Prior –
    Revised –

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

    Survey –
    Actual –
    Prior –
    Revised –

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    Chicago Purchasing Manager (-)

    Survey –
    Actual –
    Prior –
    Revised –

     
    Remains very low.

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    Consumer Confidence (-)

    Survey –
    Actual –
    Prior –
    Revised –

     
    Not much to be confident about.

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    Consumer Confidence ALLX 1 (-)

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    Consumer Confidence ALLX 2 (-)


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