Tag Archives: S&P Case Shiller

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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2008-11-25 USER

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Karim writes:

  • Overlooked with the Fed headlines, but likely to lead to further downward revisions to Q4/Q1 growth outlook.

ICSC UBS Store Sales YoY (Nov 25)

Survey n/a
Actual -0.80%
Prior -0.10%
Revised n/a

 
Looking very soft, even with low gasoline prices.

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ICSC UBS Store Sales WoW (Nov 25)

Survey n/a
Actual -0.90%
Prior 0.30%
Revised n/a

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Redbook Store Sales Weekly YoY (Nov 25)

Survey n/a
Actual -1.40%
Prior -0.90%
Revised n/a

 
Same.

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Redbook Store Sales MoM (Nov 25)

Survey n/a
Actual -1.30%
Prior -1.10%
Revised n/a

 

Karim writes:

  • Johnson Redbook sales down 1.3% m/m thru 3rd week of November.
  • Another negative retail sales month sets up Q4 real GDP for at least -4%

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ICSC UBS Redbook Comparison TABLE (Nov 25)

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GDP QoQ Annualized (3Q P)

Survey -0.5%
Actual -0.5%
Prior -0.3%
Revised n/a

 
As expected and in line with the longer term down trend in real gdp growth

Good evidence of a continuing and increasing lack of aggregate demand.

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GDP YoY Annualized Real (3Q P)

Survey n/a
Actual 0.7%
Prior 2.1%
Revised n/a

 
Mildly positive but the trend is still looking down.

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GDP YoY Annualized Nominal (3Q P)

Survey n/a
Actual 3.4%
Prior 4.1%
Revised n/a

 
Barely positive.

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GDP Price Index (3Q P)

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

 
High but expected to fall with falling commodity prices.

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Core PCE QoQ (3Q P)

Survey 2.9%
Actual 2.6%
Prior 2.9%
Revised n/a

 
Looks to be in a long term uptrend, though also expected to fall with commodity prices.

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GDP ALLX 1 (3Q P)

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GDP ALLX 2 (3Q P)

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S&P Case Shiller Home Price Index (Sep)

Survey 163.00
Actual 161.56
Prior 164.57
Revised 164.40

 
Took a turn for the worse.

Karim writes:

  • Case Shiller down 1.85% q/q and -17.4% y/y

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S&P CS Composite 20 YoY (Sep)

Survey -16.90%
Actual -17.40%
Prior -16.62%
Revised -16.60%

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S&P Case Shiller US Home Price Index (3Q)

Survey n/a
Actual 150.04
Prior 155.32
Revised 155.45

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S&P Case Shiller US Home Price Index YoY (3Q)

Survey -17.05%
Actual -16.55%
Prior -15.40%
Revised -15.07%

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Consumer Confidence (Nov)

Survey 38.0
Actual 44.9
Prior 38.0
Revised 38.8

 
Tiny blip up- well above expectations.

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Consumer Confidence ALLX 1 (Nov)

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Consumer Confidence ALLX 2 (Nov)

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Richmond Fed Manufacturing Index (Nov)

Survey -27
Actual -38
Prior -26
Revised n/a

 
Far worse than expected, more in line with Q4 GDP forecasts of -4%.

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Richmond Fed Manufacturing Index ALLX (Nov)

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House Price Index MoM (Sep)

Survey -0.7%
Actual -1.3%
Prior -0.6%
Revised -0.8%

 
Also falling like a rock.

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House Price Index YoY (Sep)

Survey n/a
Actual -7.0%
Prior -6.1%
Revised n/a

 
No sign of turning around yet.

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House Price Index ALLX (Sep)

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House Price Purchase Index QoQ (3Q)

Survey n/a
Actual -1.8%
Prior -1.4%
Revised n/a

 
The decline has resumed.


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2008-05-27 US Economic Releases

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2008-05-27 S&P-CaseShiller Home Price Index

S&P/CaseShiller Home Price Index (Mar)

Survey n/a
Actual 172.2
Prior 175.9
Revised 176.0

Still moving lower. The sample is the 20 largest metro areas which were the regions hit hardest by the speculative bulge.

Broader measures don’t show this kind of depreciation.

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2008-05-27 S&P-CS Composite-20 YoY

S&P/CS Composite-20 YoY (Mar)

Survey -14.2%
Actual -14.4%
Prior -12.7%
Revised n/a

Same as above.

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2008-05-27 S&P-CS US HPI

S&P/Case-Shiller US HPI (1Q)

Survey n/a
Actual 159.2
Prior 170.6
Revised 170.6

Same as above.

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2008-05-27 S&P-CS US HPI YoY%

S&P/Case-Shiller US HPI YoY% (1Q)

Survey n/a
Actual -14.1%
Prior -8.9%
Revised n/a

Same as above.

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2008-05-27 New Home Sales

New Home Sales (Apr)

Survey 520K
Actual 526K
Prior 526K
Revised 509K

April up and higher than expected, March revised down some.

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2008-05-27 New Home Sales MoM

New Home Sales MoM (Apr)

Survey -1.1%
Actual 3.3%
Prior -8.5%
Revised -11.0%

As above.
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2008-05-27 Consumer Confidence

Consumer Confidence (May)

Survey 60.0
Actual 57.2
Prior 62.3
Revised 62.8

This is what an export economy looks like.

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2008-05-27 Richmond Fed Manufacturing Index

Richmond Fed Manufacturing Index (May)

Survey 1
Actual -3
Prior 0
Revised n/a

[comments]

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2008-05-27 ABC Consumer Confidence

ABC Consumer Confidence (May 25)

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

As above. Consumers are getting squeezed by inflation, while exports boom.

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