One might conclude that the success of Black Friday was at the expense of last week.
Posts Tagged ‘Retail Sales’
Jobless Claims Creep Over 400k, ISM Manufacturing 5mo High
Stat shot: Jobless claims, ISM Manufacturing, Chain Store Sales, Bloomberg Consumer Comfort Index
Roundup of Holiday Shopping Stats So Far
Retail Traffic Magazine is all over holiday stats and links.
Fundamentals 11/15: Producer inflation, retail sales down. Manufacturing up.
Rates hold after flat PPI, lower retail sales, better manufacturing.
Fundamentals 10/14: Retail Sales & Lots More
Retail Sales – September Retail Sales were +1.1%. – Previous was +0.0 while consensus was +0.8% – ex-autos was +0.8% -It is interesting that the leading indicator from the Comsumer Metrics saw the increase in year-over-year spending peak in mid-August and subsequently give back. If Comsumer Metrics is correct, we will give back some of [...]
Fundamentals 9/27: Consumer Confidence, Home Prices
Consumer Confidence -Consumer Confidence – Level for September 45.4 -Previous 44.4. Consensus 46.5 -This is a survey by the Conference Board and it is supposed to measure consumers’ predisposition to spend.
Fundamentals 9/14: PPI, Retail Sales, Mortgage Apps
Retail Sales (August) -Retail Sales – Month/Month unchanged -Retail Sales less autos – Month/Month change +0.1 % -This is not good. Only the consumer can get GDP going and the consumer is overleveraged, unemployed or concerned. Unless it causes consumer spending to increase, anything done in D.C. is for naught.
Fundamentals 9/13
Inflation Data on Import/Export prices showed inflation of oil and food prices tamed from the damaging increases caused, in part, by QE II. Export Prices – Month/Month +0.5 % Export Prices – Year/Year +9.6 % Import Prices – Month/Month -0.4 % Import Prices – Year/Year +13.0 %
Fundamentals 8/30: Home Prices Flat, Consumers Nervous
Consumer Confidence -Consumer Confidence fell from 59.5 to 44.5 in August -This is a survey measurement of predisposition to spend -WSJ used the words “plummeted” and “plunge” -This is lowest Consumer Confidence since April 2009 -It’s in-line with the Consumer Metrics measurement of increased online discretionary spending in early July which flattened at the end [...]
Fundamentals 8/23: Retail Sales, New Home Sales, Manufacturing
Retail Sales -ICSC-Goldman Same Store Sales Week/Week: -1.0% -ICSC-Goldman Same Store Sales Year/Year: 3.0% -Redbook Same Store Sales Year/Year: 3.6% -Redbook Previous was 4.7% -If consumer spending keeps slowing, we’ll have another recession
