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ICSC-UBS Store Sales WoW (Aug 5)

Survey n/a
Actual 0.0%
Prior 1.2%
Revised n/a

Flat, but year over year still looking ok.

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ICSC-UBS Store Sales YoY (Aug 5)

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

Continues higher into today’s meeting.

By itself, generally not an important number for the Fed.

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Redbook Store Sales Weekly YoY (Aug 5)

Survey n/a
Actual 3.5%
Prior 2.9%
Revised n/a

Also moving up, even after rebates have gone out.

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ICSC-UBS Redbook Comparison TABLE (Aug 5)

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ISM Non-Manufacturing Composite (Jul)

Survey 48.8
Actual 49.5
Prior 48.2
Revised n/a

Better than expected, seems to be holding at muddle through levels.

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ISM Non-Manufacturing Composite ALLX 1 (Jul)

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ISM Non-Manufacturing Composite ALLX 2 (Jul)


Karim writes:

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