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ICSC-UBS Store Sales WoW (Aug 12)

Survey n/a
Actual -1.1%
Prior 0.0%
Revised n/a

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ICSC-UBS Store Sales YoY (Aug 12)

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

Year over year looking fine.

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Redbook Store Sales Weekly YoY (Aug 12)

Survey n/a
Actual 1.5%
Prior 3.5%
Revised n/a

Softer but no collapse.

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ICSC-UBS Redbook Comparisson TABLE (Aug 12)

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Trade Balance (Jun)

Survey -$62.0B
Actual -$56.8B
Prior -$59.8B
Revised -$59.2B

Lower than expected and moving lower even with crude prices up in June.

I still think last months number was too high which is part of the reason for the June drop.

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Exports MoM (Jun)

Survey n/a
Actual 4.0%
Prior 1.2%
Revised n/a

Government and exports continue to support GDP.

Q2 now looking to be revised to maybe north of 3%.

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Imports MoM (Jun)

Survey n/a
Actual 1.8%
Prior 0.3%
Revised n/a

Up due to crude and gasoline prices.

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Exports YoY (Jun)

Survey n/a
Actual 21.1%
Prior 18.2%
Revised n/a

Looking more like an export economy every day. Weak domestic consumption and ok employment.

Workers earn enough to drive to work and eat, and the rest of their output gets exported to someone else.

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Imports YoY (Jun)

Survey n/a
Actual 13.5%
Prior 12.5%
Revised n/a

Mostly petro and product prices.

Other imports are down.

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Trade Balance ALLX (Jun)

Ex petro down to about 20 billion.

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IBD-TIPP Economic Optimism (Aug)

Survey 39.0
Actual 42.8
Prior 37.4
Revised n/a

Up some, but less than expected.

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Monthly Budget Statement (Jul)

Survey -$95.0B
Actual -$102.8B
Prior -$36.4B
Revised n/a

Government spending and exports supporting GDP more than most anticipate.

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Monthly Budget Statement ALLX (Jul)

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ABC Consumer Confidence (Aug 10)

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

Bumping along the bottom.

Inflation hurting confidence as wages remain ‘well contained’.

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ABC Consumer Confidence ALLX (Aug 10)


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