[Skip to the end]


ICSC-UBS Store Sales WoW (Aug 19)

Survey n/a
Actual 0.1%
Prior 1.1%
Revised n/a

[top][end]

ICSC-UBS Store Sales YoY (Aug 19)

Survey n/a
Actual 2.4%
Prior 2.6%
Revised n/a

Doing just fine, especially considering the financial sector is gone.

[top][end]

Redbook Store Sales Weekly YoY (Aug 19)

Survey n/a
Actual 1.3%
Prior 1.5%
Revised n/a

[top][end]

ICSC-UBS Redbook Comparison TABLE (Aug 19)

[top][end]


Producer Price Index MoM (Jul)

Survey 0.6%
Actual 1.2%
Prior 1.8%
Revised n/a

Up more than expected.

[top][end]

PPI Ex Food & Energy MoM (Jul)

Survey 0.2%
Actual 0.7%
Prior 0.2%
Revised n/a

Core nudging up a touch…

[top][end]

Producer Price Index YoY (Jul)

Survey 9.3%
Actual 9.8%
Prior 9.2%
Revised n/a

Just a little blip up that’s starting to make the 1970s look tame.

[top][end]

PPI Ex Food & Energy YoY (Jul)

Survey 3.2%
Actual 3.5%
Prior 3.0%
Revised n/a

Cute little break out here too.

[top][end]

PPI TABLE 1 (Jul)

[top][end]

PPI TABLE 2 (Jul)

[top][end]

PPI TABLE 3 (Jul)

Karim writes:

  • PPI for July up 1.2% and 0.7% ex-food and energy
  • Core driven by cars and trucks the past 2mths (seems out of line w/cpi data) and medical

[top][end]

Housing Starts (Jul)

Survey 960K
Actual 965K
Prior 1066K
Revised 1084K

A bit higher than expected, and last month revised up.

Averaging out the last couple of months or so to smooth the NY situation indicates a leveling off and probably a bottom.

[top][end]

Building Permits (Jul)

Survey 970K
Actual 937K
Prior 1091K
Revised 1138K

Down, but last month revised up. Same as above.

[top][end]

Housing Starts TABLE 1 (Jul)

[top][end]

Housing Starts TABLE 2 (Jul)

[top][end]

Housing Starts TABLE 3 (Jul)

Karim writes:

  • Starts fall 11% after upward revision to June (now up 10.4%)
  • Noise in data still surrounds multi-family due to change in NYC building code (multi-family dropped 23.6% after rising 41.3% in June)
  • Single family drops another 2.9% after 3.2% drop in June and now down 39.2% y/y
  • Same story with permits, down 17.7% m/m after 16.4% rise in June
  • Single family permits down 5.2% m/m after -3% in June and down 41.4% y/y
  • Multi-family down 32.4% m/m after up 52.2% m/m in June

[top][end]

ABC Consumer Confidence (Aug 17)

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

very low, may be bottoming, confidence being hurt by inflation.


[top]

Leave a Reply