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ICSC-UBS Store Sales WoW (Sep 9)

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

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ICSC-UBS Stores Sales YoY (Sep 9)

Survey n/a
Actual 1.9%
Prior 2.0%
Revised n/a

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Redbook Store Sales Weekly YoY (Sep 9)

Survey n/a
Actual 1.8%
Prior 2.3%
Revised n/a

 
Muddling through, well off the bottom, and not at recession levels.

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ICSC-UBS Redbook Comparison TABLE (Sep. 9)

 
Pretty much the same, muddling through and far from recession levels.

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Pending Home Sales (Jul)

Survey n/a
Actual 86.5
Prior 89.4
Revised n/a

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Pending Home Sales MoM (Jul)

Survey -1.5%
Actual -3.2%
Prior 5.3%
Revised 5.8%

 
A bit lower but last month’s gain revised even higher.

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Pending Home Sales YoY (Jul)

Survey n/a
Actual -6.5%
Prior -11.6%
Revised n/a

 
Still negative but looks to be surfacing rapidly.

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Wholesale Inventories MoM (Jul)

Survey 0.7%
Actual 1.4%
Prior 1.1%
Revised 0.9%

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Wholesale Inventories YoY (Jul)

Survey n/a
Actual 10.6%
Prior 9.3%
Revised n/a

 
Inventories up but within normal fluctuations.

The question is causation- weak sales and unwanted inventories or building inventories for increasing demand

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Wholesale Inventories ALLX 1 (Jul)

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Wholesale Inventories ALLX 2 (Jul)

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IBD TIPP Economic Optimism (Sep)

Survey 44.0
Actual 45.8
Prior 42.8
Revised n/a

 


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