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The retail sales number should have been expected; an interview with Charlie Munger

Economics This Week’s Data March business inventories fell 1.0%; but once again, business sales declined at an even faster rate (1.6%). Weekly mortgage applications (secondary indicator) were up very slightly, +.05%. Weekly jobless claims jumped...

Published 05-14-2009 8:17 AM by Steve Cook

Filed under: PPI, weekly mortgage applications, weekly jobless claims, business inventories
Looking for an upper boundary to the trading range

Economics This Week’s Data March retail sales declined 1.1% from February versus expectations of a .2% decrease; ex autos, sales were off .8% versus forecasts that they would be unchanged. http://www.calculatedriskblog.com/2009/04/retail-sales-decline...

Published 04-14-2009 8:27 AM by Steve Cook

Filed under: retail sales, PPI
Another government program underwhelmes the Market

Economics This Week’s Data Weekly mortgage applications jumped 9.1%. The International Council of Shopping Centers reported weekly sales of major retailers up .9% versus the prior week but down .9% versus the comparable period in 2007; Redbook Research...

Published 02-19-2009 8:26 AM by Steve Cook

Filed under: retail sales, PPI, industrial production, bank nationalization, foreclosure mitigation
Are conditions as bad as they were in October/November 2008?

Economics This Week’s Data Weekly mortgage applications fell 14% despite declining mortgage rates. November business inventories dropped .7% versus expectations of -.4%; unfortunately business sales plunged 5.1% leading another rise in the business...

Published 01-15-2009 8:28 AM by Steve Cook

Filed under: PPI, TARP, jobless
Grab on to your shorts, this looks like a rough day ahead

Economics This Week’s Data November retail sales fell 1.8% versus estimates of a 2.0% decline; ex autos, the number was off 1.6% versus expectations of down 2.0%. http://calculatedrisk.blogspot.com/2008/12/retail-sales-off-sharply-in-november.html...

Published 12-12-2008 8:24 AM by Steve Cook

Filed under: retail sales, auto bailout, PPI, Bernard Madoff
I'm doing a little house cleaning

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers up.3% versus the prior week but fell .9% on a year over year basis; Redbook Research reported month to date retail chain store sales...

Published 11-19-2008 8:29 AM by Steve Cook

Filed under: auto bailout, PPI, housing starts, CPI, market breadth

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Have You Seen This?

The retail sales number should have been expected; an interview with Charlie Munger

Looking for an upper boundary to the trading range

Another government program underwhelmes the Market

Are conditions as bad as they were in October/November 2008?

Grab on to your shorts, this looks like a rough day ahead

I'm doing a little house cleaning