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Are sales data the key to this quarter's earnings reports?

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers rose 0.1% versus the prior week and 0.9% on a year over year basis; Redbook Research reported month to date retail chain store sales...

Published 09-30-2009 8:27 AM by Steve Cook

Filed under: retail sales, consumer confidence, weekly mortgage applications, Chicago PMI
The Buyers (Shorts & Underinvested) still Rule

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers rose 1.0% versus the prior week but fell 0.5% versus the comparable period a year ago; Redbook Research reported month to date retail...

Published 07-29-2009 8:30 AM by Steve Cook

Filed under: durable godds orders, weekly mortgage applications
Intel's earnings--another positive

Economics This Week’s Data May business inventories declined 1.0% versus expectations of a 0.8% drop; business sales in the same period fell by only 0.1% resulting in yet another decrease in the inventory to sales ratio (which is positive). Weekly...

Published 07-15-2009 8:38 AM by Steve Cook

Filed under: weekly mortgage applications, business inventories, industial production
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
A little more clarity

Economics This Week’s Data Weekly mortgage applications fell 2.9%. Here are a couple of economic indicators few talk about: http://www.calculatedriskblog.com/2009/01/architecture-billings-index-as-leading.html http://www.calculatedriskblog.com/2009...

Published 01-29-2009 8:34 AM by Steve Cook

Filed under: durable godds orders, weekly mortgage applications

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Have You Seen This?

Are sales data the key to this quarter's earnings reports?

The Buyers (Shorts & Underinvested) still Rule

Intel's earnings--another positive

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

A little more clarity