Car sales, HK, China default, capex, EU business lending, EU sentiment, Credit card data February 27, 2019 2:53 pm
In December, year over year inventories were up 7.3% and sales fell 1.5%. The stocks to sales ratio increased from 1.3 to 1.33. This is bad for margins. February 27, 2019 9:43 am
Possibly Worrying Wholesale Numbers. Falling Sales And Rising Inventories. Often A Precursor To Slower GDP Growth… Bloomberg: “If Central Banks Are the Only Game in Town, We’ve Lost” February 26, 2019 7:53 amFebruary 25, 2019 12:13 pm
Q1 EPS and GDP now expected to decline, Restaurant sales lowest in 25 years February 23, 2019 9:21 am
Japan iPhone sales decline by a little more than 10% while Samsung increased by over 10%. February 20, 2019 12:10 pm
Stocks don’t do well when monthly retail sales less food service are down 1.5% or more. The average S&P 500 return in the next year is -11.03%. February 19, 2019 10:56 amFebruary 17, 2019 9:32 am
“Retail sales crashed: it’s 2008 all over again for the stock market and economy!” February 15, 2019 11:46 am
Why I’m Not in Panic Just Yet over the “Dreadful” Retail Sales that “Fell Most Since 2009,” But Nervously Look at the Trend February 15, 2019 6:35 am
Retail sales drop the most since ’09… Another wave of store closings coming? February 14, 2019 11:47 am
Wealth share, Vehicle sales, US retail sales, US trade, German trade, HK index, UK, US Consumer credit February 8, 2019 12:00 pm
New Trucks are Hot, Prices Surge. But Cars Face Carmageddon. And Total Sales Fall February 6, 2019 8:12 am
Global Real Estate From Australia To UK To Canada See Widespread Sales FALLING! February 3, 2019 11:57 am
