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Retail Sales Suprise

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Does Data Back Recession Fears?

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It’s Just Odd Out There

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Retails Sales and Vehicle Sales Hold

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Markets Do Not “Repeat”

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Retail Sales and Inflation

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Retail Sales Hold Strong

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Retail Sales Fall

Again, two viewpoints here. I am negative and “Davidson” more optimistc.  I have long said I viewed the “V” recovery in much of the data simply due to suppressed demand for fundamental/essential items and inventory restocking post spring/summer lockdowns.

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Sales and Inventories

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Markets Follow…..They Do Not Lead

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Inventory to Sales Ratio at Historic Lows

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Retail Sales Rebound

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Retail Sales Accelerate

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Real Retail Sales Resume Upward March

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Unusually High Pessimism In A Period Of Strong Economic Growth-Blame Algorithms