retail sales

April 14, 2023 by Skanda Amarnath — 1 min read

Activity Update - Real Retail Sales (Charts), Industrial Production, Claims, Rig Counts, UMich, Import Prices

This monitor is a reflection of how we update our assessments of economic growth in real-time as we get meaningful updates from macroeconomic data releases. It provides a more timely and meaningful gauge of economic activity growth than what GDP and similar...

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Activity Update - Real Retail Sales (Charts), Industrial Production, Claims, Rig Counts, UMich, Import Prices

Skanda Amarnath — 2 min read

Activity Indices Activity Monitor Economic Activity Industrial Production retail sales Systematic Monitors

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Skanda Amarnath — 1 min read

Bottom Line: The consumer has proven to be resilient in its spending patterns in a number of respects, but real food consumption has not. Given the correction in...

Food Inflation Core Services Ex Housing Core Inflation Core PCE Consumption retail sales

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Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Skanda Amarnath — 2 min read

Food Inflation Core Services Ex Housing Core PCE retail sales Consumption Core Inflation

Lessons From Jan Retail Sales - The Implications of Base Effects and Residual Seasonality

Skanda Amarnath — 2 min read

Retail sales showed strength in January. As a proxy for gross labor income trends, it confirms both (1) the resilience we're seeing in the labor market...

retail sales Data Macro and Markets Monetary Policy Growth FloorGLI

Activity Update - Real Retail Sales (Charts), Industrial Production, Claims, Rig Counts, UMich, Import Prices

Activity Update - Real Retail Sales (Charts), Industrial Production, Claims, Rig Counts, UMich, Import Prices

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Lessons From Jan Retail Sales - The Implications of Base Effects and Residual Seasonality

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