Return To Reality
Lance Roberts - Seeking Alpha - Sun Mar 15, 10:19AM CDT
As I mentioned previously, I spent the past week on Spring Break with my family on our annual skiing/family reunion in Utah. The good news is that for the first time in four years no one wound up in the medical clinic. But being back also means a...
PEJ: 39.25 (-0.03), RTH: 78.25 (+0.84), FDIS: 31.02 (+0.25), XLP: 48.94 (+0.31), PMR: 41.52 (+0.12), FSTA: 29.55 (+0.05), UGE: 96.60 (unch), UCC: 111.89 (+3.41), FXD: 37.73 (+0.28), RCD: 92.56 (+0.81), FXG: 45.17 (+0.30), IYK: 105.91 (+1.16), SCC: 11.26 (-0.39), VDC: 126.95 (+1.49), XLY: 76.77 (+0.59), IYC: 147.34 (+1.37), PBJ: 32.00 (+0.38), PEZ: 47.38 (-0.10), XRT: 100.96 (+0.28), VCR: 124.36 (+1.22), RETL: 132.69 (+4.45), SZK: 25.94 (-0.13), PSCC: 53.94 (+0.79), RHS: 107.06 (+0.54), PSL: 54.07 (+0.20), PSCD: 54.20 (+0.31)
February Retail Sales: How Big Of An 'Ouch!'?
Hale Stewart - Seeking Alpha - Sun Mar 15, 5:46AM CDT
B y New Deal democrat US retail sales: a slowdown, yes, but wait for the inflation adjustment Yesterday's retail sales report looked mighty poor, down -0.8% m/m. It was the third straight decline in this metric. Three important points need...
SINF: 47.80 (unch), XLY: 76.77 (+0.59), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28), RINF: 30.61 (+0.74), FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), FINF: 42.47 (-0.64), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), INFL: 39.28 (unch), FXD: 37.73 (+0.28), UINF: 27.79 (+0.01), DEFL: 58.00 (unch)
U.S. Retail Sales Trend Worst Since 2009
Markit - at Seeking Alpha - Sun Mar 15, 3:06AM CDT
US economic data are turning ugly, and not just because of the weather. Retail sales in the latest three months have suffered the steepest fall since the first quarter of 2009, when the global financial crisis was at its peak. A 0.6% deterioration...
FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), XLY: 76.77 (+0.59), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28)
Pockets of strength in retail
Seeking Alpha - at Seeking Alpha - Thu Mar 12, 7:44AM CDT
PEJ: 39.25 (-0.03), RTH: 78.25 (+0.84), FDIS: 31.02 (+0.25), XLP: 48.94 (+0.31), PMR: 41.52 (+0.12), FSTA: 29.55 (+0.05), UGE: 96.60 (unch), UCC: 111.89 (+3.41), FXD: 37.73 (+0.28), RCD: 92.56 (+0.81), FXG: 45.17 (+0.30), IYK: 105.91 (+1.16), SCC: 11.26 (-0.39), VDC: 126.95 (+1.49), XLY: 76.77 (+0.59), IYC: 147.34 (+1.37), PBJ: 32.00 (+0.38), PEZ: 47.38 (-0.10), XRT: 100.96 (+0.28), VCR: 124.36 (+1.22), RETL: 132.69 (+4.45), SZK: 25.94 (-0.13), PSCC: 53.94 (+0.79), RHS: 107.06 (+0.54), PSL: 54.07 (+0.20), PSCD: 54.20 (+0.31)
EUR/USD Traders Zero In On U.S. Retail Sales Data
Dean Popplewell - Seeking Alpha - Thu Mar 12, 4:50AM CDT
By Alfonso Esparza The USD rally that started with the release of a strong nonfarm payrolls (NFP) report last Friday continues this week. The rally will face its first hurdle on Thursday at the U.S. retail sales numbers are published....
XLY: 76.77 (+0.59), UUPT: 29.72 (-0.06), RTH: 78.25 (+0.84), USDU: 28.43 (-0.39), UUP: 25.82 (-0.35), XRT: 100.96 (+0.28), FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), FXE: 106.32 (+1.63), UDN: 21.61 (+0.26), ERO: 41.04 (+0.73), FORX: 42.90 (-0.29), UDNT: 10.33 (-0.15)
Consumer Staples Industry Weekly Update: Are Consumers Partying Like It's 1999?
Adrian Wong - Seeking Alpha - Mon Mar 09, 8:37AM CDT
According to the University of Michigan's Index of Consumer Sentiment, consumers are feeling very optimistic. But are they partying like it's 1999? Find the answer in the exhibit below. (click to enlarge) Sources: University Of Michigan ...
VDC: 126.95 (+1.49), XLY: 76.77 (+0.59), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28), FDIS: 31.02 (+0.25), XLP: 48.94 (+0.31), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), FSTA: 29.55 (+0.05), RETL: 132.69 (+4.45), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), RHS: 107.06 (+0.54), FXG: 45.17 (+0.30)
U.S. retailers warn on cold snap impact
Seeking Alpha - at Seeking Alpha - Thu Mar 05, 7:43AM CST
SCC: 11.26 (-0.39), FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), IYC: 147.34 (+1.37), XLY: 76.77 (+0.59), UCC: 111.89 (+3.41), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28), PSCD: 54.20 (+0.31)
Consumer Prices Decline For The Third Month In A Row
Louis Navellier - Seeking Alpha - Tue Mar 03, 4:36AM CST
Last Thursday, the Labor Department reported that deflation was still alive and well because the Consumer Price Index (CPI) declined 0.7% in January, the third straight monthly decline. In the past 12 months, the CPI has fallen 0.1%, while...
INP: 74.97 (-0.02), FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), XLY: 76.77 (+0.59), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28), FXI: 43.34 (+0.19)
Consumer Staples Industry Weekly Update: Merchant Wholesaler Sales Data Is More Helpful Than Retailer Sales Data
Adrian Wong - Seeking Alpha - Mon Mar 02, 8:23AM CST
The chart below shows that merchant wholesaler sales are highly correlated with retailer sales, but with slightly more volatility. When I modeled the Consumer Staples Select Sector SPDR ETF's (NYSEARCA: XLP ) close prices, I found out that its...
FDIS: 31.02 (+0.25), XLP: 48.94 (+0.31), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), XLY: 76.77 (+0.59), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28)
Yellen Can't Get Cooperation
Joseph Calhoun - Seeking Alpha - Thu Feb 26, 2:56AM CST
By Jeffrey P. Snider Janet Yellen's testimony concluded, no one gets any more clarity about what the FOMC actually thinks. However, that itself is in one sense an indication as she vacillated a little too much about making a firm commitment to...
FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), XLY: 76.77 (+0.59), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28)
4 Essential Truths About Consumers
Kristina Hooper - Seeking Alpha - Tue Feb 24, 1:29AM CST
One of the biggest questions vexing economists right now is why we haven't seen a bigger pickup in US consumer spending. The price of oil has fallen dramatically in the past nine months. In addition, the employment situation has significantly...
FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), XLY: 76.77 (+0.59), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28)
Some confidence in retail despite F/X drag
Seeking Alpha - at Seeking Alpha - Tue Feb 17, 7:25AM CST
IYK: 105.91 (+1.16), SCC: 11.26 (-0.39), VDC: 126.95 (+1.49), XLY: 76.77 (+0.59), IYC: 147.34 (+1.37), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28), FDIS: 31.02 (+0.25), XLP: 48.94 (+0.31), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), FSTA: 29.55 (+0.05), UGE: 96.60 (unch), RETL: 132.69 (+4.45), SZK: 25.94 (-0.13), UCC: 111.89 (+3.41), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), RHS: 107.06 (+0.54), FXG: 45.17 (+0.30)
West Coast port slowdown continues
Seeking Alpha - at Seeking Alpha - Mon Feb 16, 4:52AM CST
IYK: 105.91 (+1.16), SCC: 11.26 (-0.39), XLY: 76.77 (+0.59), IYC: 147.34 (+1.37), TM: 143.09 (+2.99), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28), FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), UGE: 96.60 (unch), RETL: 132.69 (+4.45), SZK: 25.94 (-0.13), UCC: 111.89 (+3.41), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), HMC: 34.36 (+0.44)
Retail Sales Downturn Adds To Doubts On U.S. Economic Health
Markit - Seeking Alpha - Sun Feb 15, 6:34AM CST
US retail sales fell for a second successive month in January, adding further to evidence suggesting that the health of the economy is on the wane. Official data showed retail sales volumes dropping 0.8% in January, building on a 0.9% decline in...
FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), XLY: 76.77 (+0.59), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28)
The NRF predicts 4.1% increase in retail sales
Seeking Alpha - at Seeking Alpha - Thu Feb 12, 10:22AM CST
PEJ: 39.25 (-0.03), WMT: 83.24 (+1.72), RTH: 78.25 (+0.84), FDIS: 31.02 (+0.25), XLP: 48.94 (+0.31), PMR: 41.52 (+0.12), FSTA: 29.55 (+0.05), UGE: 96.60 (unch), UCC: 111.89 (+3.41), FXD: 37.73 (+0.28), RCD: 92.56 (+0.81), FXG: 45.17 (+0.30), IYK: 105.91 (+1.16), SCC: 11.26 (-0.39), VDC: 126.95 (+1.49), XLY: 76.77 (+0.59), IYC: 147.34 (+1.37), PBJ: 32.00 (+0.38), PEZ: 47.38 (-0.10), XRT: 100.96 (+0.28), VCR: 124.36 (+1.22), RETL: 132.69 (+4.45), SZK: 25.94 (-0.13), PSCC: 53.94 (+0.79), RHS: 107.06 (+0.54), PSL: 54.07 (+0.20), PSCD: 54.20 (+0.31)
No Oil 'Windfall' Either
Joseph Calhoun - Seeking Alpha - Thu Feb 12, 3:15AM CST
By Jeffrey P. Snider The problem with a high rate of inventory build is that it eventually has to go somewhere. In an actual economic "boom" that isn't much of a concern as businesses remain relatively confident that even if inventory is...
PEJ: 39.25 (-0.03), RTH: 78.25 (+0.84), FDIS: 31.02 (+0.25), XLP: 48.94 (+0.31), PMR: 41.52 (+0.12), FSTA: 29.55 (+0.05), UGE: 96.60 (unch), UCC: 111.89 (+3.41), FXD: 37.73 (+0.28), RCD: 92.56 (+0.81), FXG: 45.17 (+0.30), IYK: 105.91 (+1.16), SCC: 11.26 (-0.39), VDC: 126.95 (+1.49), XLY: 76.77 (+0.59), IYC: 147.34 (+1.37), PBJ: 32.00 (+0.38), PEZ: 47.38 (-0.10), XRT: 100.96 (+0.28), VCR: 124.36 (+1.22), RETL: 132.69 (+4.45), SZK: 25.94 (-0.13), PSCC: 53.94 (+0.79), RHS: 107.06 (+0.54), PSL: 54.07 (+0.20), PSCD: 54.20 (+0.31)
U.S. Retail Sales: January 2015 Preview
James Picerno - Seeking Alpha - Thu Feb 12, 12:09AM CST
US retail sales are expected to rise 0.2% in Thursday's January report vs. the previous month, according to The Capital Spectator's median point forecast for several econometric estimates. The median prediction reflects a rebound vs. the previous...
PEJ: 39.25 (-0.03), RTH: 78.25 (+0.84), FDIS: 31.02 (+0.25), XLP: 48.94 (+0.31), PMR: 41.52 (+0.12), FSTA: 29.55 (+0.05), UGE: 96.60 (unch), UCC: 111.89 (+3.41), FXD: 37.73 (+0.28), RCD: 92.56 (+0.81), FXG: 45.17 (+0.30), IYK: 105.91 (+1.16), SCC: 11.26 (-0.39), VDC: 126.95 (+1.49), XLY: 76.77 (+0.59), IYC: 147.34 (+1.37), PBJ: 32.00 (+0.38), PEZ: 47.38 (-0.10), XRT: 100.96 (+0.28), VCR: 124.36 (+1.22), RETL: 132.69 (+4.45), SZK: 25.94 (-0.13), PSCC: 53.94 (+0.79), RHS: 107.06 (+0.54), PSL: 54.07 (+0.20), PSCD: 54.20 (+0.31)
What's Next For The American Consumer?
Cam Hui, CFA - Seeking Alpha - Tue Feb 10, 5:07AM CST
This Thursday, we will see the Retail Sales report. Despite the drop in energy prices, retail sales haven't exactly been setting records. The Street estimate for MoM Core Retail Sales (ex-autos) is -0.4%. On the other hand, retailing stocks have...
PEJ: 39.25 (-0.03), USO: 16.43 (+0.35), UCO: 6.50 (+0.26), OLO: 6.80 (+0.05), DTO: 115.21 (-3.60), XLY: 76.77 (+0.59), BNO: 20.47 (+0.31), UWTI: 2.07 (+0.13), RTH: 78.25 (+0.84), SCO: 93.38 (-4.24), XRT: 100.96 (+0.28), FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), PMR: 41.52 (+0.12), SZO: 73.00 (-1.95), DNO: 63.87 (-1.37), DBO: 13.39 (+0.22), RETL: 132.69 (+4.45), OIL: 9.79 (+0.22), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), OLEM: 22.25 (+0.59), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Retailers threatened by West Coast port slowdown
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 6:36AM CST
KSS: 75.64 (+0.03), M: 65.98 (+0.91), WMT: 83.24 (+1.72), RTH: 78.25 (+0.84), UPS: 100.25 (+0.34), FDIS: 31.02 (+0.25), PMR: 41.52 (+0.12), UGE: 96.60 (unch), UCC: 111.89 (+3.41), RCD: 92.56 (+0.81), FXD: 37.73 (+0.28), HMC: 34.36 (+0.44), FDX: 172.04 (-1.81), IYK: 105.91 (+1.16), SCC: 11.26 (-0.39), XLY: 76.77 (+0.59), IYC: 147.34 (+1.37), LULU: 65.74 (+1.34), XRT: 100.96 (+0.28), VCR: 124.36 (+1.22), RETL: 132.69 (+4.45), SZK: 25.94 (-0.13), JCP: 7.70 (-0.07), MCD: 97.05 (+1.07), GPS: 43.16 (+0.39)
How To Buy And Hold Leveraged ETFs: The Top 7 Outperforming 3x ETFs Over The Past Year
Force Majeure - at Seeking Alpha - Tue Jan 27, 1:53PM CST
USO: 16.43 (+0.35), UUPT: 29.72 (-0.06), TQQQ: 112.21 (+2.28), UUP: 25.82 (-0.35), TLT: 131.51 (+0.69), XRT: 100.96 (+0.28), XLV: 74.90 (+0.33), QQQ: 108.53 (+0.45), DNO: 63.87 (-1.37), RETL: 132.69 (+4.45), DRN: 95.15 (+6.58), VNQ: 87.03 (+2.13), DWTI: 149.45 (-10.55), CURE: 161.18 (+3.49), TMF: 96.98 (+1.44)