Monday, June 4, 2012

More on the U.S. Consumer

Follow-up to Monday's post on the U.S. Consumer... Retail sales (RRSFS) have held up in period where:

  • Housing price (SPCS20RSA) decreases have stopped accelerating to the downside
  • Jobless claims (IC4WSA) have been coming down towards more "normal" levels
  • Oil price (DCOILWTICO) increases have decelerated and actually gone negative
  • Interest rates (GS10) have moved lower from already low levels

Note: everything in the chart expressed as Y/Y% change.

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