Tag Archives: inventories

Housing Smoke and Mirrors (7) – “Get Out of Jail”

Written by Adam Whitehead, KeySignals.com In Housing Smoke and Mirrors (4)[i] and (5),[ii] to confront the threat of the deteriorating bad mortgage vintages – “the Federal Reserve and the Federal Government were observed to be running swiftly into the housing … Continue reading

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Schizophrenic U.S. Housing Market

Housing Smoke and Mirrors (Part 6) “It was the best of times, it was the worst of times.” Written by Adam Whitehead, KeySignals.com Click to enlarge We thought it would be amusing to start this discussion with the latest “Smoke … Continue reading

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March 2013 Business Inventories and Sales Continues to Show Little Improvement

Written by Steven Hansen Econintersect‘s analysis of final business sales data (retail plus wholesale plus manufacturing) for March 2013 is closer to the headline data. business sales with this month’s data is continuing to trend less good (positive growth, slower … Continue reading

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March 2013 Manufacturing Is Now Contracting

Written by Steven Hansen US Census says manufacturing new orders declined in March.  Our analysis concurs with the US Census that manufacturing is now contracting. The downward trends in manufacturing new and unfilled orders continues. The downward trend line has … Continue reading

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February 2013 Business Inventories and Sales A Nasty Data Point

Written by Steven Hansen Econintersect‘s analysis of final business sales data (retail plus wholesale plus manufacturing) for February 2013 is much worse than the headline data. business sales with this month’s data is trending less good (positive growth, slower rate … Continue reading

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February 2013 Manufacturing Not Good Despite the Headlines

Written by Steven Hansen US Census says manufacturing new orders improved in February. Our analysis this month showed “less good” and a near flat-line expansion of manufacturing year-over-year using the unadjusted data: The downward trends in manufacturing new and unfilled … Continue reading

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Business Inventories and Sales Improve in January 2013

Written by Steven Hansen Econintersect‘s analysis of final business sales data (retail plus wholesale plus manufacturing) for January 2013 is better than the headline data. business sales now seem to be flat (rate of growth unchanged). The inventory levels are … Continue reading

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January 2012 Manufacturing Not That Bad Despite the Headlines

Written by Steven Hansen US Census says manufacturing new orders declined in January. Our analysis this month showed improvement of manufacturing using the unadjusted data: The downward trends in manufacturing new and unfilled orders continues – but the January data … Continue reading

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Business Inventories and Sales Mixed in December 2013

Written by Steven Hansen Econintersect‘s analysis of final business sales data (retail plus wholesale plus manufacturing) for December 2012 is worse than the headline data. business sales remain in a long term downtrend. The inventory levels are not sending any … Continue reading

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Manufacturing New Orders Downward Trend Continues in December 2012

Written by Steven Hansen US Census says manufacturing new orders improved in December. Our analysis this month shows a continuing degradation of manufacturing using the unadjusted data: The downward trends in manufacturing new and unfilled orders continues. The Industrial Production … Continue reading

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Business Inventories and Sales Continue Slowing Trend November 2012

Written by Steven Hansen Econintersect‘s analysis of final business sales data (retail plus wholesale plus manufacturing) for November 2012 is worse than the headline data. business sales remain in a long term downtrend. The inventory levels are not sending any … Continue reading

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Manufacturing New Orders Not Pretty in November 2012

Written by Steven Hansen US Census says manufacturing new orders improved in November. Our analysis this month shows a continuing degradation of manufacturing using the unadjusted data: The downward trends in manufacturing new and unfilled orders continues. The Industrial Production … Continue reading

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Business Inventories and Sales Seem OK in October 2012

Written by Steven Hansen Econintersect‘s analysis of final business sales data (retail plus wholesale plus manufacturing) for October 2012 is better than the headline data. business sales remain in a long term downtrend – but are now near the upper … Continue reading

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Manufacturing New Orders Improves, But With Caveats in October 2012

Written by Steven Hansen Manufacturing new orders improved in October – and well away from the contraction warning the data was giving last month.  Our analysis this month is stronger than the headlines, but with some caveats: Even with the … Continue reading

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The Present Crisis, A Pattern?

Written by Wim Grommen Every production phase or civilization or other human invention goes through a so called transformation process. Transitions are social transformation processes that cover at least one generation. In this article I will use one such transition … Continue reading

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Business Inventories and Sales in September 2012 Have Recessionary Whiff

Written by Steven Hansen Econintersect‘s analysis of final business sales data (retail plus wholesale plus manufacturing) for September 2012 is not as good as the headline data. business sales remain in a long term downtrend. The inventory levels have been … Continue reading

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Manufacturing New Orders Remain Soft in September 2012

Written by Steven Hansen Manufacturing new orders continues to be soft – and very close to contraction. The unadjusted data is giving an entirely different conclusion than the seasonally adjusted data – but both agree that September is better than … Continue reading

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Business Inventories and Sales Are Mixed in August 2012

Written by Steven Hansen The final business sales data (retail plus wholesale plus manufacturing) for August 2012 is not as good as the headline data. business sales remain in a long term downtrend. The inventory buildup this month is unchanged … Continue reading

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Manufacturing New Orders Is a Disaster in August 2012

Written by Steven Hansen Manufacturing new orders is a disaster – even though it could be argued that the market expected this bad report.  The data actually contracted in August 2012 – sales in August 2011 were 5.2% higher. something … Continue reading

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Business Inventories Are Still High in July 2012

Written by Steven Hansen The final business sales data (retail plus wholesale plus manufacturing) for July 2012 is not as good as either the numbers show on Econintersect‘s or the US Census analysis of the data. The reason the data … Continue reading

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