ES -- DX/CL -- isee -- cboe put/call -- specialist/public short ratio -- trinq -- trin -- aaii bull ratio -- abx -- cmbx -- cdx -- vxo p&f -- SPX volatility curve -- VIX:VXO skew -- commodity screen -- cot -- conference board

Tuesday, July 14, 2009

 

PPI curve updated


following on last month's analysis -- YoY change in finished goods moderated from (-5.0%) to (-4.6%), making for the second-worst reading in fifty years. intermediate goods YoY continues (-12.5%), crude goods a tick up to (-40.0%). chart continues to be here.

and -- via calculated risk -- following a june retail sales report where, ex-autos and gasoline, sales were down yet again, more appalling reporting in the redbook and ICSC/goldman metrics -- well under expectations yet again, indicating that the retail slump which characterized june is continuing into july.

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