retail sales vs expectationsRetail Sales for the Month of October were released earlier this morning, and one thing we wanted to bring attention to is the fact that for 2015, this has been a horrible report relative to expectations.  The table to the right shows each of the 11 retail sales reports released so far in 2015.  As shown, not a single headline report has exceeded consensus expectations, and only two have even managed to meet expectations.  Going back to 2001, there hasn’t been a period where retail sales came even close to this long without a better than expected report.

Bespoke Premium and Institutional subscribers just received a detailed analysis of Friday’s retail sales report including the winners and losers in this month’s report and from a longer term perspective. 

To view this month’s update, sign up for a 10-day free trial to Bespoke Premium.  If you sign up now at this link, you’ll not only get a 10-day free trial, but you’ll also receive a 50% discount on your first monthly charge if you stick with it after your trial period.  This is a great deal!  Here’s the link again in case you missed it.

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