Retail 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.