retail sales
A quick note:
Retail sales rose quite strongly last month despite higher payroll taxes. Overall sales grew 1.1% in February, the biggest increase for five [more…]
We ought, briefly, to catch up on the latest news, most of which points to the ongoing sideways movement of the economy.
Yesterday's numbers on [more…]
One of our recent themes has been the underlying improvement in consumer confidence that has yet to manifest itself strongly in any of the headline [more…]