Tuesday, November 25, 2025

It's Been Awhile

Finally some more reports coming out from the government services, with PPI and Retail Sales. Granted it is still a month behind, as October data should be out. 



Inflation did edge up in September on the CPI and PPI. Real Earnings were recently released as well. The latter slipped down a bit, with the exception on weekly earnings for production and non-supervisory.

Retails sales edged up before inflation adjustments, which let it slip a bit.

Looking inside the numbers, it would appear "Brick and Mortar" department stores continue to slide, as well as those companies that sell brick and mortar...building supplies etc. It would also appear the hobbies are taking a hit as well... sporting goods, etc.


A FEW CHARTS WITH SOME POLITICS - January 07, 2026

The crude inventories are in good shape for this time of year... It should be noted that the total inventory of Petroleum and Petroleum prod...