Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
Macro Mondays
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Analysis of Retail Sales Data and Real Estate Market Trends
This chapter delves into the surprising weakness in recent US retail sales data, particularly in building materials, and whether it signals broader economic weakness or is weather-related. It also explores real estate market trends in Sweden and the US, highlighting extreme rent increases and the potential negative turning point in the real estate cycle. Additionally, the analysis includes examining a real-life data set of electricity consumption and industrial production in Germany to provide a more accurate assessment of the German economy amidst the limitations of using PMIs as forward-looking indicators.
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