Van Schaik's Economic Outlook

 

 

CONSUMER SENTIMENT


 

vanschaik@columbus.rr.com                                                                                                                                             http://twitter.com/vanschaik

**************************************************************************************************

Keeping It In Perspective...

See how the current economic data really compare with the past -

HOME

CAPACITY UTILIZATION

DEBT

GROSS DOMESTIC PRODUCT

INDUSTRIAL PRODUCTION

INSTITUTE OF SUPPLY MANAGEMENT   Manufacturing Report
 
 

RETAIL SALES

 

 

*************************************** 
 

Now, Accordin' To Uncle Lester...

 

Links - A guide to some of our favorite websites and a daylight map

 

 

 

June 2, 2013
 
 
 
 
 
 
 
 
 
 
 
 
 
 
*********************************************************************************************
Copyright 2013 - John Paul Jones 
*********************************************************************************************

 

August 28, 2009

     So the August Consumer Sentiment number came in at a four month low- no big surprise. We didn't and don't think the recession will end until the fourth quarter of 2009 and the recovery won't be robust in all sectors. Everything we said in the July 20th Consumer Sentiment post, see below, still holds. Consumerism isn't dead, it's just on a break.  There are just too many neat golly gee whiz gadgets out there for the consumer, that's you and me and I know I'm tempted everytime I see the electronic store ads, to ignore forever. But the consumer expects a great deal on price. Forget corporate profits pushing stock prices higher for a while.

- Van Schaik

 

*********************************************************************************************

July 20, 2009

     Consumer Sentiment continued to improve in June, rising to70.8. Consumers won't be buying our way out of the recession just yet: They expect lower prices on most goods and they will see their wishes fulfilled in most sectors of the economy. Retail competition will stay brutal which will eventually bring prices low enough to whet the appetites of even the stingiest consumers. Old habits die hard: Consumerism will return to snap up the bargains and the recession will be yesterday's news. We think post Christmas sales will be stunning.

- Van Schaik

 

 

*********************************************************************************************

May 2, 2009

     April's final Consumer Sentiment reading continued to move higher, rising to 65.1

- Van Schaik

  

*********************************************************************************************

April 18, 2009

     Consumer Sentiment continues to stabilize, rising to 61.9 in April. The current recession's low of 55.3, hit last November, was well above the record low of May 1980 when it stood at 51.7. We think the November low will hold and the most likely scenario will be more optimistic consumers bringing this recession to a close by the end of the year.

- Van Schaik

 

    

 

 

 

  

 
 
 
 
 
 
*********************************************************************************************

Copyright 2009 - John Paul Jones

*********************************************************************************************