Advisor Perspectives

MARCH 14, 2024

The Census Bureau's Advance Retail Sales Report for February revealed a 0.6% rebound in headline sales from January, the largest monthly rise in consumer spending since September. The latest increase, however, was lower than the anticipated 0.8% monthly growth.

Retail 119

Retail Sales 119

Calculated Risk

APRIL 15, 2024

On a monthly basis, retail sales were up 0.7% from February to March (seasonally adjusted), and sales were up 4.0 retail and food services sales for March 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $709.6 This graph shows retail sales since 1992.

Retail 108

Retail Sales Food 108

Advisor Perspectives

JULY 16, 2024

As a result, trying to build a relationship pre-sale invites the two-pronged consequence of having them doubt your motives and then reject your plan. In short, your prospect isn’t looking for a relationship, they’re looking for someone to solve their problem.

Sales 105

Sales Planning 105

Advisor Perspectives

MAY 22, 2024

Existing home sales fell for a second straight month in April. According to the data from the National Association of Realtors (NAR), existing home sales were down 1.9% Existing home sales are down 1.9% from March, reaching a seasonally adjusted annual rate of 4.14 million units. This figure came in lower than the expected 4.21

Sales 111

Sales 111

Calculated Risk

AUGUST 15, 2024

On a monthly basis, retail sales increased 1.0% from June to July (seasonally adjusted), and sales were up 2.7 retail and food services sales for July 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $709.7 This graph shows retail sales since 1992.

Retail 66

Retail Sales Food 66

Calculated Risk

DECEMBER 22, 2022

Light-Vehicle Sales to Weaken Again in December; Inventory Set to Rise (pay content). This graph shows actual sales from the BEA (Blue), and Wards forecast for December (Red). million SAAR, would be down 8% from last month, but up 2% from a year ago (sales weakened in the second half of 2021, due to supply chain issues).

Sales 139

Sales Marketing Marketing 139

XY Planning Network

FEBRUARY 5, 2024

Ready to kick your sales strategy up a notch? We understand the importance of removing the "sell" from Sales and utilizing those conversations instead as an opportunity to build stronger client relationships even before engagement. So let's dive in, demystify the process, and remove the “ick” from Sales! Hey there, RIA owners!

Sales 101

Sales Financial Advisor Clients Fee Only 101

Calculated Risk

JANUARY 17, 2024

On a monthly basis, retail sales were up 0.6% from November to December (seasonally adjusted), and sales were up 5.6 retail and food services sales for December 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $709.9 Total sales for the 12 months of 2023 were up 3.2

Retail 111

Retail Sales Food 111

Calculated Risk

JULY 3, 2024

This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the June 2024 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Usually, heavy truck sales decline sharply prior to a recession.

Sales 75

Sales 75

Advisor Perspectives

MAY 21, 2024

Losing a sale comes not from failing to educate your prospect on the complexities of their situation. It comes from failing to simplify their problem.

Sales 110

Sales Education 110

Advisor Perspectives

AUGUST 15, 2024

Nominal retail sales in July were up 0.97% month-over-month (MoM) and up 2.66% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.81% MoM and down 0.25% YoY.

Retail 98

Retail Sales 98

Calculated Risk

JULY 19, 2024

Unadjusted sales should show a materially larger YOY % decline, reflecting this June’s two fewer business days compared to last June. million in June , down 4.4% from May’s preliminary pace and down 4.4% from last June’s seasonally adjusted pace. million in June , down 4.4% from May’s preliminary pace and down 4.4%

Sales 94

Sales 94

Calculated Risk

OCTOBER 14, 2022

On a monthly basis, retail sales were unchanged from August to September (seasonally adjusted), and sales were up 8.2 retail and food services sales for September 2022, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $684.0 This graph shows retail sales since 1992.

Retail 145

Retail Sales Food 145

Advisor Perspectives

FEBRUARY 22, 2024

Existing home sales jumped to a five-month high in January. According to the data from the National Association of Realtors (NAR), existing home sales rose 3.1% Existing home sales are down 1.7% from December to reach a seasonally adjusted annual rate of 4.00 million units. This figure came in higher than the expected 3.96

Sales 111

Sales 111

Calculated Risk

FEBRUARY 4, 2024

On Friday, the BEA released their estimate of vehicle sales for January. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the January 2024 seasonally adjusted annual sales rate (SAAR). Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.

Sales 96

Sales Marketing Marketing 96

Calculated Risk

DECEMBER 14, 2023

On a monthly basis, retail sales were down 0.1% from October to November (seasonally adjusted), and sales were up 4.1 retail and food services sales for November 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $705.7 This graph shows retail sales since 1992.

Retail 104

Retail Sales Food 104

Calculated Risk

FEBRUARY 22, 2023

Light-Vehicle Sales, Inventory Continue Upward Climb in February (pay content). This graph shows actual sales from the BEA (Blue), and Wards forecast for February (Red). Vehicle sales are usually a transmission mechanism for Federal Open Market Committee (FOMC) policy, far behind housing. From WardsAuto: U.S. from a year ago.

Sales 138

Sales Marketing Marketing 138

Calculated Risk

OCTOBER 17, 2023

On a monthly basis, retail sales were up 0.7% from August to September (seasonally adjusted), and sales were up 3.8 retail and food services sales for September 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $704.9 This graph shows retail sales since 1992.

Retail 108

Retail Sales Food 108

Calculated Risk

FEBRUARY 25, 2024

Weekend: • Schedule for Week of February 25, 2024 Monday: • At 10:00 AM ET, New Home Sales for January from the Census Bureau. The consensus is that new home sales increased to 675 thousand SAAR, up from 646 thousand in December. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for February.

Sales 92

Sales Manufacturing Marketing Marketing 92

Advisor Perspectives

APRIL 19, 2024

Existing home sales experienced their largest monthly decline in over a year in March. According to the data from the National Association of Realtors (NAR), existing home sales fell 4.3% Existing home sales are down 3.7% from February to reach a seasonally adjusted annual rate of 4.19 million units. compared to one year ago.

Sales 108

Sales 108

Advisor Perspectives

JULY 16, 2024

Nominal retail sales in June were down 0.02% month-over-month (MoM) and up 2.28% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.03% MoM and down 0.68% YoY.

Retail 98

Retail Sales 98

Calculated Risk

JULY 16, 2024

On a monthly basis, retail sales were "virtually unchanged" from May to June (seasonally adjusted), and sales were up 2.3 retail and food services sales for June 2024 , adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $704.3 This graph shows retail sales since 1992.

Retail 54

Retail Sales Food 54

Calculated Risk

JUNE 4, 2024

This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the May 2024 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Usually, heavy truck sales decline sharply prior to a recession.

Sales 71

Sales 71

Calculated Risk

MAY 15, 2024

On a monthly basis, retail sales were "virtually unchanged" from March to April (seasonally adjusted), and sales were up 3.0 retail and food services sales for April 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $705.2 This graph shows retail sales since 1992.

Retail 66

Retail Sales Food 66

Calculated Risk

JUNE 27, 2024

From the NAR: Pending Home Sales Dropped 2.1% in May Pending home sales in May slipped 2.1% , according to the National Association of REALTORS®. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – decreased to 70.8 Year-over-year, all U.S. in May to 56.7,

Sales 110

Sales Economy Marketing Marketing 110

Calculated Risk

SEPTEMBER 5, 2023

The BEA released their estimate of vehicle sales for August today. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the August 2023 seasonally adjusted annual sales rate (SAAR). Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.

Sales 130

Sales Marketing Marketing 130

Advisor Perspectives

JANUARY 17, 2024

The Census Bureau's Advance Retail Sales Report for December revealed a 0.6% rise in headline sales compared to November, highlighting a second straight month of increased consumer spending. Core sales (ex Autos) also beat expectations by increasing 0.4% The latest figure was higher than the anticipated 0.4% monthly growth.

Retail 111

Retail Sales 111

Calculated Risk

JUNE 18, 2024

On a monthly basis, retail sales were "virtually unchanged" from March to April (seasonally adjusted), and sales were up 3.0 retail and food services sales for May 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $703.1 This graph shows retail sales since 1992.

Retail 62

Retail Sales Food 62

Calculated Risk

SEPTEMBER 5, 2024

Existing Home Sales Increased to 3.95 Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 2.5% Sales declined 2.5% This was the thirty-fifth consecutive month with sales down year-over-year.

Sales 62

Sales 62

Calculated Risk

AUGUST 2, 2024

The BEA released their estimate of light vehicle sales for July this morning. This graph shows light vehicle sales since 2006 from the BEA (blue) and BEA's estimate for July (red). Sales in July (15.82 Sales in July were below the consensus forecast of 16.2 Sales in July were below the consensus forecast of 16.2

Sales 66

Sales 66

Advisor Perspectives

JUNE 27, 2024

The National Association of Realtors® (NAR) released the latest monthly data for its pending home sales index. Pending home sales are down 6.6% The index fell 2.1% in May to 70.8, its lowest level in the history of the series. from one year ago.

Sales 105

Sales 105

Calculated Risk

MAY 21, 2024

At 10:00 AM, Existing Home Sales for April from the National Association of Realtors (NAR). Housing economist Tom Lawler expects the NAR to report sales of 4.23 Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • The consensus is for 4.18

Sales 103

Sales 103

Advisor Perspectives

MAY 28, 2024

After an underwhelming start to the year for US electric-vehicle sales, it might seem easy to conclude that the boom times are over. Sales were flat in the first quarter, Ford dramatically scaled back expansion plans and Tesla laid off 10% of its global workforce.

Sales 111

Sales Planning 111

Calculated Risk

MARCH 4, 2024

This morning, the BEA released their estimate of vehicle sales for February. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the February 2024 seasonally adjusted annual sales rate (SAAR). Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.

Sales 76

Sales 76

Calculated Risk

FEBRUARY 29, 2024

From the NAR: Pending Home Sales Receded 4.9% in January Pending home sales in January dropped 4.9% , according to the National Association of REALTORS®. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – decreased to 74.3 All four U.S. in January. in January.

Sales 128

Sales 128

Advisor Perspectives

OCTOBER 26, 2023

The National Association of Realtors® (NAR) released the latest monthly data for its pending home sales index. Despite the growth, pending home sales remain low as the latest index reading is the third lowest in the historical series. Pending home sales are down 11.0% The index inched up 1.1% in September to 72.6,

Sales 116

Sales 116

Calculated Risk

JULY 15, 2024

30 year fixed 6.81% ] emphasis added Tuesday: • At 8:30 AM ET, Retail sales for June is scheduled to be released. The consensus is for no change in retail sales. • Any number below 50 indicates that more builders view sales conditions as poor than good. At 10:00 AM, The July NAHB homebuilder survey.

Retail 54

Retail Sales Numbers 54