Author Archives: James_Hamilton

March auto sales

Light vehicles sold in the U.S. last month were down 37% from March 2008, whereas February sales had been 41% below year-earlier values. Does a February-to-March increase and smaller year-over-year drop mean that we’ve turned the corner?

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Is the worst behind us?

A couple of weeks ago we received the encouraging news that retail sales for both January and February were 1.8% above December. On Monday the National Association of Realtors reported that February sales of existing homes were 5.1% above January levels on a seasonally adjusted basis. Today the Census Bureau reported that new orders for manufactured durable goods rose 3.4% in February, with new orders for nondefense capital goods up 7.4%. And also today the Census Bureau reported that new home sales in February were up 4.7% (on a seasonally adjusted basis) relative to January. Is the tide starting to turn?

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