Odd Retail Data Aren’t as Worrying as Rising Gas Prices – WSJ

Higher oil prices, the loss of some refining capacity and higher world demand have pushed up U.S. gasoline prices more than they usually track in the winter. So far in February, a gallon of gas nationwide costs $3.56, up from $3.44 in January.

Because they are shelling out more at the pump than usual this winter, consumers have less to spend elsewhere.

The strain is likely to get worse. That’s because gasoline prices typically rise in the first half running up to the summer driving season.

via Odd Retail Data Aren’t as Worrying as Rising Gas Prices – Real Time Economics – WSJ.

Australia: August retail sales up 0.6%

Westpac reported Australian retail sales posted another strong month with nominal sales up 0.6%mth in Aug following a similar gain in July. Through the year sales growth rose from a low of 1.4%yr in Jun to 2.1%yr in August, suggesting a modest 0.6%yr gain in per capital spending.

Talking to a mobile phone salesman yesterday, however, he said that state-wide they had a very quiet September. One has to be careful of seeking out evidence that supports your market view, but it occurred to me that mobile phone sales may be a good barometer of consumer sentiment.