“It's certainly consistent with the idea that the upturn has ended, ... These numbers are so volatile that its hard to get caught up with one month too much.”
“It's not 100 percent clear where housing really is, ... But the weight of the evidence is that it's not as strong as this number on new home sales implies.”
“At best, it's going to eat into their own sales. People are going out later, and you don't tend to drink Guinness late at night. It's hard to imagine something so similar to Guinness changing that.”
