traffic is up 4.7% for sept. y-o-y in n. America. the only big troubling thing about this data, is that auto/auto parts traffic is down big (down about 35%). and lumber is down slightly (is the housing market stagnating?).
other wise, things look good in America for now. 2 other categories that are interesting are up nicely. waste is up 12%, and the all other category is up 9%.
traffic for europe is off 9% . so it is looking like Europe may be in a recession.
for the aussies, traffic is up huge, but...some things are up big, some things are down big. so I expect this is just a one off quirk in traffic.