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April 28
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WHAT I LEARNED ABOUT THE ECONOMY FROM COMPANY REPORTS |
Thoughts from recent company calls. |
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April 28
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WHAT I LEARNED ABOUT |
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April 21
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HOUSING ESTIMATORS; FRB & SPENDING; SOUR MOODS |
Two Quite Different Estimates of Household Formation vs. Housing; The FRB, Net Worth & Spending -- A Disconnect?; Wages & Earnings; The Mood sours for Most
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April 16
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HANDOUT |
HANDOUT
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April 16
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FORECAST TABLE |
FORECAST TABLE
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April 14
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VEHICLE & RETAIL SALES; DEBT BURDEN |
Monthly Retail Sales Trends; Retail Sales Trends; Vehicle Lans; Negative Vehicle Equity; Debt Burden Rising; Where is Revolving Credit Growth? |
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April 4
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EMPLOYMENT: INCOME; LABOR FORCE; ACA ADJUSTMENTS; INVENTORIES; REFUNDS; VEHICLE SALES |
Employment & Wagers; Employment/Population & Participation; ACA's Share of Income & Spending; Inventory Build; Tax Refunds; Vehicle Sales |
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