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October 29
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ANOTHER SOURCE OF LENDING TO DRY UP? |
Gasoline Prices Fall -- Bigger + to Mood than Spending; Lodging Occupancy - Watch Weekend Trends; Freight Import/Export -- All Apple?; Case-Shiller Bubbles?; Home Sales Up as Prices Ease but $$ Spending Flat; New Rules to Kill Auto Lending? |
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October 22
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FORECAST TABLE |
FORECAST TABLE
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October 22
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HANDOUT |
HANDOUT
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October 16
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NO SURPRISES |
A Bad October for Retailer Sales; but Slower 3Q No Surprise Post-2Q Rise; Holiday Likely to Be Good, If only Because Last Year's Weather Hurt; Consumer Prices Slowing, But Rising; Some People are Feeling Better, But That's Unlikely to Last; Ebola Potentially a Disaster for Travel Sector |
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October 7
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MORE WORKERS BUT LIMITED BORROWING |
More Younger and Older Employed Should be a Spending Plus; Labor Force Decline - Not Job Growth - Aiding Unemployment Rate; Mood Not In Sync With Jobs; Travel Still Bright Sector; Student Debt is a Mortgage Constraint; No More Extra $$ via Mortgages for Older Consumers |
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