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December 29
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BEST OF MOMENTUM |
Consumer spending highlights. |
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December 18
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PREDICTIONS FOR THE NEW YEAR |
PREDICTIONS FOR THE NEW YEAR
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December 15
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STILL SPENDING |
4Q2014 Discretionary retail sales expanding at good pace but December is the key; Lower oil prices don't necessarily = better spending. Winter -- think utilities costs-- But are great for the mood; Wealth is more important than wages for spending; Too bad big net worth gains are history. |
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December 8
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COULD IT BE? |
Good Job News, Especially for the Young and Old; Jobs, Workweek & Earnings; Wage Data Revisions Are All Down. Payroll Count Not Taking ACA Effect Into Account?; Revolving Credit Growth Slow - Will Be Needed for 4Q Spending; Would-be Santas Buying Sleighs but Few Presents. We Still Estimate 4.6% Gain; Travel Trends OK With Some Price Ease |
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December 1
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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December 1
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SOME TROUBLING DECLINES |
Consumer Income & Spending slowing; Wage Revisions; Energy Bills; Average Vehicle Expenditure down; Housing Prices stall; Consumer Lending |
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