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February 27
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FORECAST TABLE |
Forecast Table
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February 27
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HANDOUT |
HANDOUT |
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February 27
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FORECAST TABLE |
FORECAST TABLE
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February 27
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HANDOUT |
HANDOUT
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February 26
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BLAME IT ON THE WEATHER? |
Mood Change - Rapidly Declining; Business Travel Slowing, Consumer OK; Home Sales & Prices; Consumer IS Sensitive to Interest Rates; Home Affordability Index - Link to Home Sales Working Again; Retail More Likely to Benefit From Tax Refunds than Wal-Mart's Pay Rise |
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February 20
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Food For Thought |
Consumer Credit Originations Modest, but Debt Service
Rising; Delinquencies Up for Autos & Credit Cards; Retail Slowing into New Year, but Weather Likely an Issue; Consumers Still Traveling; Input Price Inflation Detail Not As Promising as Headline Number, but Outlook OK
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February 10
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JOBS, MONEY AND _____ |
ACA- avoiding service firms bolster Employment Trends; Creating (Logically) Jobs for the Young; Hourly Earnings Data UP/Down, but Total Wage Growth Looks Good; December a Good Borrowing Month; Birth/Death Adjustments Boost Employment... Uh, Oh; Tax Refunds Earlier This Year than Last |
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February 4
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HANDOUT |
Handout with Forecast Table
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February 4
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FORECAST TABLE |
FORECAST TABLE
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February 4
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HANDOUT |
HANDOUT
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February 3
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BEST OF MOMENTUM |
Consumer Spending Highlights
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February 3
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When A Port is Not A Safe Harbor |
Looks like West Coast Port issues cost retailers and exporters, sales, but caused an inventory build that propelled GDP. Charts: Real Consumer Income & Spending; Retail Unit inventories & Sales; MFG Unit Inventories & Sales; Consumer Energy Spending; Compensation-Wages-Benefits; Household Growth |
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