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August 31
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MUCH ADO ABOUT NOTHING |
FRB Philadelphia GDP Plus measure fails to show 2Q rebound; Better Growth was Inventory Build; Wages & Real Spending See Slight Upward 2 Q Revision; Post Winter Retail Sales Rebound Unimpressive; Events Home and Abroad Batter sentiment; Maybe Consumer Spending Won't Tank with the Markets since It Didn't Reflect the Gains. |
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August 28
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BEST OF MOMENTUM |
Consumer Spending Highlights
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August 26
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WEALTH AND SPENDING |
Vehicle sales steady as General Merchandise Slows; Back to School a Challenge as Population Declines; 2 of 3 Job Measures Slowing; Hotel Occupancy Easing; Higher Income Consumers: Most Spending, Most Wealth; Middle Age Consumers - Greatest Spending Share, Most Financial Asset Risk
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August 20
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BENEATH THE SURFACE |
BENEATH THE SURFACE
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August 12
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HANDOUT |
August 2015 Handout |
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August 10
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WHAT HAPPENED? |
Winter is Over, Yet Retail Sales Trends Move Firmly Lower; Business & Leisure Lodging Spending Softening; States & Household Employment Trends Move Lower, Leaving Payroll Survey an Outlier; Dollar Consumer Vehicle Spending Slowing; Spending Expectations Firmly Down Despite Income Rise; Revised UN Population Projections Foretell An Older World |
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August 6
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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August 3
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A MIXED BAG |
Consumer Spending Rebound Lost Momentum in June; and Looks to remain at about 2.5% growth for 2H2015; An Old Recovery, Atypically Affected by Services Spending; 2Q Wages & Benefits Most Likely Bad Data; Travel Slowing; GDP Has a Statistical Problem |
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