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March 28
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BEST OF MOMENTUM |
Consumer Spending Highlighjts |
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March 22
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HANDOUT |
HANDOUT |
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March 22
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HANDOUT |
Handout
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March 17
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SOFT DATA, BUT... |
1Q Retailer Sales Trends; Real Retail Sales Soft, Not Just Nominal; Housing Gets a Weather + But Builders Aren't Buying; Once Again, F'OMC Expectatons Are Lowered; Signs of Spring; Household Formation Slightly Better |
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March 11
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NOT BAD - NOT GREAT |
debt paydown sustains net worth; home equity borrowing talk just that; hELOC's mostly older households; lodging occupancy still weak; job gains largely part time, Easy to Spot in retail & leisure industries |
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March 4
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NOT WHAT YOU THINK |
Jobs Up, Income Not; 1Q Payroll Trends Weak; Part Time Workers Surge, Temp Help Submerge; Household Growth Unlikely to Meet Many Forecasts; Pending Home Sales Point to Housing Pause |
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