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May 31
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BEST OF MOMENTUM |
Consumer Spending Highlights. |
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May 24
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HOW DO YOU SEE IT? |
Sales Growth Slowed Months Ago. Better Now?; Temp Job Slowing Lake of Demand or Supply?; Some Job Indicators Better Than Others; Home Sales & Prices Typically Rebound in the Spring. This Year's a Bit Sub-Par?; Debt Levels Up except HELOC; Student Loan Debt 2nd Only to Mortgage. |
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May 17
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LOOKING FOR SPRING |
Retail Sales Rebound but Composition Questionnable; Homebuilding Stable to Weaker. Disturbing Trend in Completions; Sentiment YoYo Currently Up; But Langer Measures Tumble; Wealth - Stock Market - Key to Jobs; Withheld Taxes point to Slowing Income
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May 9
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NOTHING GOOD, BUT NOT BAD |
Earning Rates Better but Wages Subdued; Job Gains Concentrated, With Some Areas Questionable; Retail Jobs Dikp But Still Lag Reports; "Real People" Job Growth is Negative; Are Consumers Borrowing More or Paying Back Less?; Income Views Rise into April but Spending Little Changed |
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May 2
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JUST AS WE THOUGHT |
Slowing real Spending Trend; Weak Start ot Year for Discretionary Goods & Services; Consumer vehicle Demand Slowing, Inventories Rising; Out of Pocket Health Care Spending Taking Higher Share; Wage Gains Good with + From Minimum Wage Hikes. But Manufacturing Now Under Pressure; Retirement Asset Worries? |
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