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August 31
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SO MANY MYTHS |
According to the data consumers are getting lots more for their money, are getting HELOC's but no new $$ , income growth surpasses spending. Big gains forecast the back to school spending despite lack of students; Hurricanes disrupt auto sales but don't change them. |
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August 23
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HANDOUT |
HANDOUT
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August 21
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WHAT TO BELIEVE |
Consumer Credit; Lower Credit Score Originations Down; More Equity, Less Tapping; States Tally Diverging; Quarterly Services Survey finds < Health Care Growth than PCE; Censuss vs. BLS - Which is Right on Restaurants? |
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August 14
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FOLLOW THE MONEY |
Revolving & Vehicle Debt Reach & Surpass Prior Peaks; revolving Credit Growth Stalls; Debt Payments % DPI Low, but Debt Payments High; Wage Growth Slowing; Consumer Income Expectations At Odds With spending Plans; Hotel RevPar Hard to Find |
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August 7
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WHAT TO BELEIVE |
Job, Wage & Spending Trends Slowing; Discretionary Goods & Services sluggish; If Demand is slowing, Why Reduce Inventories; Labor Force Lags Population, Employment Growth; SAAR Employment All Birth/Death Adjustment; A Downward Benchmark Revision for Jobs? |
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