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January 30
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THE STATE OF THE UNION |
Good 4Q End for Consumer Income; Headwinds Building for Housing; Look At The Rise In Auto Loan Rates!; Don't Forecast Using the Saving Rate; It's Getting Harder to Trace Income |
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January 29
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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January 23
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HANDOUT & FORECECAST TABLE |
Monthly Handout & Forecast Table |
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January 19
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TAX REFORM TRACKER |
Mood fading; 40Yrs and < Expectations Up vs 40-60 Yr Olds; Earnings & Stock Price Expectations +, Some Worry About Housing; Homeowners Stuck; Harder or Easier to Get Credit? |
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January 11
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FOLLOW THE MONEY |
Lower withholding for all via new tax tables. |
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January 8
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MIXED MESSAGES (AGAIN) |
Jobs/Wages/Workweek composition reminiscent of labor shortages; ig drop in unemployment in younger age groups; Mod slipping aigin; Company reports focusing on comp sales, not total. With closings, total likely lagging significantly Debt burden soaring for the young, remains low for older consumers; We appear to be transitioning to upper income again. |
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