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October 30
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BEST OF MOMENTUM |
Consumer spending highlights. |
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October 29
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WHAT TO BELIEVE THIS WEEK |
Sentiment Points to Slower Sales; Notable Slowing Income, Spending Growth September; Unit Data Questionable,But So is Nominal; September Vehicle Sales - How Good Were They>; Argue The Home Price Trend but Not the Sales Trend; Travel Still 'Storm Fusion' |
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October 23
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BE CAREFUL WHAT YOU BELIEVE |
Consumer Spending Slowing; Big regions See Slowing Employment Gains; Real GDP Growth Unlikely to Exceed 3% This Year; Overall Mood Sustained by Wealth; Inflation Likely higher Than Published; 1/2 of CPI Components 'Quality' Adjusted. |
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October 17
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HANDOUT |
HANDOUT
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October 9
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INCOME AND GOODS INFLATION |
Rise in Household Jobs Lowers Unemployment. Payroll Report Slows; Wage Growth OK but Mfg. Workweek Eases -- May be Hurricane Related; Consumer Credit growth Mainly In 'Other'; Credit's Cost Up on Interest Rates - Payments Move Higher; Consumer Inflation Expectations Rising; Buying Indices Declining With Price Fears |
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October 2
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CONSUMER SAYING NO TO HIGHER PRICES |
Did Consumers Buy in Advance?; Lodging Down; High Prices Hurting Demand?; Restaurants, Apparel Dominate Spending?; Slowing New Home Sales; Low Debt Boosting Wealth |
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