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June 25
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HANDOUT |
Handout |
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June 24
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WHICH WAY NOW? |
Travel Not Rebounding Despite Lower Rates; Freight Index Slowing No Longer Blamed on Weather; Consumer Wealth Rebounds; US favorable Comparison in Population Growth; We're more Optimistic than the FOMC, Except for 2019; FOMC Outlooks More Reasonable
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June 17
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GROWING SLOWLY |
Sour Moods; No Need to Inventory; Slow to No Gains in Store Dales; Only the Elderly Hike Spending Expectations; Tax withholding Rising; Older Consumers Buying Loaded Vehicles
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June 7
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MORE THAN JUST TARIFF TALK |
Downward Trend In Job Growth started mid-2018; Lower Home Equity Hurts Wealth; No Credit Use; Auto Yo-Yo Is Fleet Sales; Business Mood "Worried"; Mortgage Rates Drop, But Mortgage Apps Don't Respond
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