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July 31
|
BEST OF MOMENTUM |
Consumer Spending Highlights |
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July 30
|
MAKING SENSE OUT OF NONSENSE |
Spending Back To Where it Was; Wages Surge But Not DPI; Wage, Spending Trends in Unusual Divergence; Durables Spending Revised Downward; Maybe Demand, NotTrade, Cause of Inventory Build; Een Case Shiller Sees Slowing Home Prices |
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July 26
|
WHERE DID THIS DATA COME FROM? |
Real World and Data Diverge; Quarterly Durable Goods Spending Bizarre; Big Upward Revision in Wages; Same Bizarre 1Q Wage Growth; Households & Homeownership; Housing Shortage? |
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July 25
|
HANDOUT |
Handout & Forecast Table |
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July 17
|
NOT WHAT YOU THINK |
Accelerating Weakness at Retail; No 2Q Rebound in Discretionary Sales; Prices Rising at Retail; Big Spending Consumers Worried; Credit Applications Slowing; Fewer Applications ansales for Autos |
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July 10
|
SLOWLY GROWING |
Worries Businesses; Volatile Spending; Worried Consumers; Weak Labor Markets; Prices Too High; Debt Payments & Burden |
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July 1
|
BEST OF MOMENTUM |
Consumer Spending Highlights |
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