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July 25
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Slowing Travel with No Rebound For Vehicles and Housing Yet! |
Hotel Occupancy Crashes; No House Lookers; Low Prices Fail To Tempt Home Buyers; Housing no Longer in Shortage; Data Uncertainty; Housing, Vehicles Worse Than Our Forecast
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July 18
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MAYBE NOT AS GOOD AS IT LOOKS? |
Inflation Worries Recede, Others Rise; Retail Sales Trends'. consumer Says "No" to Higher Prices; States Employment Data Confirms slowing trend; Back to School Population Collapses; The Housing Price Slowdown Begins |
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July 12
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WAS JUST STARTING TO LOOK BETTER -- NOW? |
Inflation Expectations Were Recovering; Spending Expectations Stable to Down; Less of a Boos From Credit; Customs Duties; Lower Prices Fail to Boost Spending
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July 5
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WAITING AND WATCHING |
Household Employment Captures Dynamics of Unemployment; Payroll Employment Still overstates; Labor Force Slowing Hurts Wages; Social SecurityPayment Rise; Spending Unlikely to Slow; It's The Government's Fault |
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