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October 31
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The End Of "Buy In Advance?" |
Consumer Mood & Spending Fade Again; EV Demand Plunges; Less Stuff ForPlanes; No Big Tax refunds? ; Less "Buy In Advance." Upper Income Mood Falters. |
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October 24
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AN UNHAPPY HOLIDAY SEASON COMING? |
Worried Consumers; Both Mortgage Rates & Applications Declining; Home Prices Still Have Some Declines Ahead; Existing Home Sales Probably Stronger ThanReported; Home Remodel Surveys Disappoint; Homebuyer Traffic Lowe
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October 17
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Steady State |
Slight Retail PickUp; Uncertainty Impedes Growth; Electricity's Share of Spending; Higher Electric Bills Expected; Wages' Importance Wanes; Builder Surveys Imrprove |
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October 10
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MORE MIXED MESSAGES |
Credit Growth Slows, Maybe; Mortgage Apps Slow; Hotels In Recession?; Medical Care Tops Affordability Worries; Younger ConsumersWorry About Jobs; What Defines a Strong Consumer? |
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October 3
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No Data Shortage! |
Available Jobs Data Confirms Trend; Layoffs Well In Excess of Hires; Chicago Fed Survey Sharp Drop; Hotel Occupancy & Rtes Fall; Passenger & Freight Travel Tracker; Upper Income is Weaker Than The Surveys Say |
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