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January 30
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THE CONSUMER NEEDS SPRING |
Big Winter Energy Bills Could Affect Spring Spending; Will Tax Rates Decline?; Population Big Headwind For Spending; Home Prices; Good Holiday For Chiacago-land Retailers; But Visa Doesn't Confirm |
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January 25
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BEST OF MOMENTM |
Consumer Spending Detail |
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January 23
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THE GOOD AND THE BAD! |
Spending Stable, But Wage Growth Slowing; Unusual Spending Choices For A Stressed Consumer; Price Cuts Helping; Lower Taxes Will Help Medical Bills, But More?; Mood Slightly Improved |
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January 16
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POPULATION HEADWIND INCREASING |
Retail Sales Slow + Face Downward Revisions; Consumer Prices Ease; Confirmed in PPI; Housing Sentiment Drops Again. Maybe The Weather?; Travel Easing
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January 9
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NO CLEAR DIRECTION YET? |
Payroll Data Still Overstated; Fewer Jobs; Mood Stable; Home Sales Expectations; Credit Really Sowing or Just BNPL Taking Share?; Where are TheTax Refunds? |
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January 2
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NEED SOME HELP FOR A GOOD 2026! |
Moods Still Eroding; 2Q25 Wage growth revised Down. More Downward Revisions Likely; Bizarre Spending Categories; Further Slippage in. Consumer Fundamentals Likely. Upper Income's Share of Spending Slips; Customs Duties likely to Ease, Boost Moods. |
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