|
|
February 22
|
BEST OF MOMENTUM |
Consumer Spending Highlights |
|
|
February 20
|
A VERY SLOW 1q 2026 |
Consumer Goods Spending Slows in December; CARTS Survey Lower in January. Weather?; Consumer Demand Slow Ex Housing & Medical Services; Companies Discount After Consumers Say NO to Tariffs; Bad Weather Hurts Housing; NoResponse o Higher Tax Refunds, Yet. |
|
|
February 13
|
DATA CATCH UP TIME -- WATCH THE REAL ECONOMY |
Payroll employment revision not the last; Job trend Into 2026 Not Favorable; Vehicles & Home SalesStart Year Flat; Inflation Lower, Consumer Moods Up... a little |
|
|
February 6
|
LOOKING FOR TAILWINDS AMID THE HEADWINDS |
Weather Hurt Retail in January; As Did Slower Employment; A Holiday for the Young and Lower Income; Moods Rising; Lots of Homes,. Might be In the Wrong Locations; Population is a Big Headwind with No Obvious Solutions. |
|
