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March 27
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GROWING SLOWLY |
March Sentiment Dims But Inflation Expectations Hold; Slow Job Growth Continues; Higher Rates Hammer Spring Housing and REFI's; Rates High for a 2% Growth Economy; Customs Duties Ease
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March 20
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NOT A GREAT NEW YEAR! |
Home Sales Plunge; Is the CPI Any Good?; The Home Price Reality; Consumer Wealth ; An Inventory build?; Weak & Volatile
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March 15
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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March 13
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What Next? |
Spending Slows as Wages & Inflation Move In Contradictory Patterns; War'sLegacy of HighPrices Hurt Moods; January Hike In DPI Likely Not Real; Treasury Data Doesn't Show Lower Tax WithholdingYet; Gasoline Cost Spike Bad News; Even Though Gasoline's share of Spending is Low, transportation costs Are likely to Ripple Broadly
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March 13
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What Next? |
Spending Slows as Wages & Inflation Move In Contradictory Patterns; War'sLegacy of HighPrices Hurt Moods; January Hike In DPI Likely Not Real; Treasury Data Doesn't Show Lower Tax WithholdingYet; Gasoline Cost Spike Bad News; Even Though Gasoline's share of Spending is Low, transportation costs Are likely to Ripple Broadly
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March 6
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Better - Or Not? |
Job Report doesn't Add Up; Payrolls Still Face Another Downward Benchmark; Layoffs Due to Economy, Not AI Says Challenger; Challenger; Retail Sales Hurt Tariff Pre buy and the Weather; big Beautiufl Bill Skimps on Details, so Refunds re Delayed; Sentiment Still Rising |
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