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September 30
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WEAK FOUNDATION |
Consumer Income & Spending - bounce, not trend; Job Growth & Confidence - Two of Our Lead Indicators Slowing; Out of Pocket Health Costs Rising; Holiday Retail Sales Compare to Weather Afflicted Year Ago; 3Q Retail Sales Slower than 2Q; FRB's Model Now Similar to Ours |
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September 29
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Best of Momentum |
Consumer Sending Highlights |
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September 29
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Services Charts |
Consumer Spending Highlights - Services
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September 26
|
HANDOUT |
HANDOUT
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September 26
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HANDOUT |
HANDOUT |
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September 22
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TRAVELING ON, SLOWLY |
Lodging Spending Accelerates; Consumer Producer Prices Up, What About CPI?; Net Worth gains Slow But Asset Gains Still Good; Stocks Share of Net Worth; Total Income Gains Harder to Find; 3% Growth Forecasts Gone |
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September 12
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SOME GOOD, SOME BAD |
Unadjusted Retail Sales - August a better month but post-winter gains vs year ago still shrinking; Revolving Credit Growth growing again; Something to Worry About? Weak mortgage applications & decline in cash sales; Household income & Spending eases during 2013, according to the CES; which also finds big financial wealth gains; Consumer Debt age vs. income trends |
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September 5
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UNDERSTANDING THE DATA |
Employment & Unemployment - About as Expected Post-Weather Rebound; More Variable Pay is Behind Wage Revisions -- Important to Remember if We Slow; Spending & Income Weak Even Before the Lackluster August Job Gains; 3Q GDP Starts in a Hole with July's Decline in Real Necessity & Discretionary Spending; Spending May Be Volatile, But Prices More Stable & Upward; Older Consmuers are Less Mobile than Younger Which Will Be Significant to Housing as the Baby Boom Ages |
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September 2
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BEST OF MOMENTUM |
Consumer Spending Highlights
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