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January 28
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Buyers Shrink With Dollar |
Weather Undoubtedly Helped Housing as 2014 Came to a Close; More Homeowners are Staying Put; Vacation & Investment Home Sales Dipped in 2014; Early 2014's Housing Boost from Foreign Buyers Turned to Bust as The Dollar Killed Their Purchasing Power; Experian's Bankcard Originations for 4Q Weak; Consumer Still Seeing Some Inflation in Goods excluding Energy & Services |
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January 21
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THE CONSUMER HAS JOBS & MONEY. NOW WHAT? |
Good Wage Growth In December = Money To Spend; ACA Distortions Continue Average Hourly Earnings Being Hurt By Large Job Gains In Lower Earnings Industries; Job Growth Well In Excess Of Labor Force Gains; Single Family Housing Activity Improving, But Is It More Than Just Better Weather?; Evolving Credit Growth Is Slowing Again; Retail Sales Totals Being Hurt By Gasoline & Fuel Oil Price Decline
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January 6
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MIXED MESSAGES |
Business And Consumer Sentiment Headed In Different Directions; Some Red Flags In Vehicle Data; Big Wealth Gains Are Over; Labor Force, Job Growth Slowing; Clear Capital Home Price Forecast Weak; Lodging Outlook All Revpar
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January 5
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HANDOUT |
Handout |
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January 2
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HAPPY NEW YEAR |
Lower Inflation Gives Gives Year-End Boost To Real Economy; Nominal Gains On Hold - Prices Down But Units Up; No Help For Housing; Retailers In Good Shape As Inventories Slow (Port Slowdown?); Housing Sales & Prices Slow Into Year End; Tax Refunds Coming Earlier In Year; Health Services Spending Revised Up. Consumer Dollars? |
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