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September 29
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SLOWING AHEAD |
Pace of Consumer Spending Growth is Slowing; Housing Sales Eased in August; As the Mix Moved to New Homes but Prices Lower; August Travel trends Weak; The Inventory Gain a GDP +, Has Started to Slow; In the 1970's Household Formations Benefitted From Growing 25-44 Year Olds. Today, 35-44 Year Olds are Moving from Decline to Growth, But 25-34 Year Olds Are Going in the Opposite Direction. |
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September 28
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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September 16
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LABOR Day SHIFT CONFUSION |
Retail Revenues August/July Little Changed; Lodging Occupancy & Revpar August Collapse; Income Expectations OK but No Plans to Spend It; Housing News Favorable but Home Price Expectations Keep Easing; Retail Spending Nothing if Not Volatile; Housing Units Flat but Prices Up |
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September 8
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GOOD BUT NO BETTER |
Private Employment Growth Slowing & Past Its Peak; Slowing is Both Unadjusted & SAAR Data; Plunge in Unemployment Rate Not Jobs Related; Hourly Earnings Rising; Wages Acceleration Still Less Than Pre-Year-End 2014 Rates; Household Formation A Function of the Young Population |
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