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November 25
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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November 20
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THE SEASON TO WATCH AND WAIT |
Lower Gasoline Costs of Little Consequence, as Rent, Health Care & Vehicle Loan Costs Rise; Warm Weather Didn't Sustain Housing Starts; Retailers Holiday Wish Should Be For Weaker Vehicle Sales; Total Credit Originations Stall. Only Vehicles Rise. But Auto Loan Rejection Rate is Rising |
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November 18
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HANDOUT |
Handout |
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November 9
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MAYBE NOT AS GOOD AS IT LOOKS |
Employment Gains Not Quite As Good As They Seem; But Wages Are Accelerating; As is Revolving Credit; 4Q Rate hike Means Consumer Debt Burden Will Rise
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November 5
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BAD MOOD |
Everyone's Mood Worsened in October; Unit Vehicle Sales Robust, But Prices No Longer Rising And Likely to Decline; FRB Finds More Willing Credit Card Takers But Not Much Else; Health Insurance Premiums Enough To Make You Ill; Do The Demographics Match The Vehicle Sales Profile?; Too Many Manufacturing Inventories |
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November 2
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CONSUMER CONFUSION |
Nominal Spending Trends Lower, but Units Holding; Nominal Income Growth Slowed In September but Discretionary Spending Still OK; 3Q ECI Bounced Back But Wage Data Is Unreliable; Our Older Population Isn't Going To Be Happy With The New Budget Deal; This Year's Household Growth All A Function Of The Late 2014 Surge; Consumer Mood Unchanged Over the Year |
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