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July 26
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HANDOUT & Forecast Table |
Updated Handout with Forecast Table |
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July 19
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BORROW & BUY? |
Strong End to 2Q Retail Sales; Discretionary Retailer Sales Up M/M & Y/Y; Housing Adrift; Consumer Moods Brightening; Small U-Tick Credit Rejections But not Worrisome; Those Who Spend are Eyeing XCredit |
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July 12
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THE SLOWING - JUST BEGINNING OR ALMOST OVER?? |
Employment Indicators Rally; Income Expectations Rise; An Old, But Not the Oldest, Recovery; Sentiment Gains; Net Consumer Credit Extensions Rise Modestly |
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July 5
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HIDE FROM THE NEWS |
Yet Another Spring Rebound, Partially Due to Higher Energy Spending; Wage Growth Lately Underestimated. Ample Funds for Consumption; Consumer Vehicle Spending More Stable Than Total. Our 2016 & 2017 Estimates; Housing Rebound Lags Autos; Moody's Polishes Its Backward View
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July 5
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HIDE FORM THE NEWS |
Yet Another Spring Rebound, Partially Due to Higher Energy Spending; Wage Growth Lately Underestimated. Ample Funds for Consumption; Consumer Vehicle Spending More Stable Than Total. Our 2016 & 2017 Estimates; Housing Rebound Lags Autos; Moody's Polishes Its Backward View |
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