|
|
November 30
|
A WEAK FOUNDATION? |
Older Consumers, Stocks Higher = Happy consumers; Wage Growth Revisions Downward; "Stormfusion" Reigns; Stable Vehicle Demand = SAAAR Surge; Housing Prices, Sales Pick Up Post Storms. Will it Last?; FHFA vs. Case Shiller Which is Correct? |
|
|
November 30
|
BEST OF MOMENTUM |
Consumer Spending Highlights |
|
|
November 16
|
LESS WILLING OR LESS ABLE? |
Discretionary Retail Sales Volatile; Holiday 2017 Estimated +4.1%; Consumer Spending Plans Slip; Debt Up %5 Yr/Yr but New Mortgage & Auto Lending Stagnant; HELOCs Decline, Other Up; But Demand for Vehicle, Credit Card & Mortgage Loans Slip |
|
|
November 13
|
HANDOUT + FORECAST |
Most Recent Handout/Forecast |
|
|
November 6
|
WHAT TO BELIEVE? |
Business & Consumer Sentiment; Service Companies May Be Optimistic But Are Slowing Job Dramatically; Wages & Benefits Accelerate in 2017; But October Hourly Earnings Gains Fade; Homeownership Moving Higher but Household Growth Not; Tax Cut Not Enough to Alter Our Outlook |
|
