|
|
February 27
|
HANDOUT |
Handout
|
|
|
February 22
|
LET THE TAX REFUNDS, LOWER WITHHOLDING & BONUS PAYMENTS BEGIN |
Expect a Spending or be Worried; Tax Refunds Help Large Purchases...If Additional Lending is Available; Unusual Credit Cycle; Today's Rates Higher than Existing Mortgage Pool --- beware; Non Store growth 2x Other Retail; Consumer Import Prices Plunge |
|
|
February 12
|
MIXED UP MESSAGES |
Moods Low vs Year Ago as Consumers Doubt Tax Reform; Expecting Higher Wages, But No Plans to Spend; Easier Credit Expected by More, Tough More Difficulty Availability Expected by Most; Plan to Move? Fewer and Fewer; Could Be Rates
|
|
|
February 12
|
MIXED UMESSAGEAS |
|
|
|
February 8
|
NEED WAGES & JOBS |
Labor Costs Rising with Variable Benefits, Not Fixed Wages; What's with Services Jobs slowing?; We Forecast Somewhat Better Wage Growth in 2018; Which Consumers Will Need to Cove Necessity Spending; Too Much Debt? Big Downward Revisions at Core Logic |
|
|
February 2
|
THIS IS ALL VERY CONFUSING |
Jobs Gain in January But Workweek Lengthens and average Hourly Earnings Slow; The Birth/Death Adjustment Revised Up?; Unadjusted Jobs July-January Show Slowing Since 2015; Keep Your Eye on The ECI; Mortgage Rates Rising Rapidly; Mortgage Rates, Tax Reform threats to Housing |
|
